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Hedge Funds Similar to TD PRIVATE CLIENT WEALTH

13F Portfolio OverlapQ2 2026TD PRIVATE CLIENT WEALTH portfolio →
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Most similar hedge funds by 13F overlap

TD PRIVATE CLIENT WEALTH LLC is an institutional investor managing $5.4B across 1,698 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 TD PRIVATE CLIENT WEALTH are GENESIS PRIVATE WEALTH, MACQUARIE GROUP LTD, Raleigh, with shared positions in $PM, $PLD, $MDT, $WFC, $KLAC, $GILD. The full ranking of 25 similar funds is below.

#1GENESIS PRIVATE WEALTH, LLCPassive
Some overlap · 8 shared positions
$PM$PLD$MDT$WFC$KLAC$GILD
$356M
192 positions
#2MACQUARIE GROUP LTDActive
Some overlap · 7 shared positions
$PM$CVS$PLD$VZ$WFC$KLAC
$23.2B
929 positions
#3Raleigh Capital Management Inc.Passive
Some overlap · 7 shared positions
$PM$PLD$MDT$VZ$BTI$USB
$313M
610 positions
#4Lloyd Advisory Services, LLC.Passive
Some overlap · 7 shared positions
$PM$PLD$MDT$VZ$BTI$USB
$258M
628 positions
#5ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/Active
Some overlap · 7 shared positions
$PM$PLD$MDT$VZ$BTI$USB
$1.7B
1,629 positions
#6ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 7 shared positions
$PM$PLD$MDT$VZ$BTI$USB
$156M
64 positions
#744 WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$PM$CVS$MDT$WFC$KLAC$BTI
$302M
184 positions
#8FEDERATED HERMES, INC.Passive
Some overlap · 6 shared positions
$PM$PLD$MDT$VZ$USB$PAYX
$69.6B
2,038 positions
#9IAMS WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$PM$SNPS$WFC$GILD$USB$ADI
$332M
190 positions
#10First Bank & TrustPassive
Some overlap · 6 shared positions
$PM$PLD$VZ$BTI$USB$PAYX
$680M
270 positions
#11ASO GROUP LtdSmart money
Some overlap · 6 shared positions
$PM$MDT$GILD$BTI$USB$CVS
$236M
56 positions
#12Keystone Financial Planning, Inc.Smart money
Some overlap · 6 shared positions
$PM$MDT$VZ$BTI$USB$CVS
$388M
39 positions
#13JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$PM$CVS$MDT$VZ$GILD
$128M
154 positions
#14MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$PM$PLD$MDT$VZ$WFC
$233M
122 positions
#15CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 5 shared positions
$PM$CVS$MDT$WFC$USB
$1.5B
184 positions
#16InvesTrustPassive
Slight overlap · 5 shared positions
$PM$CVS$VZ$WFC$USB
$260M
95 positions
#17Keudell/Morrison Wealth ManagementPassive
Slight overlap · 5 shared positions
$PM$SNPS$VZ$GILD$USB
$529M
260 positions
#18Pacific Excel Wealth Advisors, Inc.Passive
Slight overlap · 5 shared positions
$PM$SNPS$WFC$KLAC$ADI
$258M
228 positions
#19Heritage Family Offices, LLPPassive
Slight overlap · 5 shared positions
$PM$SNPS$WFC$KLAC$ADI
$259M
233 positions
#20Code Waechter LLCPassive
Slight overlap · 5 shared positions
$PM$PLD$VZ$BTI$USB
$193M
127 positions
#21LifePlan Financial, LLCPassive
Slight overlap · 5 shared positions
$CVS$MDT$VZ$GILD$USB
$143M
89 positions
#22Argyle Capital Management, LLCPassive
Slight overlap · 5 shared positions
$CVS$MDT$VZ$WFC$PAYX
$347M
138 positions
#23CITIZENS & NORTHERN CORPActive
Slight overlap · 5 shared positions
$CVS$MDT$WFC$KLAC$ADI
$438M
117 positions
#24HF Advisory Group, LLCPassive
Slight overlap · 5 shared positions
$PM$VZ$WFC$GILD$BTI
$323M
168 positions
#25PCB Capital LLCPassive
Slight overlap · 5 shared positions
$PM$VZ$WFC$KLAC$USB
$82M
114 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.