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Hedge Funds Similar to Edge Wealth

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

Edge Wealth Management LLC is an institutional investor managing $594M across 87 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 Edge Wealth are Kimelman & Baird,, Newport Company,, Miramar ,, with shared positions in $WM, $HON, $DIS, $MCD, $BAC, $BA. The full ranking of 25 similar funds is below.

#1Kimelman & Baird, LLCActive
Notable overlap · 7 shared positions
$WM$HON$DIS$MCD$BAC$BA
$1.2B
263 positions
#2Newport Trust Company, LLCSmart money
Some overlap · 4 shared positions
$GD$HON$DIS$BA
$40.7B
64 positions
#3Miramar Capital, LLCPassive
Some overlap · 4 shared positions
$WM$GD$MCD$UNP
$449M
56 positions
#4Kensington Investment Counsel, LLCPassive
Some overlap · 4 shared positions
$GD$SLB$HON$UNP
$208M
83 positions
#5Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$WM$HON$MCD$GD$UNP
$100M
54 positions
#6DLK Investment Management, LLCPassive
Some overlap · 3 shared positions
$WM$HON$MCD
$253M
92 positions
#7Saratoga Research & Investment ManagementActive
Some overlap · 3 shared positions
$GD$HON$DIS
$1.8B
46 positions
#8Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$WM$HON$MCD$USB
$218M
69 positions
#9ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 4 shared positions
$HON$GD$MCD$DIS
$1.7B
86 positions
#10BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 4 shared positions
$WM$HON$MCD$BAC
$2.3B
264 positions
#11TOMPKINS FINANCIAL CORPPassive
Some overlap · 6 shared positions
$MCD$WM$HON$PEG$GD$PSA
$1.3B
565 positions
#12JERICHO FINANCIAL, LLPActive
Some overlap · 3 shared positions
$WM$MCD$AMT
$159M
40 positions
#13Socorro Asset Management LPPassive
Some overlap · 4 shared positions
$SLB$AMT$DIS$BAC
$221M
32 positions
#14Perennial Advisors, LLCPassive
Some overlap · 6 shared positions
$HON$GD$MCD$DIS$UNP$USB
$587M
122 positions
#15OPUS INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$WM$PEG$MCD
$168M
30 positions
#16J. Stern & Co. LLPActive
Some overlap · 5 shared positions
$HON$AMT$DIS$MCD$SLB
$1.0B
49 positions
#17Westchester Capital Management, Inc.Active
Some overlap · 4 shared positions
$WM$MCD$DIS$BA
$497M
45 positions
#18Brookmont Capital ManagementActive
Some overlap · 5 shared positions
$HON$WM$MCD$BAC$USB
$179M
59 positions
#19Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$GD$MCD$WM$BAC$USB
$245M
98 positions
#20Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$WM$HON$MCD
$353M
78 positions
#21UNITED BANKActive
Some overlap · 4 shared positions
$WM$MCD$GD$HON
$781M
121 positions
#22Atwater Malick LLCActive
Some overlap · 3 shared positions
$WM$MCD$DIS
$370M
100 positions
#23Persium Advisors, LLCActive
Some overlap · 4 shared positions
$HON$GD$MCD$UNP
$127M
60 positions
#24Sitrin Capital Management LLCPassive
Some overlap · 3 shared positions
$WM$AMT$DIS
$200M
39 positions
#25OUTFITTERS FINANCIAL LLCPassive
Some overlap · 4 shared positions
$WM$MCD$GD$AMT
$129M
80 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.