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Hedge Funds Similar to M Wealth ,

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

M Wealth Management, LLC is an institutional investor managing $119M across 55 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 M Wealth , are Pine Harbor Wealth ,, Bulwark, Towneley , / DE, with shared positions in $OKE, $AMN, $DOV, $JHG, $WT, $BRZE. The full ranking of 25 similar funds is below.

#1Pine Harbor Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$OKE$AMN$DOV$JHG
$334M
102 positions
#2Bulwark Capital CorpActive
Substantial overlap · 3 shared positions
$OKE$JHG$WT
$162M
100 positions
#3Towneley Capital Management, Inc / DESmart money
Notable overlap · 4 shared positions
$BRZE$JHG$AMN$DOV
$478M
42 positions
#4Seed Wealth Management, Inc.Active
Notable overlap · 5 shared positions
$OKE$JHG$BRZE$AMN$PLTR
$145M
98 positions
#5SAM Advisors, LLCSmart money
Notable overlap · 4 shared positions
$BRZE$OKE$JHG$IBIT
$319M
47 positions
#6SYKON CAPITAL LLCActive
Notable overlap · 3 shared positions
$BRZE$WT$JHG
$300M
88 positions
#7Global Endowment Management, LPActive
Notable overlap · 4 shared positions
$BRZE$DOV$WT$AMD
$896M
126 positions
#8Sageworth Trust CoActive
Notable overlap · 4 shared positions
$BRZE$DOV$IBIT$PLTR
$2.3B
172 positions
#9Prospera Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$AMN$PLTR
$199M
45 positions
#10Shore Point Advisors, LLCActive
Notable overlap · 3 shared positions
$OKE$WT$PLTR
$253M
76 positions
#11Tenon Financial LLCSmart money
Notable overlap · 3 shared positions
$BRZE$AMN$PLTR
$255M
54 positions
#12VANGUARD ADVISERS INCSmart money
Notable overlap · 3 shared positions
$BRZE$DOV$WT
$25.5B
668 positions
#13FIDUCIARY ADVISORS, INC.Active
Notable overlap · 3 shared positions
$BRZE$AMN$DOV
$133M
121 positions
#14Financial Symmetry IncSmart money
Notable overlap · 3 shared positions
$BRZE$AMN$DOV
$281M
63 positions
#15RESOLUTE CAPITAL, LLCActive
Notable overlap · 3 shared positions
$WT$BRZE$JHG
$247M
57 positions
#16CARL STUART INVESTMENT ADVISOR, INCActive
Notable overlap · 3 shared positions
$BRZE$IAUM$AMD
$229M
27 positions
#17Value Investment Professionals, LLCPassive
Notable overlap · 4 shared positions
$WT$JHG$BRZE$DOV
$89M
81 positions
#18Winter & Associates, Inc.Passive
Notable overlap · 3 shared positions
$BRZE$WT$PLTR
$114M
84 positions
#19Ruggaard & Associates LLCPassive
Notable overlap · 3 shared positions
$WT$BRZE$JHG
$252M
122 positions
#20IAG Wealth Partners, LLCPassive
Notable overlap · 3 shared positions
$WT$OKE$JHG
$896M
509 positions
#21Trellis Wealth Advisors LLCSmart money
Notable overlap · 4 shared positions
$BRZE$DOV$AMN$PLTR
$263M
47 positions
#22Magnolia Private Wealth, LLCPassive
Notable overlap · 4 shared positions
$WT$JHG$BRZE$AMN
$150M
134 positions
#23Alpha Zero LLCActive
Notable overlap · 4 shared positions
$WT$OKE$JHG$IBIT
$198M
79 positions
#241 NORTH WEALTH SERVICES LLCPassive
Notable overlap · 3 shared positions
$OKE$WT$JHG
$277M
270 positions
#25CASTLE WEALTH MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$WT$IAUM$JHG$AMN
$309M
132 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.