13F Pro

Hedge Funds Similar to EPG Wealth

13F Portfolio OverlapQ2 2026EPG Wealth portfolio →
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Most similar hedge funds by 13F overlap

EPG Wealth Management LLC is an institutional investor managing $417M across 318 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 EPG Wealth are ARGUS INVESTORS' COUNSEL, Gunderson, Lebenthal Global Advisors, with shared positions in $PWR, $ANET, $URI, $KLAC, $BLK, $SNOW. The full ranking of 25 similar funds is below.

#1ARGUS INVESTORS' COUNSEL, INC.Passive
Notable overlap · 7 shared positions
$PWR$ANET$URI$KLAC$BLK$SNOW
$130M
106 positions
#2Gunderson Capital Management Inc.Active
Notable overlap · 6 shared positions
$PWR$ANET$STX$KLAC$MRVL$ADI
$370M
52 positions
#3Lebenthal Global Advisors, LLCPassive
Notable overlap · 8 shared positions
$PWR$ANET$MRVL$KLAC$URI$ADI
$741M
204 positions
#4BNC WEALTH MANAGEMENT, LLCPassive
Notable overlap · 6 shared positions
$PWR$ANET$DE$KLAC$MNST$MRVL
$414M
106 positions
#5Broadleaf Partners, LLCPassive
Some overlap · 5 shared positions
$PWR$ANET$URI$KLAC$MRVL
$517M
86 positions
#6Hilltop National BankPassive
Some overlap · 7 shared positions
$ANET$PWR$STX$KLAC$MRVL$BX
$468M
805 positions
#7Great Lakes Retirement, Inc.Passive
Some overlap · 7 shared positions
$PWR$ANET$STX$KLAC$MRVL$LMT
$1.1B
216 positions
#8Paragon Private Wealth Management, LLCPassive
Some overlap · 8 shared positions
$STX$PWR$KLAC$URI$DE$BLK
$383M
226 positions
#9Bank OZKPassive
Some overlap · 5 shared positions
$PWR$ANET$MRVL$AMGN$BX
$337M
159 positions
#10GKV Capital Management Co., Inc.Passive
Some overlap · 5 shared positions
$PWR$ANET$STX$AMGN$DE
$310M
83 positions
#11Malaga Cove Capital, LLCPassive
Some overlap · 5 shared positions
$PWR$MRVL$AMGN$ANET$DE
$314M
185 positions
#12Visionary Wealth AdvisorsPassive
Some overlap · 5 shared positions
$PWR$AMGN$LMT$MCD$QCOM
$2.5B
666 positions
#13MARVIN & PALMER ASSOCIATES INCActive
Some overlap · 4 shared positions
$PWR$DE$KLAC$ADI
$159M
28 positions
#14DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$PWR$DE$AMGN$LMT
$124M
100 positions
#15Riverview Trust CoActive
Some overlap · 7 shared positions
$DE$STX$KLAC$BLK$LMT$MCD
$84M
166 positions
#16ABSOLUTE CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$PWR$KLAC$ANET$MRVL$ADI$QCOM
$401M
162 positions
#17Vivid Wealth Management, LLCPassive
Some overlap · 5 shared positions
$PWR$ANET$DE$KLAC$MNST
$284M
73 positions
#18Teamwork Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$PWR$ANET$DE$KLAC$MNST
$1.1B
215 positions
#19CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 4 shared positions
$PWR$BLK$MRVL$BX
$78M
44 positions
#20SFE Investment CounselPassive
Some overlap · 6 shared positions
$PWR$URI$MRVL$KLAC$BX$QCOM
$742M
152 positions
#21Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$PWR$KLAC$BLK$MNST
$1.6B
184 positions
#22NZS Capital, LLCActive
Some overlap · 5 shared positions
$PWR$URI$KLAC$MRVL$SNOW
$3.9B
61 positions
#23Covenant Asset Management, LLCPassive
Some overlap · 4 shared positions
$PWR$ANET$KLAC$ADI
$595M
164 positions
#24Mengis Capital Management, Inc.Passive
Some overlap · 4 shared positions
$PWR$DE$MRVL$QCOM
$658M
218 positions
#25Impact Investors, IncPassive
Some overlap · 3 shared positions
$PWR$ANET$KLAC
$137M
88 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.