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Hedge Funds Similar to Private Wealth Group

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

Private Wealth Group, LLC is an institutional investor managing $263M 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 Private Wealth Group are STEPHENSON NATIONAL BANK, Pacific Center for Financial Services, Houlihan Financial Resource Group, Ltd., with shared positions in $MDY, $WFC, $PM, $KMI, $MAR, $MMM. The full ranking of 25 similar funds is below.

#1STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 3 shared positions
$MDY$WFC$PM
$392M
279 positions
#2Pacific Center for Financial ServicesActive
Some overlap · 4 shared positions
$MDY$KMI$WFC$PM
$477M
506 positions
#3Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 3 shared positions
$MDY$MAR$KMI
$281M
113 positions
#4Providence Financial Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$PM$MMM
$176M
60 positions
#5Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive
Some overlap · 3 shared positions
$MDY$PM$WFC
$849M
165 positions
#6Thrive Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$MDY$PM$WFC
$805M
260 positions
#7CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 3 shared positions
$MDY$PM$KMI
$165M
92 positions
#8Benchmark Financial Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$WFC$MAR
$419M
162 positions
#9Delap Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$MDY$WFC$KMI
$291M
80 positions
#10SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MMM$WFC$KMI
$606M
79 positions
#11WARNER FINANCIAL, INCActive
Some overlap · 3 shared positions
$MDY$PM$MAR
$340M
145 positions
#12InvesTrustPassive
Some overlap · 3 shared positions
$MMM$WFC$PM
$247M
91 positions
#13ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 3 shared positions
$MMM$PM$KMI
1 positions
#14BAYBANPassive
Some overlap · 3 shared positions
$MMM$WFC$PM
$130M
595 positions
#15ABOUND FINANCIAL, LLCActive
Some overlap · 3 shared positions
$MDY$PM$WFC
$251M
297 positions
#16SIRIOS CAPITAL MANAGEMENT L PActive
Some overlap · 3 shared positions
$HEI$WFC$VST
$822M
86 positions
#17MATRIX PRIVATE CAPITAL GROUP LLCActive
Some overlap · 4 shared positions
$MMM$PM$WFC$MAR
$230M
143 positions
#18Aegis Wealth Management LLCPassive
Some overlap · 3 shared positions
$MMM$PM$WFC
$213M
160 positions
#19Grove Street Fiduciary, LLCActive
Some overlap · 3 shared positions
$MMM$WFC$PM
$221M
77 positions
#20WHI TRUST Co LLCActive
Some overlap · 3 shared positions
$MMM$MAR$KMI
$155M
59 positions
#21Kinsale Capital Group, Inc.Active
Some overlap · 3 shared positions
$HEI$PM$MAR
$754M
41 positions
#22CDM FINANCIAL COUNSELING SERVICES, INC.Active
Slight overlap · 3 shared positions
$MDY$PM$MAR
$119M
77 positions
#23Tufton Capital ManagementPassive
Slight overlap · 3 shared positions
$WFC$PM$MMM
$583M
131 positions
#24FARMERS TRUST CO
Slight overlap · 3 shared positions
$MMM$PM$KMI
$637M
203 positions
#253Chopt Investment Partners, LLCPassive
Slight overlap · 3 shared positions
$WFC$PM$VST
$532M
274 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.