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Hedge Funds Similar to Wagner Wealth

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

Wagner Wealth Management, Corp is an institutional investor managing $124M across 101 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 Wagner Wealth are Kinloch, Sound Financial Strategies Group, Brendel Financial Advisors, with shared positions in $BEN, $TGT, $CINF, $ADM, $CAH, $FRT. The full ranking of 25 similar funds is below.

#1Kinloch Capital, LLCPassive
Notable overlap · 13 shared positions
$BEN$TGT$CINF$ADM$CAH$FRT
$274M
79 positions
#2Sound Financial Strategies Group, LLCActive
Notable overlap · 11 shared positions
$BEN$LIN$WST$CINF$ADM$FRT
$157M
121 positions
#3Brendel Financial Advisors LLCPassive
Notable overlap · 9 shared positions
$CB$TGT$WST$ADM$EXPD$GD
$216M
101 positions
#4CFS Investment Advisory Services, LLCPassive
Notable overlap · 8 shared positions
$LIN$CB$CAH$AFL$NUE$DOV
$1.5B
357 positions
#5Legacy Financial Strategies, LLCActive
Some overlap · 7 shared positions
$LIN$CINF$AFL$NUE$ATO$NDSN
$646M
152 positions
#6Nicholson Wealth Management Group, LLCPassive
Some overlap · 6 shared positions
$CB$LIN$AFL$GD$ATO$NEE
$170M
111 positions
#7MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$CB$LIN$AFL$GD$ATO$NEE
$857M
166 positions
#8Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$LIN$TGT$CAH$AFL$GD$ADM
$261M
101 positions
#9PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 6 shared positions
$WST$AFL$NUE$NDSN$NEE$CINF
$209M
54 positions
#10Unison Advisors LLCActive
Some overlap · 5 shared positions
$CB$BEN$ADM$NUE$GD
$1.4B
173 positions
#11Vest Financial, LLCPassive
Some overlap · 6 shared positions
$CB$CINF$AFL$DOV$LIN$WST
$9.5B
420 positions
#12Ark Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$CB$LIN$AFL$NUE$NEE
$113M
87 positions
#13Somerset Trust CoPassive
Some overlap · 5 shared positions
$CB$LIN$AFL$GD$NEE
$354M
186 positions
#14Hurlow Wealth Management Group, Inc.Active
Some overlap · 6 shared positions
$CINF$LIN$AFL$NEE$ED$GD
$481M
125 positions
#15Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$LIN$CB$AFL$GD$NEE
$1.3B
275 positions
#16Ranch Capital Advisors Inc.Passive
Some overlap · 5 shared positions
$TGT$CAH$ADM$AFL$GD
$316M
157 positions
#17MATHER GROUP, LLC.Active
Some overlap · 5 shared positions
$TGT$CINF$AFL$ATO$DOV
$11.5B
1,903 positions
#18MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$LIN$AFL$GD$CB$NEE
$272M
149 positions
#19Blake Schutter Theil Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$CB$CINF$GD$NEE$TGT
$148M
110 positions
#20Guardian Wealth Advisors, LLCActive
Some overlap · 6 shared positions
$CINF$CAH$TGT$ED$CB$EXPD
$200M
66 positions
#21Silver Coast Investments LLCActive
Some overlap · 5 shared positions
$LIN$AFL$DOV$GD$ADM
$336M
121 positions
#22Forza Wealth Management, LLCPassive
Some overlap · 5 shared positions
$CAH$AFL$TGT$NUE$GD
$326M
194 positions
#23ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Some overlap · 5 shared positions
$FRT$CB$NEE$GD$LIN
$409M
182 positions
#24CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$CB$LIN$SWK$NDSN
$6.4B
290 positions
#25Machina Capital S.A.S.Passive
Some overlap · 5 shared positions
$CB$GD$LIN$NUE$AFL
$631M
368 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.