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Hedge Funds Similar to Wagner Wealth

13F Portfolio OverlapQ3 2026Wagner Wealth portfolio →
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Most similar hedge funds by 13F overlap

Wagner Wealth Management, LLC is an institutional investor managing $573M across 252 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Wagner Wealth are Griffith & Werner, MORGAN DEMPSEY, GQG Partners, with shared positions in $VZ, $DUK, $T, $GILD, $SO, $PM. The full ranking of 25 similar funds is below.

#1Griffith & Werner, Inc.Passive
Some overlap · 6 shared positions
$VZ$DUK$T$GILD$SO$PM
$213M
71 positions
#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$VZ$DUK$T$PM$SO
$233M
122 positions
#3GQG Partners LLCActive
Some overlap · 5 shared positions
$VZ$T$DUK$PM$MO
$53.8B
102 positions
#4FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 6 shared positions
$DUK$VZ$T$MO$GILD$SO
$1.7B
256 positions
#5Beta Wealth Group, Inc.Active
Some overlap · 4 shared positions
$PDI$GILD$SO$ANET
$267M
114 positions
#6Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$VZ$T$DUK$PM$MO
$116M
65 positions
#7Plan Group Financial, LLCPassive
Some overlap · 6 shared positions
$DUK$VZ$T$PM$MO$SO
$510M
228 positions
#8HF Advisory Group, LLCPassive
Some overlap · 6 shared positions
$VZ$T$PM$MO$GILD$SO
$336M
174 positions
#9Ranch Capital Advisors Inc.Passive
Some overlap · 5 shared positions
$VZ$T$DUK$GILD$SO
$316M
157 positions
#10TECTONIC ADVISORS LLCPassive
Some overlap · 5 shared positions
$VZ$T$DUK$MO$GILD
$2.2B
277 positions
#11BCWM, LLCPassive
Some overlap · 4 shared positions
$VZ$DUK$T$MO
$342M
57 positions
#12RAHLFS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$VZ$DUK$PM$SO$MO
$150M
89 positions
#13Mission Hills Financial Advisory, LLCActive
Some overlap · 3 shared positions
$PDI$FSCO$MO
$228M
89 positions
#14Parrish Capital LLCPassive
Some overlap · 5 shared positions
$VZ$T$PM$GILD$SO
$103M
84 positions
#15Lloyd Advisory Services, LLC.Passive
Some overlap · 5 shared positions
$VZ$DUK$T$MO$PM
$258M
628 positions
#16Mallini Complete Financial Planning LLCSmart money
Some overlap · 4 shared positions
$PDI$DUK$RY$SO
$143M
72 positions
#17Widmann Financial Services, Inc.Passive
Some overlap · 5 shared positions
$VZ$T$DUK$MO$SO
$186M
123 positions
#18Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$DUK$RY$VZ$T$SO
$231M
125 positions
#19Measured Risk Portfolios, Inc.Active
Some overlap · 4 shared positions
$VZ$DUK$PM$MO
$94M
64 positions
#20Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$VZ$DUK$MO$GILD
$161M
62 positions
#21ARS Wealth Advisors Group, LLCActive
Some overlap · 4 shared positions
$VZ$DUK$MO$SO
$1.4B
218 positions
#22EDMP, INC.Passive
Some overlap · 4 shared positions
$VZ$T$RY$MO
$130M
74 positions
#23High Point Wealth Management, LLCPassive
Some overlap · 5 shared positions
$DUK$PM$MO$GILD$SO
$122M
250 positions
#24Old North State Trust, LLCPassive
Some overlap · 5 shared positions
$DUK$VZ$RY$SO$ANET
$194M
151 positions
#25John Boyer, Inc.Smart money
Some overlap · 4 shared positions
$VZ$DUK$MO$T
$126M
227 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.