What hedge funds are most similar to Private Wealth Group, LLC?

The funds with the most similar 13F portfolios to Private Wealth Group, LLC are Breakwater Group, M3 Advisory Group,, FF Advisors,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Private Wealth Group,

13F Portfolio OverlapQ1 2026Private Wealth Group, portfolio →

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Most similar hedge funds by 13F overlap

Private Wealth Group, LLC is an institutional investor managing $259M across 76 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Private Wealth Group, are Breakwater Group, M3 Advisory Group,, FF Advisors,, with shared positions in $MDY, $NTRB, $SNOW, $TXN, $GE, $USB. The full ranking of 25 similar funds is below.

#1Breakwater Capital GroupPassive

Slight overlap · 6 shared positions

$MDY $NTRB $SNOW $TXN $GE $USB

$747M

373 positions

#2M3 Advisory Group, LLCPassive

Slight overlap · 5 shared positions

$MDY $NTRB $HUM $MAR $WFC

$162M

149 positions

#3FF Advisors,LLCActive

Slight overlap · 5 shared positions

$MDY $NTRB $GMM $HUM $USB

$247M

114 positions

#4CDM FINANCIAL COUNSELING SERVICES, INC.Active

Slight overlap · 5 shared positions

$MDY $NTRB $HUM $MAR $PM

$105M

80 positions

#5GTS SECURITIES LLCPassive

Slight overlap · 5 shared positions

$MDY $SNOW $NTRB $MAR $USB

$2.8B

1,482 positions

#6Uptown Financial Advisors LLCActive

Slight overlap · 7 shared positions

$SNOW $GMM $HUM $MAR $WFC $TXN

$126M

76 positions

#7Junk Investment Group, LLCPassive

Slight overlap · 5 shared positions

$MDY $NTRB $HUM $MAR $TXN

$191M

88 positions

#8Breakwater Investment ManagementPassive

Slight overlap · 6 shared positions

$NTRB $SNOW $HUM $GMM $MAR $MDY

$269M

506 positions

#9Grove Street Fiduciary, LLCActive

Slight overlap · 7 shared positions

$SNOW $MMM $HUM $MAR $WFC $PM

$227M

74 positions

#10Wheelhouse Advisory Group LLCActive

Slight overlap · 6 shared positions

$NTRB $SNOW $HUM $MAR $PM $USB

$302M

51 positions

#11LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Slight overlap · 5 shared positions

$MDY $SNOW $HUM $MAR $WFC

$1.0B

232 positions

#12Lauterbach Financial Advisors, LLCActive

Slight overlap · 6 shared positions

$NTRB $SNOW $HUM $MAR $WFC $GE

$205M

79 positions

#13SMITH, MOORE & CO.Passive

Slight overlap · 5 shared positions

$MDY $SNOW $HUM $MAR $USB

$1.4B

558 positions

#14SONATA CAPITAL GROUP INCPassive

Slight overlap · 5 shared positions

$MDY $SNOW $HUM $MAR $USB

$271M

123 positions

#15Darrow Company, Inc.Active

Slight overlap · 5 shared positions

$MDY $SNOW $HUM $MAR $USB

$222M

56 positions

#16BAYBANPassive

Slight overlap · 6 shared positions

$MMM $SNOW $HUM $MAR $WFC $USB

$115M

671 positions

#17Alexis Investment Partners, LLCActive

Slight overlap · 4 shared positions

$MDY $NTRB $HUM $MAR

$145M

35 positions

#18Pacific Center for Financial ServicesActive

Slight overlap · 5 shared positions

$MDY $NTRB $WFC $KMI $GE

$394M

513 positions

#19Selby Wealth Management, LLCActive

Slight overlap · 5 shared positions

$SNOW $GMM $MDY $HUM $WFC

$254M

81 positions

#20Kelman-Lazarov, Inc.Active

Slight overlap · 5 shared positions

$MDY $SNOW $HUM $PM $TXN

$698M

140 positions

#21HARBOR ADVISORY CORP /MA/Passive

Slight overlap · 4 shared positions

$MDY $SNOW $GMM $GE

$333M

79 positions

#22Houlihan Financial Resource Group, Ltd.Passive

Slight overlap · 5 shared positions

$MDY $SNOW $MAR $KMI $USB

$257M

109 positions

#23Livet Wealth, LLCPassive

Slight overlap · 4 shared positions

$MDY $SNOW $GMM $USB

$157M

117 positions

#24JIM SAULNIER & ASSOCIATES, LLCPassive

Slight overlap · 5 shared positions

$SNOW $GMM $HEI $HUM $MAR

$205M

139 positions

#25FIFTH THIRD SECURITIES, INC.Passive

Slight overlap · 5 shared positions

$MDY $SNOW $NTRB $MAR $USB

$1.5B

341 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.