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Hedge Funds Similar to Busey Wealth

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

Busey Wealth Management is an institutional investor managing $3.7B across 372 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 Busey Wealth are Northwest Bancshares,, Stone Summit Wealth, Advisory Resource Group, with shared positions in $COP, $USB, $AMAT, $CMI, $VLO, $LOW. The full ranking of 25 similar funds is below.

#1Northwest Bancshares, Inc.Active
Notable overlap · 5 shared positions
$COP$USB$AMAT$CMI$VLO
$502M
168 positions
#2Stone Summit Wealth LLCPassive
Some overlap · 5 shared positions
$COP$USB$CMI$LOW$LIN
$359M
142 positions
#3Advisory Resource GroupPassive
Some overlap · 6 shared positions
$COP$AMAT$CMI$SCHW$VLO$DHR
$581M
172 positions
#4North Forty Two & Co.Passive
Some overlap · 5 shared positions
$COP$USB$AMGN$CMI$VLO
$108M
97 positions
#5Cascade Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$USB$AMAT$COP$CMI$SCHW
$169M
116 positions
#6Applied Finance Capital Management, LLCPassive
Some overlap · 6 shared positions
$COP$AMAT$CMI$LOW$CBRE$VLO
$1.3B
218 positions
#7Hurlow Wealth Management Group, Inc.Active
Some overlap · 5 shared positions
$COP$USB$SCHW$JCI$LIN
$420M
120 positions
#8R.H. Investment Group, LLCPassive
Some overlap · 4 shared positions
$COP$USB$AMGN$PM
$130M
45 positions
#9Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive
Some overlap · 5 shared positions
$COP$USB$SCHW$CMI$PM
$5.8B
996 positions
#10AA Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$COP$USB$SCHW$PM$LOW
$710M
221 positions
#11White Lighthouse Investment Management Inc.Active
Some overlap · 5 shared positions
$COP$USB$SCHW$DHR$PM
$721M
145 positions
#12KEYVANTAGE WEALTH, LLCActive
Some overlap · 6 shared positions
$USB$COP$SCHW$AMGN$AMAT$PM
$227M
92 positions
#13Van Diest Capital, LLCPassive
Some overlap · 5 shared positions
$USB$AMAT$PM$COP$SCHW
$127M
190 positions
#14Tide Cove Capital Partners LLCSmart money
Some overlap · 4 shared positions
$COP$USB$SCHW$DHR
$147M
13 positions
#15Greenspring Advisors, LLCActive
Some overlap · 4 shared positions
$COP$USB$SCHW$AMGN
$1.6B
318 positions
#16TAGStone Capital, Inc.Passive
Some overlap · 4 shared positions
$COP$USB$AMGN$DHR
$283M
137 positions
#17W.H. Cornerstone Investments Inc.Passive
Some overlap · 4 shared positions
$COP$USB$LIN$LOW
$160M
129 positions
#18JBGlobal.com LLCActive
Some overlap · 4 shared positions
$COP$USB$LOW$C
$102M
27 positions
#19CYPRESS FINANCIAL PLANNING LLCActive
Some overlap · 4 shared positions
$COP$USB$SCHW$JCI
$363M
102 positions
#20Insight Inv LLCPassive
Some overlap · 5 shared positions
$COP$AMAT$AMGN$JCI$C
$183M
104 positions
#21WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$COP$USB$SCHW$LOW
$350M
95 positions
#22Sagace Wealth Management LLCPassive
Some overlap · 4 shared positions
$COP$USB$C$JCI
$149M
70 positions
#23Perennial Advisors, LLCPassive
Some overlap · 5 shared positions
$USB$AMAT$COP$AMGN$LIN
$587M
122 positions
#24EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$USB$COP$AMGN$SCHW
$1.4B
56 positions
#25S.E.E.D. Planning Group LLCPassive
Some overlap · 6 shared positions
$USB$AMAT$LOW$CBRE$LIN$VLO
$344M
89 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.