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Hedge Funds Similar to ATWOOD & PALMER

13F Portfolio OverlapQ3 2026ATWOOD & PALMER portfolio →
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Most similar hedge funds by 13F overlap

ATWOOD & PALMER INC is an institutional investor managing $1.9B across 496 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 ATWOOD & PALMER are Bellevue Group AG, Hedeker Wealth, BCWM, with shared positions in $GILD, $VRTX, $UTHR, $REGN, $TMO, $PLTR. The full ranking of 25 similar funds is below.

#1Bellevue Group AGActive
Notable overlap · 5 shared positions
$GILD$VRTX$UTHR$REGN$TMO
$4.8B
148 positions
#2Hedeker Wealth, LLCPassive
Notable overlap · 5 shared positions
$PLTR$URI$GNRC$VRTX$UBER
$545M
93 positions
#3BCWM, LLCPassive
Notable overlap · 4 shared positions
$DHI$LMT$GNRC$GRMN
$342M
57 positions
#4Eastover Investment Advisors LLCActive
Notable overlap · 3 shared positions
$URI$DHI$LOW
$257M
49 positions
#5ELLERSON GROUP INC /ADVPassive
Notable overlap · 4 shared positions
$PLTR$REGN$TMO$LHX
$169M
64 positions
#6Sivik Global Healthcare LLCActive
Notable overlap · 4 shared positions
$GILD$VRTX$TMO$REGN
$175M
35 positions
#7MCRAE CAPITAL MANAGEMENT INCPassive
Notable overlap · 5 shared positions
$URI$VRTX$TMO$LOW$BDX
$540M
113 positions
#8Peloton Wealth StrategistsPassive
Notable overlap · 6 shared positions
$VRTX$TMO$DHI$GRMN$UBER$KMB
$271M
91 positions
#9Edgemoor Investment Advisors, Inc.Active
Notable overlap · 4 shared positions
$URI$VRTX$LOW$TMO
$1.5B
188 positions
#10F&V Capital Management, LLCPassive
Notable overlap · 4 shared positions
$URI$DHI$ON$GILD
$561M
60 positions
#11FAGAN ASSOCIATES, INC.Active
Notable overlap · 5 shared positions
$PLTR$VRTX$REGN$LOW$UBER
$861M
139 positions
#12GROESBECK INVESTMENT MANAGEMENT CORP /NJ/Active
Notable overlap · 4 shared positions
$URI$TMO$VRTX$LHX
$60M
94 positions
#13Access Investment Management LLCPassive
Notable overlap · 3 shared positions
$URI$FITB$ON
$412M
135 positions
#14DB Fitzpatrick & Co, IncActive
Notable overlap · 4 shared positions
$MELI$TMO$GRMN$LMT
$121M
100 positions
#15PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADVActive
Notable overlap · 3 shared positions
$PLTR$LMT$LOW
$129M
41 positions
#16Unison Advisors LLCActive
Notable overlap · 5 shared positions
$DHI$GRMN$FITB$ON$REGN
$1.4B
173 positions
#17Kerusso Capital Management LLCPassive
Notable overlap · 4 shared positions
$URI$GILD$AMP$LOW
$274M
58 positions
#18Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$GNRC$LMT$UBER
$1.1B
34 positions
#19Boomfish Wealth Group, LLCPassive
Some overlap · 5 shared positions
$LMT$MELI$VRTX$TMO$LOW
$231M
102 positions
#20MBM WEALTH CONSULTANTS, LLCActive
Some overlap · 4 shared positions
$URI$VRTX$LMT$UTHR
$546M
119 positions
#21Strathmore Capital Advisors, Inc.Active
Some overlap · 4 shared positions
$PLTR$AMP$LOW$LMT
$371M
142 positions
#22Gibraltar Capital Management, Inc.Active
Some overlap · 5 shared positions
$TMO$DHI$GRMN$LDOS$UBER
$650M
125 positions
#23Tamar Securities, LLCActive
Some overlap · 5 shared positions
$MELI$REGN$LMT$BABA$PLTR
$1.1B
98 positions
#24Renaissance Investment Group LLCPassive
Some overlap · 3 shared positions
$URI$TMO$LDOS
$508M
84 positions
#25Equity Wealth Partners, LLCActive
Some overlap · 4 shared positions
$AMP$MELI$PLTR$LOW
$304M
109 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.