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Hedge Funds Similar to Wallace Advisory Group

13F Portfolio OverlapQ2 2026Wallace Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Wallace Advisory Group, LLC is an institutional investor managing $106M across 134 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 Wallace Advisory Group are Seven Springs Wealth Group, WILSEY ASSET, TOWNSQUARE, with shared positions in $CI, $VZ, $WFC, $DOV, $PM, $USB. The full ranking of 25 similar funds is below.

#1Seven Springs Wealth Group, LLCActive
Some overlap · 4 shared positions
$CI$VZ$WFC$DOV
$458M
85 positions
#2WILSEY ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$CI$VZ$WFC
$681M
28 positions
#3TOWNSQUARE CAPITAL LLCPassive
Some overlap · 8 shared positions
$VZ$PM$WFC$USB$SHEL$APH
$544M
285 positions
#4PCB Capital LLCPassive
Some overlap · 8 shared positions
$VZ$PM$WFC$USB$SHEL$APH
$82M
114 positions
#5Financial Network Wealth Advisors LLCPassive
Some overlap · 7 shared positions
$GLDM$DOV$VZ$WFC$ASML$APH
$99M
858 positions
#6Portside Wealth Group, LLCPassive
Some overlap · 8 shared positions
$VZ$PM$BA$WFC$ASML$DOV
$858M
515 positions
#7Future Financial Wealth Managment LLCPassive
Some overlap · 4 shared positions
$CI$VZ$USB$T
$160M
132 positions
#8Hudson Capital Management LLCPassive
Some overlap · 5 shared positions
$CI$GLDM$WFC$CRM$T
$414M
74 positions
#9Stamos Capital Partners, L.P.Passive
Some overlap · 7 shared positions
$CI$VZ$BA$CRM$ASML$SHEL
$653M
140 positions
#10GQG Partners LLCActive
Some overlap · 4 shared positions
$CI$VZ$PM$T
$53.8B
102 positions
#11NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 6 shared positions
$CI$VZ$WFC$USB$SHEL$T
$863M
131 positions
#12HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$CI$WFC$CRM$USB$SHEL$MDLZ
$34.3B
462 positions
#13Paradigm Capital Management, LLC/NVActive
Some overlap · 7 shared positions
$VZ$PM$WFC$USB$ETN$APH
$116M
65 positions
#14Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$CI$VZ$USB$MDLZ
$159M
62 positions
#15Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 6 shared positions
$GLDM$PM$BA$WFC$ETN$APH
$258M
228 positions
#16Heritage Family Offices, LLPPassive
Some overlap · 6 shared positions
$GLDM$PM$BA$WFC$ETN$APH
$259M
233 positions
#17InvesTrustPassive
Some overlap · 6 shared positions
$VZ$PM$BA$WFC$USB$SHEL
$260M
95 positions
#18Severin Investments, LLCPassive
Some overlap · 6 shared positions
$VZ$PM$WFC$USB$ASML$MDLZ
$133M
174 positions
#19TrueMark Investments, LLCPassive
Some overlap · 4 shared positions
$CI$VZ$PM$ASML
$798M
187 positions
#20CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 5 shared positions
$GLDM$VZ$PM$WFC$T
$191M
102 positions
#21DAVIS SELECTED ADVISERSActive
Some overlap · 3 shared positions
$CI$WFC$USB
$23.3B
112 positions
#22AA Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$GLDM$DOV$PM$ASML$CRM
$832M
230 positions
#23J. L. Bainbridge & Co., Inc.Active
Some overlap · 5 shared positions
$CI$ETN$USB$CRM$PM
$1.3B
115 positions
#24Chatterton & Associates Inc.Passive
Some overlap · 5 shared positions
$GLDM$BA$DOV$ASML$ETN
$170M
101 positions
#25HRC WEALTH MANAGEMENT, LLCSmart money
Some overlap · 5 shared positions
$DOV$BA$WFC$USB$VZ
$244M
65 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.