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Hedge Funds Similar to Hirtle Callaghan &

13F Portfolio OverlapQ1 2026Hirtle Callaghan & portfolio →
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Most similar hedge funds by 13F overlap

Hirtle Callaghan & Co LLC is an institutional investor managing $2.9B across 112 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 Hirtle Callaghan & are MMA ASSET, Dodds Wealth,, Center For Asset, with shared positions in $SE, $USB, $DDOG, $MO, $COP, $CTVA. The full ranking of 25 similar funds is below.

#1MMA ASSET MANAGEMENT LLCPassive
Some overlap · 8 shared positions
$SE$USB$DDOG$MO$COP$CTVA
$284M
179 positions
#2Dodds Wealth, LLCSmart money
Some overlap · 7 shared positions
$SE$USB$DOV$IAU$KO$SCHW
$407M
51 positions
#3Center For Asset Management LLCPassive
Some overlap · 5 shared positions
$SE$USB$MO$VLTO$IAU
$201M
144 positions
#4TD PRIVATE CLIENT WEALTH LLCPassive
Some overlap · 6 shared positions
$SE$USB$PM$DDOG$VLTO$COP
$4.8B
1,649 positions
#5Topel & Distasi Wealth Management, LLCActive
Some overlap · 6 shared positions
$SE$USB$COP$GMM$SCHW$MKL
$193M
58 positions
#6BLUELINE ADVISORS LLCActive
Some overlap · 6 shared positions
$SE$USB$COP$CTVA$SCHW$KKR
$129M
217 positions
#7STOLZ & ASSOCIATES, PSSmart money
Some overlap · 3 shared positions
$SE$USB$IAU
$143M
30 positions
#8Cobblestone Asset Management LLCPassive
Some overlap · 5 shared positions
$SE$MO$PM$GMM$IAU
$222M
73 positions
#9Bear Mountain Capital, Inc.Active
Some overlap · 5 shared positions
$SE$DDOG$COP$SCHW$MKL
$333M
198 positions
#10TSA Wealth Managment LLCPassive
Some overlap · 6 shared positions
$SE$DDOG$GMM$IAU$KO$KKR
$309M
105 positions
#11Juno Financial Group LLCActive
Some overlap · 7 shared positions
$SE$PM$MO$DHR$SCHW$GE
$255M
70 positions
#12Centerline Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$SE$DDOG$IAU$KO$GEV
$278M
73 positions
#13Jordan Park Group LLCSmart money
Some overlap · 4 shared positions
$SE$DDOG$CTVA$DHR
$1.9B
69 positions
#14CURTIS WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SE$DDOG$IAU
$107M
50 positions
#15Snider Financial GroupPassive
Some overlap · 5 shared positions
$SE$DDOG$DHR$GE$MKL
$331M
102 positions
#16Shakespeare Wealth Management, LLCActive
Some overlap · 3 shared positions
$SE$DDOG$CTVA
$422M
98 positions
#17Brand Asset Management Group, Inc.Passive
Some overlap · 3 shared positions
$SE$DOV$USB
$385M
193 positions
#18Kinetic Partners Management, LPActive
Some overlap · 3 shared positions
$SE$DDOG$GEV
$1.8B
49 positions
#19Coign Capital Advisors LLCActive
Some overlap · 6 shared positions
$SE$PM$COP$GMM$TMO$SCHW
$190M
80 positions
#20TIAA Wealth Investment Management LLCActive
Some overlap · 4 shared positions
$SE$DDOG$TMO$CTVA
$13.1B
563 positions
#21DDFG, IncActive
Some overlap · 3 shared positions
$SE$PM$MO
$464M
86 positions
#22SWP FINANCIAL LLCActive
Some overlap · 5 shared positions
$SE$DOV$VLTO$IAU$MKL
$196M
71 positions
#23SYM FINANCIAL CorpActive
Some overlap · 5 shared positions
$SE$DOV$GMM$GE$GEV
$1.0B
415 positions
#24Shared Vision Wealth Group LLCActive
Some overlap · 5 shared positions
$SE$DDOG$COP$IAU$DHR
$245M
95 positions
#25NorthStar Asset Management LLC /NJ/Active
Some overlap · 3 shared positions
$SE$MO$PM
$207M
96 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.