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Hedge Funds Similar to LFG Wealth Partners

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

LFG Wealth Partners, LLC is an institutional investor managing $213M across 98 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 LFG Wealth Partners are TrueMark Investments, OPAL, Dupree Financial Group, with shared positions in $BTI, $VZ, $TTE, $RIO, $ENB, $CI. The full ranking of 25 similar funds is below.

#1TrueMark Investments, LLCPassive
Some overlap · 6 shared positions
$BTI$VZ$TTE$RIO$ENB$CI
$798M
187 positions
#2OPAL CAPITAL LLCPassive
Some overlap · 6 shared positions
$BTI$VZ$ENB$CI$RIO$TTE
$560M
136 positions
#3Dupree Financial Group, LLCPassive
Some overlap · 4 shared positions
$BTI$AGNC$VZ$ENB
$267M
81 positions
#4VIKING FUND MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$HPE$BTI$VZ$TTE$FITB
$1.1B
146 positions
#5Argyle Capital Management, LLCPassive
Some overlap · 5 shared positions
$HPE$VZ$EMR$ENB$GM
$347M
138 positions
#6ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 4 shared positions
$BTI$TTE$VZ$ENB
$156M
64 positions
#7Code Waechter LLCPassive
Some overlap · 4 shared positions
$BTI$TTE$ENB$VZ
$193M
127 positions
#8Columbus Macro, LLCPassive
Some overlap · 4 shared positions
$ARCC$NUE$AM$ENB
$1.0B
207 positions
#9Unison Advisors LLCActive
Some overlap · 5 shared positions
$NUE$GM$CI$VZ$FITB
$1.4B
173 positions
#10GQG Partners LLCActive
Some overlap · 4 shared positions
$BTI$VZ$ENB$CI
$53.8B
102 positions
#11Manske Wealth ManagementPassive
Some overlap · 4 shared positions
$BTI$VZ$RIO$TTE
$403M
226 positions
#12BONNESS ENTERPRISES INCSmart money
Some overlap · 5 shared positions
$NUE$EMR$HPE$A$VZ
$310M
37 positions
#13First Bank & TrustPassive
Some overlap · 4 shared positions
$TTE$BTI$VZ$ENB
$680M
270 positions
#14Orca Wealth Management, LLCPassive
Some overlap · 4 shared positions
$BTI$TTE$FITB$VZ
$167M
83 positions
#15EQUITY INVESTMENT CORPActive
Some overlap · 3 shared positions
$AGNC$TTE$VZ
$5.2B
76 positions
#16Raleigh Capital Management Inc.Passive
Some overlap · 4 shared positions
$VZ$BTI$TTE$ENB
$313M
610 positions
#17ADVISORS MANAGEMENT GROUP INC /ADVActive
Some overlap · 4 shared positions
$TTE$VZ$EMR$ENB
$604M
159 positions
#18Bell BankActive
Some overlap · 4 shared positions
$HPE$RIO$VZ$ARCC
$2.6B
195 positions
#19Maple Rock Capital Partners Inc.Active
Some overlap · 3 shared positions
$BTI$NUE$GM
$5.1B
51 positions
#20Hudson Capital Management LLCPassive
Some overlap · 4 shared positions
$NUE$GM$CI$CRM
$414M
74 positions
#21TODD ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$TTE$RIO$HCA$FITB
$5.6B
182 positions
#22ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/Active
Some overlap · 4 shared positions
$VZ$TTE$BTI$ENB
$1.7B
1,629 positions
#23ANTIPODES PARTNERS LtdActive
Some overlap · 4 shared positions
$TTE$HCA$ENB$CRM
$5.5B
130 positions
#24SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$VZ$RIO$ENB$GM
$296M
134 positions
#25Sound Income Strategies, LLCPassive
Some overlap · 3 shared positions
$ARCC$TTE$ENB
$2.2B
483 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.