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Hedge Funds Similar to EPG Wealth

13F Portfolio OverlapQ1 2026EPG Wealth portfolio →
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Most similar hedge funds by 13F overlap

EPG Wealth Management LLC is an institutional investor managing $369M across 320 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 EPG Wealth are Human Investing, Oak Harvest Investment Services, Evergreen Wealth ,, with shared positions in $KKR, $UPST, $SNOW, $SCHW, $AMGN, $MCD. The full ranking of 25 similar funds is below.

#1Human Investing LLCSmart money
Notable overlap · 6 shared positions
$KKR$UPST$SNOW$SCHW$AMGN$MCD
$687M
96 positions
#2Oak Harvest Investment ServicesPassive
Notable overlap · 6 shared positions
$UPST$KKR$DE$SCHW$MCD$AMGN
$958M
176 positions
#3Evergreen Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$KKR$SNOW$REGN$LMT$AMGN
$194M
54 positions
#4Cornerstone Financial Management LLCPassive
Notable overlap · 5 shared positions
$UPST$KKR$SNOW$KO$LMT
$109M
1,311 positions
#5B & T Capital Management DBA Alpha Capital ManagementActive
Some overlap · 7 shared positions
$PWR$KKR$SNOW$SCHW$LMT$AMGN
$690M
115 positions
#6NOVEM GROUPPassive
Some overlap · 4 shared positions
$KKR$SNOW$UPST$AMGN
$873M
437 positions
#7Breakwater Investment ManagementPassive
Some overlap · 4 shared positions
$KKR$UPST$SNOW$SCHW
$269M
506 positions
#8TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive
Some overlap · 5 shared positions
$UPST$SNOW$KKR$KO$AMGN
$1.6B
271 positions
#9Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 5 shared positions
$UPST$KKR$KO$MCD$AMGN
$638M
158 positions
#10Certified Advisory CorpPassive
Some overlap · 5 shared positions
$KKR$SNOW$REGN$UPST$LMT
$1.1B
318 positions
#11Raab & Moskowitz Asset Management LLCPassive
Some overlap · 5 shared positions
$KKR$PWR$MCD$STX$KO
$450M
187 positions
#12Lionshead Wealth Management, LLCPassive
Some overlap · 3 shared positions
$UPST$PWR$SNOW
$136M
108 positions
#13Montecito Bank & TrustPassive
Some overlap · 5 shared positions
$UPST$SNOW$KO$SCHW$KKR
$607M
266 positions
#14Wealth Dimensions Group, Ltd.Active
Some overlap · 5 shared positions
$KKR$UPST$MCD$AMGN$SCHW
$508M
170 positions
#15Causey Wealth LLCPassive
Some overlap · 4 shared positions
$KKR$UPST$SCHW$AMGN
$236M
81 positions
#16MBM WEALTH CONSULTANTS, LLCPassive
Some overlap · 5 shared positions
$KKR$SNOW$LMT$SCHW$URI
$436M
387 positions
#17Kuhn & Co Investment CounselPassive
Some overlap · 4 shared positions
$KKR$SNOW$UPST$AMGN
$155M
142 positions
#18Clarity Capital Advisors, LLCActive
Some overlap · 4 shared positions
$KKR$SNOW$UPST$SCHW
$215M
95 positions
#19CHELSEA COUNSEL COPassive
Some overlap · 4 shared positions
$KKR$PWR$AMGN$HON
$233M
238 positions
#20Berkshire BankPassive
Some overlap · 3 shared positions
$UPST$KKR$SNOW
$488M
157 positions
#21ACCESS FINANCIAL SERVICES, INC.Active
Some overlap · 6 shared positions
$SNOW$KO$PWR$KKR$LMT$AMGN
$282M
95 positions
#22Successful Portfolios LLCPassive
Some overlap · 6 shared positions
$SNOW$UPST$AMAT$HON$MCD$KO
$181M
188 positions
#23Wolff Financial Management LLCActive
Some overlap · 3 shared positions
$KKR$UPST$MCD
$453M
103 positions
#24Family Legacy, Inc.Passive
Some overlap · 7 shared positions
$SNOW$KO$DE$AMAT$SCHW$LMT
$333M
124 positions
#25Juno Financial Group LLCActive
Some overlap · 5 shared positions
$KKR$PANW$DE$SCHW$LMT
$255M
70 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.