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Hedge Funds Similar to Calamos Wealth

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

Calamos Wealth Management LLC is an institutional investor managing $2.9B across 546 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 Calamos Wealth are GM Advisory Group,, NORRIS PERNE & FRENCH LLP/MI, SYNTAX RESEARCH,, with shared positions in $LEN, $EPAM, $AXP, $SHW, $AMAT, $LIN. The full ranking of 25 similar funds is below.

#1GM Advisory Group, LLCActive
Some overlap · 4 shared positions
$LEN$EPAM$AXP$SHW
$2.6B
374 positions
#2NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 7 shared positions
$EPAM$AMAT$LIN$TJX$WM$SYK
$1.5B
139 positions
#3SYNTAX RESEARCH, INC.Passive
Some overlap · 7 shared positions
$LEN$AMAT$BA$PLD$ANET$ABNB
$157M
174 positions
#4Financial Council, LLCActive
Some overlap · 3 shared positions
$LEN$EPAM$AMAT
$259M
101 positions
#5TLWMSmart money
Some overlap · 3 shared positions
$LEN$EPAM$MS
$555M
69 positions
#6PERSONAL CFO SOLUTIONS, LLCPassive
Some overlap · 5 shared positions
$LEN$CB$LIN$BA$AXP
$712M
520 positions
#7WHI TRUST Co LLCSmart money
Some overlap · 4 shared positions
$LEN$EPAM$BA$AXP
$133M
88 positions
#8Clarendon Private LLCPassive
Some overlap · 5 shared positions
$LEN$LIN$TJX$MS$WFC
$130M
119 positions
#9FERGUSON WELLMAN CAPITAL MANAGEMENT, INCPassive
Some overlap · 5 shared positions
$LEN$TJX$MS$SYK$WFC
$7.3B
406 positions
#10Family Office Research LLCActive
Some overlap · 4 shared positions
$LEN$EPAM$DE$SHW
$230M
75 positions
#11SHUTTLEWORTH & CoPassive
Some overlap · 7 shared positions
$AMAT$SO$TJX$WM$ANET$SYK
$111M
52 positions
#12CMH Wealth Management LLCPassive
Some overlap · 4 shared positions
$LEN$BA$TJX$SYK
$583M
113 positions
#13Glen Eagle Advisors, LLCPassive
Some overlap · 5 shared positions
$LEN$TJX$WM$MS$SHW
$714M
1,021 positions
#14TOMPKINS FINANCIAL CORPPassive
Some overlap · 4 shared positions
$LEN$TJX$WM$ISRG
$1.3B
565 positions
#15EPIQ PARTNERS, LLCPassive
Some overlap · 3 shared positions
$EPAM$LEN$CB
$214M
83 positions
#16CHILTON CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$PLD$LIN$AXP$TJX$WM$MS
$2.9B
658 positions
#17Stokes Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$CB$LIN$AXP$TJX$MS$SYK
$446M
104 positions
#18NBZ Investment Advisors LLCActive
Some overlap · 4 shared positions
$LEN$AXP$WFC$BA
$229M
73 positions
#19Palmer Knight CoPassive
Some overlap · 3 shared positions
$LEN$AMAT$WM
$205M
32 positions
#20Atwater Malick LLCActive
Some overlap · 4 shared positions
$LEN$WM$MS$ISRG
$370M
100 positions
#21CAPITAL ADVISORS INC/OKPassive
Some overlap · 6 shared positions
$AMAT$SO$BA$MS$SYK$ISRG
$6.2B
357 positions
#22Ipswich Investment Management Co., Inc.Passive
Some overlap · 4 shared positions
$EPAM$CB$LIN$TJX
$426M
185 positions
#23ANCHYRA PARTNERS LLCPassive
Some overlap · 4 shared positions
$EPAM$SO$ANET$DE
$330M
275 positions
#24Wagner Wealth Management, CorpPassive
Some overlap · 3 shared positions
$LEN$CB$LIN
$111M
103 positions
#25Legacy TrustPassive
Some overlap · 5 shared positions
$EPAM$LEN$AXP$SYK$ISRG
$522M
203 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.