Hedge Funds Similar to Selby Wealth

13F Portfolio OverlapQ3 2026Selby Wealth portfolio →

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Most similar hedge funds by 13F overlap

Selby Wealth Management, LLC is an institutional investor managing $284M across 86 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Selby Wealth are Creekside Partners, Powerhouse Assets, Coordinated Financial Services, with shared positions in $DOV, $STT, $WFC, $MDY, $FLEX, $T. The full ranking of 25 similar funds is below.

#1Creekside PartnersPassive

Some overlap · 4 shared positions

$DOV $STT $WFC $MDY

$276M

193 positions

#2Powerhouse Assets LLCSmart money

Some overlap · 3 shared positions

$125M

54 positions

#3Coordinated Financial Services, Inc.

Some overlap · 3 shared positions

$174M

176 positions

#4American National Bank of TexasActive

Some overlap · 3 shared positions

$109M

52 positions

#5Sageworth Trust CoActive

Some overlap · 3 shared positions

$DOV $MDY $FLEX

$2.5B

127 positions

#6Silver Oak Advisory Group, Inc.Active

Some overlap · 3 shared positions

$254M

86 positions

#7Prentice Wealth Management LLCActive

Some overlap · 3 shared positions

$493M

124 positions

#83EDGE Asset Management, LPActive

Some overlap · 3 shared positions

$2.2B

94 positions

#9Goldstone Financial Group, LLCPassive

Some overlap · 3 shared positions

$1.1B

243 positions

#10Junk Investment Group, LLCActive

Some overlap · 3 shared positions

$241M

98 positions

#11PCB Capital LLCPassive

Some overlap · 3 shared positions

$82M

114 positions

#12MontVue Capital Management, Inc.Active

Some overlap · 3 shared positions

$171M

73 positions

#13XY Planning Network, Inc.Passive

Some overlap · 3 shared positions

$929M

380 positions

#14Asset Management Group, Inc.Passive

Some overlap · 3 shared positions

$683M

137 positions

#15Newton One Investments LLCActive

Some overlap · 3 shared positions

$392M

150 positions

#16FIFTH THIRD SECURITIES, INC.Passive

Some overlap · 3 shared positions

$2.0B

420 positions

#17Salomon & Ludwin, LLCPassive

Some overlap · 3 shared positions

$1.2B

2,116 positions

#18Black Maple Capital Management LPActive

Some overlap · 3 shared positions

$176M

94 positions

#19Redhawk Wealth Advisors, Inc.Passive

Some overlap · 3 shared positions

$STT $MDY $FLEX

$987M

408 positions

#20Financial Network Wealth Advisors LLCPassive

Some overlap · 3 shared positions

$99M

858 positions

#21PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money

Some overlap · 3 shared positions

$1.7B

236 positions

#22Vilga Financial Planning LLCActive

Some overlap · 3 shared positions

$DOV $FLEX $STT

$168M

102 positions

#23Clear Point Advisors Inc.Passive

Some overlap · 3 shared positions

$113M

93 positions

#24VSM Wealth Advisory, LLCActive

Some overlap · 3 shared positions

$376M

507 positions

#25TOWNSQUARE CAPITAL LLCPassive

Some overlap · 3 shared positions

$544M

285 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.