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Hedge Funds Similar to Venturi Wealth ,

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

Venturi Wealth Management, LLC is an institutional investor managing $2.2B across 602 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 Venturi Wealth , are Ballast Financial Advisors, Transcendent Group, TAGStone ,, with shared positions in $USB, $AMN, $COP, $TJX, $DHR, $UPST. The full ranking of 25 similar funds is below.

#1Ballast Financial Advisors LLCActive
Some overlap · 5 shared positions
$USB$AMN$COP$TJX$DHR
$98M
68 positions
#2Transcendent Capital Group LLCPassive
Some overlap · 6 shared positions
$USB$COP$AMN$UPST$SCHW$TXN
$219M
112 positions
#3TAGStone Capital, Inc.Passive
Some overlap · 6 shared positions
$USB$COP$TJX$PGR$GMM$DHR
$283M
137 positions
#4WS MANAGEMENT LLLPActive
Some overlap · 5 shared positions
$USB$COP$MU$TJX$TXN
$1.1B
56 positions
#5Morton Brown Family Wealth, LLCActive
Some overlap · 6 shared positions
$USB$AMN$COP$TXN$SCHW$DIS
$378M
292 positions
#6Equita Financial Network, Inc.Active
Some overlap · 5 shared positions
$USB$AMN$COP$TXN$DIS
$318M
87 positions
#7PCB Capital LLCPassive
Some overlap · 6 shared positions
$USB$GMM$KLAC$MU$COP$URI
$63M
101 positions
#8Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive
Some overlap · 5 shared positions
$USB$COP$AMN$UPST$SCHW
$5.8B
996 positions
#9PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 6 shared positions
$COP$TXN$MU$KLAC$TJX$SCHW
$127.0B
320 positions
#10Avant Financial Advisors LLCActive
Some overlap · 4 shared positions
$USB$AMN$COP$TXN
$142M
65 positions
#11Shotwell Rutter Baer IncActive
Some overlap · 4 shared positions
$USB$AMN$COP$TXN
$170M
38 positions
#12Findlay Park Partners LLPActive
Some overlap · 6 shared positions
$COP$TXN$KLAC$URI$DHR$SCHW
$7.2B
56 positions
#13Insight Wealth Partners, LLCSmart money
Some overlap · 5 shared positions
$USB$AMN$COP$TXN$TJX
$713M
120 positions
#14XY Planning Network, Inc.Passive
Some overlap · 5 shared positions
$USB$COP$TXN$UPST$AMN
$626M
273 positions
#15Greenspring Advisors, LLCActive
Some overlap · 4 shared positions
$USB$AMN$COP$SCHW
$1.6B
318 positions
#16Baird Financial Group, Inc.Passive
Some overlap · 7 shared positions
$USB$TJX$PGR$UPST$SCHW$DHR
$64.0B
1,826 positions
#17Oakmont Advisory Group, LLCPassive
Some overlap · 6 shared positions
$USB$COP$SCHW$UPST$DHR$HEI
$98M
119 positions
#18White Lighthouse Investment Management Inc.Active
Some overlap · 5 shared positions
$USB$COP$DHR$SCHW$UPST
$721M
145 positions
#19NZS Capital, LLCActive
Some overlap · 6 shared positions
$TXN$KLAC$HEI$PGR$URI$DHR
$3.0B
58 positions
#20Eukles Asset ManagementPassive
Some overlap · 6 shared positions
$COP$TJX$PGR$URI$USB$TXN
$224M
238 positions
#21ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$AMN$USB$DHR$SCHW$DIS
$555M
191 positions
#22Fullerton Advisors, LLCActive
Some overlap · 6 shared positions
$GMM$COP$USB$UPST$SCHW$DHR
$97M
53 positions
#23Strategic Financial Services, Inc.Smart money
Some overlap · 5 shared positions
$USB$COP$KLAC$UPST$TJX
$2.1B
152 positions
#24Grantham, Mayo, Van Otterloo & Co. LLCActive
Some overlap · 5 shared positions
$USB$TXN$KLAC$TJX$TTE
$39.1B
628 positions
#25SHUFRO ROSE & CO LLCActive
Some overlap · 5 shared positions
$USB$COP$TXN$UPST$KLAC
$1.5B
307 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.