13F Pro

Hedge Funds Similar to Calamos Wealth

13F Portfolio OverlapQ2 2026Calamos Wealth portfolio →
Institutional-grade research for retail investors

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
$171M
126 positions
#2CITY HOLDING COPassive
Some overlap · 6 shared positions
$SO$MS$TXN$LIN$DE$WM
$898M
599 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
$2.9B
212 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
$1.0B
121 positions
#11Hilltop National BankPassive
Some overlap · 6 shared positions
$SO$ANET$AXP$STX$TXN$DE
$465M
786 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
$455M
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
$455M
133 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
$4.9B
3,244 positions
#20Deane Retirement Strategies, Inc.Passive
Some overlap · 5 shared positions
$CB$AXP$TXN$LIN$WFC
$244M
53 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
$465M
139 positions
#25EASTERN BANKPassive
Some overlap · 5 shared positions
$PLD$AXP$LIN$ANET$STX
$6.6B
1,107 positions

Compare Calamos Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Calamos Wealth’s holdings

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.