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Hedge Funds Similar to Xcel Wealth

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

Xcel Wealth Management, LLC is an institutional investor managing $419M across 140 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 Xcel Wealth are MARK ASSET, Avantyr Partners, MFG WEALTH, with shared positions in $BA, $COF, $GLW, $SCHW, $SPCX, $F. The full ranking of 25 similar funds is below.

#1MARK ASSET MANAGEMENT LPActive
Notable overlap · 5 shared positions
$BA$COF$GLW$SCHW$SPCX
$1.5B
42 positions
#2Avantyr Capital Partners, LPActive
Notable overlap · 4 shared positions
$F$COF$SCHW$SPCX
$2.7B
24 positions
#3MFG WEALTH MANAGEMENT, INC.Passive
Notable overlap · 4 shared positions
$BA$GLW$F$SOFI
$140M
63 positions
#4Unifi Asset Management LPActive
Some overlap · 5 shared positions
$F$BA$PFH$UBER$NEE
$251M
62 positions
#5Emissary Wealth LLCPassive
Some overlap · 5 shared positions
$COF$GLW$NEE$CRWD$DE
$131M
63 positions
#6Blume Capital Management, Inc.Passive
Some overlap · 6 shared positions
$COF$SCHW$PFE$FDX$UBER$DE
$684M
359 positions
#7OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 5 shared positions
$GLW$MS$SOFI$COF$NEE
$530M
275 positions
#8Valiant Capital Management, L.P.Active
Some overlap · 3 shared positions
$RH$CRWD$UBER
$2.5B
29 positions
#9Minneapolis Portfolio Management Group, LLCActive
Some overlap · 5 shared positions
$BA$GLW$PFE$UBER$DE
$1.1B
34 positions
#10Newport Trust Company, LLCSmart money
Some overlap · 3 shared positions
$F$BA$COF
$41.5B
63 positions
#11LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 6 shared positions
$GLW$NEE$SCHW$CRWD$BA$UBER
$152M
84 positions
#12AMI ASSET MANAGEMENT CORPActive
Some overlap · 5 shared positions
$GLW$SCHW$CRWD$SPCX$TJX
$1.7B
99 positions
#13Mainstream Capital Management LLCActive
Some overlap · 6 shared positions
$GLW$SCHW$CRWD$CAVA$TJX$UBER
$166M
90 positions
#14VIKING FUND MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$GLW$MS$NEE$PFH
$1.1B
146 positions
#15Next Level Private LLCPassive
Some overlap · 4 shared positions
$BA$MS$F$PFE
$511M
174 positions
#16River Street Advisors LLCPassive
Some overlap · 5 shared positions
$MS$GLW$NEE$COF$SOFI
$340M
177 positions
#17Econ Financial Services CorpPassive
Some overlap · 4 shared positions
$BA$F$PFE$UBER
$214M
72 positions
#18CORDA Investment Management, LLC.Active
Some overlap · 5 shared positions
$GLW$SCHW$PFE$LEVI$DE
$1.6B
85 positions
#19Landmark Wealth Management, LLCActive
Some overlap · 4 shared positions
$GLW$F$BA$PFE
$418M
151 positions
#20HOERTKORN RICHARD CHARLESActive
Some overlap · 4 shared positions
$BA$SCHW$F$PFE
$149M
71 positions
#21EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$MS$NEE$SCHW$PFE$FDX
$1.3B
58 positions
#22Juno Financial Group LLCActive
Some overlap · 7 shared positions
$SCHW$CRWD$GLW$CAVA$UBER$DE
$282M
73 positions
#23BUFFALO BUSINESS & ESTATE SERVICES LTDActive
Some overlap · 6 shared positions
$BA$COF$NEE$CRWD$GLW$UBER
$793M
105 positions
#24Spectrum Financial Alliance Ltd LLCActive
Some overlap · 4 shared positions
$BA$F$SCHW$DE
$679M
31 positions
#25Old North State Wealth Management, LLCPassive
Some overlap · 3 shared positions
$BA$GLW$PFE
$234M
112 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.