13F Pro

Hedge Funds Similar to WMG Financial Advisors

13F Portfolio OverlapQ2 2026WMG Financial Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

WMG Financial Advisors, LLC is an institutional investor managing $265M across 105 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 WMG Financial Advisors are Proficio Partners, Copia Wealth, RED REEF ADVISORS, with shared positions in $DOV, $AAAU, $IBIT, $DELL, $SPCX, $PCT. The full ranking of 25 similar funds is below.

#1Proficio Capital Partners LLCPassive
Some overlap · 5 shared positions
$DOV$AAAU$IBIT$DELL$SPCX
$2.8B
691 positions
#2Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$DOV$IBIT$PCT$SO
$166M
570 positions
#3RED REEF ADVISORS LLCPassive
Some overlap · 5 shared positions
$IBIT$CRWD$MRVL$DOV$DELL
$108M
183 positions
#4Addison Capital CoActive
Some overlap · 3 shared positions
$DOV$IBIT$MRVL
$610M
184 positions
#5St. Louis Trust CoActive
Some overlap · 4 shared positions
$DOV$SO$EMR$PFH
$875M
125 positions
#6Tannin Capital LLCPassive
Some overlap · 5 shared positions
$DOV$IBIT$SO$SHOP$EMR
$152M
169 positions
#7Allie Family Office LLCActive
Some overlap · 3 shared positions
$DOV$IBIT$SPCX
$270M
107 positions
#8Disciplined Equity Management, Inc.Smart money
Some overlap · 3 shared positions
$T$CRWD$PFH
$227M
47 positions
#9MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$T$PFH$SO
$233M
122 positions
#10Newport Trust Company, LLCActive
Some overlap · 3 shared positions
$T$EMR$BA
$41.5B
63 positions
#11Triton Financial Group IncPassive
Some overlap · 5 shared positions
$CRWD$DOV$MRVL$EMR$DELL
$174M
99 positions
#12SBI Securities Co., Ltd.Passive
Some overlap · 4 shared positions
$DOV$SPCX$CRWD$MRVL
$4.4B
4,126 positions
#13BCR Wealth Strategies, LLCActive
Some overlap · 3 shared positions
$DOV$SO$EMR
$356M
32 positions
#14Arbor Wealth Management LLC\AZSmart money
Some overlap · 3 shared positions
$IBIT$CRWD$SHOP
$112M
23 positions
#15Colter Lewis Investment Partners LLCActive
Some overlap · 3 shared positions
$DOV$IBIT$SPCX
$225M
114 positions
#16Smith Thornton Advisors LLCPassive
Some overlap · 3 shared positions
$RF$T$SO
$229M
139 positions
#17Modus Advisors, LLCPassive
Some overlap · 3 shared positions
$IBIT$CRWD$SPCX
$405M
118 positions
#18Goldstone Financial Group, LLCPassive
Some overlap · 4 shared positions
$DOV$CRWD$BA$T
$1.1B
243 positions
#19CORRADO ADVISORS, LLCPassive
Some overlap · 3 shared positions
$T$SHOP$CRWD
$217M
120 positions
#20PLANNING DIRECTIONS INCActive
Some overlap · 3 shared positions
$DOV$MRVL$DELL
$216M
110 positions
#21Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$IBIT$DOV$DELL
$830M
159 positions
#22Parkwood LLCPassive
Some overlap · 3 shared positions
$IBIT$SPCX$SHOP
$1.4B
72 positions
#23Ferguson Shapiro LLCActive
Some overlap · 3 shared positions
$DOV$SO$T
$344M
87 positions
#24Optivise Advisory Services LLCPassive
Some overlap · 3 shared positions
$DOV$DELL$IBIT
$204M
232 positions
#25MADDEN SECURITIES CorpPassive
Some overlap · 4 shared positions
$SPCX$CRWD$BA$DELL
$378M
343 positions

Compare WMG Financial Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View WMG Financial Advisors’s holdings

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.