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Hedge Funds Similar to Weaver Consulting Group

13F Portfolio OverlapQ3 2026Weaver Consulting Group portfolio →
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Most similar hedge funds by 13F overlap

Weaver Consulting Group is an institutional investor managing $514M across 305 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Weaver Consulting Group are DB Fitzpatrick, Econ Financial Services, Prospect Financial Services, with shared positions in $BA, $EW, $DOV, $VZ, $PLTR, $NOC. The full ranking of 25 similar funds is below.

#1DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$BA$EW$DOV
$121M
100 positions
#2Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$BA$EW$VZ
$239M
85 positions
#3Prospect Financial Services LLCPassive
Some overlap · 3 shared positions
$BA$PLTR$VZ
$197M
115 positions
#4Henson-Edgewater Management, LLCActive
Some overlap · 3 shared positions
$BA$PLTR$VZ
$192M
66 positions
#5Cane Capital Partners, LLCPassive
Some overlap · 4 shared positions
$BA$PLTR$NOC$AXP
$269M
148 positions
#6WealthBridge Investment Counsel Inc.Active
Some overlap · 4 shared positions
$BA$VZ$NOC$GILD
$377M
44 positions
#7ECLECTIC ASSOCIATES INC /ADVActive
Some overlap · 4 shared positions
$PLTR$BA$BAH$NOC
$895M
162 positions
#8EHRLICH FINANCIAL GROUPActive
Some overlap · 3 shared positions
$EW$VZ$AXP
$193M
120 positions
#9Themes Management Co LLCPassive
Some overlap · 3 shared positions
$BA$PLTR$NOC
$151M
120 positions
#10HRC WEALTH MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$BA$VZ$DOV
$251M
69 positions
#11Chatterton & Associates Inc.Active
Some overlap · 3 shared positions
$BA$NOC$DOV
$170M
101 positions
#12LAZARI CAPITAL MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$BA$VZ$AXP
$339M
187 positions
#13Wisconsin Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$BA$AXP
$119M
84 positions
#14F&V Capital Management, LLCPassive
Some overlap · 4 shared positions
$BA$VZ$DOV$GILD
$561M
60 positions
#15ABNER HERRMAN & BROCK LLCActive
Some overlap · 3 shared positions
$BA$VZ$AXP
$1.0B
121 positions
#16Legal Advantage Investments, Inc.Active
Some overlap · 3 shared positions
$PLTR$BA$NOC
$468M
83 positions
#17Anchor Bay Capital, Inc.Passive
Some overlap · 3 shared positions
$BA$VZ$GILD
$185M
341 positions
#18CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$PLTR$BAH$VZ$DOV$GILD
$184M
143 positions
#19VISIONARY HORIZONS, LLCActive
Some overlap · 4 shared positions
$PLTR$VZ$NOC$GILD
$251M
144 positions
#20Capital Planning LLCActive
Some overlap · 3 shared positions
$BA$DOV$AXP
$376M
84 positions
#21WAYCROSS PARTNERS, LLCActive
Some overlap · 3 shared positions
$BA$AXP$GILD
$1.2B
72 positions
#22Networth Advisors, LLCActive
Some overlap · 3 shared positions
$PLTR$BA$VZ
$172M
383 positions
#23GABLES CAPITAL MANAGEMENT INC.Passive
Some overlap · 3 shared positions
$PLTR$BA$VZ
$277M
508 positions
#24Objective Capital Management, LLCActive
Some overlap · 3 shared positions
$EW$DOV$PLTR
$112M
99 positions
#25Financial Connections Group, Inc.
Some overlap · 3 shared positions
$PLTR$BA$BAH
$288M
251 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.