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Hedge Funds Similar to Parkway Wealth Group

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

Parkway Wealth Management Group, LLC is an institutional investor managing $866M across 147 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 Parkway Wealth Group are Amanah, Williamson Legacy Group, Anther Ltd, with shared positions in $WDC, $STX, $TER, $CIEN, $HWM, $TPR. The full ranking of 25 similar funds is below.

#1Amanah Holdings TrustSmart money
Notable overlap · 4 shared positions
$WDC$STX$TER$CIEN
$1.7B
20 positions
#2Williamson Legacy Group, LLCPassive
Notable overlap · 6 shared positions
$WDC$STX$CIEN$TER$HWM$TPR
$201M
75 positions
#3Anther Capital LtdSmart money
Notable overlap · 3 shared positions
$WDC$STX$TER
$3.9B
21 positions
#4WT Asset Management LtdActive
Notable overlap · 3 shared positions
$WDC$STX$TER
$5.1B
29 positions
#5Dedeker Financial LLCActive
Notable overlap · 4 shared positions
$WDC$STX$PLTR$SLV
$176M
55 positions
#6VMS Asset Management LimitedPassive
Notable overlap · 4 shared positions
$WDC$STX$TER$DELL
$315M
33 positions
#7CHAPIN DAVIS, INC.Passive
Notable overlap · 4 shared positions
$WDC$STX$HWM$DELL
$569M
256 positions
#8Maple Rock Capital Partners Inc.Active
Notable overlap · 3 shared positions
$WDC$STX$CNC
$5.1B
51 positions
#9QP WEALTH MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$WDC$HWM$CIEN$PLTR
$70M
71 positions
#10EXCHANGE TRADED CONCEPTS, LLCPassive
Notable overlap · 3 shared positions
$WDC$STX$TER
$21.9B
1,580 positions
#11AFFINITY WEALTH MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$STX$TER$PLTR$DELL
$776M
113 positions
#12Fedenia Advisers LLCPassive
Notable overlap · 7 shared positions
$WDC$STX$TER$CIEN$HPE$PLTR
$421M
459 positions
#13BERKSHIRE CAPITAL HOLDINGS INCActive
Notable overlap · 4 shared positions
$WDC$STX$TER$CIEN
$462M
122 positions
#14SHARPEPOINT LLCPassive
Notable overlap · 3 shared positions
$WDC$STX$T
$200M
89 positions
#15POINCIANA ADVISORS GROUP, LLCActive
Notable overlap · 7 shared positions
$TER$RL$HWM$CIEN$TPR$CNC
$135M
113 positions
#16UNICOM Systems, Inc.Active
Notable overlap · 4 shared positions
$WDC$STX$PLTR$CIEN
$1.5B
39 positions
#17Goldstream Capital Management LtdActive
Notable overlap · 5 shared positions
$TER$STX$CIEN$WDC$TXN
$132M
45 positions
#18Shellback Capital, LPPassive
Notable overlap · 4 shared positions
$TPR$HWM$RL$HPE
$1.1B
89 positions
#19Pinpoint Asset Management (Singapore) Pte. Ltd.Passive
Notable overlap · 3 shared positions
$STX$TER$WDC
$493M
151 positions
#20Atika Capital Management LLCActive
Notable overlap · 3 shared positions
$STX$CIEN$WDC
$1.5B
81 positions
#21Decker Retirement Planning Inc.Active
Notable overlap · 3 shared positions
$STX$WDC$PLTR
$294M
441 positions
#22Keystone Financial GroupPassive
Notable overlap · 4 shared positions
$STX$PLTR$T$WDC
$1.7B
567 positions
#23Englebert Financial Advisers, LLCActive
Notable overlap · 4 shared positions
$WDC$STX$HWM$CIEN
$102M
65 positions
#24Stone Wealth PartnersActive
Notable overlap · 3 shared positions
$WDC$STX$DELL
$137M
63 positions
#25Kingsman Wealth Management, Inc.Active
Notable overlap · 4 shared positions
$STX$HWM$PLTR$DELL
$214M
76 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.