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Hedge Funds Similar to Carter Financial Group

13F Portfolio OverlapQ2 2026Carter Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Carter Financial Group, INC. is an institutional investor managing $193M across 134 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 Carter Financial Group are Palatine Hill Wealth, RPg Family Wealth Advisory, Beaird Harris Wealth, with shared positions in $BITB, $ANET, $SPCX, $PLTR, $AMGN, $AXP. The full ranking of 25 similar funds is below.

#1Palatine Hill Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$BITB$ANET$SPCX
$124M
55 positions
#2RPg Family Wealth Advisory, LLCPassive
Some overlap · 3 shared positions
$BITB$PLTR$SPCX
$612M
141 positions
#3Beaird Harris Wealth Management, LLCActive
Some overlap · 3 shared positions
$BITB$PLTR$AMGN
$1.6B
707 positions
#4Next Level Wealth Planning, LLCSmart money
Some overlap · 3 shared positions
$BITB$PLTR$SPCX
$227M
74 positions
#5White Knight Strategic Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$BITB$AMGN$PLTR$AXP
$143M
89 positions
#6OPTIMA CAPITAL LLCPassive
Some overlap · 3 shared positions
$BITB$PLTR$AXP
$253M
165 positions
#7McGuire Investment Group, LLCActive
Some overlap · 4 shared positions
$PLTR$ITW$ASML$AMGN
$1.1B
137 positions
#8Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$BITB$PLTR$AXP
$462M
303 positions
#9MARIETTA INVESTMENT PARTNERS LLCPassive
Some overlap · 4 shared positions
$ANET$PLTR$ASML$SNA
$582M
170 positions
#10RENAISSANCE GROUP LLCPassive
Some overlap · 4 shared positions
$ANET$ITW$AMGN$AXP
$2.5B
234 positions
#11Riggs Asset Managment Co. Inc.Passive
Some overlap · 4 shared positions
$PLTR$ANET$C$AXP
$560M
132 positions
#12ROBERTS GLORE & CO INC /IL/Passive
Some overlap · 4 shared positions
$ANET$ITW$AMGN$ASML
$404M
246 positions
#13Sawyer & Company, IncPassive
Some overlap · 4 shared positions
$ANET$ITW$AMGN$AXP
$298M
202 positions
#14Independent Solutions Wealth Management, LLCActive
Some overlap · 3 shared positions
$PLTR$ANET$AMGN
$766M
194 positions
#15Weaver Capital Management LLCPassive
Some overlap · 4 shared positions
$PLTR$ANET$AMGN$ASML
$454M
172 positions
#16Firsthand Capital Management, Inc.Active
Some overlap · 3 shared positions
$PLTR$ANET$ASML
$63M
54 positions
#17Legacy Bridge, LLCPassive
Some overlap · 3 shared positions
$PLTR$ANET$ASML
$324M
322 positions
#18Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$ANET$ASML
$819M
339 positions
#19Benchmark Investment Advisors LLCPassive
Some overlap · 3 shared positions
$PLTR$ANET$ASML
$228M
70 positions
#20KERR FINANCIAL PLANNING CorpPassive
Some overlap · 4 shared positions
$PLTR$SPCX$AMGN$C
$90M
545 positions
#21MADDEN SECURITIES CorpPassive
Some overlap · 3 shared positions
$PLTR$SPCX$ASML
$360M
118 positions
#22Steadview Capital Management LLCActive
Some overlap · 3 shared positions
$PLTR$SPCX$ASML
$333M
14 positions
#23KKM Financial LLCPassive
Some overlap · 3 shared positions
$PLTR$SPCX$ASML
$730M
169 positions
#24Hyperion Asset Management LtdActive
Some overlap · 3 shared positions
$PLTR$SPCX$ASML
$3.8B
20 positions
#25Broadleaf Partners, LLCPassive
Some overlap · 3 shared positions
$PLTR$ANET$ASML
$517M
86 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.