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Hedge Funds Similar to PMG Family Office

13F Portfolio OverlapQ3 2026PMG Family Office portfolio →
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Most similar hedge funds by 13F overlap

PMG Family Office LLC is an institutional investor managing $108M across 112 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 PMG Family Office are Shaker Financial Services, Smith Asset, Advisory Advocates, with shared positions in $USA, $EOI, $FFA, $EOS, $ETB, $ASG. The full ranking of 25 similar funds is below.

#1Shaker Financial Services, LLCPassive
Notable overlap · 11 shared positions
$USA$EOI$FFA$EOS$ETB$ASG
$303M
144 positions
#2Smith Asset Management Co., LLCActive
Notable overlap · 8 shared positions
$CSQ$UTF$FFA$DSU$UTG$GOF
$123M
73 positions
#3Advisory Advocates, LLCPassive
Notable overlap · 8 shared positions
$STK$ADX$ETV$UTF$QQQX$TBLD
$117M
188 positions
#4Advisory Solutions Group, LLCPassive
Notable overlap · 6 shared positions
$STK$ETV$GOF$CHI$CCD$CGO
$472M
293 positions
#51607 Capital Partners, LLCActive
Notable overlap · 7 shared positions
$BST$CSQ$USA$ETG$QQQX$ASG
$1.1B
141 positions
#6Karpus Management, Inc.Passive
Notable overlap · 7 shared positions
$CSQ$QQQX$BST$ASG$USA$ETW
$3.5B
233 positions
#7Z3 Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$BST$BSTZ$RVT
$476M
192 positions
#8INTEGRATED CAPITAL MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$EOS$ETV$ETB$ETW
$139M
66 positions
#9RIVERNORTH CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$BSTZ$GOF$USA$GAB$RVT
$2.1B
585 positions
#10INTREPID FAMILY OFFICE LLCActive
Some overlap · 3 shared positions
$ADX$BSTZ$RVT
$135M
36 positions
#11Thomas J. Herzfeld Advisors, Inc.Active
Some overlap · 4 shared positions
$STK$GOF$BSTZ$LDP
$326M
129 positions
#12McGowan Group Asset Management, Inc.Active
Some overlap · 3 shared positions
$CSQ$UTF$ETG
$823M
154 positions
#13David J Yvars GroupActive
Some overlap · 8 shared positions
$BST$BDJ$CSQ$NIE$STK$EOI
$218M
109 positions
#14BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$ADX$BSTZ$RVT$ASG
$802M
716 positions
#15Mission Hills Financial Advisory, LLCActive
Some overlap · 3 shared positions
$BST$UTF$UTG
$228M
89 positions
#16Cypress Capital Management LLC (WY)Active
Some overlap · 3 shared positions
$QQQX$BUI$RVT
$120M
213 positions
#17NFP Retirement, Inc.Active
Some overlap · 3 shared positions
$CII$BUI$BST
$1.8B
321 positions
#18Samalin Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$CHI$UTG$RVT$ADX$HTD
$319M
331 positions
#19Waterfront Wealth Inc.Passive
Some overlap · 3 shared positions
$ADX$BDJ$RVT
$645M
298 positions
#20Logan Stone Capital, LLCActive
Some overlap · 5 shared positions
$GOF$RVT$USA$EOS$ETW
$473M
155 positions
#21Saba Capital Management, L.P.Passive
Some overlap · 3 shared positions
$BSTZ$RVT$USA
$3.9B
400 positions
#22Fairman Group, LLCActive
Some overlap · 3 shared positions
$ETG$CSQ$EOS
$140M
332 positions
#23Quantedge Capital Pte LtdActive
Slight overlap · 5 shared positions
$USA$RVT$BSTZ$ETW$ASG
$132M
49 positions
#24Accel Wealth ManagementPassive
Slight overlap · 3 shared positions
$GAB$UTF$RVT
$464M
309 positions
#25ROMAN BUTLER FULLERTON & COPassive
Slight overlap · 3 shared positions
$EOI$ETW$EOS
$436M
278 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.