13F Pro

Hedge Funds Similar to Larson Financial Group

13F Portfolio OverlapQ1 2026Larson Financial Group portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Larson Financial Group LLC is an institutional investor managing $3.1B across 3,631 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 Larson Financial Group are McGuire Investment Group,, Goldenstone Wealth, CPWA,, with shared positions in $WT, $AMAT, $LRCX, $AMD, $PLTR, $MS. The full ranking of 25 similar funds is below.

#1McGuire Investment Group, LLCActive
Notable overlap · 6 shared positions
$WT$AMAT$LRCX$AMD$PLTR$MS
$885M
121 positions
#2Goldenstone Wealth Management LLCActive
Notable overlap · 5 shared positions
$WT$AMAT$LRCX$AMD$MS
$137M
89 positions
#3CPWA, LLCPassive
Some overlap · 3 shared positions
$WT$AMAT$AMD
$84M
90 positions
#4Legacy Financial Advisors, Inc.Passive
Some overlap · 6 shared positions
$WT$COP$AMAT$GE$TXN$MS
$715M
404 positions
#5IAM Advisory, LLCActive
Some overlap · 4 shared positions
$WT$TXN$AMD$PLTR
$446M
95 positions
#6Transcendent Capital Group LLCPassive
Some overlap · 5 shared positions
$WT$TXN$COP$PLTR$AMAT
$219M
112 positions
#7Gaddis Premier Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$WT$FCFS$MPWR$COP$PLTR
$136M
85 positions
#8WIN ADVISORS, INCPassive
Some overlap · 3 shared positions
$WT$LRCX$AMAT
$219M
78 positions
#9Rare Wolf Capital LLCPassive
Some overlap · 4 shared positions
$WT$LRCX$AMD$PLTR
$154M
127 positions
#10Ruggaard & Associates LLCPassive
Some overlap · 4 shared positions
$WT$TXN$COP$MS
$252M
122 positions
#11MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Some overlap · 3 shared positions
$WT$GLTR$LRCX
$1.3B
143 positions
#12truNorth Financial Services, Inc.Active
Some overlap · 5 shared positions
$WT$COP$PLTR$MS$LRCX
$97M
49 positions
#13BlackDiamond Wealth Management, LLCPassive
Some overlap · 4 shared positions
$WT$LRCX$FCFS$AMD
$208M
203 positions
#14Magnolia Private Wealth, LLCPassive
Some overlap · 3 shared positions
$WT$TXN$GE
$150M
134 positions
#15Stonebridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$WT$TXN$MS
$1.2B
262 positions
#16Fermata Advisors, LLCPassive
Some overlap · 3 shared positions
$WT$TXN$MS
$444M
232 positions
#17Lauer Wealth, LLCActive
Some overlap · 4 shared positions
$WT$AMD$COP$PLTR
$126M
67 positions
#18GPS Wealth Strategies Group, LLC
Some overlap · 4 shared positions
$WT$LRCX$AMD$PLTR
$117M
582 positions
#19BCM ADVISORS, LLCActive
Some overlap · 4 shared positions
$WT$AMD$COP$PH
$507M
78 positions
#20ACT Advisors, LLC.Active
Some overlap · 5 shared positions
$WT$WMB$MS$PLTR$COP
$235M
78 positions
#21Joseph Group Capital ManagementPassive
Some overlap · 3 shared positions
$WT$LRCX$PH
$400M
379 positions
#22Linscomb Wealth, Inc.Active
Some overlap · 3 shared positions
$WT$LRCX$WMB
$2.2B
337 positions
#23WealthPlan Investment Management, LLCPassive
Some overlap · 4 shared positions
$WT$AMAT$PLTR$MS
$1.8B
458 positions
#24Winter & Associates, Inc.Passive
Some overlap · 4 shared positions
$WT$COP$PLTR$LRCX
$114M
84 positions
#25Phillip James Consulting Co.Passive
Some overlap · 3 shared positions
$WT$LRCX$AMD
$132M
378 positions

Compare Larson Financial Group’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Larson Financial Group’s holdings

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.