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Hedge Funds Similar to MY Wealth

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

MY Wealth Management Inc. is an institutional investor managing $103M across 26 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 MY Wealth are Compass Financial Group, /SD, RM Financial Services,, VANTAGEPOINT INVESTMENT ADVISERS, with shared positions in $MAR, $KKR, $SLV, $APP. The full ranking of 25 similar funds is below.

#1Compass Financial Group, INC/SDActive
Notable overlap · 3 shared positions
$MAR$KKR$SLV
$715M
105 positions
#2RM Financial Services, LLCActive
Notable overlap · 3 shared positions
$SLV$MAR$KKR
$116M
75 positions
#3VANTAGEPOINT INVESTMENT ADVISERS LLCActive
Some overlap · 3 shared positions
$MAR$SLV$KKR
$11.8B
55 positions
#4CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 3 shared positions
$MAR$SLV$KKR
$149M
96 positions
#5HRC WEALTH MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$SLV$MAR$KKR
$212M
59 positions
#6Certified Advisory CorpPassive
Some overlap · 3 shared positions
$MAR$SLV$KKR
$1.1B
318 positions
#7Blackston Financial Advisory Group, LLCActive
Some overlap · 3 shared positions
$MAR$KKR$SLV
$160M
106 positions
#8Christensen, King & Associates Investment Services, Inc.Active
Slight overlap · 3 shared positions
$MAR$KKR$APP
$233M
105 positions
#9DAGCO, INC.Passive
Slight overlap · 3 shared positions
$MAR$KKR$SLV
$461M
353 positions
#10CREATIVE FINANCIAL DESIGNS INC /ADVPassive
Slight overlap · 3 shared positions
$SLV$MAR$KKR
$1.6B
2,162 positions
#11American Institute for Advanced Investment Management, LLPPassive
Slight overlap · 3 shared positions
$MAR$SLV$KKR
$154M
153 positions
#12PACIFIC SUN FINANCIAL CORPPassive
Slight overlap · 3 shared positions
$MAR$SLV$KKR
$206M
201 positions
#13Chaney Capital Management, Inc.Smart money
Slight overlap · 3 shared positions
$SLV$KKR$MAR
$284M
41 positions
#14Darrow Company, Inc.Active
Slight overlap · 3 shared positions
$MAR$KKR$APP
$222M
56 positions
#15Tepp RIA, LLCActive
Slight overlap · 3 shared positions
$SLV$KKR$MAR
$128M
41 positions
#16Comprehensive Financial Planning, Inc./PAPassive
Slight overlap · 3 shared positions
$MAR$SLV$KKR
$144M
387 positions
#17Accel Wealth ManagementPassive
Slight overlap · 3 shared positions
$SLV$KKR$APP
$383M
290 positions
#18URS Advisory LLCActive
Slight overlap · 3 shared positions
$SLV$KKR$MAR
$137M
51 positions
#19LIBERTY SQUARE WEALTH PARTNERS LLCActive
Slight overlap · 3 shared positions
$SLV$KKR$MAR
$358M
141 positions
#20Monetary Solutions, LtdActive
Slight overlap · 3 shared positions
$MAR$KKR$SLV
$103M
318 positions
#21Robertson Stephens Wealth Management, LLCActive
Slight overlap · 3 shared positions
$MAR$KKR$APP
$3.6B
615 positions
#22Black Diamond Financial, LLCActive
Slight overlap · 3 shared positions
$SLV$MAR$KKR
$916M
185 positions
#23Taylor & Morgan Wealth Management, LLCActive
Slight overlap · 3 shared positions
$SLV$KKR$MAR
$175M
79 positions
#24Madison Wealth Partners, IncPassive
Slight overlap · 3 shared positions
$SLV$MAR$KKR
$627M
220 positions
#25Sovereign Financial Group, Inc.Passive
Slight overlap · 3 shared positions
$KKR$MAR$APP
$576M
365 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.