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 IMG Wealth

13F Portfolio OverlapQ2 2026IMG Wealth portfolio →

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Most similar hedge funds by 13F overlap

IMG Wealth Management, Inc. is an institutional investor managing $180M across 612 U.S. equity positions as of Q2 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

$264M

82 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 LLCPassive

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

$2.3B

588 positions

#15GLOBALT Investments LLC / GAActive

Some overlap · 4 shared positions

$SLV $PM $DUK $KLAC

$3.0B

213 positions

#16Range Financial Group LLCPassive

Some overlap · 4 shared positions

$PM $QCOM $TPR $LOW

$366M

206 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, LLCPassive

Slight overlap · 5 shared positions

$TPR $LOW $DUK $PM $PLTR

$179M

112 positions

#20AA Financial Advisors, LLCPassive

Slight overlap · 5 shared positions

$PM $LOW $DUK $KLAC $COP

$832M

230 positions

#21DDFG, IncActive

Slight overlap · 3 shared positions

$SLV $PM $PLTR

$504M

92 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

$486M

249 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.