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Hedge Funds Similar to Private Wealth Group,

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

Private Wealth Management Group, LLC is an institutional investor managing $381M across 1,426 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 Private Wealth Group, are Torren ,, Shotwell Rutter Baer, ENZI WEALTH, with shared positions in $AMN, $NOW, $MUFG, $PLTR, $AMAT, $NU. The full ranking of 25 similar funds is below.

#1Torren Management, LLCActive
Notable overlap · 5 shared positions
$AMN$NOW$MUFG$PLTR$AMAT
$201M
983 positions
#2Shotwell Rutter Baer IncActive
Notable overlap · 5 shared positions
$AMN$MUFG$NOW$NU$IBM
$170M
38 positions
#3ENZI WEALTHActive
Notable overlap · 4 shared positions
$AMN$PLTR$IBM$ETN
$288M
71 positions
#4McCartney Wealth Management LLCActive
Notable overlap · 3 shared positions
$AMN$MUFG$NU
$119M
65 positions
#5RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$AMN$NOW$BAC$MAR
$296M
80 positions
#6PW ADVISORS, LLC \ FLActive
Notable overlap · 3 shared positions
$AMN$NOW$NU
$133M
35 positions
#7KEB ASSET MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$AMN$IBM$EPAM$MAR
$522M
97 positions
#8WMG Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$AMN$BAC$MAR$VZ
$240M
100 positions
#9Arcadia Wealth Management, Inc.Smart money
Notable overlap · 3 shared positions
$AMN$PLTR$ADP
$185M
55 positions
#10Meritas Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$PLTR$IBM
$221M
60 positions
#11Parkshore Wealth Management, Inc.Smart money
Notable overlap · 3 shared positions
$AMN$IBM$BAC
$299M
69 positions
#12Burk Holdings LLCPassive
Notable overlap · 3 shared positions
$AMN$BAC$IBM
$233M
676 positions
#13POINCIANA ADVISORS GROUP, LLCPassive
Notable overlap · 3 shared positions
$AMN$BAC$EPAM
$127M
130 positions
#14Kondo Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$AMN$BAC$VZ
$266M
69 positions
#15Meredith Wealth PlanningActive
Notable overlap · 3 shared positions
$AMN$MAR$ETN
$369M
70 positions
#16Invariant Investment ManagementActive
Notable overlap · 3 shared positions
$AMN$ORLY$AMAT
$162M
70 positions
#17SATOVSKY ASSET MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$AMN$MAR$AMAT
$566M
73 positions
#18Bare Financial Services, IncPassive
Notable overlap · 3 shared positions
$AMN$MAR$AMAT
$378M
1,730 positions
#19Flagstone Financial ManagementSmart money
Notable overlap · 4 shared positions
$AMN$VZ$ETN$BAC
$403M
71 positions
#20Marquette Asset Management, LLCActive
Notable overlap · 5 shared positions
$AMN$MAR$EPAM$IBM$VZ
$669M
795 positions
#21Allegiance Financial Group Advisory Services LLCActive
Notable overlap · 3 shared positions
$AMN$NOW$PLTR
$503M
198 positions
#22Truepoint, Inc.Active
Notable overlap · 3 shared positions
$AMN$EPAM$MAR
$4.5B
148 positions
#23Plancorp, LLCActive
Notable overlap · 3 shared positions
$AMN$BAC$NOW
$3.5B
378 positions
#24Highland Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$AMN$MAR$BAC
$379M
67 positions
#25ATLas Financial Planning LLCActive
Notable overlap · 3 shared positions
$AMN$BAC$MAR
$112M
69 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.