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Hedge Funds Similar to Sendero Wealth ,

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

Sendero Wealth Management, LLC is an institutional investor managing $904M across 205 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 Sendero Wealth , are HARRIS ASSOCIATES L P, Timber Creek, Carmignac Gestion, with shared positions in $CRM, $COP, $ICE, $KDP, $FCNCA, $IQV. The full ranking of 25 similar funds is below.

#1HARRIS ASSOCIATES L PActive
Notable overlap · 14 shared positions
$CRM$COP$ICE$KDP$FCNCA$IQV
$75.0B
158 positions
#2Timber Creek Capital Management LLCPassive
Some overlap · 6 shared positions
$CRM$ICE$ABNB$SCHW$WTW$ICLR
$412M
78 positions
#3Carmignac GestionActive
Some overlap · 5 shared positions
$CRM$ICE$ANET$ABNB$EFX
$6.5B
112 positions
#4Howard Capital Management Group, LLCActive
Some overlap · 4 shared positions
$CRM$COP$ICE$IQV
$1.5B
143 positions
#5PARK NATIONAL CORP /OH/Passive
Some overlap · 5 shared positions
$ANET$CRM$ICE$SCHW$GEV
$3.3B
381 positions
#6Van Diest Capital, LLCPassive
Some overlap · 6 shared positions
$ANET$SCHW$CRM$COP$ABNB$IQV
$127M
190 positions
#7Artisan Partners Limited PartnershipActive
Some overlap · 6 shared positions
$IQV$SCHW$GEV$WTW$ICLR$CBRE
$62.3B
334 positions
#8Hosking Partners LLPActive
Some overlap · 5 shared positions
$COP$MPC$COF$SCHW$CBRE
$2.8B
99 positions
#9Taikang Asset Management (Hong Kong) Co LtdPassive
Some overlap · 5 shared positions
$COP$KDP$IQV$UBER$EFX
$1.0B
75 positions
#10Unified Investment ManagementPassive
Some overlap · 5 shared positions
$CRM$COP$ABNB$ANET$COF
$98M
134 positions
#11ASSOCIATED BANC-CORPPassive
Some overlap · 5 shared positions
$CRM$COF$SCHW$IQV$UBER
$3.8B
332 positions
#12Western Pacific Wealth Management, LPActive
Some overlap · 9 shared positions
$MPC$CRM$SCHW$ICE$ABNB$COF
$98M
197 positions
#13Oregon Pacific Wealth Management, LLCPassive
Some overlap · 6 shared positions
$IQV$ABNB$SCHW$COP$CRM$ICE
$96M
105 positions
#14HARVEY CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$CRM$ICE$ANET$INTU
$439M
88 positions
#15VAN STRUM & TOWNE INC.Passive
Some overlap · 4 shared positions
$CRM$COP$COF$GEV
$343M
111 positions
#16POWER WEALTH MANAGEMENT LLCActive
Some overlap · 7 shared positions
$ICE$SCHW$CRM$COP$ABNB$EFX
$269M
96 positions
#17Investment Research & Advisory Group, Inc.Active
Some overlap · 5 shared positions
$IQV$CRM$SCHW$GEV$UBER
$286M
279 positions
#18Hudson Canyon Capital ManagementPassive
Some overlap · 4 shared positions
$COP$MPC$COF$SCHW
$163M
52 positions
#19Clarkston Capital Partners, LLCActive
Some overlap · 5 shared positions
$IQV$ABNB$SCHW$WTW$COF
$1.3B
98 positions
#20Independent Franchise Partners LLPActive
Some overlap · 4 shared positions
$CRM$ICE$ABNB$WBD
$14.3B
26 positions
#21CANTILLON CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$ICE$IQV$UBER$EFX$CBRE
$15.1B
38 positions
#22Findlay Park Partners LLPActive
Some overlap · 4 shared positions
$COP$ICE$SCHW$INTU
$7.2B
56 positions
#23Parsonex Advisory Services, Inc.Passive
Some overlap · 4 shared positions
$CRM$ICE$SCHW$UBER
$102M
56 positions
#24CORTLAND ASSOCIATES INC/MOActive
Some overlap · 4 shared positions
$FCNCA$ICE$COF$WTW
$697M
62 positions
#25Trajan Wealth LLCActive
Some overlap · 6 shared positions
$IQV$SCHW$UBER$ABNB$INTU$CRM
$2.5B
150 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.