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Hedge Funds Similar to Wealth Associates

13F Portfolio OverlapQ2 2026Wealth Associates portfolio →
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Most similar hedge funds by 13F overlap

Wealth Management Associates, Inc. is an institutional investor managing $362M across 254 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Wealth Associates are Disciplined Equity, Clarity Financial, Blue Line , / IL, with shared positions in $PLTR, $KMI, $CRWD, $T, $VZ, $PFE. The full ranking of 25 similar funds is below.

#1Disciplined Equity Management, Inc.Smart money
Notable overlap · 6 shared positions
$PLTR$KMI$CRWD$T$VZ$PFE
$226M
45 positions
#2Clarity Financial LLCActive
Some overlap · 5 shared positions
$PLTR$KMI$APLD$VZ$IAU
$1.2B
132 positions
#3Blue Line Capital, LLC / ILPassive
Some overlap · 5 shared positions
$PLTR$CRWD$KMI$T$AMGN
$120M
92 positions
#4AGP FRANKLIN, LLCPassive
Some overlap · 4 shared positions
$PLTR$APLD$CRWD$SLV
$231M
93 positions
#5ELLERSON GROUP INC /ADVPassive
Some overlap · 4 shared positions
$PLTR$KMI$PFE$AMGN
$169M
64 positions
#6Sterling Investment Advisors, Ltd.Passive
Some overlap · 5 shared positions
$KMI$CRWD$PLTR$PFE$AMGN
$599M
225 positions
#7IBEX WEALTH ADVISORSPassive
Some overlap · 5 shared positions
$PLTR$KMI$T$VZ$AMGN
$1.3B
209 positions
#8OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 4 shared positions
$PLTR$KMI$VZ$AMGN
$329M
323 positions
#9Genesis Financial Group, LLCPassive
Some overlap · 3 shared positions
$PLTR$KMI$APLD
$154M
100 positions
#10BCWM, LLCPassive
Some overlap · 5 shared positions
$KMI$T$VZ$PFE$IAU
$342M
57 positions
#11International Private Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$PLTR$KMI$VZ$APLD$PFE
$194M
160 positions
#12Fortress Financial Solutions, LLC
Some overlap · 4 shared positions
$PLTR$CRWD$T$SLV
$96M
56 positions
#13Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$CRWD$IAU$SLV
$819M
339 positions
#14Prospect Financial Services LLCPassive
Some overlap · 4 shared positions
$PLTR$CRWD$VZ$KMI
$197M
115 positions
#15BEAM WEALTH ADVISORS, INC.Active
Some overlap · 5 shared positions
$KMI$PHYS$T$IAU$PFE
$453M
117 positions
#16Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$KMI$T$VZ$PFE$AMGN
$116M
65 positions
#17SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$KMI$T$VZ$PFE$AMGN
$606M
79 positions
#18Lionshead Wealth Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$CRWD$PEG$PFE
$154M
112 positions
#19Oder Investment Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$CRWD$VZ
$149M
113 positions
#20Cornerstone Select Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$CRWD$T$VZ
$238M
149 positions
#21Financial Connections Group, Inc.
Some overlap · 3 shared positions
$PLTR$CRWD$PFE
$288M
251 positions
#22Equity Wealth Partners, LLCActive
Some overlap · 3 shared positions
$PLTR$CRWD$AXON
$278M
109 positions
#23Dupree Financial Group, LLCPassive
Some overlap · 4 shared positions
$KMI$T$APLD$VZ
$267M
81 positions
#24Orographic Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$KMI$T$VZ$PFE
$151M
105 positions
#25Brand Asset Management Group, Inc.Active
Some overlap · 3 shared positions
$PLTR$CRWD$AXON
$452M
223 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.