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Hedge Funds Similar to Palisades Hudson Asset

13F Portfolio OverlapQ2 2026Palisades Hudson Asset portfolio →
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Most similar hedge funds by 13F overlap

Palisades Hudson Asset Management, L.P. is an institutional investor managing $286M across 108 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 Palisades Hudson Asset are VCI Wealth, Chemistry Wealth, Unison Asset, with shared positions in $IAU, $APH, $PLD, $ABT, $MS, $AXP. The full ranking of 25 similar funds is below.

#1VCI Wealth Management LLCPassive
Notable overlap · 5 shared positions
$IAU$APH$PLD$ABT$MS
$399M
99 positions
#2Chemistry Wealth Management LLCPassive
Notable overlap · 4 shared positions
$IAU$AXP$MKL$DE
$639M
208 positions
#3Unison Asset Management LLCActive
Notable overlap · 3 shared positions
$NU$AXP$DE
$246M
32 positions
#4North Berkeley Wealth Management, LLCActive
Notable overlap · 5 shared positions
$NU$PNC$AXP$ABT$APH
$247M
77 positions
#5CAPE ANN SAVINGS BANKActive
Notable overlap · 5 shared positions
$IAU$MAR$CMI$DE$MS
$212M
113 positions
#6FORBES J M & CO LLPActive
Notable overlap · 4 shared positions
$IAU$APH$PLD$ABT
$1.3B
157 positions
#7Sharkey, Howes & JaverActive
Notable overlap · 4 shared positions
$IAU$APH$AXP$MCO
$830M
159 positions
#8LifeWealth Investments, LLCActive
Notable overlap · 4 shared positions
$IAU$APH$MAR$SLV
$360M
139 positions
#9Gibson Capital, LLCSmart money
Notable overlap · 5 shared positions
$IAU$FITB$PNC$SLV$KLAC
$589M
92 positions
#10CPA Asset Management LLCActive
Notable overlap · 5 shared positions
$IAU$AXP$PNC$MS$DE
$357M
86 positions
#11Purkiss Capital Advisors LLCPassive
Notable overlap · 4 shared positions
$IAU$STLD$PNC$CMI
$263M
189 positions
#12Kure Advisory, LLCActive
Notable overlap · 4 shared positions
$IAU$APH$CMI$SLV
$216M
62 positions
#13White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$IAU$NU$MAR
$829M
148 positions
#14Elevated Financial Group LLCActive
Notable overlap · 3 shared positions
$IAU$AXP$MAR
$357M
117 positions
#15Red Mountain Financial, LLCActive
Notable overlap · 4 shared positions
$IAU$CMI$DE$SLV
$119M
82 positions
#16Midwest Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$KLAC$DE$FITB
$246M
210 positions
#17Sage Investment Advisers LLCPassive
Some overlap · 4 shared positions
$IAU$DE$BA$SLV
$154M
96 positions
#18Argos Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$TT$KLAC
$378M
224 positions
#19Dynasty Wealth Management, LLCActive
Some overlap · 4 shared positions
$IAU$KLAC$MS$AXP
$13.5B
367 positions
#20EQUITABLE TRUST COPassive
Some overlap · 3 shared positions
$IAU$AXP$KLAC
$2.4B
444 positions
#21Bigelow Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$AXP$DE
$281M
154 positions
#22EHRLICH FINANCIAL GROUPActive
Some overlap · 3 shared positions
$IAU$AXP$DE
$193M
120 positions
#23GM Advisory Group, LLC
Some overlap · 3 shared positions
$IAU$AXP$KLAC
$2.6B
374 positions
#24Regency Capital Management Inc.\DEPassive
Some overlap · 3 shared positions
$IAU$MKL$APH
$251M
64 positions
#25JSF Financial, LLCActive
Some overlap · 3 shared positions
$IAU$KLAC$MAR
$655M
146 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.