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 PMG Wealth ,

13F Portfolio OverlapQ1 2026PMG Wealth , portfolio →

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Most similar hedge funds by 13F overlap

PMG Wealth Management, Inc. is an institutional investor managing $139M across 59 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 PMG Wealth , are Avant, Compass Financial Services, SNS Financial Group,, with shared positions in $WT, $HUM, $AGQ, $FITB, $MDLZ. The full ranking of 25 similar funds is below.

#1Avant Capital LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $AGQ

$142M

76 positions

#2Compass Financial Services IncActive

Notable overlap · 3 shared positions

$WT $FITB $HUM

$231M

56 positions

#3SNS Financial Group, LLCActive

Notable overlap · 4 shared positions

$WT $MDLZ $FITB $HUM

$1.2B

208 positions

#4Global View Capital Management LLCActive

Notable overlap · 3 shared positions

$WT $AGQ $FITB

$377M

140 positions

#5Reyes Financial Architecture, Inc.Passive

Notable overlap · 3 shared positions

$WT $AGQ $HUM

$122M

348 positions

#6tru Independence LLCPassive

Notable overlap · 4 shared positions

$WT $FITB $AGQ $HUM

$202M

102 positions

#7Duncan Williams Asset Management, LLCActive

Notable overlap · 3 shared positions

$WT $AGQ $HUM

$361M

154 positions

#8Wealthcare Capital Partners, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $AGQ

$213M

153 positions

#9Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$HUM $WT $AGQ

$116M

80 positions

#10GreatBanc Trust COActive

Notable overlap · 3 shared positions

$HUM $WT $MDLZ

$143M

67 positions

#11Amplius Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $MDLZ $HUM

$1.2B

175 positions

#12Wolfstich Capital, LLCActive

Notable overlap · 3 shared positions

$HUM $MDLZ $WT

$114M

45 positions

#13RESOLUTE CAPITAL, LLCActive

Notable overlap · 3 shared positions

$WT $FITB $HUM

$247M

57 positions

#14Roof Eidam Maycock Peralta, LLCActive

Notable overlap · 3 shared positions

$HUM $MDLZ $WT

$436M

125 positions

#15SYKON CAPITAL LLCActive

Notable overlap · 3 shared positions

$WT $AGQ $FITB

$300M

88 positions

#16BEACON FINANCIAL GROUPPassive

Notable overlap · 3 shared positions

$WT $FITB $HUM

$1.0B

348 positions

#17UPTICK PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $MDLZ

$502M

293 positions

#18Paragon Capital Management LtdActive

Notable overlap · 3 shared positions

$HUM $AGQ $WT

$476M

199 positions

#19Investors Research CorpPassive

Notable overlap · 4 shared positions

$MDLZ $FITB $WT $AGQ

$523M

848 positions

#20Glen Eagle Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $AGQ $HUM

$714M

1,021 positions

#21New England Private Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $WT $AGQ $FITB

$866M

194 positions

#22WEST PACES ADVISORS INC.Active

Notable overlap · 3 shared positions

$HUM $AGQ $MDLZ

$516M

197 positions

#23Vigilare Wealth ManagementActive

Notable overlap · 3 shared positions

$WT $HUM $AGQ

$296M

109 positions

#24Horizon Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$WT $HUM $MDLZ $AGQ

$682M

137 positions

#25DHJJ Financial Advisors, Ltd.Passive

Notable overlap · 3 shared positions

$HUM $WT $AGQ

$302M

1,081 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.