13F Pro

Hedge Funds Similar to Wright Wealth

13F Portfolio OverlapQ2 2026Wright Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Wright Wealth LLC is an institutional investor managing $167M across 54 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 Wright Wealth are Smith Asset, Dupree Financial Group, Gerald Baker Financial Group, with shared positions in $JPC, $UTG, $NLY, $VZ, $T, $WELL. The full ranking of 25 similar funds is below.

#1Smith Asset Management Co., LLCActive
Notable overlap · 3 shared positions
$JPC$UTG$NLY
$127M
70 positions
#2Dupree Financial Group, LLCPassive
Some overlap · 3 shared positions
$NLY$VZ$T
$267M
81 positions
#3Gerald Baker Financial Group LLCPassive
Some overlap · 3 shared positions
$UTG$WELL$PM
$351M
126 positions
#4JBR Co Financial Management IncPassive
Some overlap · 4 shared positions
$UTG$VZ$EPD$DUK
$274M
133 positions
#5OAK FAMILY ADVISORS, LLCPassive
Some overlap · 3 shared positions
$UTG$EPD$GLW
$391M
111 positions
#6Key Client Fiduciary Advisors, LLCPassive
Some overlap · 4 shared positions
$NLY$GLW$VZ$T
$347M
232 positions
#7LongView Wealth ManagementPassive
Some overlap · 4 shared positions
$UTG$WELL$RIO$DUK
$390M
227 positions
#8Future Financial Wealth Managment LLCPassive
Some overlap · 5 shared positions
$UTG$EMO$VZ$DUK$T
$160M
132 positions
#9MATRIX PRIVATE CAPITAL GROUP LLCActive
Some overlap · 4 shared positions
$UTG$VZ$PM$DUK
$230M
143 positions
#10Plan Group Financial, LLCPassive
Some overlap · 5 shared positions
$NLY$VZ$PM$DUK$T
$486M
249 positions
#11SHARPEPOINT LLCPassive
Some overlap · 5 shared positions
$NLY$RIO$VZ$T$RKLB
$200M
89 positions
#12Magnus Financial Group LLCPassive
Some overlap · 3 shared positions
$UTG$GLW$EPD
$1.4B
391 positions
#13SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$BHP$RIO$VZ$EPD$PM
$296M
134 positions
#14STEVENS CAPITAL PARTNERSPassive
Some overlap · 3 shared positions
$UTG$VZ$T
$526M
157 positions
#15Canal Insurance COActive
Some overlap · 5 shared positions
$RIO$BHP$VZ$EPD$DUK
$456M
76 positions
#16MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Slight overlap · 5 shared positions
$RIO$VZ$PM$DUK$T
$233M
122 positions
#17Powers Advisory Group, LLCActive
Slight overlap · 5 shared positions
$GLW$VZ$EPD$PM$DUK
$319M
130 positions
#18Pathway Financial Advisers, LLCPassive
Slight overlap · 5 shared positions
$GLW$VZ$EPD$PM$DUK
$397M
167 positions
#19Comprehensive Money Management Services LLC
Slight overlap · 4 shared positions
$BHP$RIO$WELL$SIVR
$159M
200 positions
#20ShoreHaven Wealth Partners, LLCActive
Slight overlap · 4 shared positions
$NLY$GLW$VZ$PM
$318M
106 positions
#21RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Slight overlap · 4 shared positions
$BHP$GLW$WELL$AEM
$1.1B
90 positions
#22Jackson Hole Capital Partners, LLC
Slight overlap · 5 shared positions
$VZ$EPD$DUK$T$NTR
$605M
313 positions
#23STRATEGY ASSET MANAGERS LLCPassive
Slight overlap · 4 shared positions
$BHP$GLW$PM$DUK
$670M
265 positions
#24Cadence Wealth Management LLCActive
Slight overlap · 4 shared positions
$BHP$RIO$NTR$AEM
$223M
63 positions
#25ABBINGTON INVESTMENT GROUPActive
Slight overlap · 4 shared positions
$BHP$RIO$NTR$AEM
$157M
52 positions

Compare Wright Wealth’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 Wright Wealth’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.