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Hedge Funds Similar to SVB WEALTH

13F Portfolio OverlapQ1 2026SVB WEALTH portfolio →
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Most similar hedge funds by 13F overlap

SVB WEALTH LLC is an institutional investor managing $1.6B across 384 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 SVB WEALTH are NORTHCAPE WEALTH ,, Wahed Invest, FIRST CITIZENS BANK &, with shared positions in $ETN, $UNP, $ADI, $KMI, $IBM, $NEE. The full ranking of 25 similar funds is below.

#1NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 8 shared positions
$ETN$UNP$ADI$KMI$IBM$NEE
$367M
141 positions
#2Wahed Invest LLCPassive
Some overlap · 7 shared positions
$AMAT$TJX$ADI$IBM$LRCX$ISRG
$770M
225 positions
#3FIRST CITIZENS BANK & TRUST COActive
Some overlap · 8 shared positions
$AMAT$LRCX$DUK$ETN$KMI$KO
$4.7B
634 positions
#4DUPONT CAPITAL MANAGEMENT CORPPassive
Some overlap · 6 shared positions
$ETN$UNP$AMAT$ADI$TJX$KO
$879M
101 positions
#5FLPUTNAM INVESTMENT MANAGEMENT COActive
Some overlap · 7 shared positions
$ADI$TJX$ETN$NEE$LRCX$UNP
$6.7B
569 positions
#6Colonial Trust Co / SCPassive
Some overlap · 6 shared positions
$ETN$UNP$AMAT$TJX$DUK$KO
$735M
1,135 positions
#7Colonial Trust AdvisorsPassive
Some overlap · 6 shared positions
$ETN$UNP$AMAT$TJX$DUK$KO
$1.3B
726 positions
#8FORBES J M & CO LLPActive
Some overlap · 6 shared positions
$ETN$UNP$TJX$IBM$NEE$KO
$1.2B
150 positions
#9Beech Hill Advisors, Inc.Passive
Some overlap · 6 shared positions
$ETN$AMAT$TJX$IBM$NEE$KO
$200M
94 positions
#10HOLDERNESS INVESTMENTS COPassive
Some overlap · 6 shared positions
$ETN$AMAT$TJX$IBM$DUK$KO
$498M
252 positions
#11PLIMOTH TRUST CO LLCPassive
Some overlap · 6 shared positions
$ETN$AMAT$TJX$NEE$DUK$KO
$447M
173 positions
#12Concord Asset Management, LLC/VAActive
Some overlap · 6 shared positions
$ETN$UNP$AMAT$NEE$LRCX$KO
$592M
117 positions
#13Van Hulzen Asset Management, LLCPassive
Some overlap · 6 shared positions
$ETN$TJX$KMI$IBM$LRCX$KO
$1.3B
361 positions
#14ROMANO BROTHERS AND COMPANYPassive
Some overlap · 6 shared positions
$ETN$AMAT$IBM$LHX$LRCX$DUK
$880M
319 positions
#15MTM Investment Management, LLCPassive
Some overlap · 6 shared positions
$ETN$TJX$UNP$KMI$DUK$KO
$316M
709 positions
#16YHB Investment Advisors, Inc.Passive
Some overlap · 6 shared positions
$UNP$ETN$TJX$NEE$LRCX$ISRG
$1.4B
298 positions
#17ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Some overlap · 6 shared positions
$AMAT$ADI$KMI$LHX$NEE$LRCX
$331M
183 positions
#18Concord Wealth PartnersPassive
Some overlap · 6 shared positions
$UNP$AMAT$ETN$NEE$LRCX$KO
$770M
207 positions
#19PUBLIC SECTOR PENSION INVESTMENT BOARDActive
Some overlap · 6 shared positions
$UNP$ADI$ETN$AMAT$TJX$KO
$32.1B
1,325 positions
#20Covea FinanceActive
Some overlap · 6 shared positions
$AMAT$ADI$TJX$LHX$ISRG$KO
$2.9B
146 positions
#21First American BankActive
Some overlap · 5 shared positions
$ETN$UNP$AMAT$ADI$TJX
$1.6B
188 positions
#22Blossom Wealth ManagementPassive
Some overlap · 6 shared positions
$ADI$TJX$IBM$LHX$NEE$KO
$67M
74 positions
#23BDF-GESTIONActive
Some overlap · 6 shared positions
$AMAT$ADI$IBM$LRCX$ISRG$KO
$749M
144 positions
#24SouthState Bank CorpPassive
Some overlap · 6 shared positions
$UNP$TJX$LHX$NEE$ISRG$KO
$2.1B
1,278 positions
#25Stiles Financial Services IncPassive
Some overlap · 6 shared positions
$AMAT$TJX$NEE$LRCX$ISRG$DUK
$327M
177 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.