What hedge funds are most similar to Wall Street Financial Group, Inc.?

The funds with the most similar 13F portfolios to Wall Street Financial Group, Inc. are Fairway Financial,, OF OKLAHOMA, Beacon ,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Wall Street Financial Group,

13F Portfolio OverlapQ1 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 Q1 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 Fairway Financial,, OF OKLAHOMA, Beacon ,, with shared positions in $MAR, $MS, $AMAT, $HSY, $LRCX, $TXN. The full ranking of 25 similar funds is below.

#1Fairway Financial, LLCActive

Notable overlap · 3 shared positions

$MAR $MS $AMAT

$132M

23 positions

#2TRUST CO OF OKLAHOMAPassive

Notable overlap · 4 shared positions

$MAR $HSY $AMAT $LRCX

$343M

139 positions

#3Beacon Capital Management, Inc.Active

Notable overlap · 3 shared positions

$MAR $HSY $TXN

$1.8B

57 positions

#4Capital Planning LLCActive

Notable overlap · 3 shared positions

$MAR $MS $GE

$307M

82 positions

#5CVA Family Office, LLCPassive

Notable overlap · 3 shared positions

$MAR $MS $KO

$950M

1,838 positions

#6Tandem Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$MS $MAR $HSY $KLAC

$224M

47 positions

#7Gratus Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $MAR $GE

$691M

138 positions

#8Financial Perspectives, IncPassive

Notable overlap · 3 shared positions

$MAR $MS $MU

$358M

716 positions

#9ESG Planning DBA Harper InvestingPassive

Notable overlap · 3 shared positions

$MAR $HSY $TXN

$229M

75 positions

#10APS Management Group, Inc.Passive

Notable overlap · 3 shared positions

$MS $MAR $TXN

$117M

72 positions

#11NRI Wealth Management LC

Notable overlap · 3 shared positions

$MAR $MU $LRCX

$196M

31 positions

#12Junk Investment Group, LLCPassive

Notable overlap · 4 shared positions

$MAR $HSY $TXN $KO

$191M

88 positions

#13Silver Coast Investments LLCActive

Notable overlap · 4 shared positions

$MS $HSY $LRCX $AMAT

$313M

119 positions

#14FORONJY FINANCIAL LLCPassive

Notable overlap · 4 shared positions

$MAR $GE $LRCX $PLTR

$241M

97 positions

#15SWAN Capital LLCPassive

Notable overlap · 5 shared positions

$MAR $PLTR $GE $MU $AMD

$272M

554 positions

#16Magnolia Wealth Management, LLCActive

Notable overlap · 4 shared positions

$MAR $FIX $KO $MS

$172M

212 positions

#17Vista Cima Wealth Management LLCPassive

Some overlap · 6 shared positions

$MS $PLTR $AMD $MU $LRCX $GE

$101M

48 positions

#18JM2 Capital Inc.Passive

Some overlap · 5 shared positions

$MAR $HSY $AMD $MU $AMAT

$121M

114 positions

#19Fingerlakes Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$MAR $MS $AMAT

$151M

97 positions

#20Silicon Valley Capital PartnersActive

Some overlap · 3 shared positions

$MAR $AMD $MU

$1.0B

454 positions

#21Olistico Wealth, LLCPassive

Some overlap · 3 shared positions

$MAR $PLTR $KO

$203M

341 positions

#22PeakShares LLCPassive

Some overlap · 5 shared positions

$MAR $PLTR $AMD $MU $KLAC

$109M

116 positions

#23WBH ADVISORY INCPassive

Some overlap · 3 shared positions

$MAR $HSY $MS

$1.3B

350 positions

#24COFG Advisors, LLCPassive

Some overlap · 4 shared positions

$MS $PLTR $MU $AMD

$404M

241 positions

#25FOUNDERS GROVE WEALTH PARTNERS, LLCPassive

Some overlap · 3 shared positions

$MAR $HSY $KO

$440M

162 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.