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Hedge Funds Similar to Strategic Wealth Partners, Ltd.

13F Portfolio OverlapQ1 2026Strategic Wealth Partners, Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Strategic Wealth Partners, Ltd. is an institutional investor managing $1.4B across 1,479 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 Strategic Wealth Partners, Ltd. are BRIAN LOW FINANCIAL GROUP,, Insight Inv, Vertrix Wealth ,, with shared positions in $PLD, $IBM, $STM, $AZN, $PM, $TJX. The full ranking of 25 similar funds is below.

#1BRIAN LOW FINANCIAL GROUP, LLCPassive
Substantial overlap · 19 shared positions
$PLD$IBM$STM$AZN$PM$TJX
$147M
116 positions
#2Insight Inv LLCPassive
Some overlap · 7 shared positions
$IBM$TJX$AXP$EMR$C$PNC
$183M
104 positions
#3Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$IBM$TJX$AXP$EMR$MDT$MS
$272M
95 positions
#4CRAWFORD INVESTMENT COUNSEL INCPassive
Some overlap · 6 shared positions
$AZN$PM$AXP$PNC$MDT$UPS
$5.9B
300 positions
#5LAFFER TENGLER INVESTMENTS, INC.Passive
Some overlap · 6 shared positions
$TJX$AXP$NEE$PLD$EMR$IBM
$677M
182 positions
#6Cullen Capital Management, LLCActive
Some overlap · 6 shared positions
$PM$NEE$C$MDT$MS$UPS
$9.8B
213 positions
#7GROUPAMA ASSET MANAGMENTActive
Some overlap · 6 shared positions
$AZN$TJX$NEE$BKR$URI$C
$6.8B
395 positions
#8Oliver Luxxe Assets LLCPassive
Some overlap · 6 shared positions
$PM$FCX$C$MS$PNC$BKR
$668M
200 positions
#9Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 6 shared positions
$PLD$PM$NEE$C$MDT$MS
$477M
70 positions
#10Mirabaud Asset Management LtdPassive
Some overlap · 6 shared positions
$IBM$TJX$NEE$AXP$FCX$MDT
$121M
32 positions
#11DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive
Some overlap · 6 shared positions
$AZN$AXP$PLD$TJX$BKR$C
$112.7B
1,002 positions
#12ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$PLD$AZN$TJX$EMR$PNC
$723M
93 positions
#13Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$IBM$PM$PLD$NEE$C
$303M
121 positions
#14TOWER TRUST & INVESTMENT CoPassive
Some overlap · 6 shared positions
$TJX$EMR$C$COR$MDT$NEE
$152M
208 positions
#15Kinloch Capital, LLCPassive
Some overlap · 5 shared positions
$IBM$PM$NEE$EMR$MDT
$245M
83 positions
#16Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$IBM$TJX$NEE$AXP$MS
$446M
104 positions
#17Beech Hill Advisors, Inc.Passive
Some overlap · 5 shared positions
$IBM$TJX$NEE$FCX$MDT
$200M
94 positions
#18Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$PLD$NEE$AXP$EMR$PNC
$568M
460 positions
#19LYNCH & ASSOCIATES/INPassive
Some overlap · 5 shared positions
$IBM$TJX$NEE$EMR$UPS
$533M
126 positions
#20FARMERS TRUST COPassive
Some overlap · 5 shared positions
$PM$IBM$NEE$FCX$C
$637M
203 positions
#21Meadowbrook Advisors Group, LLCPassive
Some overlap · 5 shared positions
$IBM$TJX$NEE$MDT$MS
$168M
136 positions
#22First Pacific FinancialPassive
Some overlap · 6 shared positions
$IBM$MDT$MS$PLD$UPS$NEE
$777M
663 positions
#23MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$IBM$PM$C$MDT$UPS
$220M
148 positions
#24CHILTON CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$AZN$TJX$PLD$AXP$MS
$2.9B
658 positions
#25Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$IBM$NEE$FCX$C$UPS
$223M
109 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.