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Hedge Funds Similar to Private Wealth Asset

13F Portfolio OverlapQ2 2026Private Wealth Asset portfolio →
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Most similar hedge funds by 13F overlap

Private Wealth Asset Management, LLC is an institutional investor managing $1.0B across 930 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 Private Wealth Asset are Juno Financial Group, Jacksonville Wealth, Good Steward Wealth Advisors, with shared positions in $DE, $CRWD, $ETN, $PM, $UNP, $MDY. The full ranking of 25 similar funds is below.

#1Juno Financial Group LLCActive
Some overlap · 5 shared positions
$DE$CRWD$ETN$PM$UNP
$282M
73 positions
#2Jacksonville Wealth Management, LLCActive
Some overlap · 4 shared positions
$DE$CRWD$MDY$AFL
$177M
76 positions
#3Good Steward Wealth Advisors,LLCActive
Some overlap · 4 shared positions
$DE$SLV$UNP$ETN
$166M
71 positions
#4Maxele Advisors, LLCPassive
Some overlap · 5 shared positions
$MDY$SLV$DE$UNP$PM
$143M
98 positions
#5CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 5 shared positions
$MDY$DE$UNP$PM$MCD
$119M
77 positions
#6JACOBS & CO/CAPassive
Some overlap · 4 shared positions
$DE$CRWD$UNP$MCD
$1.2B
132 positions
#7Vivid Wealth Management, LLCPassive
Some overlap · 4 shared positions
$DE$UNP$ETN$PM
$280M
73 positions
#8VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$DE$MDY$AFL
$147M
106 positions
#9Valley Brook Capital Group, Inc.Passive
Some overlap · 4 shared positions
$DE$CRWD$UNP$MCD
$178M
118 positions
#10Flagstone Financial ManagementSmart money
Some overlap · 4 shared positions
$DE$UNP$ETN$PM
$447M
77 positions
#11Sage Investment Advisers LLCPassive
Some overlap · 5 shared positions
$DE$UNP$ETN$SLV$MCD
$154M
96 positions
#12COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$DE$UNP$PM$MCD
$166M
90 positions
#13Fire Capital Management LLCPassive
Some overlap · 4 shared positions
$DE$UNP$CRWD$PM
$246M
122 positions
#14Skyline Advisors, Inc.Active
Some overlap · 3 shared positions
$DE$CRWD$PM
$319M
123 positions
#15OFS Enterprise LLCActive
Some overlap · 5 shared positions
$MDY$UNP$ETN$DE$MCD
$382M
104 positions
#16WEALTHSPAN PARTNERS, LLCActive
Some overlap · 3 shared positions
$DE$SLV$MCD
$317M
129 positions
#17Harbour Trust & Investment Management CoActive
Some overlap · 3 shared positions
$DE$MDY$MCD
$1.0B
160 positions
#18Finivi Inc.Passive
Some overlap · 5 shared positions
$MDY$UNP$DE$PM$MCD
$210M
112 positions
#19Foster Group, Inc.Active
Some overlap · 4 shared positions
$DE$ETN$PM$MCD
$3.7B
316 positions
#20SMITH, MOORE & CO.Passive
Some overlap · 4 shared positions
$MDY$SLV$UNP$ETN
$1.5B
586 positions
#21NBT BANK N A /NYPassive
Some overlap · 4 shared positions
$DE$MDY$UNP$MCD
$1.5B
571 positions
#22Papamarkou Wellner Asset Management inc.Passive
Some overlap · 5 shared positions
$DE$UNP$ETN$PM$MCD
$159M
75 positions
#23WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 4 shared positions
$DE$UNP$ETN$PM
$97M
110 positions
#24Newton One Investments LLCActive
Some overlap · 4 shared positions
$DE$PM$MDY$MCD
$392M
150 positions
#25Kennebec Savings BankPassive
Some overlap · 5 shared positions
$MDY$UNP$ETN$PM$MCD
$126M
263 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.