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Hedge Funds Similar to Private Wealth Group

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

Private Wealth Management Group, LLC is an institutional investor managing $431M across 1,455 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 Group are Alliance Wealth Advisors, AGP FRANKLIN, GABLES, with shared positions in $PLTR, $GLW, $BA, $ADP, $MUFG, $WBD. The full ranking of 25 similar funds is below.

#1Alliance Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$PLTR$GLW$BA
$308M
172 positions
#2AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$PLTR$GLW$BA
$231M
93 positions
#3GABLES CAPITAL MANAGEMENT INC.Passive
Some overlap · 3 shared positions
$PLTR$GLW$BA
$277M
508 positions
#4Kingsman Wealth Management, Inc.Active
Some overlap · 3 shared positions
$PLTR$GLW$BA
$214M
76 positions
#5Financial Connections Group, Inc.
Some overlap · 3 shared positions
$PLTR$ADP$BA
$288M
251 positions
#6MFG WEALTH MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$PLTR$GLW$BA
$140M
63 positions
#7Capital Investment Counsel, IncActive
Slight overlap · 3 shared positions
$PLTR$GLW$ADP
$929M
266 positions
#8Financial Sense Advisors, Inc.Passive
Slight overlap · 3 shared positions
$PLTR$GLW$BA
$508M
137 positions
#9HOEY INVESTMENTS, INCSmart money
Slight overlap · 3 shared positions
$PLTR$GLW$BA
$774M
458 positions
#10IFS Group,LLCPassive
Slight overlap · 3 shared positions
$PLTR$GLW$BA
$73M
87 positions
#11Bear Mountain Capital, Inc.Active
Slight overlap · 4 shared positions
$MUFG$PLTR$ADP$BA
$345M
214 positions
#12KDT Advisors, LLCPassive
Slight overlap · 3 shared positions
$PLTR$GLW$ADP
$72M
73 positions
#13Winter & Associates, Inc.Active
Slight overlap · 3 shared positions
$GLW$MUFG$PLTR
$133M
85 positions
#14Decker Retirement Planning Inc.Active
Slight overlap · 3 shared positions
$MUFG$GLW$PLTR
$294M
441 positions
#15MAYPORT, LLCSmart money
Slight overlap · 3 shared positions
$PLTR$GLW$BA
$645M
134 positions
#16Blue Edge Capital, LLCActive
Slight overlap · 3 shared positions
$MUFG$GLW$BA
$833M
137 positions
#17Laurion Capital Management LPPassive
Slight overlap · 3 shared positions
$GLW$PLTR$WBD
$3.9B
420 positions
#18Balboa Wealth PartnersPassive
Slight overlap · 3 shared positions
$PLTR$GLW$BA
$734M
476 positions
#19GUERRA PAN ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$GLW$XPO$BA
$179M
118 positions
#20Magnus Financial Group LLCPassive
Slight overlap · 3 shared positions
$PLTR$GLW$BA
$1.4B
391 positions
#21Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive
Slight overlap · 3 shared positions
$GLW$MUFG$ADP
$6.9B
1,062 positions
#22Peachtree Investment Partners, LLCActive
Slight overlap · 3 shared positions
$GLW$PLTR$ADP
$312M
143 positions
#23WEALTHGARDEN F.S. LLCPassive
Slight overlap · 3 shared positions
$MUFG$GLW$BA
$176M
187 positions
#24Old Peak Finance LLCActive
Slight overlap · 3 shared positions
$PLTR$GLW$MUFG
$207M
102 positions
#25B.O.S.S. Retirement Advisors, LLCActive
Slight overlap · 3 shared positions
$GLW$ADP$BA
$370M
157 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.