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Hedge Funds Similar to Plus Group Wealth Advisors

13F Portfolio OverlapQ1 2026Plus Group Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Plus Group Wealth Advisors LLC is an institutional investor managing $106M across 48 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 Plus Group Wealth Advisors are SWAN, Rockwood Wealth ,, Amicus Financial Advisors,, with shared positions in $SCHW, $USB, $KMI, $NTRB, $SII, $WEC. The full ranking of 25 similar funds is below.

#1SWAN Capital LLCPassive
Notable overlap · 3 shared positions
$SCHW$USB$KMI
$272M
554 positions
#2Rockwood Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$SCHW$USB$NTRB
$1.4B
118 positions
#3Amicus Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SCHW$USB$SII
$363M
90 positions
#4FC Advisory LLCActive
Some overlap · 3 shared positions
$SCHW$NTRB$USB
$342M
115 positions
#5BECKER CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$SCHW$KMI$USB
$3.4B
298 positions
#6CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$WEC$KMI$USB
$6.4B
290 positions
#7Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$SCHW$USB$AOS
$163M
67 positions
#8BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 3 shared positions
$SCHW$KMI$AOS
$2.3B
264 positions
#9Cascade Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$SCHW$KMI$USB
$169M
116 positions
#10Cedar Point Capital Partners, LLCPassive
Some overlap · 3 shared positions
$SCHW$NTRB$USB
$154M
71 positions
#11Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$OTIS$SCHW$USB
$186M
163 positions
#12Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 3 shared positions
$SCHW$KMI$USB
$257M
109 positions
#13Alliance Wealth Advisors, LLC /UTPassive
Slight overlap · 3 shared positions
$SCHW$USB$WEC
$462M
228 positions
#14Kiker Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$SCHW$BMI$USB
$209M
132 positions
#15AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Slight overlap · 3 shared positions
$SCHW$NTRB$USB
$206M
97 positions
#16Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive
Slight overlap · 3 shared positions
$SCHW$USB$NTRB
$5.8B
996 positions
#17JUNCTURE WEALTH STRATEGIES, LLCActive
Slight overlap · 3 shared positions
$OTIS$SCHW$USB
$299M
133 positions
#181834 INVESTMENT ADVISORS COPassive
Slight overlap · 3 shared positions
$KMI$WEC$USB
$801M
206 positions
#19Praetorian Wealth Management, Inc.Active
Slight overlap · 3 shared positions
$SCHW$NTRB$USB
$526M
77 positions
#20SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive
Slight overlap · 3 shared positions
$SII$USB$SCHW
$191M
88 positions
#21Tactive Advisors, LLCPassive
Slight overlap · 3 shared positions
$SII$NTRB$SCHW
$355M
268 positions
#22GTS SECURITIES LLCPassive
Slight overlap · 3 shared positions
$SCHW$USB$NTRB
$2.8B
1,482 positions
#23Lantz Financial LLCPassive
Slight overlap · 3 shared positions
$WEC$KMI$USB
$484M
239 positions
#24Causey Wealth LLCPassive
Slight overlap · 3 shared positions
$NTRB$SCHW$USB
$236M
81 positions
#25Legacy Wealth Managment, LLC/IDPassive
Slight overlap · 3 shared positions
$NTRB$WEC$USB
$201M
1,043 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.