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Hedge Funds Similar to Wright Wealth

13F Portfolio OverlapQ2 2026Wright Wealth portfolio →
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Most similar hedge funds by 13F overlap

Wright Wealth LLC is an institutional investor managing $167M across 54 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 Wright Wealth are Smith Asset, Dupree Financial Group, Gerald Baker Financial Group, with shared positions in $JPC, $UTG, $NLY, $VZ, $T, $WELL. The full ranking of 25 similar funds is below.

#1Smith Asset Management Co., LLCActive
Notable overlap · 3 shared positions
$JPC$UTG$NLY
$123M
73 positions
#2Dupree Financial Group, LLCPassive
Some overlap · 3 shared positions
$NLY$VZ$T
$277M
79 positions
#3Gerald Baker Financial Group LLCPassive
Some overlap · 3 shared positions
$UTG$WELL$PM
$354M
123 positions
#4JBR Co Financial Management IncPassive
Some overlap · 4 shared positions
$UTG$VZ$EPD$DUK
$261M
126 positions
#5OAK FAMILY ADVISORS, LLCPassive
Some overlap · 3 shared positions
$UTG$EPD$GLW
$385M
108 positions
#6Key Client Fiduciary Advisors, LLCPassive
Some overlap · 4 shared positions
$NLY$GLW$VZ$T
$358M
229 positions
#7LongView Wealth ManagementPassive
Some overlap · 4 shared positions
$UTG$WELL$RIO$DUK
$415M
229 positions
#8Future Financial Wealth Managment LLCPassive
Some overlap · 5 shared positions
$UTG$EMO$VZ$DUK$T
$163M
128 positions
#9MATRIX PRIVATE CAPITAL GROUP LLCActive
Some overlap · 4 shared positions
$UTG$VZ$PM$DUK
$230M
143 positions
#10Plan Group Financial, LLCPassive
Some overlap · 5 shared positions
$NLY$VZ$PM$DUK$T
$510M
228 positions
#11SHARPEPOINT LLCPassive
Some overlap · 5 shared positions
$NLY$RIO$VZ$T$RKLB
$200M
89 positions
#12Magnus Financial Group LLCPassive
Some overlap · 3 shared positions
$UTG$GLW$EPD
$1.5B
413 positions
#13SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$BHP$RIO$VZ$EPD$PM
$298M
133 positions
#14STEVENS CAPITAL PARTNERSActive
Some overlap · 3 shared positions
$UTG$VZ$T
$526M
157 positions
#15Canal Insurance COActive
Some overlap · 5 shared positions
$RIO$BHP$VZ$EPD$DUK
$426M
73 positions
#16MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Slight overlap · 5 shared positions
$RIO$VZ$PM$DUK$T
$233M
122 positions
#17Powers Advisory Group, LLCActive
Slight overlap · 5 shared positions
$GLW$VZ$EPD$PM$DUK
$330M
128 positions
#18Pathway Financial Advisers, LLCPassive
Slight overlap · 5 shared positions
$GLW$VZ$EPD$PM$DUK
$397M
167 positions
#19Comprehensive Money Management Services LLCPassive
Slight overlap · 4 shared positions
$BHP$RIO$WELL$SIVR
$159M
200 positions
#20ShoreHaven Wealth Partners, LLCActive
Slight overlap · 4 shared positions
$NLY$GLW$VZ$PM
$326M
102 positions
#21RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Slight overlap · 4 shared positions
$BHP$GLW$WELL$AEM
$1.1B
90 positions
#22Jackson Hole Capital Partners, LLC
Slight overlap · 5 shared positions
$VZ$EPD$DUK$T$NTR
$605M
313 positions
#23STRATEGY ASSET MANAGERS LLCPassive
Slight overlap · 4 shared positions
$BHP$GLW$PM$DUK
$650M
262 positions
#24Cadence Wealth Management LLCActive
Slight overlap · 4 shared positions
$BHP$RIO$NTR$AEM
$223M
63 positions
#25ABBINGTON INVESTMENT GROUPActive
Slight overlap · 4 shared positions
$BHP$RIO$NTR$AEM
$157M
52 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.