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Hedge Funds Similar to Wealth Group Ltd

13F Portfolio OverlapQ3 2026Wealth Group Ltd portfolio →
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Most similar hedge funds by 13F overlap

Wealth Group Ltd is an institutional investor managing $540M across 97 U.S. equity positions as of Q3 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 SilverOak Wealth, First Washington, Lakeside Advisors, with shared positions in $MMM, $MRVL, $TGT, $ECL, $PCAR, $ANET. The full ranking of 25 similar funds is below.

#1SilverOak Wealth Management LLCActive
Some overlap · 4 shared positions
$MMM$MRVL$TGT$ECL
$777M
126 positions
#2First Washington CORPActive
Some overlap · 3 shared positions
$MRVL$PCAR$ANET
$418M
51 positions
#3Lakeside Advisors, INC.Active
Some overlap · 3 shared positions
$MMM$PCAR$AMGN
$171M
66 positions
#4Affiance Financial, LLCSmart money
Some overlap · 6 shared positions
$MMM$UNP$TGT$GIS$ECL$XEL
$701M
111 positions
#5Mengis Capital Management, Inc.Passive
Some overlap · 3 shared positions
$MRVL$PCAR$UNP
$673M
215 positions
#6Wayfinding Financial, LLCPassive
Some overlap · 3 shared positions
$PCAR$MRVL$MMM
$264M
171 positions
#7Strengthening Families & Communities, LLCPassive
Some overlap · 3 shared positions
$MRVL$MMM$ANET
$459M
731 positions
#8Insight Inv LLCPassive
Slight overlap · 3 shared positions
$MRVL$PCAR$AMGN
$210M
108 positions
#9Eagle Bluffs Wealth Management LLCActive
Slight overlap · 3 shared positions
$MRVL$MMM$ECL
$291M
85 positions
#10LIFELONG WEALTH ADVISORS, INC.Smart money
Slight overlap · 4 shared positions
$MMM$MRVL$TGT$XEL
$432M
104 positions
#11Lifeworks Advisors, LLCPassive
Slight overlap · 3 shared positions
$PCAR$EBAY$IBIT
$955M
337 positions
#12High Note Wealth, LLCPassive
Slight overlap · 5 shared positions
$EBAY$FBTC$IBIT$UNP$ECL
$586M
959 positions
#13Donoghue Forlines LLCPassive
Slight overlap · 3 shared positions
$MRVL$EBAY$TGT
$387M
114 positions
#14USAdvisors Wealth Management, LLCActive
Slight overlap · 4 shared positions
$MMM$MRVL$ECL$XEL
$351M
148 positions
#15CANTOR FITZGERALD, L. P.Active
Slight overlap · 3 shared positions
$MRVL$FBTC$IBIT
$9.2B
319 positions
#16Parcion Private Wealth LLCPassive
Slight overlap · 4 shared positions
$PCAR$FBTC$AMGN$ETHA
$1.8B
529 positions
#17Leverty Financial Group, LLCSmart money
Slight overlap · 4 shared positions
$MMM$IBIT$ECL$XEL
$549M
48 positions
#18EDMP, INC.Passive
Slight overlap · 3 shared positions
$MMM$EBAY$AMGN
$130M
74 positions
#19DecisionMap Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$PCAR$FBTC$IBIT
$179M
145 positions
#20Mission Creek Capital Partners, Inc.Passive
Slight overlap · 4 shared positions
$MRVL$ANET$AMGN$ECL
$569M
231 positions
#21Greykasell Wealth Strategies, Inc.Passive
Slight overlap · 3 shared positions
$MRVL$PCAR$AMGN
$275M
483 positions
#22Silverleafe Capital Partners, LLCActive
Slight overlap · 3 shared positions
$MRVL$MMM$IBIT
$351M
100 positions
#23Robinswood Financial LLCPassive
Slight overlap · 4 shared positions
$PCAR$MMM$UNP$FBTC
$324M
72 positions
#24Genus Capital Management Inc.Passive
Slight overlap · 3 shared positions
$MRVL$EBAY$AMGN
$1.0B
204 positions
#25Palisade Asset Management, LLCPassive
Slight overlap · 4 shared positions
$MMM$TGT$AMGN$ECL
$1.1B
204 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.