What hedge funds are most similar to Three Magnolias Financial Advisors, LLC?

The funds with the most similar 13F portfolios to Three Magnolias Financial Advisors, LLC are First Financial Group, TT, Lionshead Wealth ,, based on overlapping conviction holdings in the latest SEC filings.

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 Three Magnolias Financial Advisors,

13F Portfolio OverlapQ1 2026Three Magnolias Financial Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Three Magnolias Financial Advisors, LLC is an institutional investor managing $157M across 103 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 Three Magnolias Financial Advisors, are First Financial Group, TT, Lionshead Wealth ,, with shared positions in $JHG, $WT, $SHW, $DUK, $PFE, $PLTR. The full ranking of 25 similar funds is below.

#1First Financial Group CorpActive

Substantial overlap · 4 shared positions

$JHG $WT $SHW $DUK

$122M

80 positions

#2TT Capital Management LLCActive

Substantial overlap · 3 shared positions

$JHG $DUK $PFE

$121M

73 positions

#3Lionshead Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$JHG $WT $PLTR $PFE

$136M

108 positions

#4Sanchez Wealth Management GroupActive

Notable overlap · 3 shared positions

$WT $JHG $AMAT

$462M

53 positions

#5Symphony Financial Services, Inc.Passive

Notable overlap · 4 shared positions

$JHG $SHW $WT $PFE

$195M

99 positions

#6INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$JHG $WT $PFE

$803M

181 positions

#7Comprehensive Financial Planning, Inc./PAPassive

Notable overlap · 5 shared positions

$JHG $WT $PLTR $SHW $QUBT

$144M

387 positions

#8Clearwater Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$WT $JHG $ARKO $PLTR

$1.2B

177 positions

#9WT Wealth ManagementPassive

Notable overlap · 4 shared positions

$JHG $WT $SHW $SHOP

$336M

138 positions

#10Great Point Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$JHG $WT $AMAT

$542M

62 positions

#11Fiduciary Planning LLCActive

Notable overlap · 5 shared positions

$WT $SHW $SHOP $APD $PLTR

$331M

76 positions

#12WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $WT $WFC

$156M

139 positions

#13IAM Advisory, LLCActive

Notable overlap · 4 shared positions

$WT $SHW $PLTR $LHX

$446M

95 positions

#14tru Independence LLCPassive

Notable overlap · 3 shared positions

$WT $JHG $WFC

$202M

102 positions

#15United Advisor Group, LLCPassive

Notable overlap · 3 shared positions

$WT $PLTR $DUK

$811M

508 positions

#16Drake & Associates, LLCActive

Notable overlap · 3 shared positions

$JHG $SHOP $DUK

$525M

97 positions

#17NBZ Investment Advisors LLCActive

Notable overlap · 4 shared positions

$JHG $WFC $ARKO $PFE

$229M

73 positions

#18CASTLE WEALTH MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $WT $LOW

$309M

132 positions

#19Rare Wolf Capital LLCPassive

Notable overlap · 4 shared positions

$WT $PLTR $SHOP $PFE

$154M

127 positions

#20Mason & Associates IncActive

Notable overlap · 4 shared positions

$JHG $SHW $WT $PLTR

$516M

160 positions

#21Haven Private, LLCPassive

Notable overlap · 4 shared positions

$WT $COR $PLTR $AMAT

$230M

166 positions

#22MIDLAND WEALTH ADVISORS LLCSmart money

Notable overlap · 3 shared positions

$JHG $SHW $WT

$1.9B

160 positions

#23CPWA, LLCPassive

Notable overlap · 4 shared positions

$WT $SHW $LOW $AMAT

$84M

90 positions

#24ATWOOD & PALMER INCPassive

Notable overlap · 4 shared positions

$JHG $PLTR $LOW $LHX

$1.8B

531 positions

#25Vantage Point Financial LLCPassive

Notable overlap · 4 shared positions

$WT $PLTR $AMAT $PFE

$285M

176 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.