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Hedge Funds Similar to MGB Wealth ,

13F Portfolio OverlapQ4 2025MGB Wealth , portfolio →
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Most similar hedge funds by 13F overlap

MGB Wealth Management, LLC is an institutional investor managing $350M across 308 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MGB Wealth , are Philadelphia Investment Partners,, SHEPHERD KAPLAN KROCHUK,, Triton Financial Group, with shared positions in $APP, $MCK, $PLTR, $VLO, $OKTA, $AGQ. The full ranking of 25 similar funds is below.

#1Philadelphia Investment Partners, LLCPassive
Notable overlap · 5 shared positions
$APP$MCK$PLTR$VLO$OKTA
$147M
189 positions
#2SHEPHERD KAPLAN KROCHUK, LLCActive
Notable overlap · 3 shared positions
$APP$AGQ$ALPS
$119M
61 positions
#3Triton Financial Group IncPassive
Notable overlap · 3 shared positions
$APP$PLTR$OKTA
$57M
62 positions
#4Emissary Wealth LLCPassive
Some overlap · 3 shared positions
$APP$AGQ$OTIS
$107M
54 positions
#5WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$APP$MCK$CNQ
$43.8B
263 positions
#6CLEAR INVESTMENT RESEARCH, LLCPassive
Some overlap · 4 shared positions
$APP$SLV$AGQ$PLTR
$64M
241 positions
#7Meadowbrook Wealth Management, LLCPassive
Some overlap · 3 shared positions
$APP$ALPS$TJX
$75M
65 positions
#8Smith Group Asset Management, LLCActive
Some overlap · 5 shared positions
$APP$MCK$MPC$TJX$OKTA
$2.0B
162 positions
#9Paller Financial Services IncPassive
Some overlap · 4 shared positions
$APP$SLV$OTIS$AGQ
$121M
43 positions
#10Left Brain Wealth Management, LLCPassive
Some overlap · 6 shared positions
$MCK$ALPS$PLTR$COR$CME$CB
$255M
79 positions
#11SCHARF INVESTMENTS, LLCActive
Some overlap · 5 shared positions
$OTIS$MCK$MKL$CME$CB
$3.2B
70 positions
#12Accel Wealth ManagementPassive
Some overlap · 5 shared positions
$APP$SLV$AGQ$SHW$PLTR
$383M
290 positions
#13Quartz Partners, LLCPassive
Some overlap · 3 shared positions
$APP$ALPS$COR
$259M
168 positions
#14Peterson Wealth ServicesPassive
Some overlap · 6 shared positions
$ETN$MPC$CNQ$PLTR$CME$CB
$405M
215 positions
#15Plan Group Financial, LLCPassive
Some overlap · 3 shared positions
$APP$SLV$ALPS
$426M
229 positions
#16Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 3 shared positions
$APP$MCK$ETN
$407M
601 positions
#17MOULTON WEALTH MANAGEMENT, INCActive
Some overlap · 5 shared positions
$SLV$MKL$AGQ$SHW$OKTA
$147M
52 positions
#18NTV ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$ALPS$SLV$OTIS$SHW$PLTR
$910M
311 positions
#19SHUTTLEWORTH & CoPassive
Some overlap · 5 shared positions
$MCK$ETN$SHW$PLTR$TJX
$111M
52 positions
#20TMB Capital Partners, LLCPassive
Some overlap · 5 shared positions
$ALPS$ETN$MPC$CME$CB
$297M
176 positions
#21CrossGen Wealth, LLCPassive
Some overlap · 6 shared positions
$ETN$MPC$TJX$VLO$CME$CB
$114M
200 positions
#22Canoe Financial LPActive
Some overlap · 5 shared positions
$OTIS$CNQ$SHW$TJX$CME
$7.3B
112 positions
#23BEAM WEALTH ADVISORS, INC.Active
Some overlap · 4 shared positions
$SLV$ALPS$AGQ$PLTR
$402M
108 positions
#24Fiera Capital CorpActive
Some overlap · 5 shared positions
$OTIS$CNQ$SHW$TJX$CME
$29.2B
412 positions
#25Town & Country Bank & Trust CO dba First Bankers Trust COPassive
Some overlap · 5 shared positions
$MCK$ETN$MPC$TJX$CB
$296M
146 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.