What hedge funds are most similar to Magnolia Wealth Management, LLC?

The funds with the most similar 13F portfolios to Magnolia Wealth Management, LLC are Tide Cove Partners, MontVue ,, Beacon ,, 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 Magnolia Wealth ,

13F Portfolio OverlapQ1 2026Magnolia Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Magnolia Wealth Management, LLC is an institutional investor managing $191M across 17 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 Magnolia Wealth , are Tide Cove Partners, MontVue ,, Beacon ,, with shared positions in $DHR, $SCHW, $COP, $MAR, $SO, $MCD. The full ranking of 25 similar funds is below.

#1Tide Cove Capital Partners LLCSmart money

Substantial overlap · 3 shared positions

$DHR $SCHW $COP

$147M

13 positions

#2MontVue Capital Management, Inc.Active

Notable overlap · 3 shared positions

$DHR $MAR $SCHW

$147M

67 positions

#3Beacon Capital Management, Inc.Active

Notable overlap · 3 shared positions

$MAR $SCHW $COP

$1.8B

57 positions

#4SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$MAR $SCHW $SO $MCD

$272M

554 positions

#5Spectrum Investment Advisors, Inc.Active

Notable overlap · 3 shared positions

$DHR $NEE $MCD

$201M

46 positions

#6YOUNGS ADVISORY GROUP, INC.Active

Notable overlap · 3 shared positions

$DHR $MCD $KO

$281M

66 positions

#7Note Advisors, LLCActive

Notable overlap · 5 shared positions

$SCHW $DHR $MCD $IAU $MS

$200M

85 positions

#8CAHABA WEALTH MANAGEMENT, INC.Smart money

Notable overlap · 5 shared positions

$DHR $SO $AFL $MCD $KO

$1.5B

154 positions

#9PGIM Custom Harvest LLCActive

Notable overlap · 5 shared positions

$MAR $DHR $SCHW $SLV $UNH

$6.4B

276 positions

#10TRUE Private Wealth AdvisorsPassive

Notable overlap · 3 shared positions

$DHR $MAR $IAU

$1.0B

266 positions

#11Vermillion Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$MAR $SCHW $DE $COP

$255M

1,563 positions

#12Compass Ion Advisors, LLCActive

Notable overlap · 6 shared positions

$DHR $MAR $SCHW $NEE $COP $MS

$1.0B

279 positions

#13Hardy Reed LLCActive

Notable overlap · 4 shared positions

$DHR $SCHW $NEE $COP

$1.4B

243 positions

#14Marotta Asset ManagementActive

Notable overlap · 5 shared positions

$MAR $SCHW $DE $TFC $KO

$543M

103 positions

#15Solutions 4 Wealth, LtdPassive

Notable overlap · 3 shared positions

$DHR $MAR $COP

$66M

55 positions

#16Schubert & CoActive

Notable overlap · 3 shared positions

$DHR $NEE $COP

$123M

69 positions

#17SIMS INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$DHR $MAR $UNH $COP

$272M

35 positions

#18TRUST CO OF OKLAHOMAPassive

Notable overlap · 4 shared positions

$MAR $DHR $COP $MCD

$343M

139 positions

#19AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 4 shared positions

$MAR $SCHW $UNH $COP

$445M

77 positions

#20HARBOR INVESTMENT ADVISORY, LLCPassive

Notable overlap · 3 shared positions

$MAR $SCHW $MS

$1.3B

1,233 positions

#21Bravias Capital Group, LLCActive

Notable overlap · 4 shared positions

$MAR $DHR $NEE $SLV

$153M

96 positions

#22WealthCollab, LLCPassive

Notable overlap · 5 shared positions

$DHR $SCHW $MDLZ $COP $IAU

$243M

977 positions

#23RCW Management, LLCPassive

Notable overlap · 4 shared positions

$MAR $SCHW $COP $IAU

$98M

68 positions

#24FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive

Notable overlap · 4 shared positions

$MAR $UNH $NEE $MCD

$1.1B

175 positions

#25Finley Financial, LLCActive

Notable overlap · 3 shared positions

$DHR $MDLZ $MCD

$214M

107 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.