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Hedge Funds Similar to Fiduciary Wealth Partners

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

Fiduciary Wealth Partners, LLC is an institutional investor managing $182M across 69 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 Fiduciary Wealth Partners are McKinley Carter Wealth Services, Aster (DIFC) Ltd, HALL LAURIE J TRUSTEE, with shared positions in $GD, $WM, $TJX, $PEP, $MS, $LIN. The full ranking of 25 similar funds is below.

#1McKinley Carter Wealth Services, Inc.Active
Some overlap · 6 shared positions
$GD$WM$TJX$PEP$MS$LIN
$1.9B
322 positions
#2Aster Capital Management (DIFC) LtdPassive
Some overlap · 8 shared positions
$APP$PEP$QCOM$LIN$WM$MDY
$470M
808 positions
#3HALL LAURIE J TRUSTEEPassive
Some overlap · 6 shared positions
$WM$TJX$MS$PEP$ROK$NVS
$322M
103 positions
#4Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$GD$WM$RY$PEP$LIN
$261M
101 positions
#5PITTENGER & ANDERSON INCPassive
Some overlap · 4 shared positions
$MDY$WM$TJX$MS
$2.8B
507 positions
#6Miramar Capital, LLCPassive
Some overlap · 6 shared positions
$GD$WM$PEP$QCOM$PAYX$MDY
$455M
57 positions
#7BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$TJX$WM$PEP$LIN$MDY$QCOM
$8.0B
1,334 positions
#8Insight Inv LLCPassive
Some overlap · 5 shared positions
$GD$TJX$PEP$MS$QCOM
$212M
109 positions
#9SMITHBRIDGE ASSET MANAGEMENT INC/DEPassive
Some overlap · 6 shared positions
$TJX$APP$PEP$QCOM$ROK$NVS
$734M
188 positions
#10ADIRONDACK TRUST COPassive
Some overlap · 5 shared positions
$MDY$PEP$WM$QCOM$MS
$336M
558 positions
#11STAR Financial BankActive
Some overlap · 5 shared positions
$MDY$WM$PEP$MS$SO
$245M
109 positions
#12Henderson Brothers Financial Partners, LLCActive
Some overlap · 4 shared positions
$MDY$TJX$WM$PEP
$211M
77 positions
#13Brentview Investment Management LLCActive
Some overlap · 5 shared positions
$WM$TJX$PEP$MS$LIN
$253M
63 positions
#14Expressive Wealth LLCPassive
Some overlap · 4 shared positions
$MDY$GD$MFC$QCOM
$106M
133 positions
#15Carlton Hofferkamp & Jenks Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MDY$TJX$PEP$PAYX
$310M
144 positions
#16Michael Brady & Co., LLCActive
Some overlap · 4 shared positions
$GD$WM$TJX$PEP
$113M
58 positions
#17Hendershot Investments Inc.Active
Some overlap · 5 shared positions
$GD$TJX$PEP$PAYX$BKNG
$766M
134 positions
#18Core Alternative CapitalPassive
Some overlap · 5 shared positions
$WM$TJX$MS$QCOM$SO
$334M
201 positions
#19Ascent Wealth Partners, LLCActive
Some overlap · 4 shared positions
$MDY$WM$QCOM$ROK
$1.0B
200 positions
#20CONNORS INVESTOR SERVICES INCPassive
Some overlap · 5 shared positions
$TJX$WM$PEP$MS$LIN
$1.2B
153 positions
#21WoodTrust Financial CorpActive
Some overlap · 5 shared positions
$WM$GD$PEP$ROK$LIN
$842M
179 positions
#22Palisade Asset Management, LLCPassive
Some overlap · 4 shared positions
$GD$TJX$RY$PEP
$1.1B
204 positions
#23Saturna Capital CORPActive
Some overlap · 5 shared positions
$WM$TJX$ROK$LIN$NVS
$8.2B
140 positions
#24HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$TJX$GD$PEP$MS$QCOM
$1.7B
479 positions
#25Shoker Investment Counsel, Inc.Active
Some overlap · 5 shared positions
$MDY$GD$PEP$PAYX$SO
$398M
113 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.