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Hedge Funds Similar to CCG WEALTH ,

13F Portfolio OverlapQ1 2026CCG WEALTH , portfolio →
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Most similar hedge funds by 13F overlap

CCG WEALTH MANAGEMENT, LLC is an institutional investor managing $369M across 136 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 CCG WEALTH , are BCWM,, Ipsen Advisor Group, LifePlan Financial,, with shared positions in $IAU, $SRE, $AMD, $AGQ, $CRM, $MDY. The full ranking of 25 similar funds is below.

#1BCWM, LLCPassive
Some overlap · 3 shared positions
$IAU$SRE$AMD
$353M
57 positions
#2Ipsen Advisor Group LLCPassive
Some overlap · 3 shared positions
$IAU$SRE$AGQ
$143M
104 positions
#3LifePlan Financial, LLCPassive
Some overlap · 3 shared positions
$IAU$AMD$CRM
$135M
83 positions
#4marrick wealth, LLCSmart money
Some overlap · 3 shared positions
$IAU$AMD$MDY
$119M
52 positions
#5Wealth Watch Advisors, INCPassive
Some overlap · 5 shared positions
$IAU$MDY$AGQ$MAR$BTSG
$239M
126 positions
#6Meridian Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$AMD$MDY
$756M
202 positions
#7Bedminster, LLCActive
Some overlap · 3 shared positions
$IAU$SRE$MDY
$107M
53 positions
#8MFA WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$IAU$AMD$AGQ$MAR
$508M
88 positions
#9Everest Financial Group LLCPassive
Some overlap · 5 shared positions
$IAU$AMD$CRM$AGQ$MAR
$607M
199 positions
#10Green Ridge Wealth Planning LLCActive
Some overlap · 3 shared positions
$IAU$AMD$CRM
$190M
86 positions
#11Gunpowder Capital Management, LLC dba Oliver Wealth ManagementPassive
Some overlap · 3 shared positions
$IAU$AMD$MDY
$132M
408 positions
#12FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 4 shared positions
$IAU$MDY$MAR$AGQ
$1.5B
341 positions
#13VCI Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$AMD$MAR
$361M
123 positions
#14Parkside Investments, LLCActive
Slight overlap · 3 shared positions
$IAU$AMD$TMO
$823M
98 positions
#15Deane Retirement Strategies, Inc.Passive
Slight overlap · 3 shared positions
$IAU$CRM$AGQ
$249M
57 positions
#16Farrell Financial LLCPassive
Slight overlap · 3 shared positions
$IAU$CRM$MAR
$167M
76 positions
#17WealthCare Investment Partners, LLCPassive
Slight overlap · 3 shared positions
$IAU$CRM$MAR
$360M
191 positions
#18Approach Retirement Advisors, LLCActive
Slight overlap · 3 shared positions
$IAU$AMD$TMO
$120M
79 positions
#19AVAII WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$IAU$AMD$AGQ
$287M
158 positions
#20MAIMON WEALTH MANAGEMENT LTD.Passive
Slight overlap · 3 shared positions
$IAU$AMD$MAR
$114M
77 positions
#21Maltin Wealth Management, Inc.Passive
Slight overlap · 3 shared positions
$IAU$MDY$AGQ
$262M
136 positions
#22Elevated Financial Group LLCActive
Slight overlap · 3 shared positions
$IAU$CRM$MAR
$308M
134 positions
#23REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$IAU$TMO$AGQ
$697M
218 positions
#24Kaydan Wealth Management, Inc.Active
Slight overlap · 3 shared positions
$IAU$MDY$AGQ
$299M
109 positions
#25Intentional Wealth Strategies, LLCPassive
Slight overlap · 3 shared positions
$IAU$AGQ$CRM
$107M
942 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.