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Hedge Funds Similar to LFG Wealth Partners,

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

LFG Wealth Partners, LLC is an institutional investor managing $166M across 89 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 LFG Wealth Partners, are Orca Wealth ,, TrueMark Investments,, Altrius, with shared positions in $MU, $PM, $BTI, $TTE, $VZ, $LMT. The full ranking of 25 similar funds is below.

#1Orca Wealth Management, LLCActive
Notable overlap · 7 shared positions
$MU$PM$BTI$TTE$VZ$LMT
$141M
67 positions
#2TrueMark Investments, LLCPassive
Notable overlap · 7 shared positions
$PM$BTI$VZ$TTE$RIO$ENB
$514M
167 positions
#3Altrius Capital Management IncPassive
Notable overlap · 6 shared positions
$BTI$TTE$PM$VZ$LMT$PFE
$503M
87 positions
#4IBEX WEALTH ADVISORSPassive
Notable overlap · 7 shared positions
$MU$JXN$VZ$OKE$PFE$T
$1.1B
203 positions
#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$PM$RIO$VZ$OKE$LMT$T
$220M
148 positions
#6Dupree Financial Group, LLCPassive
Some overlap · 6 shared positions
$AGNC$BTI$VZ$ENB$T$MU
$248M
71 positions
#7Parrish Capital LLCPassive
Some overlap · 6 shared positions
$TTE$VZ$GEV$PM$EMR$T
$112M
86 positions
#8Miller Global Investments, LLCPassive
Some overlap · 6 shared positions
$JHG$VZ$GSAT$OKE$PFE$T
$121M
295 positions
#9GQG Partners LLCActive
Some overlap · 5 shared positions
$PM$BTI$VZ$ENB$T
$63.1B
81 positions
#10Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$JHG$PM$VZ$PFE$NEM
$477M
70 positions
#11WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 6 shared positions
$MU$OKE$ENB$PFE$T$VZ
$210M
141 positions
#12Keystone Financial Planning, Inc.Smart money
Some overlap · 6 shared positions
$BTI$PM$VZ$PFE$T$LMT
$374M
40 positions
#13BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 5 shared positions
$BTI$VZ$MU$NUE$LMT
$380M
98 positions
#14Blume Capital Management, Inc.Passive
Some overlap · 5 shared positions
$MU$RIO$ARCC$PFE$GSAT
$588M
337 positions
#15Columbus Macro, LLCPassive
Some overlap · 6 shared positions
$ARCC$NUE$OKE$LMT$ENB$AM
$936M
200 positions
#16Code Waechter LLCPassive
Some overlap · 5 shared positions
$TTE$BTI$PM$ENB$PFE
$168M
118 positions
#17BYRNE FINANCIAL FREEDOM, LLCPassive
Some overlap · 5 shared positions
$MU$JHG$GSAT$OKE$GEV
$209M
103 positions
#18Raleigh Capital Management Inc.Passive
Some overlap · 6 shared positions
$TTE$VZ$PM$ENB$BTI$PFE
$290M
775 positions
#19Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$MU$VZ$OKE$PFE$T
$151M
135 positions
#20OPAL CAPITAL LLCPassive
Some overlap · 4 shared positions
$PM$BTI$VZ$ENB
$565M
141 positions
#21AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 5 shared positions
$MU$VZ$PFE$T$NEM
$160M
137 positions
#22EQUITY INVESTMENT CORPActive
Some overlap · 4 shared positions
$AGNC$TTE$VZ$T
$5.1B
71 positions
#23FARMERS TRUST COPassive
Some overlap · 6 shared positions
$VZ$PM$LMT$NUE$T$NEM
$637M
203 positions
#24CAPITAL ADVISORS INC/OKPassive
Some overlap · 6 shared positions
$VZ$GEV$ENB$PFE$RIO$JHG
$6.2B
357 positions
#25BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$MU$AGNC$GSAT$GEV
$437M
115 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.