What hedge funds are most similar to Waldron Private Wealth LLC?

The funds with the most similar 13F portfolios to Waldron Private Wealth LLC are Finley Financial,, Kastel Advisors,, Hardy Reed, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Waldron Private Wealth

13F Portfolio OverlapQ1 2026Waldron Private Wealth portfolio →

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Most similar hedge funds by 13F overlap

Waldron Private Wealth LLC is an institutional investor managing $2.6B across 342 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 Waldron Private Wealth are Finley Financial,, Kastel Advisors,, Hardy Reed, with shared positions in $DHR, $CTVA, $EPAM, $MDY, $SNOW, $KKR. The full ranking of 25 similar funds is below.

#1Finley Financial, LLCActive

Notable overlap · 5 shared positions

$DHR $CTVA $EPAM $MDY $SNOW

$214M

107 positions

#2Kastel Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$DHR $KKR $UNIT $DOV

$163M

55 positions

#3Hardy Reed LLCActive

Notable overlap · 4 shared positions

$DHR $KKR $SNOW $CTVA

$1.4B

243 positions

#4Mill Creek Capital Advisors, LLCActive

Notable overlap · 5 shared positions

$DHR $UNIT $EPAM $MDY $KKR

$4.9B

260 positions

#5Astoria Strategic Wealth, Inc.Smart money

Notable overlap · 3 shared positions

$DHR $DDOG $DOV

$394M

37 positions

#6Compass Ion Advisors, LLCActive

Notable overlap · 5 shared positions

$DHR $UNIT $DOV $KKR $MAR

$1.0B

279 positions

#7CAHABA WEALTH MANAGEMENT, INC.Smart money

Notable overlap · 4 shared positions

$DHR $DDOG $EPAM $KKR

$1.5B

154 positions

#8Spectrum Investment Advisors, Inc.Active

Notable overlap · 3 shared positions

$DHR $UNIT $KKR

$201M

46 positions

#9MontVue Capital Management, Inc.Active

Notable overlap · 4 shared positions

$DHR $MDY $DOV $MAR

$147M

67 positions

#10SENTINEL WEALTH MANAGEMENT, INC.Active

Notable overlap · 5 shared positions

$DHR $CTVA $EPAM $MDY $SNOW

$125M

39 positions

#11SIMS INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$DHR $SNOW $MAR

$272M

35 positions

#12Solutions 4 Wealth, LtdPassive

Notable overlap · 3 shared positions

$DHR $UNIT $MAR

$66M

55 positions

#13TRUE Private Wealth AdvisorsPassive

Notable overlap · 3 shared positions

$DHR $JHG $MAR

$1.0B

266 positions

#14Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$DHR $KKR $DOV

$90M

65 positions

#15Fund Evaluation Group, LLCSmart money

Notable overlap · 3 shared positions

$DHR $SNOW $EPAM

$3.3B

73 positions

#16Forum Private Client Group LLCActive

Notable overlap · 4 shared positions

$DHR $KKR $DDOG $SNOW

$300M

80 positions

#17Anomaly Capital Management, LPActive

Notable overlap · 3 shared positions

$DHR $CTVA $PANW

$1.7B

21 positions

#18Bricktown Capital, LLCSmart money

Notable overlap · 4 shared positions

$DHR $EPAM $CTVA $PANW

$508M

32 positions

#19guardian investment managementActive

Notable overlap · 3 shared positions

$DHR $KKR $AMGN

$127M

60 positions

#20FIDUCIARY ADVISORS, INC.Active

Notable overlap · 5 shared positions

$DHR $KKR $UNIT $DOV $MAR

$133M

121 positions

#21Meridian Wealth Partners, LLCActive

Notable overlap · 5 shared positions

$DHR $SNOW $DDOG $CBU $MAR

$729M

118 positions

#22WealthCollab, LLCPassive

Notable overlap · 3 shared positions

$DHR $DDOG $SNOW

$243M

977 positions

#23SONATA CAPITAL GROUP INCPassive

Notable overlap · 8 shared positions

$KKR $CTVA $UNIT $DDOG $MDY $SNOW

$271M

123 positions

#24Capstone Financial Advisors, Inc.Smart money

Notable overlap · 4 shared positions

$DHR $MDY $DDOG $DOV

$1.9B

187 positions

#25Alliance Wealth Advisors, LLC /UTPassive

Notable overlap · 3 shared positions

$DHR $KKR $DOV

$462M

228 positions

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View Waldron Private 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.