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Hedge Funds Similar to Magnus Financial Group

13F Portfolio OverlapQ1 2026Magnus Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Magnus Financial Group LLC is an institutional investor managing $1.4B across 391 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 Magnus Financial Group are Verde, NavPoint Financial,, MARINER INVESTMENT GROUP, with shared positions in $IBIT, $SNOW, $PANW, $USB, $PLTR, $COP. The full ranking of 25 similar funds is below.

#1Verde Capital ManagementActive
Some overlap · 5 shared positions
$IBIT$SNOW$PANW$USB$PLTR
$468M
69 positions
#2NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$IBIT$SNOW$COP$PLTR
$247M
71 positions
#3MARINER INVESTMENT GROUP LLCActive
Some overlap · 3 shared positions
$IBIT$SNOW$COP
$362M
161 positions
#4Balance Wealth, LLCPassive
Some overlap · 5 shared positions
$GSAT$SNOW$COP$USB$MAR
$322M
149 positions
#5Sagace Wealth Management LLCPassive
Some overlap · 5 shared positions
$SNOW$IBIT$COP$USB$LMT
$149M
70 positions
#6Centurion Wealth Management LLCPassive
Some overlap · 5 shared positions
$GSAT$SNOW$IBIT$USB$TMO
$444M
316 positions
#7VCI Wealth Management LLCPassive
Some overlap · 3 shared positions
$IBIT$SNOW$MAR
$361M
123 positions
#8Graetz Wealth LLCPassive
Some overlap · 5 shared positions
$IBIT$SNOW$USB$PLTR$FLEX
$112M
80 positions
#9Lauer Wealth, LLCActive
Some overlap · 5 shared positions
$IBIT$COP$MAR$USB$PLTR
$126M
67 positions
#10Hobart Private Capital, LLCPassive
Some overlap · 6 shared positions
$GSAT$COP$MAR$SNOW$USB$LRCX
$509M
132 positions
#11Foundation Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$IBIT$SNOW$PLTR
$148M
44 positions
#12Corecam Pte. Ltd.Active
Some overlap · 3 shared positions
$IBIT$GSAT$USB
$231M
65 positions
#13Fortis Advisors, LLCPassive
Some overlap · 5 shared positions
$SNOW$GSAT$USB$COP$TMO
$200M
119 positions
#14Corecam AGActive
Some overlap · 3 shared positions
$IBIT$GSAT$LMT
$117M
59 positions
#15QUATTRO FINANCIAL ADVISORS LLCPassive
Some overlap · 4 shared positions
$IBIT$COP$LRCX$TMO
$331M
91 positions
#16Christensen, King & Associates Investment Services, Inc.Active
Some overlap · 5 shared positions
$SNOW$COP$MAR$USB$PLTR
$233M
105 positions
#17BigSur Wealth Management LLCPassive
Some overlap · 5 shared positions
$IBIT$MAR$PANW$USB$LMT
$356M
163 positions
#18Volterra Technologies LPPassive
Some overlap · 5 shared positions
$SNOW$COP$MAR$PANW$PLTR
$823M
301 positions
#19Benson Wealth Management INCPassive
Some overlap · 3 shared positions
$IBIT$GSAT$PLTR
$73M
354 positions
#20Certified Advisory CorpPassive
Some overlap · 5 shared positions
$SNOW$COP$MAR$USB$LMT
$1.1B
318 positions
#21SEEDS INVESTOR LLCPassive
Some overlap · 4 shared positions
$SNOW$IBIT$COP$LRCX
$735M
350 positions
#22Brevan Howard Capital Management LPPassive
Some overlap · 5 shared positions
$IBIT$USB$PLTR$COP$SNOW
$11.3B
2,114 positions
#23Connective Capital Management, LLCPassive
Some overlap · 5 shared positions
$SNOW$COP$PANW$USB$PLTR
$121M
66 positions
#24North Forty Two & Co.Passive
Some overlap · 4 shared positions
$SNOW$COP$MAR$USB
$108M
97 positions
#25PURE PORTFOLIOS HOLDINGS LLC
Some overlap · 3 shared positions
$IBIT$SNOW$LMT
$332M
104 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.