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Hedge Funds Similar to Venturi Wealth

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

Venturi Wealth Management, LLC is an institutional investor managing $2.6B across 632 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 Venturi Wealth are NZS, Findlay Park Partners LLP, DIVIDEND ASSETS, with shared positions in $KLAC, $TXN, $URI, $HEI, $PGR, $DHR. The full ranking of 25 similar funds is below.

#1NZS Capital, LLCActive
Notable overlap · 6 shared positions
$KLAC$TXN$URI$HEI$PGR$DHR
$3.9B
61 positions
#2Findlay Park Partners LLPActive
Notable overlap · 5 shared positions
$KLAC$TXN$URI$COP$SCHW
$7.4B
49 positions
#3DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$KLAC$TXN$HEI$TJX
$517M
137 positions
#4Lafayette Investments, Inc.Active
Some overlap · 6 shared positions
$KLAC$PGR$SCHW$TXN$ASML$DIS
$542M
162 positions
#5VAN ECK ASSOCIATES CORPActive
Some overlap · 4 shared positions
$KLAC$TXN$QCOM$ASML
$164.1B
1,337 positions
#6Kinsale Capital Group, Inc.Active
Some overlap · 5 shared positions
$TXN$HEI$PGR$SCHW$DIS
$754M
41 positions
#7SAWGRASS ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$KLAC$HEI$QCOM$DHR$DIS
$757M
193 positions
#8Rafferty Asset Management, LLCActive
Some overlap · 4 shared positions
$KLAC$TXN$QCOM$ASML
$43.9B
1,133 positions
#9Freedom Day Solutions, LLCActive
Some overlap · 6 shared positions
$KLAC$HEI$MLI$PGR$TXN$ASML
$452M
134 positions
#10PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 5 shared positions
$KLAC$TXN$SCHW$TJX$COP
$169.1B
324 positions
#11BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 5 shared positions
$KLAC$URI$DHR$ASML$SCHW
$1.5B
234 positions
#12JLB & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$KLAC$PGR$TJX$MLI
$748M
68 positions
#13Local Pensions Partnership Investment LtdActive
Some overlap · 3 shared positions
$KLAC$TXN$HEI
$4.8B
32 positions
#14Railway Pension Investments LtdActive
Some overlap · 3 shared positions
$KLAC$TXN$QCOM
$8.0B
102 positions
#15Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$KLAC$TXN$QCOM
$181M
73 positions
#16Crestwood Advisors Group, LLCPassive
Some overlap · 6 shared positions
$KLAC$TJX$QCOM$DHR$URI$TXN
$6.7B
880 positions
#17Grantham, Mayo, Van Otterloo & Co. LLCActive
Some overlap · 4 shared positions
$KLAC$TXN$TJX$ASML
$44.4B
663 positions
#18Progressive Investment Management CorpActive
Some overlap · 6 shared positions
$KLAC$DHR$TXN$URI$ASML$TJX
$454M
56 positions
#19Applied Finance Capital Management, LLCPassive
Some overlap · 4 shared positions
$KLAC$URI$COP$DIS
$1.3B
218 positions
#20JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 5 shared positions
$TXN$HEI$SCHW$DHR$ASML
$612M
81 positions
#21Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$KLAC$TJX$SCHW$DIS
$2.5B
166 positions
#22COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$KLAC$QCOM$SCHW$TJX
$414M
164 positions
#23Stiles Financial Services IncPassive
Some overlap · 6 shared positions
$TXN$QCOM$KLAC$TJX$URI$ASML
$398M
183 positions
#24OAK ASSOCIATES LTD /OH/Active
Some overlap · 4 shared positions
$KLAC$QCOM$SCHW$ASML
$1.8B
139 positions
#25DUNCKER STREETT & CO INCPassive
Some overlap · 5 shared positions
$HEI$KLAC$DHR$URI$TJX
$591M
521 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.