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Hedge Funds Similar to Magnolia Private Wealth

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

Magnolia Private Wealth, LLC is an institutional investor managing $182M across 153 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 Magnolia Private Wealth are Compass Wealth, Greenline Partners, Forbes Financial Planning, with shared positions in $GLDM, $IAU, $PM, $WDC, $MKL, $APH. The full ranking of 25 similar funds is below.

#1Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$GLDM$IAU$PM$WDC
$251M
74 positions
#2Greenline Partners, LLCActive
Some overlap · 3 shared positions
$GLDM$MKL$IAU
$983M
149 positions
#3Forbes Financial Planning, Inc.Active
Some overlap · 3 shared positions
$GLDM$APH$PM
$186M
38 positions
#4Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$GLDM$IAU$PM
$412M
181 positions
#5Beckerman Institutional, LLCPassive
Some overlap · 3 shared positions
$GLDM$IAU$PM
$210M
124 positions
#6Avid Wealth Partners LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$IBIT
$207M
77 positions
#7NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$GLDM$IAU$IBIT
$270M
74 positions
#8CURTIS WEALTH MANAGEMENT LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$IBIT
$118M
55 positions
#9Upper Left Wealth Management, LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$IBIT
$180M
73 positions
#10January Capital Advisors LLC
Some overlap · 3 shared positions
$GLDM$IAU$WDC
$74M
52 positions
#11BRIGHT FINANCIAL ADVISORS, INC.Active
Some overlap · 3 shared positions
$GLDM$IAU$PM
$239M
72 positions
#12Integrity Wealth Solutions LLCActive
Some overlap · 3 shared positions
$GLDM$IBIT$IAU
$271M
129 positions
#13ENTREWEALTH, LLCActive
Some overlap · 3 shared positions
$GLDM$IBIT$PM
$270M
140 positions
#14Argos Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$IBIT
$378M
224 positions
#15KICKSTAND VENTURES, LLC.Active
Some overlap · 4 shared positions
$GLDM$BPRE$STX$WDC
$550M
154 positions
#16CONTINUUM WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$APH
$296M
82 positions
#17Noble Wealth Partners LLCPassive
Some overlap · 3 shared positions
$GLDM$PM$IBIT
$115M
76 positions
#18Quantum Financial Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$WDC$STX
$1.0B
251 positions
#19Copia Wealth Management
Some overlap · 4 shared positions
$GLDM$IAU$IBIT$PM
$166M
570 positions
#20AA Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$GLDM$PM$SPCX
$832M
230 positions
#21LifeGoal Investments, LLCPassive
Some overlap · 3 shared positions
$GLDM$STX$WDC
$218M
155 positions
#22Horst & Graben Wealth Management LLCActive
Some overlap · 4 shared positions
$GLDM$MKL$IAU$PM
$760M
205 positions
#23Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$GLDM$APH$PM$IBIT
$258M
228 positions
#24Heritage Family Offices, LLPPassive
Some overlap · 4 shared positions
$GLDM$APH$PM$IBIT
$259M
233 positions
#25Graetz Wealth LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$IBIT
$125M
84 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.