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Hedge Funds Similar to RMG Wealth

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

RMG Wealth Management LLC is an institutional investor managing $866M across 606 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 RMG Wealth are TriaGen Wealth, HARTLINE INVESTMENT /, Cascade Wealth Advisors,, with shared positions in $OKTA, $USB, $MCD, $MS, $MCK, $CEG. The full ranking of 25 similar funds is below.

#1TriaGen Wealth Management LLCPassive
Some overlap · 5 shared positions
$OKTA$USB$MCD$MS$MCK
$366M
171 positions
#2HARTLINE INVESTMENT CORP/Active
Some overlap · 5 shared positions
$OKTA$CEG$AMD$MS$ETN
$909M
112 positions
#3Cascade Wealth Advisors, IncActive
Some overlap · 4 shared positions
$OKTA$USB$ETN$HUM
$228M
60 positions
#4Piedmont Capital Management, LLCActive
Some overlap · 3 shared positions
$OKTA$USB$HUM
$197M
50 positions
#5Investment Planning Advisors, Inc.Active
Some overlap · 4 shared positions
$OKTA$MCD$MS$HUM
$363M
107 positions
#6Shira Ridge Wealth ManagementActive
Some overlap · 4 shared positions
$OKTA$MCD$MCK$HUM
$253M
79 positions
#7Monetary Solutions, LtdActive
Some overlap · 3 shared positions
$OKTA$MCD$MS
$103M
318 positions
#8My Personal CFO, LLCActive
Some overlap · 3 shared positions
$OKTA$AMD$HUM
$228M
88 positions
#9Towercrest Capital ManagementActive
Some overlap · 3 shared positions
$OKTA$MS$HUM
$642M
103 positions
#10FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 5 shared positions
$OKTA$LMT$USB$MS$HUM
$354M
66 positions
#11Baring Financial LLCPassive
Some overlap · 5 shared positions
$OKTA$LMT$DE$IBIT$HUM
$163M
72 positions
#12Alliance Wealth Management GroupActive
Some overlap · 3 shared positions
$OKTA$MS$HUM
$457M
97 positions
#13Occidental Asset Management, LLCPassive
Some overlap · 3 shared positions
$OKTA$AMD$MS
$844M
284 positions
#14Diversified Portfolios, Inc.Active
Some overlap · 3 shared positions
$OKTA$USB$UMBF
$1.2B
174 positions
#15FC Advisory LLCActive
Some overlap · 4 shared positions
$OKTA$USB$MS$HUM
$342M
115 positions
#16Buska Wealth Management, LLCActive
Some overlap · 3 shared positions
$OKTA$USB$HUM
$249M
74 positions
#17Glenview Trust CoActive
Some overlap · 4 shared positions
$OKTA$LMT$MCD$ALL
$6.4B
500 positions
#18WNY Asset Management, LLCPassive
Some overlap · 4 shared positions
$OKTA$MCD$MS$HUM
$967M
249 positions
#19Powers Advisory Group, LLCActive
Some overlap · 6 shared positions
$OKTA$LMT$USB$DE$MCD$MS
$284M
125 positions
#20ROSENBLUM SILVERMAN SUTTON S F INC /CAActive
Slight overlap · 3 shared positions
$OKTA$USB$MS
$382M
76 positions
#21WESCAP Management Group, Inc.Active
Slight overlap · 5 shared positions
$OKTA$USB$IBIT$HUM$MTZ
$508M
107 positions
#22CAPE COD FIVE CENTS SAVINGS BANK
Slight overlap · 4 shared positions
$OKTA$LMT$USB$MCD
$1.1B
189 positions
#23Beirne Wealth Consulting Services, LLCActive
Slight overlap · 3 shared positions
$OKTA$USB$DE
$354M
105 positions
#24Compass Financial Group, Inc. (Ohio)Active
Slight overlap · 4 shared positions
$OKTA$USB$IBIT$HUM
$137M
45 positions
#25Weitzel Financial Services, Inc.Smart money
Slight overlap · 6 shared positions
$OKTA$USB$DE$LNT$ETN$HUM
$265M
50 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.