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Hedge Funds Similar to Principle Wealth Partners

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

Principle Wealth Partners LLC is an institutional investor managing $2.0B across 398 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 Principle Wealth Partners are Integras Partners, Lineweaver Wealth Advisors, UNITED BANK, with shared positions in $MCD, $AMGN, $ALPS, $CMI, $SO, $ASML. The full ranking of 25 similar funds is below.

#1Integras Partners LLCPassive
Some overlap · 5 shared positions
$MCD$AMGN$ALPS$CMI$SO
$181M
100 positions
#2Lineweaver Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$MCD$ALPS$AMGN$ASML
$863M
182 positions
#3UNITED BANKActive
Some overlap · 4 shared positions
$MCD$AMGN$CMI$GD
$853M
130 positions
#4CONNING INC.Passive
Some overlap · 4 shared positions
$MCD$AMGN$CMI$GD
$3.3B
327 positions
#5WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$MCD$AMGN$SO$GD
$390M
103 positions
#6Wealth Group, Ltd.Passive
Some overlap · 4 shared positions
$MCD$AMGN$CMI$MMM
$401M
106 positions
#7PHYSICIANS FINANCIAL SERVICES, INC.Active
Some overlap · 4 shared positions
$MCD$AMGN$CMI$MMM
$401M
106 positions
#8MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$MCD$AMGN$GD$ASML$MMM
$277M
147 positions
#9MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MCD$CMI$SO$GD
$233M
122 positions
#10HM PAYSON & COActive
Some overlap · 5 shared positions
$AMGN$MCD$CMI$GD$ASML
$7.5B
1,139 positions
#11Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 4 shared positions
$MCD$AMGN$SO$GD
$703M
160 positions
#12Biondo Investment Advisors, LLCActive
Some overlap · 4 shared positions
$MCD$AMGN$GD$ASML
$817M
89 positions
#13Perennial Advisors, LLCPassive
Some overlap · 4 shared positions
$MCD$AMGN$GD$ASML
$669M
137 positions
#14BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 4 shared positions
$MCD$CMI$SO$MMM
$263M
90 positions
#15Nicholson Wealth Management Group, LLCPassive
Some overlap · 4 shared positions
$MCD$AMGN$SO$GD
$170M
111 positions
#16St. Johns Investment Management Company, LLCPassive
Some overlap · 4 shared positions
$MCD$AMGN$CMI$GD
$264M
201 positions
#17Palisade Asset Management, LLCPassive
Some overlap · 4 shared positions
$MCD$AMGN$GD$MMM
$1.1B
204 positions
#18Beaumont Asset Management, L.L.C.Smart money
Some overlap · 4 shared positions
$MCD$AMGN$SO$GD
$289M
80 positions
#19Churchill Financial Advisors, LLCActive
Some overlap · 4 shared positions
$MCD$CMI$SO$AMGN
$511M
127 positions
#20THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.Passive
Some overlap · 4 shared positions
$ALPS$CMI$MCD$GD
$61M
635 positions
#21Stonebridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$MCD$AMGN$CMI$GD
$1.4B
275 positions
#22Pathway Financial Advisers, LLCPassive
Some overlap · 4 shared positions
$MCD$AMGN$CMI$SO
$397M
167 positions
#23Community Bank & Trust, Waco, TexasActive
Some overlap · 4 shared positions
$MCD$AMGN$SO$GD
$612M
173 positions
#24Fairvoy Private Wealth, LLCPassive
Some overlap · 4 shared positions
$MCD$CMI$SO$GD
$496M
210 positions
#25BROADWATER CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MCD$SO$GD$MMM
$138M
208 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.