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Hedge Funds Similar to PFG Private Wealth ,

13F Portfolio OverlapQ1 2026PFG Private Wealth , portfolio →
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Most similar hedge funds by 13F overlap

PFG Private Wealth Management, LLC is an institutional investor managing $236M across 74 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 PFG Private Wealth , are Piedmont ,, Causey Wealth, INSPIRION WEALTH ADVISORS,, with shared positions in $KKR, $IBM, $AMGN, $KR, $TXN, $TT. The full ranking of 25 similar funds is below.

#1Piedmont Capital Management, LLCActive
Notable overlap · 3 shared positions
$KKR$IBM$AMGN
$197M
50 positions
#2Causey Wealth LLCPassive
Notable overlap · 3 shared positions
$KKR$IBM$AMGN
$236M
81 positions
#3INSPIRION WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$KKR$KR$TXN
$803M
181 positions
#4Forum Private Client Group LLCActive
Notable overlap · 3 shared positions
$KKR$KR$TT
$300M
80 positions
#5VSM Wealth Advisory, LLCPassive
Notable overlap · 3 shared positions
$KKR$IBM$CSX
$335M
505 positions
#6SPRENG CAPITAL MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$KKR$SO$AMGN$KR
$212M
66 positions
#7Gratus Wealth Advisors, LLCActive
Some overlap · 6 shared positions
$SSL$MRVL$ANET$TMUS$IBM$CSX
$691M
138 positions
#8Decker Wealth Management LLCPassive
Some overlap · 4 shared positions
$KKR$IBM$CSX$AMGN
$441M
105 positions
#9Measured Wealth Private Client Group, LLCPassive
Some overlap · 3 shared positions
$KKR$B$KR
$366M
726 positions
#10SONATA CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$KKR$SSL$IBM
$271M
123 positions
#11CROBANPassive
Some overlap · 3 shared positions
$KKR$KR$AMGN
$213M
73 positions
#12Long Run Wealth Advisors, LLC
Some overlap · 4 shared positions
$KKR$IBM$TXN$TOL
$531M
106 positions
#13Cherry Tree Wealth Management, LLCPassive
Some overlap · 3 shared positions
$KKR$SSL$AXP
$473M
582 positions
#14Evergreen Wealth Management, LLCPassive
Some overlap · 3 shared positions
$KKR$AMGN$ACN
$194M
54 positions
#15NEW ENGLAND ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$KKR$CSX$SHEL$AMGN
$786M
99 positions
#16NOVEM GROUPPassive
Some overlap · 3 shared positions
$KKR$SSL$AMGN
$873M
437 positions
#17Wilkins Miller Wealth Management, LLCPassive
Some overlap · 3 shared positions
$KKR$SSL$SO
$165M
89 positions
#18INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$KKR$MRVL$TOL
$1.4B
149 positions
#19InvesTrustPassive
Some overlap · 4 shared positions
$SSL$KKR$IBM$SHEL
$238M
91 positions
#20Baltimore-Washington Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$KKR$SSL$ANET$SO
$2.3B
186 positions
#21Sound View Wealth Advisors Group, LLCPassive
Some overlap · 5 shared positions
$SSL$KKR$SO$IBM$AMGN
$1.5B
422 positions
#22Francis Financial, Inc.Active
Some overlap · 3 shared positions
$KKR$AXP$IBM
$539M
115 positions
#23CoreFirst Bank & TrustPassive
Some overlap · 4 shared positions
$KKR$AXP$AMGN$ACN
$189M
290 positions
#24Grandview Asset Management LLCActive
Some overlap · 3 shared positions
$KKR$MRVL$IBM
$342M
137 positions
#25CHELSEA COUNSEL COPassive
Some overlap · 3 shared positions
$KKR$B$AMGN
$233M
238 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.