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Hedge Funds Similar to Carter Financial Group,

13F Portfolio OverlapQ1 2026Carter Financial Group, portfolio →
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Most similar hedge funds by 13F overlap

Carter Financial Group, INC. is an institutional investor managing $162M across 126 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 Carter Financial Group, are Beaird Harris Wealth ,, RPg Family Wealth Advisory,, WESPAC Advisors SoCal,, with shared positions in $BITB, $DDOG, $SHW, $USB, $PLTR, $JHG. The full ranking of 25 similar funds is below.

#1Beaird Harris Wealth Management, LLCActive
Some overlap · 4 shared positions
$BITB$DDOG$SHW$USB
$1.5B
686 positions
#2RPg Family Wealth Advisory, LLCPassive
Some overlap · 7 shared positions
$BITB$PLTR$JHG$SAN$QUBT$INTC
$479M
140 positions
#3WESPAC Advisors SoCal, LLCPassive
Some overlap · 6 shared positions
$JHG$SHW$PLTR$ANET$C$GE
$470M
119 positions
#4Three Magnolias Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$JHG$SHW$QUBT
$157M
103 positions
#5Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 4 shared positions
$PLTR$JHG$SHW$QUBT
$144M
387 positions
#6Faithward Advisors, LLCPassive
Some overlap · 5 shared positions
$PLTR$ITW$ANET$AMGN$USB
$701M
261 positions
#7Castle Rock Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SHW$JHG$PLTR$AMGN
$462M
262 positions
#8Cornerstone Select Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$SHW$ANET$AMGN
$160M
124 positions
#9Paragon Advisors, LLCActive
Some overlap · 4 shared positions
$JHG$PLTR$SHW$ANET
$371M
76 positions
#10White Knight Strategic Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$BITB$PLTR$AMGN
$119M
81 positions
#11Bay Rivers GroupPassive
Some overlap · 4 shared positions
$PLTR$SHW$AMGN$USB
$240M
109 positions
#12Nova Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$PLTR$JHG$SAN$QUBT
$154M
545 positions
#13Owen LaRue, LLCPassive
Some overlap · 6 shared positions
$PLTR$AMGN$SAN$SHW$C$GE
$261M
128 positions
#14RiverFront Investment Group, LLCActive
Some overlap · 4 shared positions
$JHG$SHW$PLTR$USB
$6.5B
384 positions
#15Mason & Associates IncActive
Some overlap · 3 shared positions
$JHG$SHW$PLTR
$516M
160 positions
#16Future Financial Wealth Managment LLCActive
Some overlap · 4 shared positions
$JHG$SHW$SAN$USB
$155M
128 positions
#17SHUTTLEWORTH & CoPassive
Some overlap · 3 shared positions
$PLTR$SHW$ANET
$111M
52 positions
#18Aft, Forsyth & Sober, LLCActive
Some overlap · 3 shared positions
$PLTR$SHW$ANET
$328M
62 positions
#19AlphaCore Capital LLCPassive
Some overlap · 4 shared positions
$JHG$EPAM$DDOG$SAN
$4.2B
1,202 positions
#20EPIQ PARTNERS, LLCPassive
Some overlap · 4 shared positions
$JHG$EPAM$DDOG$USB
$214M
83 positions
#21Accel Wealth ManagementPassive
Some overlap · 5 shared positions
$JHG$PLTR$SAN$SHW$INTC
$383M
290 positions
#22BYRNE FINANCIAL FREEDOM, LLCPassive
Some overlap · 4 shared positions
$PLTR$JHG$GE$AMGN
$209M
103 positions
#23Purus Wealth Management, LLCPassive
Some overlap · 6 shared positions
$PLTR$ANET$AMGN$SHW$SAN$GE
$314M
157 positions
#24INTEGRITY WEALTH ADVISORS, INC.Active
Some overlap · 4 shared positions
$JHG$SHW$AMGN$INTC
$168M
73 positions
#25HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$PLTR$JHG$SAN
$238M
142 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.