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Hedge Funds Similar to M Wealth

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

M Wealth Management, LLC is an institutional investor managing $127M across 57 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 M Wealth are Reliant Wealth Planning, NavPoint Financial, Archer Investment, with shared positions in $IAUM, $IBIT, $OUNZ, $DOV. The full ranking of 5 similar funds is below.

#1Reliant Wealth PlanningSmart money
Notable overlap · 3 shared positions
$IAUM$IBIT$OUNZ
$364M
54 positions
#2NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$IBIT$DOV$IAUM
$270M
74 positions
#3Archer Investment Management, LLCActive
Some overlap · 3 shared positions
$IBIT$IAUM$DOV
$293M
110 positions
#4MARIPAU WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IBIT$IAUM$DOV
$280M
177 positions
#5Glassman Wealth ServicesActive
Slight overlap · 3 shared positions
$IBIT$OUNZ$DOV
$835M
236 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.