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Hedge Funds Similar to Smith & Howard Wealth ,

13F Portfolio OverlapQ1 2026Smith & Howard Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Smith & Howard Wealth Management, LLC is an institutional investor managing $462M across 88 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 Smith & Howard Wealth , are Arcus Partners,, Catherine Avery Investment, Atwater Malick, with shared positions in $LEN, $KO, $HUM, $MCD, $BRZE, $MKL. The full ranking of 25 similar funds is below.

#1Arcus Capital Partners, LLCActive
Some overlap · 3 shared positions
$LEN$KO$HUM
$278M
121 positions
#2Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$LEN$KO$MCD
$223M
109 positions
#3Atwater Malick LLCActive
Some overlap · 3 shared positions
$LEN$KO$MCD
$370M
100 positions
#4Sageworth Trust Co of South DakotaActive
Some overlap · 6 shared positions
$LEN$BRZE$MKL$GE$COP$GEV
$126M
56 positions
#5Aristotle Capital Management, LLCActive
Some overlap · 3 shared positions
$KO$LEN$GD
$47.8B
191 positions
#6VERITY Wealth AdvisorsActive
Some overlap · 5 shared positions
$LEN$BRZE$MKL$GE$COP
$150M
81 positions
#7Sageworth Trust CoActive
Some overlap · 6 shared positions
$LEN$BRZE$IAU$KKR$GE$GEV
$2.3B
172 positions
#8Gen-Wealth Partners IncPassive
Some overlap · 3 shared positions
$LEN$KO$MCD
$317M
728 positions
#9Financial Council, LLCActive
Some overlap · 4 shared positions
$LEN$KO$GE$GEV
$259M
101 positions
#10AMG National Trust BankActive
Some overlap · 6 shared positions
$BRZE$LEN$MKL$KO$HUM$IAU
$4.6B
476 positions
#11Applied Capital LLCActive
Some overlap · 3 shared positions
$LEN$BRZE$IAU
$268M
50 positions
#12First Washington CORPActive
Some overlap · 3 shared positions
$LEN$BRZE$GEV
$353M
50 positions
#13Brightwater Advisory LLCActive
Slight overlap · 5 shared positions
$LEN$KO$MKL$HUM$KKR
$151M
60 positions
#14Winthrop Advisory Group LLCActive
Slight overlap · 3 shared positions
$LEN$BRZE$HUM
$1.2B
195 positions
#15LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Slight overlap · 5 shared positions
$LEN$BRZE$HUM$IAU$KKR
$595M
360 positions
#16Asempa Wealth AdvisorsPassive
Slight overlap · 8 shared positions
$LEN$MKL$HUM$GD$IAU$KKR
$115M
115 positions
#17Ballast Rock Private Wealth LLCPassive
Slight overlap · 5 shared positions
$LEN$BRZE$HUM$KKR$MCD
$181M
177 positions
#18GERMAN AMERICAN BANCORP, INC.Active
Slight overlap · 3 shared positions
$LEN$KO$COP
$1.2B
148 positions
#19Integrated Wealth ManagementPassive
Slight overlap · 3 shared positions
$LEN$BRZE$COP
$87M
95 positions
#20Carlton Hofferkamp & Jenks Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$KO$BRZE$HUM$LMT
$299M
142 positions
#21Wagner Wealth Management, CorpPassive
Slight overlap · 3 shared positions
$LEN$KO$GD
$111M
103 positions
#22WESBANCO BANK INCPassive
Slight overlap · 3 shared positions
$LEN$KO$LMT
$3.6B
674 positions
#23WEST PACES ADVISORS INC.Active
Slight overlap · 5 shared positions
$KO$LEN$HUM$SO$MCD
$516M
197 positions
#24Dominguez Wealth Management Solutions, Inc.Active
Slight overlap · 5 shared positions
$LEN$KO$HUM$LMT$MCD
$165M
67 positions
#25Ehrenkranz Partners L.P.Smart money
Slight overlap · 5 shared positions
$LEN$MKL$KO$GE$GEV
$126M
47 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.