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Hedge Funds Similar to Three Magnolias Financial Advisors

13F Portfolio OverlapQ2 2026Three Magnolias Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Three Magnolias Financial Advisors, LLC is an institutional investor managing $179M across 112 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 Three Magnolias Financial Advisors are DB&C Advisors, CONNORS INVESTOR SERVICES, InTrack Investment, with shared positions in $PLTR, $DUK, $SHOP, $VRT, $SO, $PFE. The full ranking of 25 similar funds is below.

#1DB&C Advisors, LLCPassive
Some overlap · 6 shared positions
$PLTR$DUK$SHOP$VRT$SO$PFE
$92M
76 positions
#2CONNORS INVESTOR SERVICES INCPassive
Some overlap · 5 shared positions
$PLTR$DUK$LOW$TPR$WFC
$1.2B
153 positions
#3InTrack Investment Management IncPassive
Some overlap · 4 shared positions
$PLTR$DUK$GLDM$LOW
$202M
110 positions
#4Sargent Investment Group, LLCPassive
Some overlap · 4 shared positions
$PLTR$DUK$VRT$IRM
$832M
279 positions
#5ATWOOD & PALMER INCPassive
Some overlap · 3 shared positions
$PLTR$LOW$LHX
$1.9B
495 positions
#6Compass Wealth Management, LLC/GAActive
Some overlap · 6 shared positions
$GLDM$PLTR$LOW$VRT$SO$PM
$251M
74 positions
#7Keystone Financial GroupPassive
Some overlap · 4 shared positions
$PLTR$LOW$WFC$PM
$1.7B
567 positions
#8Parisi Gray Wealth ManagementPassive
Some overlap · 3 shared positions
$PLTR$VRT$LOW
$487M
155 positions
#9Genesis Financial Group, LLCPassive
Some overlap · 3 shared positions
$PLTR$SHOP$WFC
$154M
100 positions
#10McBroom & Associates, LLCActive
Some overlap · 3 shared positions
$PLTR$VRT$PM
$199M
37 positions
#11ELLERSON GROUP INC /ADVPassive
Some overlap · 3 shared positions
$PLTR$LHX$PFE
$169M
64 positions
#12Kapstone Financial Advisors LLCActive
Some overlap · 3 shared positions
$PLTR$DUK$PM
$239M
175 positions
#13SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
Some overlap · 3 shared positions
$PLTR$DUK$SO
$181M
57 positions
#14My Portfolio Guide, LLC
Some overlap · 6 shared positions
$GLDM$VRT$SO$PFE$PM$PLTR
$181M
166 positions
#15FORTRESS PRIVATE LEDGER, LLCPassive
Some overlap · 3 shared positions
$PLTR$VRT$PM
$368M
279 positions
#16Alliance Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$PLTR$PM$WFC
$308M
172 positions
#171776 Wealth LLCActive
Some overlap · 3 shared positions
$PLTR$VRT$SHOP
$284M
152 positions
#18Clarity Financial LLCActive
Some overlap · 3 shared positions
$PLTR$VRT$DUK
$1.2B
132 positions
#19CFO CAPITAL MANAGEMENT LLC
Some overlap · 4 shared positions
$PLTR$LOW$DUK$SO
$121M
104 positions
#20GABLES CAPITAL MANAGEMENT INC.Passive
Some overlap · 3 shared positions
$PLTR$SHOP$IRM
$277M
508 positions
#21Aurdan Capital Management, LLCActive
Some overlap · 4 shared positions
$COR$LOW$APD$PM
$394M
99 positions
#22Nova Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$PLTR$GLDM$LOW
$181M
570 positions
#23Prospect Financial Services LLCPassive
Some overlap · 3 shared positions
$PLTR$VRT$LOW
$197M
115 positions
#24R. W. Roge & Company, Inc.Active
Some overlap · 4 shared positions
$GLDM$COR$LHX$PM
$239M
69 positions
#25Financial Planning Navigators CORPActive
Some overlap · 3 shared positions
$GLDM$PLTR$PM
$267M
70 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.