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Hedge Funds Similar to Clientfirst Wealth ,

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

Clientfirst Wealth Management, LLC is an institutional investor managing $118M across 50 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 Clientfirst Wealth , are Rockport Wealth, GFS Advisors,, Intrepid Financial Planning Group, with shared positions in $DDS, $USB, $PHYS, $MDY, $ARKO, $PLTR. The full ranking of 25 similar funds is below.

#1Rockport Wealth LLCActive
Notable overlap · 3 shared positions
$DDS$USB$PHYS
$549M
101 positions
#2GFS Advisors, LLCPassive
Some overlap · 4 shared positions
$MDY$ARKO$PLTR$USB
$785M
159 positions
#3Intrepid Financial Planning Group LLCPassive
Some overlap · 4 shared positions
$MDY$ARKO$PLTR$CTVA
$248M
125 positions
#4GTS SECURITIES LLCPassive
Some overlap · 6 shared positions
$MDY$PLTR$USB$ARKO$CTVA$MSTR
$2.8B
1,482 positions
#5Madison Park Capital Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$ARKO$FBTC
$127M
62 positions
#6Bay Rivers GroupPassive
Some overlap · 3 shared positions
$MDY$PLTR$USB
$240M
109 positions
#7HANOVER ADVISORS INCActive
Some overlap · 3 shared positions
$MDY$ARKO$PLTR
$246M
118 positions
#8CMG Global Holdings, LLCPassive
Some overlap · 3 shared positions
$MDY$IBIT$FBTC
$210M
96 positions
#9MIRAE ASSET SECURITIES (USA) INC.Active
Some overlap · 3 shared positions
$MDY$PLTR$USB
$2.7B
153 positions
#10LCM Capital Management IncActive
Slight overlap · 4 shared positions
$MDY$PLTR$MSTR$ETHA
$199M
110 positions
#11Latigo Investments, LLCActive
Slight overlap · 3 shared positions
$MDY$USB$PHYS
$201M
14 positions
#12Maltin Wealth Management, Inc.Passive
Slight overlap · 4 shared positions
$DDS$MDY$USB$CTVA
$262M
136 positions
#13BLUELINE ADVISORS LLCActive
Slight overlap · 3 shared positions
$MDY$USB$CTVA
$129M
217 positions
#14BITTERROOT CAPITAL ADVISORS LLCSmart money
Slight overlap · 3 shared positions
$MDY$IBIT$FBTC
$165M
60 positions
#15TITLEIST ASSET MANAGEMENT, LLCPassive
Slight overlap · 6 shared positions
$ARKO$PLTR$USB$IBIT$CTVA$ETHA
$1.3B
396 positions
#16Balboa Wealth PartnersPassive
Slight overlap · 3 shared positions
$MDY$DDS$PLTR
$596M
455 positions
#17Lauer Wealth, LLCActive
Slight overlap · 6 shared positions
$ARKO$PLTR$USB$IBIT$MSTR$ETHA
$126M
67 positions
#18Houlihan Financial Resource Group, Ltd.Passive
Slight overlap · 3 shared positions
$MDY$USB$CTVA
$257M
109 positions
#19SONATA CAPITAL GROUP INCPassive
Slight overlap · 3 shared positions
$MDY$USB$CTVA
$271M
123 positions
#20Aegis Wealth Management, Inc.Active
Slight overlap · 3 shared positions
$MDY$USB$PLTR
$127M
111 positions
#21Wilmar Advisors LLCSmart money
Slight overlap · 3 shared positions
$MDY$IBIT$ETHA
$116M
27 positions
#22WJ Financial Advisors LLCPassive
Slight overlap · 3 shared positions
$MDY$PLTR$USB
$124M
128 positions
#23Oldfather Financial Services, LLC
Slight overlap · 3 shared positions
$MDY$USB$CTVA
$336M
98 positions
#24OFS Enterprise LLCActive
Slight overlap · 3 shared positions
$MDY$USB$CTVA
$340M
94 positions
#25Firestone Capital ManagementPassive
Slight overlap · 3 shared positions
$MDY$FBTC$USB
$480M
160 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.