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Hedge Funds Similar to Paulson Wealth

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

Paulson Wealth Management Inc. is an institutional investor managing $471M across 146 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 Paulson Wealth are Fi3 FINANCIAL ADVISORS, Portland Global Advisors, Corsicana, with shared positions in $MDY, $TXN, $EME, $QCOM, $AMGN, $MCD. The full ranking of 25 similar funds is below.

#1Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 4 shared positions
$MDY$TXN$EME$QCOM
$418M
232 positions
#2Portland Global Advisors LLCActive
Notable overlap · 3 shared positions
$MDY$TXN$AMGN
$1.1B
154 positions
#3Corsicana & Co.Passive
Notable overlap · 3 shared positions
$MDY$TXN$QCOM
$206M
309 positions
#4LCM Capital Management IncActive
Notable overlap · 4 shared positions
$MDY$MCD$LMT$QCOM
$235M
125 positions
#5Hopwood Financial Services, Inc.Active
Notable overlap · 3 shared positions
$MDY$AMGN$QCOM
$173M
92 positions
#6OFS Enterprise LLCActive
Notable overlap · 3 shared positions
$MDY$MCD$USB
$382M
104 positions
#7Montz Harcus Wealth Management LLCActive
Notable overlap · 3 shared positions
$MDY$MCD$LMT
$285M
97 positions
#8Curbstone Financial Management CorpPassive
Notable overlap · 3 shared positions
$MDY$TXN$USB
$579M
202 positions
#9Junk Investment Group, LLCActive
Some overlap · 4 shared positions
$MDY$TXN$AMGN$QCOM
$241M
98 positions
#10Crescent Sterling, Ltd.Passive
Some overlap · 5 shared positions
$MDY$TXN$AMGN$LMT$QCOM
$122M
92 positions
#11Thrive Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$MDY$AMGN$LMT
$805M
260 positions
#12TKG Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$AMGN$MCD
$288M
94 positions
#13BARRETT & COMPANY, INC.Passive
Some overlap · 3 shared positions
$MDY$LMT$QCOM
$366M
671 positions
#14RETIREMENT INCOME SOLUTIONS, INCSmart money
Some overlap · 3 shared positions
$MDY$MCD$AMGN
$581M
172 positions
#15Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 3 shared positions
$MDY$TXN$AMGN
$246M
143 positions
#16DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$MDY$TXN$AMGN
$445M
204 positions
#17Midwest Financial Group LLCPassive
Some overlap · 3 shared positions
$MDY$USB$QCOM
$295M
138 positions
#18LAM GROUP, INC.Active
Some overlap · 3 shared positions
$MDY$AMGN$MCD
$199M
137 positions
#19Capstone Financial Advisors, Inc.Smart money
Some overlap · 4 shared positions
$MDY$MCD$QCOM$CI
$2.1B
192 positions
#20Waldron Private Wealth LLCActive
Some overlap · 3 shared positions
$MDY$AMGN$QCOM
$2.9B
350 positions
#21WARNER FINANCIAL, INCActive
Some overlap · 4 shared positions
$MDY$TXN$MCD$LMT
$340M
145 positions
#22Benchmark Financial Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$TXN$AMGN
$419M
162 positions
#23Carlton Hofferkamp & Jenks Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MDY$AMGN$LMT
$319M
146 positions
#24BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 3 shared positions
$MDY$TXN$QCOM
$371M
394 positions
#25Meridian Financial Advisors, LLCActive
Some overlap · 4 shared positions
$MDY$MCD$LMT$USB
$214M
154 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.