13F Pro

Hedge Funds Similar to EPG Wealth

13F Portfolio OverlapQ2 2026EPG Wealth portfolio →
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Most similar hedge funds by 13F overlap

EPG Wealth Management LLC is an institutional investor managing $417M across 318 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 EPG Wealth are ARGUS INVESTORS' COUNSEL, Gunderson, Lebenthal Global Advisors, with shared positions in $PWR, $ANET, $URI, $KLAC, $BLK, $SNOW. The full ranking of 25 similar funds is below.

#1ARGUS INVESTORS' COUNSEL, INC.Passive
Notable overlap · 7 shared positions
$PWR$ANET$URI$KLAC$BLK$SNOW
$129M
106 positions
#2Gunderson Capital Management Inc.Active
Notable overlap · 6 shared positions
$PWR$ANET$STX$KLAC$MRVL$ADI
$359M
54 positions
#3Lebenthal Global Advisors, LLCPassive
Notable overlap · 8 shared positions
$PWR$ANET$MRVL$KLAC$URI$ADI
$741M
204 positions
#4BNC WEALTH MANAGEMENT, LLCPassive
Notable overlap · 6 shared positions
$PWR$ANET$DE$KLAC$MNST$MRVL
$436M
104 positions
#5Broadleaf Partners, LLCPassive
Some overlap · 5 shared positions
$PWR$ANET$URI$KLAC$MRVL
$517M
86 positions
#6Hilltop National BankPassive
Some overlap · 7 shared positions
$ANET$PWR$STX$KLAC$MRVL$BX
$465M
786 positions
#7Great Lakes Retirement, Inc.Passive
Some overlap · 7 shared positions
$PWR$ANET$STX$KLAC$MRVL$LMT
$1.1B
222 positions
#8Paragon Private Wealth Management, LLCPassive
Some overlap · 8 shared positions
$STX$PWR$KLAC$URI$DE$BLK
$326M
192 positions
#9Bank OZKPassive
Some overlap · 5 shared positions
$PWR$ANET$MRVL$AMGN$BX
$337M
159 positions
#10GKV Capital Management Co., Inc.Passive
Some overlap · 5 shared positions
$PWR$ANET$STX$AMGN$DE
$310M
83 positions
#11Malaga Cove Capital, LLCPassive
Some overlap · 5 shared positions
$PWR$MRVL$AMGN$ANET$DE
$311M
183 positions
#12Visionary Wealth AdvisorsPassive
Some overlap · 5 shared positions
$PWR$AMGN$LMT$MCD$QCOM
$2.5B
666 positions
#13MARVIN & PALMER ASSOCIATES INCActive
Some overlap · 4 shared positions
$PWR$DE$KLAC$ADI
$159M
28 positions
#14DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$PWR$DE$AMGN$LMT
$121M
100 positions
#15Riverview Trust CoActive
Some overlap · 7 shared positions
$DE$STX$KLAC$BLK$LMT$MCD
$84M
166 positions
#16ABSOLUTE CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$PWR$KLAC$ANET$MRVL$ADI$QCOM
$431M
168 positions
#17Vivid Wealth Management, LLCPassive
Some overlap · 5 shared positions
$PWR$ANET$DE$KLAC$MNST
$280M
73 positions
#18Teamwork Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$PWR$ANET$DE$KLAC$MNST
$908M
182 positions
#19CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 4 shared positions
$PWR$BLK$MRVL$BX
$78M
44 positions
#20SFE Investment CounselPassive
Some overlap · 6 shared positions
$PWR$URI$MRVL$KLAC$BX$QCOM
$742M
152 positions
#21Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$PWR$KLAC$BLK$MNST
$1.6B
184 positions
#22NZS Capital, LLCActive
Some overlap · 5 shared positions
$PWR$URI$KLAC$MRVL$SNOW
$3.9B
61 positions
#23Covenant Asset Management, LLCPassive
Some overlap · 4 shared positions
$PWR$ANET$KLAC$ADI
$746M
169 positions
#24Mengis Capital Management, Inc.Passive
Some overlap · 4 shared positions
$PWR$DE$MRVL$QCOM
$673M
215 positions
#25Impact Investors, IncActive
Some overlap · 3 shared positions
$PWR$ANET$KLAC
$137M
88 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.