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Hedge Funds Similar to SWMG,

13F Portfolio OverlapQ1 2026SWMG, portfolio →
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Most similar hedge funds by 13F overlap

SWMG, LLC is an institutional investor managing $424M across 100 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 SWMG, are Catalyst Investment, Mill Creek Advisors,, Williams & Novak,, with shared positions in $DHR, $SE, $WT, $IAU, $LMT, $LEN. The full ranking of 25 similar funds is below.

#1Catalyst Investment Management LLCPassive
Some overlap · 5 shared positions
$DHR$SE$WT$IAU$LMT
$90M
65 positions
#2Mill Creek Capital Advisors, LLCActive
Some overlap · 4 shared positions
$DHR$SE$IAU$LEN
$4.9B
260 positions
#3Williams & Novak, LLCPassive
Some overlap · 5 shared positions
$DHR$SE$WT$IAU$LEN
$134M
143 positions
#4D1 Capital Partners L.P.Active
Some overlap · 4 shared positions
$DHR$SE$SHW$CLH
$11.2B
44 positions
#5Madson Wealth Advisors IncPassive
Some overlap · 3 shared positions
$DHR$SE$IAU
$120M
84 positions
#6Vantage Financial Partners, LLC
Some overlap · 3 shared positions
$DHR$SE$LEN
$493M
212 positions
#7SOL Capital Management COActive
Some overlap · 3 shared positions
$DHR$SE$IBM
$206M
52 positions
#8Fund Evaluation Group, LLCSmart money
Some overlap · 3 shared positions
$DHR$SE$LEN
$3.3B
73 positions
#9EMINENCE CAPITAL, LPActive
Some overlap · 4 shared positions
$DHR$SE$MRSH$AMD
$4.4B
33 positions
#10Goldstein Advisors, LLCActive
Some overlap · 3 shared positions
$DHR$SE$WT
$900M
228 positions
#11SENTINEL WEALTH MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$DHR$SE$WT
$125M
39 positions
#12Dentgroup LLC
Some overlap · 4 shared positions
$DHR$SE$IAU$LEN
$146M
93 positions
#13Ayrshire Capital Management LLCPassive
Some overlap · 4 shared positions
$DHR$COR$TJX$ETN
$193M
50 positions
#14Asempa Wealth AdvisorsPassive
Some overlap · 5 shared positions
$DHR$SE$IAU$LEN$LMT
$115M
115 positions
#15Michael Brady & Co., LLCActive
Some overlap · 6 shared positions
$DHR$SE$TJX$ETN$TT$ADP
$100M
54 positions
#16REGATTA CAPITAL GROUP, LLCPassive
Some overlap · 4 shared positions
$DHR$COR$IAU$AMD
$661M
215 positions
#17Terra Alpha Investments LLC
Some overlap · 5 shared positions
$DHR$ETN$SYK$TT$AMD
$98M
32 positions
#18Aznar Financial Advisors, LLC
Some overlap · 3 shared positions
$DHR$SE$IAU
$104M
31 positions
#19AMG National Trust BankActive
Some overlap · 4 shared positions
$DHR$IAU$TJX$LEN
$4.6B
476 positions
#20Alpha Financial Partners, LLCActive
Some overlap · 4 shared positions
$DHR$IAU$TJX$ETN
$169M
103 positions
#21CHERRYDALE WEALTH MANAGEMENT, LLCSmart money
Some overlap · 4 shared positions
$DHR$WT$SE$AMD
$324M
77 positions
#22Burk Holdings LLCPassive
Some overlap · 5 shared positions
$DHR$WT$IAU$AMD$IBM
$233M
676 positions
#23ALERUS FINANCIAL NAActive
Some overlap · 4 shared positions
$DHR$COR$ETN$IBM
$2.0B
510 positions
#24LOWE BROCKENBROUGH & CO INCPassive
Some overlap · 4 shared positions
$DHR$TJX$ETN$TT
$2.0B
329 positions
#25Family Legacy Financial Solutions, LLCActive
Some overlap · 4 shared positions
$DHR$WT$SYK$AMD
$124M
44 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.