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Hedge Funds Similar to RPg Family Wealth Advisory

13F Portfolio OverlapQ2 2026RPg Family Wealth Advisory portfolio →
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Most similar hedge funds by 13F overlap

RPg Family Wealth Advisory, LLC is an institutional investor managing $612M across 141 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 RPg Family Wealth Advisory are Networth Advisors, CHASE INVESTMENT COUNSEL, PVG ASSET, with shared positions in $ATI, $BNY, $PLTR, $HWM, $FTI, $STT. The full ranking of 25 similar funds is below.

#1Networth Advisors, LLCActive
Notable overlap · 4 shared positions
$ATI$BNY$PLTR$HWM
$172M
383 positions
#2CHASE INVESTMENT COUNSEL CORPPassive
Notable overlap · 4 shared positions
$BNY$HWM$FTI$STT
$474M
138 positions
#3PVG ASSET MANAGEMENT CORPPassive
Some overlap · 4 shared positions
$HWM$FTI$ATI$PLTR
$173M
132 positions
#4QP WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$HWM$PLTR$ACMR$SPCX
$70M
71 positions
#5Aubrey Capital Management LtdPassive
Some overlap · 3 shared positions
$EMBJ$PLTR$BABA
$160M
39 positions
#6Dorsey Wright & AssociatesPassive
Some overlap · 3 shared positions
$HWM$BNY$FTI
$590M
131 positions
#7NWK Group, Inc.Active
Some overlap · 3 shared positions
$BNY$HWM$PYPL
$324M
71 positions
#8JOHNSTON ASSET MANAGEMENT CORPActive
Some overlap · 3 shared positions
$HWM$FTI$SWK
$2.9B
77 positions
#9Alliance Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$PLTR$MP$PYPL$STT$BNY
$308M
172 positions
#10CTC Alternative Strategies, Ltd.Passive
Some overlap · 3 shared positions
$HWM$BNY$SPCX
$69M
83 positions
#11MARIETTA INVESTMENT PARTNERS LLCPassive
Some overlap · 4 shared positions
$HWM$PLTR$FTI$BNY
$582M
170 positions
#12Carter Financial Group, INC.Passive
Some overlap · 3 shared positions
$BITB$PLTR$SPCX
$193M
134 positions
#13Williamson Legacy Group, LLCPassive
Some overlap · 4 shared positions
$HWM$FTI$ATI$BNY
$201M
75 positions
#14Oasis Management Co Ltd.Smart money
Some overlap · 3 shared positions
$ACMR$PLTR$BABA
$1.9B
108 positions
#15Next Level Wealth Planning, LLCSmart money
Some overlap · 3 shared positions
$BITB$PLTR$SPCX
$227M
74 positions
#16Parkway Wealth Management Group, LLCActive
Some overlap · 3 shared positions
$HWM$PLTR$SLV
$866M
147 positions
#17PINNBROOK CAPITAL MANAGEMENT LPActive
Some overlap · 3 shared positions
$ATI$FTI$HWM
$938M
103 positions
#18Peck Wealth Management, LLCPassive
Some overlap · 3 shared positions
$HWM$BNY$PLTR
$119M
127 positions
#19WMS Group LLCPassive
Some overlap · 3 shared positions
$HWM$MP$PLTR
$78M
57 positions
#20Corient IA LLCPassive
Some overlap · 3 shared positions
$HWM$PLTR$EMBJ
$108M
249 positions
#21Harvest Investment Services, LLCPassive
Some overlap · 3 shared positions
$HWM$PLTR$SLV
$647M
383 positions
#22Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$FTI$SLV$GNRC
$819M
339 positions
#23Transamerica Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$HWM$FTI$STT
$1.2B
2,188 positions
#24COOKSON PEIRCE & CO INCPassive
Some overlap · 3 shared positions
$HWM$FTI$STT
$3.0B
317 positions
#25MADDEN SECURITIES CorpPassive
Some overlap · 4 shared positions
$PLTR$SPCX$HWM$EPD
$360M
118 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.