13F Pro

Hedge Funds Similar to Wallace Advisory Group,

13F Portfolio OverlapQ1 2026Wallace Advisory Group, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Wallace Advisory Group, LLC is an institutional investor managing $94M across 123 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 Wallace Advisory Group, are PCB, Portside Wealth Group,, Seven Springs Wealth Group,, with shared positions in $VZ, $USB, $BRZE, $PM, $SHEL, $T. The full ranking of 25 similar funds is below.

#1PCB Capital LLCPassive
Some overlap · 8 shared positions
$VZ$USB$BRZE$PM$SHEL$T
$63M
101 positions
#2Portside Wealth Group, LLCPassive
Some overlap · 9 shared positions
$VZ$USB$PM$SHOP$GMM$WFC
$738M
464 positions
#3Seven Springs Wealth Group, LLCActive
Some overlap · 3 shared positions
$CI$VZ$WFC
$432M
81 positions
#4WILSEY ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$CI$VZ$WFC
$638M
25 positions
#5GQG Partners LLCActive
Some overlap · 4 shared positions
$CI$VZ$PM$T
$63.1B
81 positions
#6NEW ENGLAND ASSET MANAGEMENT INCActive
Some overlap · 6 shared positions
$CI$VZ$USB$SHEL$T$WFC
$786M
99 positions
#7PORTLAND INVESTMENT COUNSEL INC.Active
Some overlap · 3 shared positions
$CI$VZ$CRM
$312M
55 positions
#8Hudson Capital Management LLCPassive
Some overlap · 5 shared positions
$CI$GLDM$CRM$T$WFC
$387M
75 positions
#9TOWNSQUARE CAPITAL LLCPassive
Some overlap · 6 shared positions
$VZ$USB$PM$SHEL$T$WFC
$444M
252 positions
#10Gibbs Wealth ManagementPassive
Some overlap · 8 shared positions
$USB$VZ$GMM$SHOP$BA$CRM
$762M
433 positions
#11Walleye Trading LLCPassive
Some overlap · 3 shared positions
$CI$ASML$USB
$60.0B
4,047 positions
#12J. L. Bainbridge & Co., Inc.Active
Some overlap · 4 shared positions
$CI$CRM$USB$T
$1.1B
107 positions
#13DCM Advisors, LLCActive
Some overlap · 6 shared positions
$VZ$USB$PM$T$WFC$BA
$220M
38 positions
#14DAVIS SELECTED ADVISERSActive
Some overlap · 3 shared positions
$CI$USB$WFC
$21.8B
112 positions
#15AA Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$GLDM$USB$DOV$CRM$PM$LOW
$710M
221 positions
#16TrueMark Investments, LLCPassive
Some overlap · 4 shared positions
$CI$VZ$PM$ASML
$514M
167 positions
#17Stamos Capital Partners, L.P.Active
Some overlap · 6 shared positions
$CI$VZ$CRM$T$BA$ASML
$640M
142 positions
#18Keudell/Morrison Wealth ManagementPassive
Some overlap · 6 shared positions
$USB$VZ$PM$SHOP$T$ASML
$489M
245 positions
#19HRC WEALTH MANAGEMENT, LLCSmart money
Some overlap · 6 shared positions
$USB$BRZE$DOV$WFC$BA$VZ
$212M
59 positions
#20InvesTrustPassive
Some overlap · 5 shared positions
$VZ$USB$PM$SHEL$WFC
$238M
91 positions
#21Financial Network Wealth Advisors LLCPassive
Some overlap · 7 shared positions
$USB$GLDM$BRZE$GMM$VZ$WFC
$98M
772 positions
#22KRAEMATON INVESTMENT ADVISORS, INCPassive
Some overlap · 5 shared positions
$GLDM$USB$VZ$CRM$BA
$123M
99 positions
#23Unify Financial AdvisorsPassive
Some overlap · 5 shared positions
$VZ$BRZE$DOV$CRM$SHOP
$96M
89 positions
#24Grantham, Mayo, Van Otterloo & Co. LLCActive
Some overlap · 4 shared positions
$CI$USB$CRM$ASML
$39.1B
628 positions
#25EQUITY INVESTMENT CORPActive
Some overlap · 5 shared positions
$VZ$USB$SHEL$T$WFC
$5.1B
71 positions

Compare Wallace Advisory Group,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Wallace Advisory Group,’s holdings

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.