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Hedge Funds Similar to Segment Wealth ,

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

Segment Wealth Management, LLC is an institutional investor managing $1.9B across 312 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 Segment Wealth , are SOROS, BOWEN HANES &, KP, with shared positions in $GEV, $ASML, $TJX, $MSI, $TXN, $UNP. The full ranking of 25 similar funds is below.

#1SOROS CAPITAL MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$GEV$ASML$TJX$MSI$TXN$UNP
$230M
47 positions
#2BOWEN HANES & CO INCActive
Notable overlap · 6 shared positions
$GEV$PH$ASML$MSI$TXN$UNP
$4.1B
151 positions
#3KP Management LLCPassive
Notable overlap · 5 shared positions
$GEV$ASML$PH$APH$SHW
$409M
83 positions
#4Settian Capital LPActive
Notable overlap · 7 shared positions
$GEV$MCK$CTAS$PH$MSI$SHW
$143M
26 positions
#5Peterson Wealth ServicesPassive
Notable overlap · 7 shared positions
$ASML$SYK$MPC$GRMN$MCD$UNP
$405M
215 positions
#6Main Street Research LLCActive
Some overlap · 5 shared positions
$GEV$ASML$MCK$APH$MCD
$1.7B
148 positions
#7AXIOM INVESTORS LLC /DEActive
Some overlap · 5 shared positions
$GEV$ASML$APH$TJX$CTAS
$9.0B
121 positions
#8ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 6 shared positions
$ASML$APH$SYK$MCD$TJX$TXN
$1.7B
86 positions
#9MARSICO CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$GEV$ASML$SHW$APH$MCD
$3.4B
65 positions
#1011 Capital Partners LPActive
Some overlap · 4 shared positions
$GEV$ASML$APH$SHW
$348M
20 positions
#11Miller Capital Partners, Inc.Passive
Some overlap · 6 shared positions
$ASML$PH$MPC$MCD$TJX$SYK
$208M
262 positions
#12DEARBORN PARTNERS LLCActive
Some overlap · 7 shared positions
$APH$SYK$MCD$MSI$CTAS$TXN
$1.8B
269 positions
#13Tower View Wealth Management LLCPassive
Some overlap · 6 shared positions
$PH$GRMN$MAR$APH$MCD$MRSH
$195M
204 positions
#14ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 7 shared positions
$ASML$APH$TJX$SHW$MCK$CTAS
$1.3B
100 positions
#15Schear Investment Advisers, LLCPassive
Some overlap · 5 shared positions
$GEV$MCK$TJX$SHW$MSI
$227M
77 positions
#16ARWA LLCPassive
Some overlap · 7 shared positions
$MAR$EOG$TJX$MSI$SYK$CTAS
$202M
149 positions
#17NovaPoint Capital, LLCPassive
Some overlap · 6 shared positions
$GRMN$GEV$APH$EOG$TXN$UNP
$399M
79 positions
#18Stokes Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$SYK$MCD$TJX$TXN$SHW$UNP
$446M
104 positions
#19CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 3 shared positions
$GEV$ASML$MCK
$60M
36 positions
#20Cartenna Capital, LPPassive
Some overlap · 5 shared positions
$ASML$PH$APH$MCD$MSI
$2.7B
47 positions
#21Winslow Capital Management, LLCActive
Some overlap · 5 shared positions
$GEV$ASML$PH$MCK$APH
$25.6B
60 positions
#22CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 6 shared positions
$PH$APH$SYK$MSI$CTAS$SHW
$405M
73 positions
#23MEYER HANDELMAN COActive
Some overlap · 6 shared positions
$MCK$MPC$ALL$GEV$MCD$TJX
$3.2B
220 positions
#24Tribune Investment Group LPActive
Some overlap · 4 shared positions
$GEV$PH$CTAS$UNP
$261M
30 positions
#25MARIETTA INVESTMENT PARTNERS LLCPassive
Some overlap · 5 shared positions
$GEV$ASML$APH$PH$MCK
$499M
161 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.