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Hedge Funds Similar to MATRIX PRIVATE GROUP

13F Portfolio OverlapQ1 2026MATRIX PRIVATE GROUP portfolio →
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Most similar hedge funds by 13F overlap

MATRIX PRIVATE CAPITAL GROUP LLC is an institutional investor managing $207M across 141 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 MATRIX PRIVATE GROUP are Cypress (WY), C2C Wealth ,, Pathway Financial Advisers,, with shared positions in $ETY, $PHYS, $PM, $EPD, $UTF, $IBM. The full ranking of 25 similar funds is below.

#1Cypress Capital Management LLC (WY)Active
Some overlap · 4 shared positions
$ETY$PHYS$PM$EPD
$108M
205 positions
#2C2C Wealth Management, LLCPassive
Some overlap · 7 shared positions
$ETY$UTF$PM$IBM$ET$EPD
$118M
92 positions
#3Pathway Financial Advisers, LLCPassive
Some overlap · 6 shared positions
$ETY$PM$IBM$EPD$DUK$MPLX
$354M
164 positions
#4PMG Family Office LLCPassive
Some overlap · 3 shared positions
$ETY$UTF$UTG
$90M
100 positions
#5PENNINGTON PARTNERS & CO., LLCActive
Some overlap · 4 shared positions
$EPAM$IBIT$MAR$EPD
$292M
114 positions
#6EPIQ PARTNERS, LLCPassive
Some overlap · 4 shared positions
$EPAM$IBIT$SCHW$EPD
$214M
83 positions
#7BigSur Wealth Management LLCPassive
Some overlap · 3 shared positions
$EPAM$IBIT$MAR
$356M
163 positions
#8Phraction Management LLCActive
Some overlap · 4 shared positions
$PHYS$PM$IBIT$LIN
$483M
65 positions
#9McGowan Group Asset Management, Inc.Passive
Some overlap · 6 shared positions
$UTF$DSL$ET$EPD$ALL$MMM
$785M
154 positions
#10SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Some overlap · 4 shared positions
$PHYS$PM$SCHW$DSL
$482M
173 positions
#11IMC-Chicago, LLCPassive
Some overlap · 3 shared positions
$IBIT$PHYS$IBM
$278.4B
5,950 positions
#12Cobblestone Asset Management LLCPassive
Some overlap · 4 shared positions
$IBIT$PM$PHYS$IBM
$222M
73 positions
#13New Republic Capital, LLCPassive
Some overlap · 3 shared positions
$EPAM$PM$SCHW
$297M
312 positions
#14Palumbo Wealth Management LLCPassive
Some overlap · 3 shared positions
$PHYS$IBIT$IBM
$410M
221 positions
#15Addison Capital CoPassive
Some overlap · 3 shared positions
$IBIT$PM$SCHW
$562M
182 positions
#16Mission Hills Financial Advisory, LLCActive
Some overlap · 3 shared positions
$RQI$UTF$UTG
$195M
54 positions
#17Bedell Frazier Investment Counselling, LLCPassive
Some overlap · 4 shared positions
$UTF$IBM$SCHW$LIN
$495M
128 positions
#18Elevate Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$PHYS$IBIT$PM
$155M
72 positions
#19LFG Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$IBIT$PM$EMR
$166M
89 positions
#20Empire Financial Management Company, LLCPassive
Slight overlap · 5 shared positions
$PHYS$IBM$ET$DUK$MPLX
$442M
211 positions
#21Hurley Capital, LLCPassive
Slight overlap · 4 shared positions
$PHYS$IBIT$ET$EPD
$187M
673 positions
#22ArchPoint InvestorsActive
Slight overlap · 5 shared positions
$PHYS$SCHW$ET$EPD$MPLX
$420M
78 positions
#23Verity Asset Management, Inc.Passive
Slight overlap · 4 shared positions
$PHYS$PM$IBM$EPD
$238M
213 positions
#24Smith Asset Management Co., LLCPassive
Slight overlap · 3 shared positions
$UTF$MAR$UTG
$117M
71 positions
#25LWM Advisory Services, LLCPassive
Slight overlap · 3 shared positions
$EPAM$IBIT$IBM
$94M
76 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.