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 Magnolia Private Wealth,

13F Portfolio OverlapQ1 2026Magnolia Private Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Magnolia Private Wealth, LLC is an institutional investor managing $150M across 134 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 Magnolia Private Wealth, are Sanchez Wealth Group, First Financial Group, Value Investment Professionals,, with shared positions in $WT, $JHG, $LPLA, $IAU, $GE, $GEV. The full ranking of 25 similar funds is below.

#1Sanchez Wealth Management GroupActive

Notable overlap · 4 shared positions

$WT $JHG $LPLA $IAU

$462M

53 positions

#2First Financial Group CorpActive

Notable overlap · 5 shared positions

$JHG $WT $IAU $GE $GEV

$122M

80 positions

#3Value Investment Professionals, LLCActive

Notable overlap · 5 shared positions

$WT $JHG $BRZE $MKL $PM

$89M

81 positions

#4Hamilton Capital, LLCSmart money

Notable overlap · 3 shared positions

$WT $JHG $IAU

$1.9B

152 positions

#5Great Point Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$JHG $WT $AMN

$542M

62 positions

#6SNS Financial Group, LLCActive

Notable overlap · 5 shared positions

$WT $GLDM $AMN $MKL $UNIT

$1.2B

208 positions

#7LWM Advisory Services, LLCActive

Notable overlap · 4 shared positions

$WT $GLDM $APH $EPAM

$94M

76 positions

#8New Perspectives, IncSmart money

Notable overlap · 3 shared positions

$WT $GLDM $MKL

$289M

44 positions

#9Clearwater Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $JHG $DDOG

$1.2B

177 positions

#10Team Financial Group, LLCActive

Notable overlap · 4 shared positions

$WT $GLDM $AMN $GE

$220M

273 positions

#11INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 5 shared positions

$JHG $GLDM $WT $UNIT $TXN

$803M

181 positions

#12Capital Planning Advisors, LLCActive

Notable overlap · 5 shared positions

$WT $GLDM $AMN $APH $GEV

$692M

146 positions

#13Roan Capital PartnersPassive

Notable overlap · 3 shared positions

$WT $GLDM $DDOG

$108M

77 positions

#14AIFG Consultants Ltd.

Notable overlap · 5 shared positions

$JHG $GLDM $WT $GE $GEV

$58M

54 positions

#15Tidemark, LLCPassive

Notable overlap · 3 shared positions

$WT $GLDM $JHG

$393M

901 positions

#16WealthPoint Financial, LLCPassive

Notable overlap · 5 shared positions

$WT $BPRE $GLDM $LPLA $PM

$115M

117 positions

#17Fermata Advisors, LLCPassive

Notable overlap · 6 shared positions

$WT $TXN $GLDM $MKL $JHG $IAU

$444M

232 positions

#18NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 5 shared positions

$JHG $GLDM $IAU $AMN $UNIT

$777M

112 positions

#19WT Wealth ManagementPassive

Notable overlap · 3 shared positions

$JHG $WT $GLDM

$336M

138 positions

#20Sage Mountain Advisors LLCActive

Notable overlap · 7 shared positions

$JHG $BRZE $DDOG $MKL $GLDM $IAU

$1.4B

281 positions

#21CATHY PARETO & ASSOCIATES, INCActive

Notable overlap · 4 shared positions

$WT $BPRE $UNIT $IAU

$149M

96 positions

#22M Wealth Management, LLCActive

Notable overlap · 4 shared positions

$WT $JHG $BRZE $AMN

$119M

55 positions

#23Pinnacle Financial Group, LLC / ILActive

Notable overlap · 5 shared positions

$WT $UNIT $MKL $BRZE $IAU

$365M

111 positions

#24Seed Wealth Management, Inc.Active

Notable overlap · 4 shared positions

$JHG $BRZE $UNIT $AMN

$145M

98 positions

#25Aureum Wealth Management, LLCActive

Notable overlap · 4 shared positions

$JHG $GLDM $IAU $AMN

$144M

60 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.