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Hedge Funds Similar to PFG Private Wealth

13F Portfolio OverlapQ3 2026PFG Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

PFG Private Wealth Management, LLC is an institutional investor managing $236M across 72 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to PFG Private Wealth are Bank OZK, Lebenthal Global Advisors, Hilltop National Bank, with shared positions in $MRVL, $ANET, $PWR, $TT, $CSX, $SO. The full ranking of 25 similar funds is below.

#1Bank OZKPassive
Substantial overlap · 15 shared positions
$MRVL$ANET$PWR$TT$CSX$SO
$337M
159 positions
#2Lebenthal Global Advisors, LLCPassive
Notable overlap · 9 shared positions
$PWR$ANET$MRVL$TT$AXP$CSX
$741M
204 positions
#3Hilltop National BankPassive
Notable overlap · 9 shared positions
$MRVL$ANET$PWR$TT$SO$AXP
$465M
786 positions
#4Old North State Trust, LLCPassive
Notable overlap · 7 shared positions
$ANET$SO$PWR$MRVL$AMP$BX
$194M
151 positions
#5Gunderson Capital Management Inc.Active
Notable overlap · 3 shared positions
$MRVL$ANET$PWR
$359M
54 positions
#6Nordwand Advisors, LLCPassive
Some overlap · 4 shared positions
$MRVL$AMP$PSX$AXP
$652M
146 positions
#7NZS Capital, LLCActive
Some overlap · 4 shared positions
$PWR$MRVL$TT$TXN
$3.9B
61 positions
#8Broadleaf Partners, LLCPassive
Some overlap · 3 shared positions
$MRVL$ANET$PWR
$517M
86 positions
#9Connective Portfolio Management, LLCPassive
Some overlap · 5 shared positions
$MRVL$AXP$PWR$SPCX$SHEL
$67M
39 positions
#10SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 4 shared positions
$MRVL$ANET$PWR$SPCX
$895M
185 positions
#11N10 WEALTH, LLCActive
Some overlap · 4 shared positions
$MRVL$PWR$AXP$SPCX
$348M
65 positions
#12BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 4 shared positions
$ANET$MRVL$TXN$TMUS
$6.8B
62 positions
#13N10 ASSETS, LLCActive
Some overlap · 3 shared positions
$MRVL$PWR$AXP
$263M
34 positions
#14M & L Capital Management LtdActive
Some overlap · 3 shared positions
$MRVL$ANET$SPCX
$482M
24 positions
#15Robeco Schweiz AGActive
Some overlap · 3 shared positions
$MRVL$PWR$TT
$5.5B
135 positions
#16FIRST BUSINESS FINANCIAL SERVICES, INC.Smart money
Some overlap · 5 shared positions
$ANET$PWR$TXN$TOL$TMUS
$1.3B
201 positions
#17Robbins FarleyPassive
Some overlap · 4 shared positions
$ANET$PWR$SO$AZN
$262M
158 positions
#18BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ANET$PWR$AXP$MRVL
$436M
104 positions
#19Heard Capital LLCActive
Some overlap · 3 shared positions
$MRVL$AXP$BX
$2.3B
21 positions
#20ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 4 shared positions
$PWR$TT$ANET$AXP
$129M
106 positions
#21Sandhill Capital Partners LLCActive
Some overlap · 4 shared positions
$ANET$TT$TXN$AXP
$1.2B
98 positions
#22Malaga Cove Capital, LLCPassive
Some overlap · 3 shared positions
$MRVL$PWR$ANET
$311M
183 positions
#23Great Lakes Retirement, Inc.Passive
Some overlap · 5 shared positions
$TT$PWR$ANET$MRVL$BX
$1.1B
222 positions
#24Renasant BankPassive
Some overlap · 4 shared positions
$ANET$PWR$BX$TXN
$156M
141 positions
#25Moran Wealth Management, LLCPassive
Some overlap · 7 shared positions
$TT$AMP$TXN$ANET$MRVL$PWR
$3.6B
500 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.