13F Pro

Hedge Funds Similar to Wealth Group Ltd

13F Portfolio OverlapQ1 2026Wealth Group Ltd portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Wealth Group Ltd is an institutional investor managing $523M across 95 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 Wealth Group Ltd are Wiser Wealth ,, ATLANTIC FAMILY WEALTH,, Tandem Investment Partners, with shared positions in $MAR, $REGN, $BRZE, $HUM, $FBTC, $MS. The full ranking of 25 similar funds is below.

#1Wiser Wealth Management, IncSmart money
Notable overlap · 5 shared positions
$MAR$REGN$BRZE$HUM$FBTC
$464M
58 positions
#2ATLANTIC FAMILY WEALTH, LLCSmart money
Notable overlap · 5 shared positions
$MAR$REGN$MS$AGQ$HUM
$138M
59 positions
#3Tandem Investment Partners LLCPassive
Notable overlap · 5 shared positions
$REGN$MAR$DHR$BRZE$HUM
$118M
73 positions
#4Argo Wealth Advisory, LLCActive
Notable overlap · 4 shared positions
$REGN$MAR$HUM$UNH
$170M
48 positions
#5CATHY PARETO & ASSOCIATES, INCPassive
Notable overlap · 3 shared positions
$REGN$MAR$IBIT
$149M
96 positions
#6Provident Wealth Management, LLCActive
Notable overlap · 7 shared positions
$REGN$MS$MDLZ$AGQ$HUM$UNH
$331M
134 positions
#7Financial Perspectives, IncPassive
Notable overlap · 5 shared positions
$MAR$MS$HUM$MMM$UNH
$358M
716 positions
#8CVA Family Office, LLCPassive
Notable overlap · 3 shared positions
$MAR$MS$HUM
$950M
1,838 positions
#9Bravias Capital Group, LLCActive
Notable overlap · 4 shared positions
$MAR$REGN$AGQ$DHR
$153M
96 positions
#10Capital Planning LLCActive
Notable overlap · 5 shared positions
$MAR$MS$PCAR$HUM$NTRB
$307M
82 positions
#11JBR Co Financial Management IncActive
Notable overlap · 3 shared positions
$MAR$REGN$AGQ
$239M
120 positions
#12Financial Partners Group, IncPassive
Notable overlap · 5 shared positions
$MDLZ$REGN$AGQ$HUM$FBTC
$836M
227 positions
#13ARMSTRONG ADVISORY GROUP, INCActive
Notable overlap · 4 shared positions
$MAR$AGQ$HUM$BRZE
$1.5B
958 positions
#14Prota Financial, LLCActive
Some overlap · 3 shared positions
$REGN$MS$MMM
$138M
67 positions
#15PSI Advisors, LLCPassive
Some overlap · 3 shared positions
$REGN$MS$DHR
$418M
156 positions
#16Presidio Capital Management, LLCActive
Some overlap · 3 shared positions
$REGN$MS$UNH
$344M
79 positions
#17Magnolia Wealth Management, LLCActive
Some overlap · 5 shared positions
$MAR$DHR$MDLZ$UNH$MS
$172M
212 positions
#18PGIM Custom Harvest LLCActive
Some overlap · 5 shared positions
$MAR$DHR$HUM$AGQ$UNH
$6.4B
276 positions
#19MANE GLOBAL CAPITAL MANAGEMENT LPActive
Some overlap · 3 shared positions
$MAR$MDLZ$AFRM
$971M
57 positions
#20Guilbault Capital LLCPassive
Some overlap · 4 shared positions
$REGN$MS$AGQ$HUM
$91M
67 positions
#21Fingerlakes Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$MAR$MS$HUM$NTRB
$151M
97 positions
#22Pioneer Family Office, LLCSmart money
Some overlap · 3 shared positions
$MAR$MS$UNH
$156M
122 positions
#23Vermillion Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$MAR$BRZE$HUM
$255M
1,563 positions
#24Madden Advisory Services, Inc.Passive
Some overlap · 3 shared positions
$MAR$BRZE$HUM
$254M
108 positions
#25Endowment Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$REGN$MS$FBTC
$226M
165 positions

Compare Wealth Group Ltd’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 Wealth Group Ltd’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.