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Hedge Funds Similar to IMG Wealth ,

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

IMG Wealth Management, Inc. is an institutional investor managing $157M across 506 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 IMG Wealth , are Centennial Wealth Advisory, Legacy Wealth Managment, /ID, Wealth Watch Advisors,, with shared positions in $BTSG, $SLV, $PM, $T, $IBM, $RELX. The full ranking of 25 similar funds is below.

#1Centennial Wealth Advisory LLCPassive
Notable overlap · 5 shared positions
$BTSG$SLV$PM$T$IBM
$413M
160 positions
#2Legacy Wealth Managment, LLC/IDPassive
Notable overlap · 3 shared positions
$BTSG$RELX$SLV
$201M
1,043 positions
#3Wealth Watch Advisors, INCPassive
Some overlap · 3 shared positions
$BTSG$SLV$SHW
$239M
126 positions
#4Cerro Pacific Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$RELX$SLV$REGN$HUM$LOW$COP
$381M
159 positions
#5Ergawealth Advisors, Inc.Smart money
Some overlap · 4 shared positions
$BTSG$SHW$T$IBM
$226M
55 positions
#6Ariadne Wealth Management, LPPassive
Some overlap · 4 shared positions
$SLV$RELX$T$COP
$223M
248 positions
#7CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SLV$RELX$LOW
$309M
132 positions
#8Benson Wealth Management INCPassive
Some overlap · 5 shared positions
$SLV$BTSG$SHW$REGN$GSAT
$73M
354 positions
#9PCG Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$SLV$SHW$REGN$GSAT$HCA
$395M
164 positions
#10Santori & Peters, Inc.Smart money
Some overlap · 3 shared positions
$BTSG$HUM$T
$321M
79 positions
#11Bravias Capital Group, LLCActive
Some overlap · 4 shared positions
$SLV$SHW$REGN$DHR
$153M
96 positions
#12URS Advisory LLCActive
Some overlap · 4 shared positions
$RELX$SLV$SHW$HUM
$137M
51 positions
#13WealthCare Investment Partners, LLCPassive
Some overlap · 6 shared positions
$SLV$SHW$HUM$NOC$GSAT$T
$360M
191 positions
#14ECLECTIC ASSOCIATES INC /ADVActive
Some overlap · 5 shared positions
$SLV$HUM$NOC$SHW$KO
$753M
159 positions
#15O'Domhnaill Enterprises, Inc.Passive
Some overlap · 5 shared positions
$SLV$PM$NOC$KO$IBM
$124M
55 positions
#16Bedel Financial Consulting, Inc.Active
Some overlap · 5 shared positions
$SLV$REGN$GSAT$KO$COP
$888M
296 positions
#17TCM Advisors, LLCSmart money
Some overlap · 5 shared positions
$SLV$LOW$T$KO$IBM
$1.4B
69 positions
#18BEAM WEALTH ADVISORS, INC.Active
Some overlap · 5 shared positions
$SLV$REGN$T$KO$DHR
$402M
108 positions
#19RM Financial Services, LLCActive
Some overlap · 5 shared positions
$SLV$HUM$TPR$IBM$COP
$116M
75 positions
#20Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 5 shared positions
$SLV$HUM$KO$IBM$COP
$414M
694 positions
#21Steele Capital Management, Inc.Active
Some overlap · 4 shared positions
$RELX$SLV$GSAT$COP
$2.4B
86 positions
#22DDFG, IncActive
Some overlap · 4 shared positions
$SLV$PM$HUM$GSAT
$464M
86 positions
#23Plan Group Financial, LLCPassive
Some overlap · 6 shared positions
$SLV$REGN$PM$HUM$T$IBM
$426M
229 positions
#24Integrity Financial Corp /WAPassive
Some overlap · 4 shared positions
$BTSG$SLV$HUM$IBM
$201M
292 positions
#25Capstone Wealth Management Group LLCPassive
Some overlap · 4 shared positions
$SLV$HUM$REGN$IBM
$163M
123 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.