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Hedge Funds Similar to AFFINITY WEALTH

13F Portfolio OverlapQ2 2026AFFINITY WEALTH portfolio →
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Most similar hedge funds by 13F overlap

AFFINITY WEALTH MANAGEMENT LLC is an institutional investor managing $776M across 113 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to AFFINITY WEALTH are Parkway Wealth Group, LONE PINE, Aragon Global, with shared positions in $STX, $TER, $PLTR, $DELL, $LIN, $SCCO. The full ranking of 25 similar funds is below.

#1Parkway Wealth Management Group, LLCActive
Notable overlap · 4 shared positions
$STX$TER$PLTR$DELL
$869M
144 positions
#2LONE PINE CAPITAL LLCActive
Notable overlap · 3 shared positions
$STX$TER$LIN
$16.4B
34 positions
#3Aragon Global Management, LPActive
Notable overlap · 3 shared positions
$STX$PLTR$SCCO
$264M
23 positions
#4CHAPIN DAVIS, INC.Passive
Notable overlap · 3 shared positions
$STX$FLEX$DELL
$520M
258 positions
#5VMS Asset Management LimitedActive
Notable overlap · 3 shared positions
$STX$TER$DELL
$264M
32 positions
#6Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$TER$STX$DELL
$334M
81 positions
#7KWMG, LLCPassive
Some overlap · 3 shared positions
$STX$NRG$CAH
$1.4B
155 positions
#8WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$STX$LIN$CAH
$55.2B
266 positions
#9WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 4 shared positions
$TER$STX$LIN$ETN
$1.3B
73 positions
#10WINSLOW ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$TER$LIN$ETN
$575M
82 positions
#11CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 4 shared positions
$STX$ETN$SO$BKNG
$1.3B
88 positions
#12Kingsman Wealth Management, Inc.Active
Some overlap · 4 shared positions
$STX$PLTR$DELL$SO
$224M
82 positions
#13Transcendent Capital Group LLCActive
Some overlap · 3 shared positions
$TER$PLTR$STX
$257M
128 positions
#14Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$STX$ETN$SO
$231M
125 positions
#15Legacy Bridge, LLCPassive
Some overlap · 4 shared positions
$PLTR$ETN$TER$STX
$324M
322 positions
#16FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$PLTR$TER$NRG$DELL$CAH
$487M
190 positions
#17Lifeworks Advisors, LLCPassive
Some overlap · 4 shared positions
$STX$LIN$DELL$SO
$955M
337 positions
#18MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$STX$TER$LIN
$277M
147 positions
#19Ridge Creek Global, IncPassive
Some overlap · 4 shared positions
$FLEX$ETN$HBM$LIN
$129M
94 positions
#20Virtus Wealth Solutions LLCActive
Some overlap · 4 shared positions
$TER$FLEX$DELL$STX
$735M
53 positions
#21Hel Ved Capital Management LtdActive
Some overlap · 3 shared positions
$TER$CIFR$PURR
$1.4B
72 positions
#22CONNORS INVESTOR SERVICES INCPassive
Some overlap · 3 shared positions
$PLTR$LIN$ETN
$1.2B
153 positions
#23KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$TER$SCCO$SO
$198M
97 positions
#24Ifrah Financial Services, Inc.Passive
Some overlap · 4 shared positions
$TER$ETN$LIN$FLEX
$396M
205 positions
#25Fedenia Advisers LLCActive
Some overlap · 4 shared positions
$STX$TER$PLTR$DELL
$425M
121 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.