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Hedge Funds Similar to Inlet Private Wealth

13F Portfolio OverlapQ3 2026Inlet Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

Inlet Private Wealth, LLC is an institutional investor managing $413M across 135 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Inlet Private Wealth are Range Financial Group, Cullen, Adams Asset Advisors, with shared positions in $STX, $AMGN, $QCOM, $MO, $HRB, $BTI. The full ranking of 25 similar funds is below.

#1Range Financial Group LLCPassive
Notable overlap · 7 shared positions
$STX$AMGN$QCOM$MO$HRB$BTI
$361M
207 positions
#2Cullen Capital Management, LLCActive
Notable overlap · 6 shared positions
$C$MO$QCOM$BTI$CB$BDX
$10.2B
208 positions
#3Adams Asset Advisors, LLCActive
Notable overlap · 5 shared positions
$C$MO$BTI$AMGN$NEM
$984M
94 positions
#4BECKER CAPITAL MANAGEMENT INCActive
Notable overlap · 6 shared positions
$FLEX$MCK$QCOM$AMGN$NEM$CB
$3.7B
303 positions
#5BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Notable overlap · 5 shared positions
$BTI$AMGN$QCOM$MCK$CVS
$405M
98 positions
#6InTrack Investment Management IncPassive
Some overlap · 4 shared positions
$C$MCK$WM$CB
$207M
106 positions
#7Patient Capital Management, LLCActive
Some overlap · 4 shared positions
$RPRX$C$CVS$FISV
$3.1B
40 positions
#8Michels Family Financial, LLCPassive
Some overlap · 5 shared positions
$C$MO$CVS$BTI$BDX
$156M
148 positions
#9BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$MO$AMGN$QCOM$CME$CB
$504M
136 positions
#10American State Bank (Iowa)Passive
Some overlap · 4 shared positions
$STX$C$WM$AMGN
$247M
139 positions
#11CACTI ASSET MANAGEMENT LLCActive
Some overlap · 5 shared positions
$STX$CVS$CB$BDX$EBAY
$1.9B
79 positions
#12Beutel, Goodman & Co Ltd.Active
Some overlap · 6 shared positions
$QCOM$AMGN$SU$CB$BDX$EBAY
$13.6B
163 positions
#13Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$STX$C$AMGN
$116M
172 positions
#14AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 5 shared positions
$STX$CVS$MO$C$NEM
$197M
140 positions
#15Core Alternative CapitalPassive
Some overlap · 6 shared positions
$QCOM$WM$DHI$CB$CME$NEM
$334M
201 positions
#16Townsend & Associates, IncActive
Some overlap · 4 shared positions
$MCK$WM$CME$DHI
$1.2B
111 positions
#17Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MCK$WM$AMGN$CVS
$292M
99 positions
#18Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$STX$AMGN$CME$WM
$231M
125 positions
#19WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$STX$CVS$CME$DHI$AMGN$WM
$1.3B
73 positions
#20KWMG, LLCPassive
Some overlap · 4 shared positions
$STX$MO$AMGN$TXT
$1.4B
155 positions
#21Lifeworks Advisors, LLCPassive
Some overlap · 4 shared positions
$STX$MO$QCOM$EBAY
$955M
337 positions
#22Parkwood LLCPassive
Some overlap · 4 shared positions
$STX$C$CVS$CB
$1.4B
72 positions
#23Cetera Trust Company, N.APassive
Some overlap · 5 shared positions
$MCK$AMGN$CVS$NEM$FLEX
$199M
345 positions
#24Tortuga Wealth Management, IncPassive
Some overlap · 4 shared positions
$MCK$AMGN$QCOM$C
$141M
141 positions
#25PINKERTON WEALTH, LLCActive
Some overlap · 4 shared positions
$C$AMGN$QCOM$WM
$1.2B
103 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.