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Hedge Funds Similar to Plus Group Wealth Advisors

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

Plus Group Wealth Advisors LLC is an institutional investor managing $106M across 48 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 Plus Group Wealth Advisors are DARK FOREST, with shared positions in $WEC, $ROAD, $KMI. The full ranking of 1 similar funds is below.

#1DARK FOREST CAPITAL MANAGEMENT LPPassive
Slight overlap · 3 shared positions
$WEC$ROAD$KMI
$1.5B
777 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.