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Hedge Funds Similar to Edge Wealth

13F Portfolio OverlapQ3 2026Edge Wealth portfolio →
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Most similar hedge funds by 13F overlap

Edge Wealth Management LLC is an institutional investor managing $666M across 89 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Edge Wealth are First Fiduciary Investment Counsel, Miramar, OPUS INVESTMENT, with shared positions in $BLK, $WM, $DIS, $MCD, $HON, $HONA. The full ranking of 25 similar funds is below.

#1First Fiduciary Investment Counsel, Inc.Passive
Notable overlap · 8 shared positions
$BLK$WM$DIS$MCD$HON$HONA
$529M
75 positions
#2Miramar Capital, LLCPassive
Notable overlap · 5 shared positions
$WM$GD$BLK$MCD$UNP
$455M
57 positions
#3OPUS INVESTMENT MANAGEMENT INCSmart money
Notable overlap · 4 shared positions
$WM$PEG$MCD$BLK
$183M
31 positions
#4Michael Brady & Co., LLCActive
Notable overlap · 6 shared positions
$WM$GD$MCD$HON$HONA$UNP
$110M
55 positions
#5MainStreet Investment Advisors LLCActive
Notable overlap · 5 shared positions
$BLK$WM$MCD$HON$HONA
$734M
166 positions
#6Capital Innovations LLCActive
Some overlap · 5 shared positions
$SLB$AMT$WM$PEG$UNP
$385M
51 positions
#7Holowesko Partners Ltd.Active
Some overlap · 3 shared positions
$GD$SLB$DIS
$395M
34 positions
#8Haverford Financial Services, Inc.Active
Some overlap · 4 shared positions
$BLK$HON$HONA$WM
$339M
49 positions
#9STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 6 shared positions
$GD$BLK$DIS$HON$HONA$UNP
$589M
181 positions
#10Newport Trust Company, LLCActive
Some overlap · 4 shared positions
$GD$DIS$HON$BA
$41.5B
63 positions
#11Haverford Trust CoActive
Some overlap · 5 shared positions
$BLK$HONA$HON$MCD$WM
$11.6B
424 positions
#12TOMPKINS FINANCIAL CORPPassive
Some overlap · 6 shared positions
$WM$MCD$BLK$PEG$GD$PSA
$1.4B
558 positions
#13Randolph Co IncActive
Some overlap · 3 shared positions
$GD$HON$HONA
$1.2B
47 positions
#14Saratoga Research & Investment ManagementActive
Some overlap · 4 shared positions
$GD$DIS$HON$HONA
$1.8B
44 positions
#15J. Stern & Co. LLPActive
Some overlap · 6 shared positions
$AMT$DIS$HON$HONA$MCD$SLB
$1.1B
51 positions
#16UNITED BANKActive
Some overlap · 5 shared positions
$WM$GD$MCD$BLK$HON
$853M
130 positions
#17Sitrin Capital Management LLCPassive
Some overlap · 4 shared positions
$WM$BLK$AMT$DIS
$222M
40 positions
#18Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$WM$MCD$HON$HONA
$227M
73 positions
#19Beaumont Asset Management, L.L.C.Smart money
Some overlap · 3 shared positions
$BLK$GD$MCD
$289M
80 positions
#20Unisphere EstablishmentActive
Some overlap · 3 shared positions
$BLK$HON$HONA
$11.7B
56 positions
#21LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$PSA$WM$DIS
$213M
124 positions
#22Socorro Asset Management LPActive
Some overlap · 3 shared positions
$SLB$AMT$DIS
$223M
33 positions
#23Atwater Malick LLCActive
Some overlap · 3 shared positions
$WM$MCD$DIS
$454M
131 positions
#24Kimelman & Baird, LLCActive
Some overlap · 6 shared positions
$WM$HON$HONA$MCD$UNP$BA
$1.3B
261 positions
#25DLK Investment Management, LLCPassive
Some overlap · 3 shared positions
$WM$MCD$DIS
$275M
99 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.