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Hedge Funds Similar to Wilkerson Advisory Group

13F Portfolio OverlapQ1 2026Wilkerson Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Wilkerson Advisory Group LLC is an institutional investor managing $291M across 617 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 Wilkerson Advisory Group are Quantum Financial Advisors,, Frederick Financial Consultants,, Team Financial Group,, with shared positions in $AMN, $GLDM, $T, $FHI, $DE, $NEE. The full ranking of 25 similar funds is below.

#1Quantum Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$AMN$GLDM$T
$891M
231 positions
#2Frederick Financial Consultants, LLCPassive
Notable overlap · 4 shared positions
$FHI$GLDM$DE$NEE
$201M
109 positions
#3Team Financial Group, LLCActive
Notable overlap · 5 shared positions
$GLDM$AMN$REGN$DE$ALL
$220M
273 positions
#4Stegent Equity Advisors, Inc.Passive
Notable overlap · 3 shared positions
$AMN$FHI$REGN
$117M
101 positions
#5Parcion Private Wealth LLCPassive
Notable overlap · 3 shared positions
$GLDM$AMN$REGN
$1.6B
435 positions
#6Magnolia Private Wealth, LLCPassive
Notable overlap · 4 shared positions
$GLDM$BPRE$JHG$AMN
$150M
134 positions
#7AIFG Consultants Ltd.
Some overlap · 4 shared positions
$GLDM$JHG$SLV$ALL
$58M
54 positions
#8Freestate Advisors LLCActive
Some overlap · 5 shared positions
$AMN$JHG$T$DE$MMM
$125M
42 positions
#9Collaborative Wealth Managment Inc.Passive
Some overlap · 3 shared positions
$AMN$GLDM$SOLV
$218M
162 positions
#10SNS Financial Group, LLCActive
Some overlap · 3 shared positions
$GLDM$AMN$MMM
$1.2B
208 positions
#11OakTrust Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$REGN$AMN
$110M
68 positions
#12Capital Planning Advisors, LLCPassive
Some overlap · 3 shared positions
$GLDM$AMN$DE
$692M
146 positions
#13Seed Wealth Management, Inc.Active
Some overlap · 3 shared positions
$AMN$JHG$DE
$145M
98 positions
#14Austin Wealth Management, LLCPassive
Some overlap · 3 shared positions
$GLDM$AMN$NEE
$440M
118 positions
#15Sterneck Capital Management, LLCActive
Some overlap · 3 shared positions
$AMN$JHG$BPRE
$223M
116 positions
#16Financial Partners Group, IncPassive
Some overlap · 3 shared positions
$AMN$REGN$JHG
$836M
227 positions
#17Aureum Wealth Management, LLCPassive
Some overlap · 3 shared positions
$GLDM$JHG$AMN
$144M
60 positions
#18Cedrus Wealth Group LLCActive
Some overlap · 3 shared positions
$FHI$DE$SLV
$90M
48 positions
#19PEAK FINANCIAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$GLDM$REGN$T
$226M
70 positions
#20Echo Wealth Management, LLCActive
Some overlap · 3 shared positions
$AMN$REGN$MMM
$174M
47 positions
#21Bucket List Wealth Management, LLCActive
Some overlap · 4 shared positions
$AMN$JHG$SLV$T
$166M
57 positions
#22VOISARD ASSET MANAGEMENT GROUP, INC.Active
Some overlap · 3 shared positions
$AMN$JHG$NEE
$469M
104 positions
#23Rubicon Advisors, GPPassive
Some overlap · 3 shared positions
$AMN$REGN$SLV
$115M
76 positions
#24Henderson Brothers Financial Partners, LLCActive
Some overlap · 3 shared positions
$GLDM$JHG$T
$395M
105 positions
#25Kane Co Wealth Management, Inc.Active
Some overlap · 3 shared positions
$AMN$DE$NEE
$119M
51 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.