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Hedge Funds Similar to Obermeyer Wealth Partners

13F Portfolio OverlapQ1 2026Obermeyer Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

Obermeyer Wealth Partners is an institutional investor managing $2.2B across 299 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 Obermeyer Wealth Partners are Cox Mgt, GENESIS PRIVATE WEALTH,, BRISTOL JOHN W & /NY/, with shared positions in $JHG, $ASML, $SAP, $UNH, $BRZE, $TXN. The full ranking of 25 similar funds is below.

#1Cox Capital Mgt LLCPassive
Notable overlap · 4 shared positions
$JHG$ASML$SAP$UNH
$151M
73 positions
#2GENESIS PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$JHG$BRZE$TXN$ASML
$318M
182 positions
#3BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 6 shared positions
$AON$DE$UNH$MCO$TXN$SHW
$6.1B
61 positions
#4Walter Public Investments Inc.Passive
Some overlap · 5 shared positions
$ASML$CME$MCO$TXN$ZTS
$418M
48 positions
#5Bowie Capital Management, LLCActive
Some overlap · 4 shared positions
$ASML$AON$UNH$MCO
$2.7B
36 positions
#6BCV Asset Management Inc.Active
Some overlap · 5 shared positions
$ASML$DE$UNH$BN$TXN
$2.9B
120 positions
#7Longview Partners (Guernsey) LTDActive
Some overlap · 5 shared positions
$CME$AON$UNH$MCO$TXN
$7.1B
25 positions
#8Seed Wealth Management, Inc.Active
Some overlap · 3 shared positions
$JHG$BRZE$DE
$145M
98 positions
#9Paragon Advisors, LLCActive
Some overlap · 3 shared positions
$JHG$ASML$SHW
$371M
76 positions
#10Shelter Mutual Insurance CoPassive
Some overlap · 4 shared positions
$BRZE$CME$DE$BN
$450M
58 positions
#11Northwest Financial AdvisorsPassive
Some overlap · 3 shared positions
$JHG$BRZE$BN
$52M
66 positions
#12Governors Lane LPPassive
Some overlap · 3 shared positions
$JHG$ASML$SHW
$1.6B
190 positions
#13VIAWEALTH, LLCPassive
Some overlap · 4 shared positions
$JHG$UNH$TXN$USB
$180M
159 positions
#14SIGNATUREFD, LLCActive
Some overlap · 3 shared positions
$JHG$BRZE$ASML
$6.5B
3,465 positions
#15Magnolia Private Wealth, LLCPassive
Some overlap · 3 shared positions
$JHG$BRZE$TXN
$150M
134 positions
#16Burkett Asset Management LtdPassive
Some overlap · 4 shared positions
$ASML$AON$BN$SAP
$101M
61 positions
#17Harbour Wealth Management Group, Inc.Passive
Some overlap · 4 shared positions
$JHG$MSI$SHW$CME
$133M
89 positions
#18SCHARF INVESTMENTS, LLCActive
Some overlap · 5 shared positions
$CME$AON$UNH$BN$ZTS
$3.2B
70 positions
#19Canoe Financial LPActive
Some overlap · 5 shared positions
$CME$DE$MCO$SHW$TXN
$7.3B
112 positions
#20Banco BTG Pactual S.A.Passive
Some overlap · 4 shared positions
$JHG$BN$BRZE$SHW
$1.1B
185 positions
#21Miller Capital Partners, Inc.Passive
Some overlap · 4 shared positions
$ASML$AON$DE$USB
$208M
262 positions
#22EPIQ PARTNERS, LLCPassive
Some overlap · 4 shared positions
$JHG$BN$UNH$USB
$214M
83 positions
#23Dynamic Financial GroupActive
Some overlap · 4 shared positions
$JHG$DE$AON$EFT
$122M
69 positions
#24Fire Capital Management LLCPassive
Some overlap · 4 shared positions
$BRZE$DE$JHG$ZTS
$214M
108 positions
#25WEALTHEDGE INVESTMENT ADVISORS, LLCPassive
Some overlap · 5 shared positions
$JHG$UNH$UPS$AON$USB
$272M
141 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.