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Hedge Funds Similar to RMG Wealth

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

RMG Wealth Management LLC is an institutional investor managing $969M across 578 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 RMG Wealth are Eliot Finkel Investment Counsel, Newton One Investments, BIRMINGHAM, with shared positions in $DE, $LMT, $MCD, $USB, $ETN, $AMGN. The full ranking of 25 similar funds is below.

#1Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 6 shared positions
$DE$LMT$MCD$USB$ETN$AMGN
$214M
33 positions
#2Newton One Investments LLCActive
Notable overlap · 5 shared positions
$DE$CEG$MCD$EXC$ALL
$397M
146 positions
#3BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Notable overlap · 4 shared positions
$DE$LMT$MCD$ALL
$263M
90 positions
#4DMKC Advisory Services, LLCActive
Notable overlap · 5 shared positions
$DE$LMT$USB$ETN$ALL
$530M
92 positions
#5Rayburn West Financial Services LLCPassive
Notable overlap · 4 shared positions
$LMT$DE$MCD$AMGN
$181M
81 positions
#6Campion Asset ManagementActive
Notable overlap · 5 shared positions
$LMT$MCD$ALL$EXC$AMGN
$164M
83 positions
#7Weitzel Financial Services, Inc.Active
Notable overlap · 4 shared positions
$DE$LNT$USB$ETN
$294M
51 positions
#8Trust Co of KansasActive
Notable overlap · 4 shared positions
$LMT$DE$AMGN$ETN
$195M
59 positions
#9Minneapolis Portfolio Management Group, LLCActive
Notable overlap · 3 shared positions
$DE$LMT$USB
$1.1B
34 positions
#10MORTON COMMUNITY BANKPassive
Some overlap · 6 shared positions
$DE$ETN$LNT$USB$LMT$ALL
$491M
120 positions
#11Integras Partners LLCPassive
Some overlap · 4 shared positions
$LMT$MCD$USB$AMGN
$181M
100 positions
#12Powers Advisory Group, LLCActive
Some overlap · 5 shared positions
$LMT$MCD$DE$USB$AMGN
$319M
130 positions
#13Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$LMT$MCD$MCK$AMGN$TMO
$358M
74 positions
#14Richwood Investment Advisors, LLCActive
Some overlap · 5 shared positions
$LMT$DE$MCD$ETN$AMGN
$142M
106 positions
#15Taylor Securities Services, Inc.Smart money
Some overlap · 5 shared positions
$DE$LMT$USB$MCD$AMGN
$246M
63 positions
#16Corundum Group, Inc.Active
Some overlap · 3 shared positions
$LMT$USB$AMGN
$337M
112 positions
#17DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$DE$LMT$ETN$AMGN$TMO
$124M
100 positions
#18SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DE$MCD$ETN
$205M
55 positions
#19VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 5 shared positions
$DE$ETN$LNT$USB$ALL
$5.0B
245 positions
#20Allied Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$DE$LMT$USB
$797M
110 positions
#21OPUS INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$LNT$MCD$LMT$EXC$AMGN
$183M
31 positions
#22Riverview Trust CoActive
Some overlap · 5 shared positions
$DE$LMT$USB$MCD$AMGN
$84M
166 positions
#23Nikulski Financial, Inc.Passive
Some overlap · 5 shared positions
$DE$CEG$MCD$ALL$LMT
$464M
180 positions
#24CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$DE$MCD$USB
$1.6B
85 positions
#25PTM WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$CEG$LMT$EXC
$222M
62 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.