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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
$625M
210 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
159 positions
#7Sharkey, Howes & JaverActive
Notable overlap · 4 shared positions
$IAU$APH$AXP$MCO
$829M
163 positions
#8LifeWealth Investments, LLCActive
Notable overlap · 4 shared positions
$IAU$APH$MAR$SLV
$374M
136 positions
#9Gibson Capital, LLCSmart money
Notable overlap · 5 shared positions
$IAU$FITB$PNC$SLV$KLAC
$610M
94 positions
#10CPA Asset Management LLCActive
Notable overlap · 5 shared positions
$IAU$AXP$PNC$MS$DE
$347M
97 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
$211M
62 positions
#13White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$IAU$NU$MAR
$802M
151 positions
#14Elevated Financial Group LLCActive
Notable overlap · 3 shared positions
$IAU$AXP$MAR
$365M
125 positions
#15Red Mountain Financial, LLCPassive
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
$149M
98 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
452 positions
#21Bigelow Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$AXP$DE
$276M
157 positions
#22EHRLICH FINANCIAL GROUPActive
Some overlap · 3 shared positions
$IAU$AXP$DE
$194M
119 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
$632M
142 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.