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Hedge Funds Similar to WMS Group

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

WMS Group LLC is an institutional investor managing $69M across 50 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 WMS Group are IAM Advisory,, Stack Financial ,, Connective ,, with shared positions in $AGQ, $AMN, $LHX, $PLTR, $PWR, $COP. The full ranking of 25 similar funds is below.

#1IAM Advisory, LLCActive
Notable overlap · 4 shared positions
$AGQ$AMN$LHX$PLTR
$446M
95 positions
#2Stack Financial Management, IncActive
Notable overlap · 4 shared positions
$AGQ$LHX$PWR$COP
$1.4B
52 positions
#3Connective Capital Management, LLCPassive
Notable overlap · 5 shared positions
$AGQ$SHOP$COP$UNH$PLTR
$121M
66 positions
#4REDMONT WEALTH ADVISORS LLC
Notable overlap · 3 shared positions
$AGQ$AMN$COP
$66M
307 positions
#5ForthRight Wealth Management, LLCActive
Notable overlap · 4 shared positions
$AGQ$AMN$PGR$COP
$353M
75 positions
#6MFG WEALTH MANAGEMENT, INC.Passive
Notable overlap · 4 shared positions
$AGQ$PWR$PLTR$ETHA
$121M
61 positions
#7Paragon Advisors, LLCActive
Notable overlap · 4 shared positions
$AGQ$PLTR$AMN$PGR
$371M
76 positions
#8BWM Planning, LLCActive
Some overlap · 3 shared positions
$AGQ$AMN$COP
$379M
87 positions
#9RHL GROUP, LLCActive
Some overlap · 3 shared positions
$AGQ$PLTR$AMN
$117M
240 positions
#10Prosperity Financial Group, Inc.Passive
Some overlap · 4 shared positions
$AGQ$PLTR$PWR$AMN
$271M
186 positions
#11Genesis Financial Group, LLCPassive
Some overlap · 3 shared positions
$AGQ$PLTR$SHOP
$158M
103 positions
#12TB Alternative Assets Ltd.Active
Some overlap · 4 shared positions
$AGQ$MP$UNH$FIGR
$481M
36 positions
#13RoundAngle Advisors LLCPassive
Some overlap · 5 shared positions
$AGQ$PLTR$COP$UPST$ETHA
$134M
60 positions
#14Greenline Partners, LLCActive
Some overlap · 3 shared positions
$HSBC$AMN$COP
$930M
144 positions
#15Three Cord True Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$AGQ$AMN$SHOP$MNST
$180M
39 positions
#16Ted Buchan & CoPassive
Some overlap · 5 shared positions
$AGQ$HSBC$SHOP$UNH$PGR
$275M
88 positions
#17VIAWEALTH, LLCPassive
Some overlap · 3 shared positions
$AGQ$UNH$COP
$180M
159 positions
#18AXS Investments LLCActive
Some overlap · 4 shared positions
$AGQ$PLTR$COP$UPST
$248M
189 positions
#19Prosperity Wealth Management, Inc.
Some overlap · 3 shared positions
$AGQ$PLTR$SHOP
$300M
251 positions
#20Carroll Advisory Group, LLCActive
Some overlap · 3 shared positions
$AGQ$UPST$COP
$258M
68 positions
#21Prasad Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$AGQ$SHOP$PLTR
$367M
146 positions
#22GenWealth Group, Inc.Active
Some overlap · 3 shared positions
$AGQ$PLTR$COP
$584M
85 positions
#23Gunderson Capital Management Inc.Passive
Some overlap · 4 shared positions
$AGQ$PWR$PLTR$MP
$239M
46 positions
#24MRWM Advisors, LLCActive
Some overlap · 3 shared positions
$AGQ$UPST$GIS
$184M
74 positions
#25Almanack Investment Partners, LLC.Active
Some overlap · 3 shared positions
$HSBC$AMN$PLTR
$592M
177 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.