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Hedge Funds Similar to National Wealth Group

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

National Wealth Management Group, LLC is an institutional investor managing $323M across 226 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 National Wealth Group are Lighthouse Financial, ADE, PYA Waltman, with shared positions in $BAH, $TER, $VRT, $AMGN, $ANET, $ADI. The full ranking of 25 similar funds is below.

#1Lighthouse Financial LLCActive
Notable overlap · 5 shared positions
$BAH$TER$VRT$AMGN$ANET
$193M
78 positions
#2ADE, LLCActive
Notable overlap · 3 shared positions
$BAH$ADI$AMGN
$237M
93 positions
#3PYA Waltman Capital, LLCActive
Notable overlap · 3 shared positions
$BAH$AMGN$FBTC
$421M
67 positions
#4D'Orazio & Associates, Inc.Active
Some overlap · 4 shared positions
$BAH$STX$AMGN$WDC
$864M
322 positions
#5Parkway Wealth Management Group, LLCActive
Some overlap · 6 shared positions
$WDC$STX$PLTR$TER$HWM$SLV
$866M
147 positions
#6PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$STX$ADI$WDC$TER$HWM$VRT
$462M
86 positions
#7Bosman Wealth Management, LLCPassive
Some overlap · 6 shared positions
$PLTR$STX$WDC$ANET$VRT$SCCO
$161M
56 positions
#8Legacy Bridge, LLCPassive
Some overlap · 6 shared positions
$PLTR$WDC$TER$STX$VRT$ANET
$324M
322 positions
#9Aragon Global Management, LPActive
Some overlap · 5 shared positions
$STX$PLTR$SLV$VRT$SCCO
$264M
23 positions
#10Williamson Legacy Group, LLCPassive
Some overlap · 5 shared positions
$WDC$STX$TER$HWM$VRT
$201M
75 positions
#11Markin Volterra Fund LPActive
Some overlap · 5 shared positions
$WDC$STX$PLTR$VRT$ANET
$147M
69 positions
#12Harvest Investment Services, LLCPassive
Some overlap · 4 shared positions
$WDC$SLV$PLTR$HWM
$647M
383 positions
#13Night Squared LPPassive
Some overlap · 4 shared positions
$WDC$STX$ADI$ANET
$930M
69 positions
#14QUANTUM FINANCIAL PARTNERS LLCPassive
Some overlap · 4 shared positions
$BAH$SLV$PLTR$VRT
$196M
153 positions
#15Dedeker Financial LLCActive
Some overlap · 4 shared positions
$WDC$STX$PLTR$SLV
$176M
55 positions
#16BankChampaign, National AssociationPassive
Some overlap · 5 shared positions
$WDC$PLTR$HWM$VRT$ANET
$130M
200 positions
#17SMART Wealth LLCPassive
Some overlap · 6 shared positions
$WDC$TER$HWM$VRT$SCCO$FBTC
$464M
222 positions
#18Fedenia Advisers LLCPassive
Some overlap · 5 shared positions
$WDC$STX$TER$PLTR$VRT
$421M
459 positions
#19Franchise GP LtdActive
Some overlap · 4 shared positions
$WDC$STX$TER$ADI
$215M
39 positions
#20FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$PLTR$ADI$TER$HWM$ANET
$490M
188 positions
#21Western Financial Corp/CAActive
Some overlap · 5 shared positions
$STX$WDC$ADI$TER$HWM
$341M
132 positions
#22VMS Asset Management LimitedPassive
Some overlap · 4 shared positions
$WDC$STX$TER$VRT
$315M
33 positions
#23UNICOM Systems, Inc.Active
Some overlap · 3 shared positions
$WDC$STX$PLTR
$1.5B
39 positions
#24Sound Capital Solutions LLCPassive
Some overlap · 4 shared positions
$STX$WDC$TER$ADI
$427M
309 positions
#25Optimize Financial IncPassive
Some overlap · 4 shared positions
$STX$WDC$ADI$TER
$557M
588 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.