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Hedge Funds Similar to WCG Wealth Advisors

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

WCG Wealth Advisors LLC is an institutional investor managing $4.2B across 555 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 WCG Wealth Advisors are Compass Wealth, Benchmark Investment Advisors, GLYNN, with shared positions in $STT, $SNDK, $CRWD, $PLTR, $PM, $VRT. The full ranking of 25 similar funds is below.

#1Compass Wealth Management, LLC/GAActive
Some overlap · 6 shared positions
$STT$SNDK$CRWD$PLTR$PM$VRT
$251M
74 positions
#2Benchmark Investment Advisors LLCPassive
Some overlap · 7 shared positions
$SNDK$BKNG$CRWD$PLTR$APP$VRT
$228M
70 positions
#3GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$SNDK$CRWD$PLTR$APP$VRT$HOOD
$363M
43 positions
#4FLOW TRADERS U.S. LLCPassive
Some overlap · 3 shared positions
$STT$SNDK$PLTR
$2.4B
979 positions
#5THAMES CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$STT$SNDK$VRT
$1.2B
56 positions
#6One Wealth Map LLCActive
Some overlap · 4 shared positions
$STT$SCHW$BKNG$UBER
$220M
106 positions
#7Adams Wealth ManagementActive
Some overlap · 3 shared positions
$STT$SNDK$PM
$522M
147 positions
#8Clarus Wealth AdvisorsPassive
Some overlap · 4 shared positions
$STT$PLTR$VRT$HOOD
$260M
86 positions
#9TOEWS CORP /ADVActive
Some overlap · 4 shared positions
$STT$PLTR$SCHW$PM
$686M
151 positions
#10OSSIAMPassive
Some overlap · 6 shared positions
$SNDK$PLTR$HOOD$CRWD$SCHW$APP
$7.5B
680 positions
#11Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 4 shared positions
$STT$CRWD$NU$SCHW
$169M
339 positions
#12Kultura Capital Management LPActive
Some overlap · 5 shared positions
$SNDK$CRWD$PLTR$APP$HOOD
$553M
66 positions
#13J. Team Financial, Inc.Passive
Some overlap · 3 shared positions
$STT$CRWD$SCHW
$103M
102 positions
#14Marathon Mission, Inc.Active
Some overlap · 3 shared positions
$STT$SCHW$VRT
$200M
57 positions
#15Friday FinancialActive
Some overlap · 3 shared positions
$STT$SNDK$PLTR
$373M
108 positions
#16ESG Planning DBA Harper InvestingPassive
Some overlap · 3 shared positions
$STT$CRWD$APP
$297M
84 positions
#17LifeGoal Investments, LLCActive
Some overlap · 3 shared positions
$STT$SNDK$VRT
$218M
155 positions
#18True Vision MN LLC
Some overlap · 4 shared positions
$STT$CRWD$PLTR$VRT
$194M
98 positions
#19Blue Whale Capital LLPActive
Some overlap · 5 shared positions
$SNDK$SCHW$APP$VRT$UBER
$3.2B
27 positions
#20MATAURO, LLCActive
Some overlap · 4 shared positions
$STT$HOOD$NU$PLTR
$756M
158 positions
#21Main Management ETF Advisors, LLCSmart money
Some overlap · 3 shared positions
$STT$CRWD$VRT
$3.3B
103 positions
#22Graetz Wealth LLCActive
Some overlap · 3 shared positions
$STT$PLTR$APP
$125M
84 positions
#23PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 5 shared positions
$STT$SCHW$PLTR$APP$UBER
$3.2B
77 positions
#24Barden Capital Management, Inc.Passive
Some overlap · 3 shared positions
$STT$BKNG$UBER
$108M
53 positions
#25Meadowbrook Wealth Management, LLCPassive
Some overlap · 6 shared positions
$CRWD$PLTR$APP$HOOD$BKNG$UBER
$93M
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.