What hedge funds are most similar to Amplius Wealth Advisors, LLC?

The funds with the most similar 13F portfolios to Amplius Wealth Advisors, LLC are PMG Wealth ,, SNS Financial Group,, UPTICK PARTNERS,, based on overlapping conviction holdings in the latest SEC filings.

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 Amplius Wealth Advisors,

13F Portfolio OverlapQ1 2026Amplius Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Amplius Wealth Advisors, LLC is an institutional investor managing $1.4B across 211 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 Amplius Wealth Advisors, are PMG Wealth ,, SNS Financial Group,, UPTICK PARTNERS,, with shared positions in $WT, $MDLZ, $HUM, $DIA, $IAU, $SNOW. The full ranking of 25 similar funds is below.

#1PMG Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$WT $MDLZ $HUM

$139M

59 positions

#2SNS Financial Group, LLCActive

Notable overlap · 4 shared positions

$WT $MDLZ $DIA $HUM

$1.2B

208 positions

#3UPTICK PARTNERS, LLCPassive

Notable overlap · 7 shared positions

$WT $MDLZ $IAU $SNOW $HUM $DIA

$502M

293 positions

#4Catalyst Investment Management LLCPassive

Notable overlap · 5 shared positions

$WT $IAU $DHR $HUM $MS

$90M

65 positions

#5TopTier Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$WT $IAU $SNOW $HUM $DHR $MS

$163M

795 positions

#6SENTINEL WEALTH MANAGEMENT, INC.Active

Notable overlap · 4 shared positions

$WT $DIA $DHR $SNOW

$125M

39 positions

#7Morton Capital Management LLC/CASmart money

Notable overlap · 4 shared positions

$WT $IAU $HUM $DIA

$672M

139 positions

#8Systelligence, LLCPassive

Notable overlap · 4 shared positions

$WT $IAU $SNOW $MS

$514M

56 positions

#9Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 4 shared positions

$WT $IAU $HUM $MS

$365M

111 positions

#10Vantage Point Financial LLCPassive

Notable overlap · 3 shared positions

$WT $IAU $CB

$285M

176 positions

#11Stonebridge Financial Group, LLCPassive

Notable overlap · 5 shared positions

$WT $IAU $CB $SNOW $MS

$1.2B

262 positions

#12WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$WT $IAU $HUM

$508M

107 positions

#13First Financial Group CorpActive

Notable overlap · 4 shared positions

$WT $IAU $SNOW $HUM

$122M

80 positions

#14truNorth Financial Services, Inc.Active

Notable overlap · 4 shared positions

$WT $DIA $HUM $MS

$97M

49 positions

#15Optivise Advisory Services LLCPassive

Notable overlap · 4 shared positions

$WT $MDLZ $DIA $IAU

$165M

183 positions

#16LRI Investments, LLCActive

Notable overlap · 3 shared positions

$WT $IAU $HUM

$1.1B

1,415 positions

#17Compass Financial Services IncActive

Notable overlap · 4 shared positions

$WT $DHR $HUM $MS

$231M

56 positions

#18Fermata Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $IAU $MS

$444M

232 positions

#19Sharper & Granite LLCPassive

Notable overlap · 4 shared positions

$WT $DIA $IAU $DHR

$293M

107 positions

#20CM WEALTH ADVISORS LLCActive

Notable overlap · 4 shared positions

$MDLZ $DIA $HUM $IAU

$470M

146 positions

#21Retirement Planning Group, LLCActive

Notable overlap · 4 shared positions

$WT $HUM $SNOW $MS

$3.2B

481 positions

#22Axis Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $SNOW $HUM

$188M

174 positions

#23OPTIMA CAPITAL LLCPassive

Notable overlap · 3 shared positions

$WT $SNOW $HUM

$215M

159 positions

#24REGIMEN WEALTH, LLCActive

Notable overlap · 4 shared positions

$WT $MDLZ $IAU $HUM

$342M

70 positions

#25Eaton Financial Holdings Company, LLCPassive

Notable overlap · 3 shared positions

$WT $SNOW $DIA

$305M

125 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.