13F Pro

Hedge Funds Similar to Biltmore Wealth ,

13F Portfolio OverlapQ1 2026Biltmore Wealth , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Biltmore Wealth Management, LLC is an institutional investor managing $281M across 60 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 Biltmore Wealth , are Portland Global Advisors, Westerkirk, Drum Hill ,, with shared positions in $UPST, $ETN, $XYL, $TXN, $IBM, $TMO. The full ranking of 25 similar funds is below.

#1Portland Global Advisors LLCActive
Some overlap · 5 shared positions
$UPST$ETN$XYL$TXN$IBM
$938M
146 positions
#2Westerkirk Capital Inc.Active
Some overlap · 4 shared positions
$UPST$ETN$TMO$TXN
$929M
208 positions
#3Drum Hill Capital, LLCActive
Some overlap · 5 shared positions
$UPST$ALB$TMO$TXN$IBM
$109M
46 positions
#4Disciplined Investments, LLCPassive
Some overlap · 5 shared positions
$UPST$PSX$TXN$DDOG$IBM
$279M
141 positions
#5Cypress Capital, LLCActive
Some overlap · 4 shared positions
$UPST$ETN$MDT$IBM
$351M
95 positions
#6VOISARD ASSET MANAGEMENT GROUP, INC.Active
Some overlap · 4 shared positions
$UPST$MU$TMO$ETN
$469M
104 positions
#7NORTHWEST WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$UPST$ETN$MU
$665M
255 positions
#8PRESILIUM PRIVATE WEALTH, LLCActive
Some overlap · 5 shared positions
$UPST$DDOG$VRTX$RL$IBM
$567M
75 positions
#9Arista Wealth Management, LLCPassive
Some overlap · 3 shared positions
$UPST$CSX$RL
$822M
253 positions
#10Calder Financial LLCActive
Some overlap · 3 shared positions
$UPST$AME$MU
$101M
40 positions
#11Cascade Wealth Advisors, IncActive
Some overlap · 4 shared positions
$UPST$TMO$DDOG$ETN
$228M
60 positions
#12Elm Partners Management LLCActive
Some overlap · 4 shared positions
$UPST$RL$DDOG$IBM
$2.3B
158 positions
#13Concord Asset Management, LLC/VAActive
Some overlap · 3 shared positions
$UPST$ETN$SO
$592M
117 positions
#14Concord Wealth PartnersPassive
Some overlap · 3 shared positions
$UPST$ETN$SO
$770M
207 positions
#15Sollinda Capital Management LLCActive
Some overlap · 3 shared positions
$UPST$MU$IBM
$412M
76 positions
#16Lauer Wealth, LLCActive
Some overlap · 3 shared positions
$UPST$ALB$MU
$126M
67 positions
#17TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive
Some overlap · 4 shared positions
$UPST$RL$SO$IBM
$1.6B
271 positions
#18Aegis Wealth Management LLCPassive
Some overlap · 3 shared positions
$UPST$ALB$MDT
$175M
118 positions
#19Heritage Wealth Management, Inc. /CA/Passive
Some overlap · 3 shared positions
$UPST$MU$DDOG
$181M
94 positions
#20WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$UPST$DDOG$PSX$SO
$350M
95 positions
#21MASTER'S WEALTH MANAGEMENT INC.Active
Some overlap · 3 shared positions
$UPST$PSX$DDOG
$295M
82 positions
#22ROGCO, LPActive
Some overlap · 4 shared positions
$UPST$PSA$SO$IBM
$300M
205 positions
#23MainStreet Investment Advisors LLCPassive
Some overlap · 4 shared positions
$UPST$MDT$SO$IBM
$665M
158 positions
#24Beacon Financial Strategies CORPActive
Some overlap · 4 shared positions
$UPST$TXN$IBM$AFL
$176M
177 positions
#251834 INVESTMENT ADVISORS COPassive
Some overlap · 3 shared positions
$UPST$TXN$T
$801M
206 positions

Compare Biltmore Wealth ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Biltmore Wealth ,’s holdings

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.