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Hedge Funds Similar to Calamos Wealth

13F Portfolio OverlapQ2 2026Calamos Wealth portfolio →
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Most similar hedge funds by 13F overlap

Calamos Wealth Management LLC is an institutional investor managing $3.3B across 463 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 Calamos Wealth are Evansbrook, CITY HOLDING, LIBERTY ONE INVESTMENT, with shared positions in $MS, $ANET, $TXN, $DE, $WFC, $STX. The full ranking of 25 similar funds is below.

#1Evansbrook LLCActive
Some overlap · 7 shared positions
$MS$ANET$TXN$DE$WFC$STX
$168M
127 positions
#2CITY HOLDING COPassive
Some overlap · 6 shared positions
$SO$MS$TXN$LIN$DE$WM
$884M
587 positions
#3LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$SO$CB$TXN$DE$PLD$WM
$1.0B
154 positions
#4Richwood Investment Advisors, LLCActive
Some overlap · 6 shared positions
$BA$MS$AXP$DE$WFC$WM
$142M
106 positions
#5CONNORS INVESTOR SERVICES INCPassive
Some overlap · 6 shared positions
$CB$MS$AXP$LIN$WFC$WM
$1.2B
153 positions
#6HC Advisors, LLCActive
Some overlap · 6 shared positions
$BA$AXP$TXN$SO$WFC$WM
$165M
62 positions
#7Knights of Columbus Asset Advisors LLCPassive
Some overlap · 6 shared positions
$MS$TXN$PLD$LIN$WFC$WM
$2.0B
386 positions
#8GLOBALT Investments LLC / GAActive
Some overlap · 6 shared positions
$MS$TXN$ANET$WFC$STX$WM
$3.0B
213 positions
#9Nicholson Wealth Management Group, LLCPassive
Some overlap · 5 shared positions
$SO$CB$PLD$TXN$LIN
$170M
111 positions
#10ABNER HERRMAN & BROCK LLCActive
Some overlap · 5 shared positions
$BA$CB$MS$AXP$WFC
$1.1B
111 positions
#11Hilltop National BankPassive
Some overlap · 6 shared positions
$SO$ANET$AXP$STX$TXN$DE
$468M
805 positions
#12BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 5 shared positions
$BA$SO$AXP$DE$TXN
$263M
90 positions
#13Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$CB$MS$AXP$TXN$LIN
$467M
118 positions
#14UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COActive
Some overlap · 5 shared positions
$BA$MS$TXN$LIN$STX
$863M
423 positions
#15Freedom Day Solutions, LLCActive
Some overlap · 5 shared positions
$CB$MS$TXN$LIN$ANET
$452M
134 positions
#16CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$CB$PLD$TXN$LIN$DE
$767M
184 positions
#17Alaethes Wealth, LLCPassive
Some overlap · 5 shared positions
$CB$MS$SO$ANET$DE
$345M
111 positions
#18WINSLOW ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$BA$AXP$LIN$DE$WFC
$575M
82 positions
#19Sterling Capital Management LLCPassive
Some overlap · 5 shared positions
$SO$AXP$LIN$DE$WM
$5.9B
3,289 positions
#20Deane Retirement Strategies, Inc.Passive
Some overlap · 5 shared positions
$CB$AXP$TXN$LIN$WFC
$236M
52 positions
#21CHILTON CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$PLD$MS$AXP$LIN$WM
$3.2B
592 positions
#22Trinity Legacy Partners, LLCPassive
Some overlap · 5 shared positions
$SO$AXP$DE$STX$WM
$500M
110 positions
#23BAXTER BROS INCPassive
Some overlap · 5 shared positions
$MS$AXP$TXN$CB$WFC
$864M
172 positions
#24HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 5 shared positions
$CB$TXN$BA$ANET$WFC
$461M
144 positions
#25EASTERN BANKPassive
Some overlap · 5 shared positions
$PLD$AXP$LIN$ANET$STX
$6.5B
1,038 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.