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Hedge Funds Similar to Portside Wealth Group,

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

Portside Wealth Group, LLC is an institutional investor managing $858M across 515 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 Portside Wealth Group, are Gibbs Wealth, Wallace Advisory Group,, PCB, with shared positions in $GMM, $USB, $SE, $BA, $VZ, $SHOP. The full ranking of 25 similar funds is below.

#1Gibbs Wealth ManagementPassive
Some overlap · 11 shared positions
$GMM$USB$SE$BA$VZ$SHOP
$762M
433 positions
#2Wallace Advisory Group, LLCPassive
Some overlap · 9 shared positions
$VZ$USB$PM$SHOP$GMM$WFC
$94M
123 positions
#3PCB Capital LLCPassive
Some overlap · 7 shared positions
$GMM$VZ$USB$PM$WFC$SHEL
$63M
101 positions
#4InvesTrustPassive
Some overlap · 7 shared positions
$VZ$USB$PM$WFC$SHEL$DIS
$238M
91 positions
#5Financial Network Wealth Advisors LLCPassive
Some overlap · 7 shared positions
$GMM$USB$SE$ABNB$VZ$SOLV
$98M
772 positions
#6AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 6 shared positions
$GMM$UNIT$SE$PM$USB$MDLZ
$206M
97 positions
#7JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$VZ$BA$PM$SHOP$DIS$SBUX
$114M
133 positions
#8DCM Advisors, LLCActive
Some overlap · 6 shared positions
$VZ$USB$BA$PM$WFC$DIS
$220M
38 positions
#9TOWNSQUARE CAPITAL LLCPassive
Some overlap · 6 shared positions
$VZ$USB$PM$WFC$SHEL$MDLZ
$444M
252 positions
#10ST GERMAIN D J CO INCPassive
Some overlap · 6 shared positions
$GMM$VZ$SE$WFC$SOLV$CRM
$2.5B
901 positions
#11Van Diest Capital, LLCPassive
Some overlap · 7 shared positions
$USB$PM$WFC$ABNB$DIS$SBUX
$127M
190 positions
#12Bestgate Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$VZ$UNIT$USB$SE$CRM
$55M
45 positions
#13Livet Wealth, LLCPassive
Some overlap · 6 shared positions
$GMM$UNIT$USB$VZ$BA$SHOP
$157M
117 positions
#14Hedges Asset Management LLC
Some overlap · 5 shared positions
$VZ$USB$BA$WFC$SHEL
$142M
108 positions
#15Revisor Wealth Management LLCPassive
Some overlap · 5 shared positions
$GMM$USB$PM$WFC$CRM
$362M
327 positions
#16NewEdge Advisors, LLCPassive
Some overlap · 5 shared positions
$GMM$UNIT$SE$BA$USB
$2.2B
1,217 positions
#17Partners in Financial PlanningActive
Some overlap · 5 shared positions
$USB$UNIT$GMM$SE$PM
$603M
122 positions
#18Raleigh Capital Management Inc.Passive
Some overlap · 4 shared positions
$GMM$VZ$USB$PM
$290M
775 positions
#19Cohen Investment Advisors LLCPassive
Some overlap · 6 shared positions
$VZ$BA$WFC$DIS$SBUX$CRM
$210M
79 positions
#20Cypress Wealth Services, LLCPassive
Some overlap · 5 shared positions
$GMM$USB$SE$MDLZ$SHOP
$708M
397 positions
#21Center For Asset Management LLCPassive
Some overlap · 4 shared positions
$VZ$USB$UNIT$SE
$201M
144 positions
#22Topel & Distasi Wealth Management, LLCActive
Some overlap · 4 shared positions
$GMM$USB$UNIT$SE
$193M
58 positions
#23Hillman Capital Management, Inc.Passive
Some overlap · 5 shared positions
$VZ$USB$BA$DIS$CRM
$144M
56 positions
#24Cravens & Co Advisors, LLCActive
Some overlap · 5 shared positions
$USB$BA$PM$SHOP$SBUX
$154M
64 positions
#25Oregon Pacific Wealth Management, LLCPassive
Some overlap · 6 shared positions
$SE$PM$ABNB$DIS$SBUX$CRM
$96M
105 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.