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Hedge Funds Similar to MATRIX PRIVATE GROUP

13F Portfolio OverlapQ2 2026MATRIX PRIVATE GROUP portfolio →
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Most similar hedge funds by 13F overlap

MATRIX PRIVATE CAPITAL GROUP LLC is an institutional investor managing $230M across 143 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 MATRIX PRIVATE GROUP are C2C Wealth, Mission Hills Financial Advisory, Cobblestone Asset, with shared positions in $UTF, $PM, $WFC, $OKE, $LIN, $VZ. The full ranking of 25 similar funds is below.

#1C2C Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$UTF$PM$WFC$OKE$LIN$VZ
$128M
95 positions
#2Mission Hills Financial Advisory, LLCActive
Notable overlap · 3 shared positions
$RQI$UTF$UTG
$228M
89 positions
#3Cobblestone Asset Management LLCActive
Notable overlap · 3 shared positions
$PM$IBIT$PHYS
$240M
74 positions
#4SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Some overlap · 6 shared positions
$PHYS$PM$WFC$DSL$VZ$CVS
$524M
174 positions
#5Orca Wealth Management, LLCPassive
Some overlap · 6 shared positions
$PM$BX$ORI$FITB$VZ$DUK
$167M
83 positions
#6GQG Partners LLCActive
Some overlap · 6 shared positions
$PM$ALL$CI$VZ$CVS$DUK
$53.8B
102 positions
#7McGowan Group Asset Management, Inc.Active
Some overlap · 3 shared positions
$UTF$DSL$MMM
$823M
154 positions
#8InvesTrustPassive
Some overlap · 7 shared positions
$PM$EMR$MMM$WFC$OKE$VZ
$260M
95 positions
#9VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 6 shared positions
$PM$BX$MMM$OKE$VZ$CVS
$214M
61 positions
#10Proactive Wealth Strategies LLCPassive
Some overlap · 4 shared positions
$PHYS$BX$MAR$EMR
$623M
222 positions
#11SANDERS MORRIS HARRIS LLCActive
Some overlap · 3 shared positions
$PM$BX$OKE
$172M
75 positions
#12SIMA Wealth Partners, LLCActive
Some overlap · 5 shared positions
$PM$EMR$STT$DUK$MMM
$141M
130 positions
#13BCU Wealth Advisors, LLCSmart money
Some overlap · 3 shared positions
$PM$BX$CVS
$301M
63 positions
#14Magnus Financial Group LLCPassive
Some overlap · 4 shared positions
$IBIT$UTG$BX$PLTR
$1.4B
391 positions
#15SWP Investment Management LLCPassive
Some overlap · 3 shared positions
$PM$BX$EMR
$145M
43 positions
#16FAYEZ SAROFIM & COActive
Some overlap · 3 shared positions
$PM$BX$MAR
$42.5B
300 positions
#17Sound Financial Strategies Group, LLCActive
Some overlap · 4 shared positions
$IBIT$RQI$EMR$LIN
$157M
121 positions
#18Cypress Capital Management LLC (WY)Active
Some overlap · 3 shared positions
$PHYS$PM$PLTR
$120M
213 positions
#19Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$PHYS$PM$MMM$PLTR
$277M
87 positions
#20Hurley Capital, LLCPassive
Some overlap · 4 shared positions
$PHYS$BX$IBIT$HCA
$193M
678 positions
#21Canal Capital Management, LLCPassive
Some overlap · 3 shared positions
$PM$BX$DUK
$819M
220 positions
#22Triangle Securities Wealth ManagementPassive
Some overlap · 5 shared positions
$BX$EMR$LIN$WFC$DUK
$504M
213 positions
#23Weinberger Asset Management, IncActive
Some overlap · 4 shared positions
$PM$UTF$STT$WFC
$312M
101 positions
#24Phraction Management LLCActive
Some overlap · 5 shared positions
$PHYS$PM$LIN$WFC$IBIT
$596M
66 positions
#25MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$PM$EMR$MMM
$130M
80 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.