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Hedge Funds Similar to Magnus Financial Group

13F Portfolio OverlapQ3 2026Magnus Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Magnus Financial Group LLC is an institutional investor managing $1.5B across 413 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 Magnus Financial Group are MATRIX PRIVATE GROUP, ACORN FINANCIAL ADVISORY SERVICES, Graetz Wealth, with shared positions in $IBIT, $UTG, $BX, $PLTR, $GLW, $LMT. The full ranking of 25 similar funds is below.

#1MATRIX PRIVATE CAPITAL GROUP LLCActive
Some overlap · 4 shared positions
$IBIT$UTG$BX$PLTR
$230M
143 positions
#2ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 4 shared positions
$IBIT$GLW$LMT$PLTR
$753M
223 positions
#3Graetz Wealth LLCActive
Some overlap · 3 shared positions
$IBIT$FLEX$PLTR
$125M
84 positions
#4Brevan Howard Capital Management LPPassive
Some overlap · 3 shared positions
$IBIT$PLTR$BA
$13.5B
2,030 positions
#5PENNINGTON PARTNERS & CO., LLCActive
Some overlap · 3 shared positions
$IBIT$PLTR$EPD
$312M
131 positions
#6Modus Advisors, LLCPassive
Some overlap · 4 shared positions
$IBIT$PLTR$LMT$BX
$405M
118 positions
#7BigSur Wealth Management LLCPassive
Some overlap · 3 shared positions
$IBIT$BX$LMT
$423M
166 positions
#8Objective Capital Management, LLCActive
Some overlap · 3 shared positions
$IBIT$PLTR$MS
$112M
99 positions
#9Financial Engines Advisors L.L.C.Active
Some overlap · 3 shared positions
$IBIT$BA$PLTR
$56.3B
552 positions
#10Kamunting Street Capital Management, L.P.Active
Some overlap · 3 shared positions
$IBIT$BX$EPD
$179M
25 positions
#11PANORAMIC INVESTMENT ADVISORS, LLCActive
Some overlap · 3 shared positions
$IBIT$GLW$LMT
$209M
141 positions
#12Friday FinancialActive
Some overlap · 3 shared positions
$IBIT$PLTR$MS
$506M
119 positions
#13Baring Financial LLCActive
Some overlap · 3 shared positions
$IBIT$LMT$BA
$187M
84 positions
#14Sterling Investment Advisors, Ltd.Passive
Some overlap · 4 shared positions
$UTG$PLTR$LMT$BX
$599M
225 positions
#15JBR Co Financial Management IncPassive
Some overlap · 4 shared positions
$UTG$BX$EPD$PLTR
$261M
126 positions
#16OAK FAMILY ADVISORS, LLCPassive
Some overlap · 4 shared positions
$UTG$BA$EPD$GLW
$385M
108 positions
#17Pilgrim Partners Asia Pte LtdActive
Some overlap · 3 shared positions
$IBIT$GLW$PLTR
$234M
108 positions
#18White Knight Strategic Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$BITB$PLTR$BX
$143M
89 positions
#19Bulltick Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IBIT$PLTR$BX
$490M
134 positions
#20Powell Investment Advisors, LLCActive
Some overlap · 5 shared positions
$IBIT$LMT$BX$GLW$MS
$313M
171 positions
#21Tactive Advisors, LLCPassive
Some overlap · 4 shared positions
$IBIT$PLTR$EPD$GLW
$416M
281 positions
#22Wright Wealth LLCActive
Some overlap · 3 shared positions
$UTG$GLW$EPD
$167M
54 positions
#23Ankerstar Wealth, LLCPassive
Some overlap · 4 shared positions
$BITB$IBIT$LMT$BX
$119M
989 positions
#24Mountain Capital Investment Advisors Inc.Smart money
Some overlap · 3 shared positions
$IBIT$PLTR$EPD
$702M
95 positions
#25Kapstone Financial Advisors LLCActive
Some overlap · 3 shared positions
$IBIT$PLTR$LMT
$239M
175 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.