Hedge Funds Similar to Wall Street Financial Group

13F Portfolio OverlapQ2 2026Wall Street Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Wall Street Financial Group, Inc. is an institutional investor managing $187M across 120 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Wall Street Financial Group are Global X Japan , Ltd., Eagle Wealth Advisors, NEOS Investment, with shared positions in $PLTR, $KLAC, $MRVL, $TXN, $QCOM, $ADI. The full ranking of 25 similar funds is below.

Some overlap · 6 shared positions
$2.7B
390 positions
Some overlap · 7 shared positions
$131M
100 positions
Some overlap · 7 shared positions
$27.1B
578 positions
Some overlap · 5 shared positions
$228M
70 positions
#5Invesco Ltd.Passive
Some overlap · 7 shared positions
$1.3T
3,819 positions
Some overlap · 6 shared positions
$174M
92 positions
Some overlap · 7 shared positions
$3.6B
1,175 positions
Some overlap · 7 shared positions
$8.3B
587 positions
Some overlap · 6 shared positions
$10.0B
365 positions
Some overlap · 5 shared positions
$3.0B
455 positions
Some overlap · 5 shared positions
$23.0B
320 positions
Some overlap · 5 shared positions
$147M
69 positions
Some overlap · 4 shared positions
$119M
113 positions
Some overlap · 6 shared positions
$43.9B
1,133 positions
Some overlap · 6 shared positions
$181M
73 positions
$2.6B
358 positions
Some overlap · 6 shared positions
$23.7B
687 positions
Some overlap · 6 shared positions
$69.2B
1,913 positions
Some overlap · 6 shared positions
$1.8B
170 positions
Some overlap · 4 shared positions
$226M
254 positions
Some overlap · 5 shared positions
$462M
86 positions
Some overlap · 4 shared positions
$351M
166 positions
Some overlap · 4 shared positions
$320M
60 positions
#24Retireful, LLCPassive
Some overlap · 5 shared positions
$107M
81 positions
Some overlap · 4 shared positions
$176M
55 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.