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Hedge Funds Similar to IMG Wealth

13F Portfolio OverlapQ3 2026IMG Wealth portfolio →
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Most similar hedge funds by 13F overlap

IMG Wealth Management, Inc. is an institutional investor managing $194M across 639 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to IMG Wealth are O'Domhnaill Enterprises, Twelve Points Wealth, RED CEDAR INVESTMENT, with shared positions in $SLV, $PM, $NOC, $QCOM, $AXP, $COP. The full ranking of 25 similar funds is below.

#1O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$SLV$PM$NOC
$125M
61 positions
#2Twelve Points Wealth Management LLCPassive
Some overlap · 3 shared positions
$SLV$QCOM$AXP
$499M
213 positions
#3RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SLV$QCOM$COP
$1.1B
90 positions
#4RM Financial Services, LLCPassive
Some overlap · 3 shared positions
$SLV$TPR$COP
$135M
79 positions
#5truNorth Financial Services, Inc.Active
Some overlap · 3 shared positions
$SLV$QCOM$PLTR
$112M
59 positions
#6Corecam Pte. Ltd.Passive
Some overlap · 3 shared positions
$SLV$MP$QCOM
$240M
79 positions
#7Hartford Funds Management Co LLCSmart money
Some overlap · 6 shared positions
$PM$QCOM$LOW$DUK$HCA$KLAC
$1.3B
98 positions
#8MUIRFIELD WEALTH ADVISORS LLCActive
Some overlap · 6 shared positions
$SLV$PM$QCOM$AXP$DUK$COP
$153M
87 positions
#9Verus Financial Partners, Inc.Smart money
Some overlap · 5 shared positions
$PM$QCOM$LOW$DUK$HCA
$1.2B
127 positions
#10Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$PM$QCOM$LOW$DUK$COP
$10.2B
208 positions
#11Broyhill Asset Management, LLCPassive
Some overlap · 3 shared positions
$SLV$PM$DUK
$112M
77 positions
#12AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$SLV$DUK$PLTR
$231M
93 positions
#13Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$SLV$PM$DUK
$166M
570 positions
#14Procyon Advisors, LLCPassive
Some overlap · 5 shared positions
$QCOM$SLV$PM$AXP$KLAC
$2.4B
586 positions
#15GLOBALT Investments LLC / GAActive
Some overlap · 4 shared positions
$SLV$PM$DUK$KLAC
$2.9B
212 positions
#16Range Financial Group LLCPassive
Some overlap · 4 shared positions
$PM$QCOM$TPR$LOW
$361M
207 positions
#17CONNORS INVESTOR SERVICES INCPassive
Slight overlap · 5 shared positions
$TPR$LOW$DUK$AXP$PLTR
$1.2B
153 positions
#18MARCO INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 5 shared positions
$QCOM$LOW$AXP$KLAC$COP
$1.5B
245 positions
#19Three Magnolias Financial Advisors, LLCActive
Slight overlap · 5 shared positions
$TPR$LOW$DUK$PM$PLTR
$167M
106 positions
#20AA Financial Advisors, LLCPassive
Slight overlap · 5 shared positions
$PM$LOW$DUK$KLAC$COP
$840M
251 positions
#21DDFG, IncActive
Slight overlap · 3 shared positions
$SLV$PM$PLTR
$508M
88 positions
#22Union Bankshares CorpPassive
Slight overlap · 5 shared positions
$QCOM$LOW$PM$AXP$KLAC
$6.0B
1,699 positions
#23Plan Group Financial, LLCPassive
Slight overlap · 3 shared positions
$SLV$PM$DUK
$510M
228 positions
#24RiverGlades Family Offices LLCActive
Slight overlap · 3 shared positions
$SLV$PM$KLAC
$218M
108 positions
#25PALLADIEM, LLCActive
Slight overlap · 3 shared positions
$SLV$KLAC$DUK
$103M
136 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.