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Hedge Funds Similar to PMG Family Office

13F Portfolio OverlapQ1 2026PMG Family Office portfolio →
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Most similar hedge funds by 13F overlap

PMG Family Office LLC is an institutional investor managing $109M across 114 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 Family Office are Shaker Financial Services,, Smith Asset ,, Thomas J. Herzfeld Advisors,, with shared positions in $CSQ, $SPXX, $EOS, $USA, $ETY, $FFA. The full ranking of 25 similar funds is below.

#1Shaker Financial Services, LLCPassive
Notable overlap · 10 shared positions
$CSQ$SPXX$EOS$USA$ETY$FFA
$287M
145 positions
#2Smith Asset Management Co., LLCPassive
Notable overlap · 7 shared positions
$CSQ$DSU$UTF$FFA$UTG$GOF
$117M
71 positions
#3Thomas J. Herzfeld Advisors, Inc.Active
Notable overlap · 6 shared positions
$AGQ$GOF$STK$SPXX$BSTZ$TBLD
$294M
115 positions
#4McGowan Group Asset Management, Inc.Passive
Some overlap · 4 shared positions
$EVT$CSQ$UTF$ETG
$785M
154 positions
#5SIMS INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$DHR$ETV$GILD$ETB$SPXX
$272M
35 positions
#6Cypress Capital Management LLC (WY)Active
Some overlap · 4 shared positions
$QQQX$ETY$SPXX$BUI
$108M
205 positions
#7Gerald Baker Financial Group LLCPassive
Some overlap · 3 shared positions
$AGQ$UTG$DHR
$253M
107 positions
#8RIVERNORTH CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$USA$BSTZ$GOF$UTF
$2.0B
542 positions
#9High Point Wealth Management, LLCPassive
Some overlap · 4 shared positions
$AGQ$QQQX$SPXX$GILD
$104M
250 positions
#10Waterfront Wealth Inc.Passive
Some overlap · 3 shared positions
$AGQ$ADX$BDJ
$545M
283 positions
#11Karpus Management, Inc.Passive
Some overlap · 5 shared positions
$QQQX$CSQ$BST$ASG$USA
$3.2B
231 positions
#12Significant Wealth Partners LLCPassive
Some overlap · 4 shared positions
$DHR$GOF$AGQ$GILD
$81M
111 positions
#13Joseph P. Lucia & Associates, LLCPassive
Some overlap · 3 shared positions
$AGQ$DHR$GILD
$280M
169 positions
#14TPG Advisors LLCPassive
Some overlap · 4 shared positions
$EOI$SPXX$CII$DHR
$160M
109 positions
#15Kingstone Capital Partners Texas, LLCActive
Some overlap · 3 shared positions
$EVT$ETV$GAB
$162M
57 positions
#16Chung Wu Investment Group, LLCPassive
Some overlap · 3 shared positions
$EOS$AGQ$TMO
$116M
259 positions
#171607 Capital Partners, LLCActive
Some overlap · 5 shared positions
$EVT$BST$QQQX$ASG$CSQ
$1.4B
139 positions
#18SECTORAL ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$GILD$DHR$TMO
$121M
77 positions
#19Mirador Capital Partners LPPassive
Some overlap · 3 shared positions
$AGQ$TMO$DHR
$706M
205 positions
#20MATRIX PRIVATE CAPITAL GROUP LLCActive
Some overlap · 3 shared positions
$ETY$UTF$UTG
$207M
141 positions
#21ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DHR$ADX$TMO
$555M
191 positions
#22FORTERIS WEALTH MANAGEMENT INC.Passive
Some overlap · 3 shared positions
$SPXX$GILD$AGQ
$104M
68 positions
#23Mission Hills Financial Advisory, LLCActive
Some overlap · 5 shared positions
$DHR$BST$UTG$UTF$AGQ
$195M
54 positions
#24Emissary Wealth LLCPassive
Some overlap · 3 shared positions
$ETV$ACV$AGQ
$107M
54 positions
#25ROMAN BUTLER FULLERTON & COPassive
Some overlap · 3 shared positions
$AGQ$EOI$DHR
$364M
267 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.