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

The funds with the most similar 13F portfolios to National Wealth Management Group, LLC are BNB Wealth ,, Rubicon Advisors, GP, OakTrust Wealth Advisors,, 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 National Wealth Group,

13F Portfolio OverlapQ1 2026National Wealth Group, portfolio →

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Most similar hedge funds by 13F overlap

National Wealth Management Group, LLC is an institutional investor managing $323M across 226 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 National Wealth Group, are BNB Wealth ,, Rubicon Advisors, GP, OakTrust Wealth Advisors,, with shared positions in $BAH, $SNOW, $REGN, $AMAT, $MU, $MAR. The full ranking of 25 similar funds is below.

#1BNB Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$BAH $SNOW $REGN $AMAT $MU $MAR

$156M

90 positions

#2Rubicon Advisors, GPPassive

Notable overlap · 6 shared positions

$BAH $WT $REGN $PLTR $MAR $SLV

$115M

76 positions

#3OakTrust Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$BAH $WT $REGN $HUM $AMGN

$110M

68 positions

#4CERTIOR FINANCIAL GROUP, LLCPassive

Notable overlap · 4 shared positions

$BAH $MAR $SE $PLTR

$157M

130 positions

#5Consolidated Planning CorpActive

Notable overlap · 4 shared positions

$BAH $WT $ADI $LRCX

$617M

144 positions

#6RHL GROUP, LLCActive

Notable overlap · 4 shared positions

$BAH $PLTR $WDC $AMGN

$117M

240 positions

#7Swisher Financial Concepts, Inc.Passive

Notable overlap · 4 shared positions

$BAH $SLV $REGN $GE

$179M

102 positions

#8D'Orazio & Associates, Inc.Active

Notable overlap · 4 shared positions

$BAH $SNOW $MAR $HUM

$772M

299 positions

#9CORA CAPITAL ADVISORS LLCActive

Notable overlap · 4 shared positions

$BAH $MAR $REGN $HUM

$302M

134 positions

#10McCarthy Asset Management, Inc.

Notable overlap · 5 shared positions

$BAH $SNOW $HUM $AMAT $SLV

$192M

27 positions

#11Clarity Asset Management, Inc.Passive

Notable overlap · 4 shared positions

$BAH $SNOW $WT $GE

$198M

290 positions

#12LifeGoal Investments, LLCPassive

Notable overlap · 5 shared positions

$BAH $SNOW $HUM $USB $MU

$175M

112 positions

#13NewCorp Financial Services, Inc.Active

Some overlap · 4 shared positions

$BAH $SNOW $HUM $WT

$115M

50 positions

#14Advocate Investing Services LLCPassive

Some overlap · 3 shared positions

$BAH $MAR $HUM

$118M

448 positions

#15Keystone Financial Services, LLCActive

Some overlap · 3 shared positions

$BAH $SNOW $MAR

$149M

58 positions

#16Souders Financial AdvisorsPassive

Some overlap · 4 shared positions

$BAH $GE $HUM $AMGN

$876M

216 positions

#17GREAT VALLEY ADVISOR GROUP, INC.Passive

Some overlap · 6 shared positions

$BAH $WT $SNOW $REGN $SLV $HUM

$5.5B

999 positions

#18Centennial Wealth Advisory LLCPassive

Some overlap · 4 shared positions

$BAH $WT $SLV $USB

$413M

160 positions

#19Greenline Wealth Management LLCPassive

Some overlap · 6 shared positions

$BAH $PLTR $SNOW $GE $USB $MU

$87M

94 positions

#20TrueWealth Advisors, LLCPassive

Some overlap · 3 shared positions

$BAH $REGN $HUM

$398M

233 positions

#21Boyer Financial Services, Inc.Active

Some overlap · 3 shared positions

$BAH $MAR $QUBT

$94M

44 positions

#22Capital Advantage, Inc.Active

Some overlap · 4 shared positions

$BAH $USB $HUM $AMGN

$765M

145 positions

#23ADE, LLCActive

Some overlap · 3 shared positions

$BAH $SE $AMGN

$209M

86 positions

#24Mascagni Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$BAH $PLTR $SNOW $MAR $HUM

$140M

127 positions

#25EQ WEALTH ADVISORS, LLCActive

Some overlap · 3 shared positions

$BAH $HUM $AMGN

$171M

54 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.