How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to WCG Wealth Advisors

13F Portfolio OverlapQ1 2026WCG Wealth Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

WCG Wealth Advisors LLC is an institutional investor managing $3.6B across 519 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 WCG Wealth Advisors are Transcendent Group, ERn Financial,, Beacon Harbor Wealth Advisors,, with shared positions in $WT, $AMN, $SCHW, $PLTR, $APP, $TXN. The full ranking of 25 similar funds is below.

#1Transcendent Capital Group LLCPassive

Some overlap · 7 shared positions

$WT $AMN $SCHW $PLTR $APP $TXN

$219M

112 positions

#2ERn Financial, LLCActive

Some overlap · 4 shared positions

$TXN $GMM $AMN $WT

$532M

150 positions

#3Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$TXN $WT $APP $PM

$477M

70 positions

#4XY Planning Network, Inc.Passive

Some overlap · 4 shared positions

$TXN $WT $AMN $NU

$626M

273 positions

#5Econ Financial Services CorpPassive

Some overlap · 4 shared positions

$TXN $WT $PLTR $UBER

$215M

74 positions

#6Hershey Financial Advisers, LLCPassive

Some overlap · 6 shared positions

$WT $APP $TXN $SCHW $AMAT $GMM

$116M

80 positions

#7Cascade Financial Partners, LLCActive

Some overlap · 5 shared positions

$WT $GMM $AMN $CRWD $SCHW

$970M

263 positions

#8Tortoise Investment Management, LLCPassive

Some overlap · 4 shared positions

$GMM $WT $AMN $SCHW

$1.2B

252 positions

#9Great Point Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$GMM $WT $AMN $AMAT

$542M

62 positions

#10Accuvest Global AdvisorsPassive

Some overlap · 7 shared positions

$APP $SCHW $PLTR $SHOP $NU $CRWD

$107M

57 positions

#11Sherman Wealth Management LLCPassive

Some overlap · 4 shared positions

$GMM $WT $OTIS $AMN

$116M

80 positions

#12Venturi Wealth Management, LLCPassive

Some overlap · 4 shared positions

$GMM $TXN $AMN $SCHW

$2.2B

602 positions

#13Smart Money Group LLCSmart money

Some overlap · 3 shared positions

$TXN $WT $APP

$344M

84 positions

#14McNamara Financial Services, Inc.Smart money

Some overlap · 5 shared positions

$GMM $TXN $WT $NU $SCHW

$528M

99 positions

#15ORBA Wealth Advisors, L.L.C.Passive

Some overlap · 3 shared positions

$GMM $WT $AMN

$84M

65 positions

#16Wealth Alliance Advisory Group, LLCPassive

Some overlap · 3 shared positions

$TXN $GMM $PLTR

$632M

197 positions

#17Second Line Capital, LLCActive

Some overlap · 3 shared positions

$GMM $WT $APP

$528M

185 positions

#18Melone Private Wealth, LLCPassive

Some overlap · 3 shared positions

$GMM $WT $APP

$245M

60 positions

#19Tranquilli Financial Advisor LLCPassive

Some overlap · 5 shared positions

$GMM $SCHW $AMAT $AMN $PM

$171M

132 positions

#20Opes Wealth Management LLCActive

Some overlap · 4 shared positions

$GMM $WT $NU $AMAT

$609M

146 positions

#21NewEdge Advisors, LLCPassive

Some overlap · 4 shared positions

$GMM $WT $TXN $CRWD

$2.2B

1,217 positions

#22Allen Capital Group, LLCPassive

Some overlap · 3 shared positions

$GMM $WT $SCHW

$1.1B

284 positions

#23Marathon Strategic Advisors, LLCActive

Some overlap · 3 shared positions

$GMM $WT $SCHW

$139M

52 positions

#24STF Management LP

Some overlap · 6 shared positions

$APP $TXN $PLTR $SHOP $AMAT $CRWD

$107M

101 positions

#25D1 Capital Partners L.P.Active

Some overlap · 4 shared positions

$TXN $APP $SCHW $NU

$11.2B

44 positions

Compare WCG Wealth Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View WCG Wealth Advisors’s holdings

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.