13F Pro

Hedge Funds Similar to CCG WEALTH

13F Portfolio OverlapQ2 2026CCG WEALTH portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

CCG WEALTH MANAGEMENT, LLC is an institutional investor managing $431M across 150 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 CCG WEALTH are Global Wealth Strategies & Associates, LYNX GROUP LTD, Lifeworks Advisors, with shared positions in $IAU, $MDY, $QCOM, $EBAY, $CW, $BKNG. The full ranking of 25 similar funds is below.

#1Global Wealth Strategies & AssociatesActive
Some overlap · 3 shared positions
$IAU$MDY$QCOM
$528M
97 positions
#2LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 3 shared positions
$IAU$MDY$QCOM
$248M
91 positions
#3Lifeworks Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$EBAY$QCOM
$955M
337 positions
#4MERIDIAN INVESTMENT COUNSEL INC.Passive
Some overlap · 3 shared positions
$IAU$MDY$QCOM
$466M
250 positions
#5Bellwether Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$CW$EBAY
$675M
167 positions
#6May Barnhard Investments LLCActive
Some overlap · 3 shared positions
$IAU$MDY$BKNG
$247M
88 positions
#7Resonant Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$MDY$QCOM
$2.1B
538 positions
#8Pettinga Financial Advisors LLCActive
Some overlap · 3 shared positions
$IAU$MDY$UUP
$624M
156 positions
#9SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$IAU$MDY$QCOM
$166M
122 positions
#10Mengis Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$ATI$IAU$QCOM
$658M
218 positions
#11MAI Capital ManagementPassive
Slight overlap · 3 shared positions
$MDY$IAU$QCOM
$26.6B
2,108 positions
#12Midwest Financial Group LLCPassive
Slight overlap · 3 shared positions
$MDY$IAU$QCOM
$285M
136 positions
#13Waldron Private Wealth LLCActive
Slight overlap · 3 shared positions
$MDY$IAU$QCOM
$2.9B
350 positions
#14NORTHLAND SECURITIES, INC.Active
Slight overlap · 3 shared positions
$MDY$ATI$APO
$172M
117 positions
#15Sage Mountain Advisors LLCActive
Slight overlap · 3 shared positions
$IAU$MDY$QCOM
$1.6B
304 positions
#16MIRAE ASSET SECURITIES (USA) INC.Active
Slight overlap · 3 shared positions
$MDY$QCOM$EBAY
$3.6B
127 positions
#17Fiduciary Wealth Partners, LLCSmart money
Slight overlap · 3 shared positions
$MDY$QCOM$BKNG
$182M
69 positions
#18Shulman DeMeo Asset Management LLCSmart money
Slight overlap · 3 shared positions
$MDY$QCOM$APO
$535M
146 positions
#19LM Advisors LLCPassive
Slight overlap · 3 shared positions
$IAU$MDY$QCOM
$866M
224 positions
#20Aster Capital Management (DIFC) LtdPassive
Slight overlap · 3 shared positions
$MDY$QCOM$APO
$470M
808 positions
#21HMS Capital Management, LLCActive
Slight overlap · 3 shared positions
$CW$QCOM$BKNG
$267M
120 positions
#22SSA SWISS ADVISORS AGPassive
Slight overlap · 3 shared positions
$MDY$QCOM$IAU
$266M
107 positions
#23MUIRFIELD WEALTH ADVISORS LLCPassive
Slight overlap · 3 shared positions
$CW$QCOM$BKNG
$153M
87 positions
#24Granite FO LLCSmart money
Slight overlap · 4 shared positions
$MDY$APO$IAU$QCOM
$189M
171 positions
#25LFA - Lugano Financial Advisors SAActive
Slight overlap · 3 shared positions
$IAU$BKNG$QCOM
$166M
274 positions

Compare CCG WEALTH’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 CCG WEALTH’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.