Hedge Funds Similar to PTM WEALTH

13F Portfolio OverlapQ2 2026PTM WEALTH portfolio →

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Most similar hedge funds by 13F overlap

PTM WEALTH MANAGEMENT, LLC is an institutional investor managing $222M across 62 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 PTM WEALTH are Addis & Hill, United of KS, Jasper Ridge Partners, with shared positions in $CEG, $EXC, $DOV, $FBTC, $LMT, $STX. The full ranking of 22 similar funds is below.

#1Addis & Hill, IncSmart money

Notable overlap · 3 shared positions

$181M

29 positions

#2United Capital Management of KS, Inc.Passive

Notable overlap · 4 shared positions

$FBTC $CEG $LMT $STX

$763M

98 positions

#3Jasper Ridge Partners, L.P.Smart money

Notable overlap · 3 shared positions

$4.7B

151 positions

#4Newton One Investments LLCActive

Some overlap · 3 shared positions

$397M

146 positions

#5RMG Wealth Management LLCActive

Some overlap · 3 shared positions

$969M

578 positions

#6MinichMacGregor Wealth Management, LLCPassive

Some overlap · 3 shared positions

$659M

150 positions

#7CHRISTINE MESSMER PCActive

Some overlap · 3 shared positions

$CEG $LMT $WTRG

$177M

86 positions

#8VESTOR CAPITAL, LLCActive

Some overlap · 3 shared positions

$486M

276 positions

#9Vermillion & White Wealth Management Group, LLCActive

Some overlap · 3 shared positions

$198M

69 positions

#10HFM Investment Advisors, LLCActive

Some overlap · 3 shared positions

$285M

1,293 positions

#11TRU INDEPENDENCE ASSET MANAGEMENT 2, LLCPassive

Some overlap · 3 shared positions

$FBTC $LMT $LWLG

$185M

97 positions

#12VSM Wealth Advisory, LLCActive

Some overlap · 3 shared positions

$376M

507 positions

#13PLANNING DIRECTIONS INCActive

Some overlap · 3 shared positions

$216M

110 positions

#14Taikang Asset Management (Hong Kong) Co LtdPassive

Some overlap · 3 shared positions

$1.1B

77 positions

#15Kingdom Financial Group LLC.Active

Some overlap · 3 shared positions

$WTRG $STX $EXC

$391M

855 positions

#16Shah Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$433M

79 positions

#17INVESTMENT COUNSEL CO OF NEVADAActive

Slight overlap · 3 shared positions

$DOV $FBTC $STX

$54M

167 positions

#18United Financial Planning Group LLCActive

Slight overlap · 3 shared positions

$197M

465 positions

#19Quest 10 Wealth Builders, Inc.Passive

Slight overlap · 3 shared positions

$STX $FBTC $DOV

$129M

776 positions

#20Schonfeld Strategic Advisors LLCPassive

Slight overlap · 3 shared positions

$FBTC $STX $DOV

$27.9B

2,556 positions

#21COFG Advisors, LLCPassive

Slight overlap · 3 shared positions

$FBTC $STX $CEG

$579M

319 positions

#22XP Advisory US, Inc.Active

Slight overlap · 3 shared positions

$183M

81 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.