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Hedge Funds Similar to LMG Wealth Partners,

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

LMG Wealth Partners, LLC is an institutional investor managing $549M across 154 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 LMG Wealth Partners, are Silver Coast Investments, O'ROURKE & COMPANY,, Discipline Wealth Solutions,, with shared positions in $UNIT, $SNOW, $USB, $SCHW, $HSY, $AFL. The full ranking of 25 similar funds is below.

#1Silver Coast Investments LLCActive
Notable overlap · 7 shared positions
$UNIT$SNOW$USB$SCHW$HSY$AFL
$313M
119 positions
#2O'ROURKE & COMPANY, IncPassive
Notable overlap · 6 shared positions
$SNOW$AGQ$USB$UNIT$HSY$SCHW
$253M
171 positions
#3Discipline Wealth Solutions, LLCActive
Notable overlap · 4 shared positions
$UNIT$SNOW$AGQ$SCHW
$950M
192 positions
#4Brindle & Bay Financial Advisors, LLCPassive
Notable overlap · 4 shared positions
$UNIT$SNOW$USB$SCHW
$163M
67 positions
#5Asset Management Group, Inc.Passive
Notable overlap · 4 shared positions
$UNIT$AGQ$SNOW$SCHW
$619M
138 positions
#6MATHER GROUP, LLC.Active
Notable overlap · 6 shared positions
$UNIT$SNOW$USB$MCD$LOW$AFL
$10.0B
1,896 positions
#7Kinloch Capital, LLCPassive
Notable overlap · 7 shared positions
$CAH$EMR$MCD$AFL$O$ADM
$245M
83 positions
#8Marotta Asset ManagementActive
Some overlap · 4 shared positions
$UNIT$SNOW$SCHW$WFC
$543M
103 positions
#9Andrews Advisory Associates, LLCActive
Some overlap · 6 shared positions
$SNOW$MCD$LOW$FDX$SCHW$ALL
$190M
82 positions
#10Richmond Brothers, Inc.Smart money
Some overlap · 4 shared positions
$SNOW$AGQ$SCHW$HSY
$150M
36 positions
#11FAGAN ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$SNOW$AGQ$USB$SCHW$LOW
$719M
135 positions
#12Bay Rivers GroupPassive
Some overlap · 6 shared positions
$UNIT$CLS$USB$SCHW$STRL$O
$240M
109 positions
#13BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 7 shared positions
$EMR$SCHW$MCD$LOW$HSY$CB
$2.3B
264 positions
#14Marmo Financial Group, LLCActive
Some overlap · 4 shared positions
$UNIT$SNOW$HSY$AFL
$202M
38 positions
#15Ark Wealth Advisors LLCPassive
Some overlap · 7 shared positions
$MCD$EMR$SCHW$AFL$LOW$CB
$101M
80 positions
#16Grey Fox Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$UNIT$SNOW$SCHW
$518M
140 positions
#17Efficient Advisors, LLCActive
Some overlap · 3 shared positions
$UNIT$SNOW$SCHW
$1.4B
58 positions
#18Echo45 Advisors LLCActive
Some overlap · 4 shared positions
$UNIT$SNOW$USB$CB
$178M
76 positions
#19Black Diamond Financial, LLCActive
Some overlap · 3 shared positions
$UNIT$SNOW$SCHW
$916M
185 positions
#20RoundAngle Advisors LLCPassive
Some overlap · 5 shared positions
$AGQ$UNIT$USB$CB$SNOW
$134M
60 positions
#21VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 7 shared positions
$EMR$MCD$AFL$HSY$CB$O
$187M
55 positions
#22American Investment Services, Inc.Active
Some overlap · 4 shared positions
$UNIT$SNOW$USB$SCHW
$448M
132 positions
#23Clarity Capital Advisors, LLCActive
Some overlap · 4 shared positions
$SNOW$UNIT$USB$SCHW
$215M
95 positions
#24William B. Walkup & Associates, Inc.Active
Some overlap · 8 shared positions
$RJF$LOW$ALL$SYY$WFC$EMR
$167M
163 positions
#25Graetz Wealth LLCPassive
Some overlap · 4 shared positions
$SNOW$UNIT$USB$SCHW
$112M
80 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.