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Hedge Funds Similar to PRIVATE NA

13F Portfolio OverlapQ1 2026PRIVATE NA portfolio →
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Most similar hedge funds by 13F overlap

PRIVATE TRUST CO NA is an institutional investor managing $1.1B across 2,607 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to PRIVATE NA are Freedom Day Solutions,, CPWA,, Nikulski Financial,, with shared positions in $WT, $MCD, $SHW, $SE. The full ranking of 25 similar funds is below.

#1Freedom Day Solutions, LLCActive
Slight overlap · 3 shared positions
$WT$MCD$SHW
$373M
96 positions
#2CPWA, LLCPassive
Slight overlap · 3 shared positions
$WT$MCD$SHW
$84M
90 positions
#3Nikulski Financial, Inc.Passive
Slight overlap · 3 shared positions
$WT$MCD$SHW
$405M
175 positions
#4Lansing Street AdvisorsPassive
Slight overlap · 3 shared positions
$WT$MCD$SE
$397M
151 positions
#5PNC FINANCIAL SERVICES GROUP, INC.Active
Slight overlap · 3 shared positions
$WT$MCD$SE
$173.2B
5,160 positions
#6WealthShield Partners, LLCPassive
Slight overlap · 3 shared positions
$WT$MCD$SE
$898M
609 positions
#7Vantage Point Financial LLCPassive
Slight overlap · 3 shared positions
$WT$MCD$SE
$285M
176 positions
#8Bank of MarinPassive
Slight overlap · 3 shared positions
$WT$MCD$SE
$137M
135 positions
#9Key FInancial IncPassive
Slight overlap · 3 shared positions
$WT$MCD$SE
$562M
1,394 positions
#10Financial Harvest, LLCActive
Slight overlap · 3 shared positions
$WT$MCD$SE
$170M
57 positions
#11Element Wealth, LLCPassive
Slight overlap · 3 shared positions
$WT$SHW$SE
$242M
207 positions
#12Capital Planning Advisors, LLCPassive
Slight overlap · 3 shared positions
$WT$SHW$SE
$692M
146 positions
#13CALTON & ASSOCIATES, INC.Passive
Slight overlap · 3 shared positions
$WT$SHW$SE
$696M
438 positions
#14Clear Creek Financial Management, LLCPassive
Slight overlap · 3 shared positions
$WT$SHW$SE
$1.3B
608 positions
#155T Wealth, LLCPassive
Slight overlap · 3 shared positions
$WT$SHW$SE
$253M
129 positions
#16BLUELINE ADVISORS LLCActive
Slight overlap · 3 shared positions
$WT$SHW$SE
$129M
217 positions
#17NewEdge Advisors, LLCPassive
Slight overlap · 3 shared positions
$WT$SHW$SE
$2.2B
1,217 positions
#18Endowment Wealth Management, Inc.Passive
Slight overlap · 3 shared positions
$WT$SHW$SE
$226M
165 positions
#19Forefront Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$WT$SHW$SE
$239M
162 positions
#20AE Wealth Management LLCPassive
Slight overlap · 3 shared positions
$WT$MCD$SE
$18.5B
2,591 positions
#21GREAT VALLEY ADVISOR GROUP, INC.Passive
Slight overlap · 3 shared positions
$WT$SHW$MCD
$5.5B
999 positions
#22LPL Financial LLCPassive
Slight overlap · 3 shared positions
$WT$SE$SHW
$376.6B
5,964 positions
#23WealthCare Investment Partners, LLCPassive
Slight overlap · 3 shared positions
$WT$SE$SHW
$360M
191 positions
#24Interactive Financial AdvisorsActive
Slight overlap · 3 shared positions
$WT$SE$SHW
$153M
78 positions
#25CDM FINANCIAL COUNSELING SERVICES, INC.Active
Slight overlap · 3 shared positions
$WT$MCD$SHW
$105M
80 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.