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Hedge Funds Similar to Weaver Consulting Group

13F Portfolio OverlapQ2 2026Weaver Consulting Group portfolio →
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Most similar hedge funds by 13F overlap

Weaver Consulting Group is an institutional investor managing $488M across 297 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 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
$124M
100 positions
#2Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$BA$EW$VZ
$214M
72 positions
#3Prospect Financial Services LLCPassive
Some overlap · 3 shared positions
$BA$PLTR$VZ
$197M
115 positions
#4Henson-Edgewater Management, LLC
Some overlap · 3 shared positions
$BA$PLTR$VZ
$192M
66 positions
#5Cane Capital Partners, LLCPassive
Some overlap · 4 shared positions
$BA$PLTR$NOC$AXP
$253M
133 positions
#6WealthBridge Investment Counsel Inc.Active
Some overlap · 4 shared positions
$BA$VZ$NOC$GILD
$375M
44 positions
#7ECLECTIC ASSOCIATES INC /ADVActive
Some overlap · 4 shared positions
$PLTR$BA$BAH$NOC
$878M
162 positions
#8EHRLICH FINANCIAL GROUPActive
Some overlap · 3 shared positions
$EW$VZ$AXP
$194M
119 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
$244M
65 positions
#11Chatterton & Associates Inc.Passive
Some overlap · 3 shared positions
$BA$NOC$DOV
$170M
101 positions
#12LAZARI CAPITAL MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$BA$VZ$AXP
$325M
188 positions
#13Wisconsin Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$BA$AXP
$117M
90 positions
#14F&V Capital Management, LLCPassive
Some overlap · 4 shared positions
$BA$VZ$DOV$GILD
$542M
63 positions
#15ABNER HERRMAN & BROCK LLCActive
Some overlap · 3 shared positions
$BA$VZ$AXP
$1.1B
111 positions
#16Legal Advantage Investments, Inc.Active
Some overlap · 3 shared positions
$PLTR$BA$NOC
$285M
77 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
$183M
146 positions
#19VISIONARY HORIZONS, LLCActive
Some overlap · 4 shared positions
$PLTR$VZ$NOC$GILD
$239M
145 positions
#20Capital Planning LLCActive
Some overlap · 3 shared positions
$BA$DOV$AXP
$343M
88 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, LLCPassive
Some overlap · 3 shared positions
$EW$DOV$PLTR
$113M
103 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.