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Hedge Funds Similar to WMG Financial Advisors

13F Portfolio OverlapQ2 2026WMG Financial Advisors portfolio →
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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 LLC
Some overlap · 5 shared positions
$DOV$AAAU$IBIT$DELL$SPCX
$2.8B
691 positions
#2Copia Wealth Management
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
$269M
107 positions
#8Disciplined Equity Management, Inc.Smart money
Some overlap · 3 shared positions
$T$CRWD$PFH
$226M
45 positions
#9MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$T$PFH$SO
$233M
122 positions
#10Newport Trust Company, LLCSmart money
Some overlap · 3 shared positions
$T$EMR$BA
$41.5B
63 positions
#11Triton Financial Group Inc
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
4,072 positions
#13BCR Wealth Strategies, LLCSmart money
Some overlap · 3 shared positions
$DOV$SO$EMR
$356M
32 positions
#14Arbor Wealth Management LLC\AZActive
Some overlap · 3 shared positions
$IBIT$CRWD$SHOP
$113M
26 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
$227M
140 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
$829M
163 positions
#22Parkwood LLCActive
Some overlap · 3 shared positions
$IBIT$SPCX$SHOP
$1.4B
72 positions
#23Ferguson Shapiro LLCActive
Some overlap · 3 shared positions
$DOV$SO$T
$342M
91 positions
#24Optivise Advisory Services LLCPassive
Some overlap · 3 shared positions
$DOV$DELL$IBIT
$197M
228 positions
#25MADDEN SECURITIES CorpPassive
Some overlap · 4 shared positions
$SPCX$CRWD$BA$DELL
$360M
118 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.