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Hedge Funds Similar to HFG Wealth ,

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

HFG Wealth Management, LLC is an institutional investor managing $182M across 50 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 HFG Wealth , are Exit Wealth Advisors,, WEALTH ALLIANCE,, Hilton ,, with shared positions in $BTC, $ALPS, $GBTC, $SE, $PLD, $UL. The full ranking of 9 similar funds is below.

#1Exit Wealth Advisors, LLC.Active
Some overlap · 3 shared positions
$BTC$ALPS$GBTC
$195M
131 positions
#2WEALTH ALLIANCE, LLCPassive
Some overlap · 3 shared positions
$ALPS$SE$PLD
$1.0B
548 positions
#3Hilton Capital Management, LLCActive
Slight overlap · 3 shared positions
$ALPS$PLD$UL
$1.3B
129 positions
#4OVERSEA-CHINESE BANKING Corp LtdPassive
Slight overlap · 3 shared positions
$FND$SE$PLD
$3.7B
337 positions
#5Upper Left Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$GBTC$BTC$SE
$169M
68 positions
#6Joseph P. Lucia & Associates, LLCPassive
Slight overlap · 4 shared positions
$ALPS$GBTC$UL$BTC
$280M
169 positions
#7Wealth Advisory Solutions, LLCPassive
Slight overlap · 3 shared positions
$ALPS$LAMR$SE
$449M
142 positions
#8Foundation Wealth Management, LLCSmart money
Slight overlap · 3 shared positions
$SE$BTC$GBTC
$148M
44 positions
#9TRU INDEPENDENCE ASSET MANAGEMENT 2, LLCPassive
Slight overlap · 3 shared positions
$NSC$UL$GBTC
$163M
82 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.