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Hedge Funds Similar to Biltmore Wealth

13F Portfolio OverlapQ2 2026Biltmore Wealth portfolio →
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Most similar hedge funds by 13F overlap

Biltmore Wealth Management, LLC is an institutional investor managing $320M across 58 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Biltmore Wealth are M3 Wealth, Tribune Investment Group, DB Fitzpatrick, with shared positions in $CSX, $ETN, $VLO, $SO, $WM, $AME. The full ranking of 25 similar funds is below.

#1M3 Wealth Management, LLCActive
Notable overlap · 5 shared positions
$CSX$ETN$VLO$SO$WM
$154M
35 positions
#2Tribune Investment Group LPActive
Notable overlap · 3 shared positions
$CSX$AME$KEYS
$247M
34 positions
#3DB Fitzpatrick & Co, IncActive
Notable overlap · 5 shared positions
$ETN$TMO$AFL$ECL$WM
$124M
100 positions
#4Banco de Sabadell, S.APassive
Notable overlap · 4 shared positions
$ETN$VLO$CSX$TMO
$170M
61 positions
#5MCRAE CAPITAL MANAGEMENT INCPassive
Notable overlap · 4 shared positions
$KEYS$VRTX$TMO$SO
$508M
113 positions
#6MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Notable overlap · 4 shared positions
$AME$TMO$XYL$ECL
$635M
146 positions
#7Ayrshire Capital Management LLCPassive
Notable overlap · 3 shared positions
$ETN$AME$ECL
$214M
50 positions
#8NORTHSTAR ASSET MANAGEMENT INCActive
Notable overlap · 3 shared positions
$ETN$DDOG$XYL
$341M
91 positions
#9J. Stern & Co. LLPActive
Notable overlap · 3 shared positions
$ETN$TMO$XYL
$1.1B
51 positions
#10FOSTER DYKEMA CABOT & PARTNERS, LLCActive
Notable overlap · 4 shared positions
$ETN$VRTX$TMO$WM
$1.7B
324 positions
#11Guinness Asset Management LTDActive
Some overlap · 4 shared positions
$ETN$AFL$AME$TMO
$5.9B
141 positions
#12Guinness Atkinson Asset Management IncPassive
Some overlap · 4 shared positions
$AME$TMO$ETN$AFL
$223M
107 positions
#13CHAPIN DAVIS, INC.Passive
Some overlap · 3 shared positions
$DDOG$KEYS$VLO
$569M
256 positions
#14MERIDIAN MANAGEMENT COActive
Some overlap · 3 shared positions
$KEYS$TMO$CSX
$446M
84 positions
#15RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$ETN$VLO$PSX$SO
$1.1B
90 positions
#16Joseph Group Capital ManagementPassive
Some overlap · 3 shared positions
$ETN$VRTX$T
$476M
387 positions
#17Raub Brock Capital Management LPActive
Some overlap · 3 shared positions
$ETN$AME$TMO
$363M
45 positions
#18Navera Investment Management Ltd.Active
Some overlap · 3 shared positions
$AME$TMO$XYL
$3.7B
56 positions
#19Private Harbour Investment Management & Counsel, LLCActive
Some overlap · 3 shared positions
$ETN$VRTX$AFL
$84M
36 positions
#20CrossGen Wealth, LLCPassive
Some overlap · 3 shared positions
$ETN$VLO$PSX
$129M
214 positions
#21ESL Trust Services, LLCSmart money
Some overlap · 5 shared positions
$STLD$VLO$AFL$AME$SO
$587M
266 positions
#22Mendel Money ManagementPassive
Some overlap · 3 shared positions
$AME$TMO$KEYS
$273M
127 positions
#23TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 4 shared positions
$VLO$TMO$ETN$EME
$211M
127 positions
#24CAMDEN NATIONAL BANKPassive
Some overlap · 4 shared positions
$TMO$PSA$VRTX$XYL
$767M
184 positions
#25ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 3 shared positions
$ETN$TMO$WM
$1.3B
109 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.