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Hedge Funds Similar to Perigon Wealth ,

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

Perigon Wealth Management, LLC is an institutional investor managing $5.5B across 1,294 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 Perigon Wealth , are Lincoln, NWF Advisory Services, Volterra Technologies, with shared positions in $OXY, $MAR, $MCO, $AXP, $MCD, $SNOW. The full ranking of 25 similar funds is below.

#1Lincoln Capital LLCActive
Slight overlap · 5 shared positions
$OXY$MAR$MCO$AXP$MCD
$528M
135 positions
#2NWF Advisory Services Inc.Passive
Slight overlap · 3 shared positions
$OXY$MAR$AXP
$886M
411 positions
#3Volterra Technologies LPPassive
Slight overlap · 3 shared positions
$OXY$MAR$SNOW
$823M
301 positions
#4INKWELL CAPITAL LLCActive
Slight overlap · 3 shared positions
$OXY$MCO$AXP
$98M
31 positions
#5BERKSHIRE HATHAWAY INCSmart money
Slight overlap · 3 shared positions
$OXY$MCO$AXP
$263.1B
29 positions
#6BLUEDOOR PRIVATE WEALTH, LLCPassive
Slight overlap · 4 shared positions
$IAU$MAR$MCO$MCD
$216M
147 positions
#7CHATHAM CAPITAL GROUP, INC.Passive
Slight overlap · 4 shared positions
$IAU$MAR$AXP$MCD
$689M
198 positions
#8Bell & Brown Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$OXY$AXP$MCD
$308M
68 positions
#9Colter Lewis Investment Partners LLCPassive
Slight overlap · 4 shared positions
$IAU$MAR$AXP$SNOW
$106M
111 positions
#10LEAVELL INVESTMENT MANAGEMENT, INC.Passive
Slight overlap · 4 shared positions
$IAU$MAR$MCD$SNOW
$2.4B
603 positions
#11Bank of Jackson Hole TrustPassive
Slight overlap · 4 shared positions
$IAU$MAR$MCD$SNOW
$207M
519 positions
#12Red Mountain Financial, LLCPassive
Slight overlap · 4 shared positions
$IAU$MAR$MCD$SNOW
$106M
79 positions
#13HIGHLINE WEALTH PARTNERS LLCPassive
Slight overlap · 4 shared positions
$IAU$MAR$AXP$SE
$392M
1,298 positions
#144J Wealth Management LLCActive
Slight overlap · 5 shared positions
$IAU$MAR$MCD$AXP$MCO
$176M
101 positions
#15Bay Harbor Wealth Management, LLCPassive
Slight overlap · 5 shared positions
$IAU$MAR$SNOW$SE$AXP
$386M
1,301 positions
#16WealthCare Investment Partners, LLCPassive
Slight overlap · 4 shared positions
$IAU$MAR$SE$SNOW
$360M
191 positions
#17GHE, LLCSmart money
Slight overlap · 4 shared positions
$MAR$MCO$AXP$MCD
$241M
54 positions
#18Carl P. Sherr & Co., LLCPassive
Slight overlap · 4 shared positions
$MAR$AXP$MCD$SNOW
$213M
124 positions
#19MFA WEALTH ADVISORS, LLCActive
Slight overlap · 4 shared positions
$IAU$AXP$SNOW$MAR
$508M
88 positions
#20Security Financial Services, INC.Passive
Slight overlap · 4 shared positions
$IAU$MAR$SE$SNOW
$632M
203 positions
#21Resonant Capital Advisors, LLCPassive
Slight overlap · 4 shared positions
$IAU$SNOW$AXP$MCD
$1.9B
495 positions
#22Dynamic Financial GroupActive
Slight overlap · 4 shared positions
$IAU$SNOW$SE$MCD
$122M
69 positions
#23Greenline Partners, LLCActive
Slight overlap · 3 shared positions
$IAU$OXY$SNOW
$930M
144 positions
#24Chemistry Wealth Management LLCPassive
Slight overlap · 3 shared positions
$IAU$OXY$AXP
$569M
204 positions
#25Bank of MarinPassive
Slight overlap · 4 shared positions
$MAR$MCD$SNOW$SE
$137M
135 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.