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Hedge Funds Similar to PCG Wealth Advisors,

13F Portfolio OverlapQ1 2026PCG Wealth Advisors, portfolio →
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Most similar hedge funds by 13F overlap

PCG Wealth Advisors, LLC is an institutional investor managing $395M across 164 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 PCG Wealth Advisors, are IAM Advisory,, Aprio Wealth ,, Williams & Novak,, with shared positions in $AMN, $SHW, $USB, $GSAT, $REGN, $WT. The full ranking of 25 similar funds is below.

#1IAM Advisory, LLCActive
Notable overlap · 6 shared positions
$AMN$SHW$USB$GSAT$REGN$WT
$446M
95 positions
#2Aprio Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$CRM$REGN$BAH$JHG$WT$AMN
$1.8B
613 positions
#3Williams & Novak, LLCPassive
Notable overlap · 4 shared positions
$CRM$SLV$USB$WT
$134M
143 positions
#4MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 7 shared positions
$SLV$USB$LKFT$TME$PLTM$WT
$1.3B
143 positions
#5CASTLE WEALTH MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$AMN$SLV$USB$JHG$WT$CRM
$309M
132 positions
#6DAHRING {-} CUSMANO LLCActive
Notable overlap · 4 shared positions
$CRM$SLV$BAH$JHG
$163M
58 positions
#7Spruce Point Capital Management, LLCActive
Notable overlap · 4 shared positions
$CRM$USB$TME$YMM
$91M
24 positions
#8NORTHEAST PLANNING ASSOCIATES, INC. / NH /Active
Notable overlap · 4 shared positions
$GSAT$SLV$USB$LKFT
$149M
55 positions
#9Forge Financial Services LLCSmart money
Notable overlap · 3 shared positions
$CRM$FITB$BAH
$987M
31 positions
#10Merited Wealth, LLCPassive
Notable overlap · 3 shared positions
$CRM$SHW$BAH
$121M
79 positions
#11Curran Financial Partners, LLCActive
Notable overlap · 6 shared positions
$GSAT$USB$OKE$SHW$WT$SLV
$559M
127 positions
#12MFA WEALTH ADVISORS, LLCActive
Notable overlap · 5 shared positions
$AMN$SHW$USB$GSAT$OKE
$508M
88 positions
#13SEAMOUNT FINANCIAL GROUP INCPassive
Some overlap · 3 shared positions
$CRM$USB$BAH
$222M
135 positions
#14Benson Wealth Management INCPassive
Some overlap · 5 shared positions
$GSAT$SHW$SLV$REGN$YMM
$73M
354 positions
#15Hartmann Taylor Wealth Management, LLCActive
Some overlap · 3 shared positions
$CRM$BAH$SLV
$151M
54 positions
#16Gemsstock Ltd.Active
Some overlap · 4 shared positions
$CRM$USB$GSAT$SLV
$949M
28 positions
#17Midwest Financial Group LLCPassive
Some overlap · 6 shared positions
$AMN$OKE$USB$SHW$FITB$BAH
$234M
126 positions
#18MOULTON WEALTH MANAGEMENT, INCActive
Some overlap · 6 shared positions
$USB$SLV$SHW$LKFT$WT$GSAT
$147M
52 positions
#19SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money
Some overlap · 3 shared positions
$AMN$SLV$USB
$154M
39 positions
#20WealthCare Investment Partners, LLCPassive
Some overlap · 5 shared positions
$CRM$GSAT$SLV$WT$SHW
$360M
191 positions
#215T Wealth, LLCPassive
Some overlap · 5 shared positions
$GSAT$SHW$BAH$REGN$WT
$253M
129 positions
#22Collaborative Wealth Managment Inc.Passive
Some overlap · 4 shared positions
$AMN$GSAT$FITB$WT
$218M
162 positions
#23Advance Capital Management, Inc.Smart money
Some overlap · 4 shared positions
$CRM$JHG$WT$SLV
$2.6B
185 positions
#24David R. Rahn & Associates Inc.Passive
Some overlap · 6 shared positions
$SHW$USB$SLV$WT$YMM$LKFT
$354M
122 positions
#25CLG LLCActive
Some overlap · 5 shared positions
$CRM$USB$BAH$JHG$WT
$403M
134 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.