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Hedge Funds Similar to HighMark Wealth

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

HighMark Wealth Management LLC is an institutional investor managing $246M across 555 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 HighMark Wealth are First Light Asset ,, EcoR1 ,, PERKINS, with shared positions in $AXGN, $CNTA, $ANAB, $NEO, $ATRC, $SIBN. The full ranking of 25 similar funds is below.

#1First Light Asset Management, LLCActive
Substantial overlap · 15 shared positions
$AXGN$CNTA$ANAB$NEO$ATRC$SIBN
$1.1B
35 positions
#2EcoR1 Capital, LLCSmart money
Some overlap · 3 shared positions
$CNTA$ANAB$CRNX
$2.4B
30 positions
#3PERKINS CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$AXGN$NEO$ATEC
$107M
86 positions
#4Affinity Asset Advisors, LLCActive
Some overlap · 3 shared positions
$CNTA$ANAB$XENE
$1.9B
105 positions
#5BRAIDWELL LPPassive
Some overlap · 4 shared positions
$CNTA$NEO$EWTX$XENE
$3.0B
88 positions
#6DAFNA Capital Management LLCActive
Some overlap · 5 shared positions
$AXGN$ATRC$EWTX$XENE$TNDM
$440M
83 positions
#7Somerset Group LLCActive
Some overlap · 5 shared positions
$WFC$TRV$MMM$USB$ECL
$135M
59 positions
#8KOTLER KEVIN
Some overlap · 3 shared positions
$AXGN$NPCE$AUPH
$427M
38 positions
#9R.H. Investment Group, LLCPassive
Some overlap · 4 shared positions
$WFC$TRV$USB$CTVA
$130M
45 positions
#10Allied Investment Advisors, LLCActive
Some overlap · 4 shared positions
$WFC$MMM$USB$HSBC
$697M
100 positions
#11Soleus Capital Management, L.P.Active
Some overlap · 6 shared positions
$AXGN$TWST$EWTX$XENE$NPCE$ORGO
$2.5B
93 positions
#12DMKC Advisory Services, LLCPassive
Some overlap · 3 shared positions
$WFC$MMM$USB
$240M
84 positions
#13Aristotle Capital Management, LLCActive
Some overlap · 5 shared positions
$WFC$CTVA$XEL$USB$ECL
$47.8B
191 positions
#14EQUITY INVESTMENT CORPActive
Some overlap · 3 shared positions
$WFC$TRV$USB
$5.1B
71 positions
#15American Assets Investment Management, LLCActive
Some overlap · 3 shared positions
$WFC$USB$HSBC
$1.5B
146 positions
#16Cormorant Asset Management, LPActive
Some overlap · 3 shared positions
$CNTA$EWTX$CRNX
$2.0B
47 positions
#17CORNERCAP INVESTMENT COUNSEL INC
Some overlap · 3 shared positions
$WFC$TRV$USB
$203M
151 positions
#18Synergy Financial Management, LLCPassive
Some overlap · 3 shared positions
$ANAB$WFC$USB
$942M
252 positions
#19InvesTrustPassive
Some overlap · 4 shared positions
$WFC$MMM$CTVA$USB
$238M
91 positions
#20Applied Capital LLC/FLActive
Slight overlap · 3 shared positions
$WFC$TRV$USB
$212M
92 positions
#21Siren, L.L.C.Active
Slight overlap · 4 shared positions
$CNTA$EWTX$XENE$CRNX
$3.6B
100 positions
#22BAYBANPassive
Slight overlap · 5 shared positions
$WFC$MMM$PIPR$XEL$USB
$115M
671 positions
#23SKBA CAPITAL MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$WFC$MMM$USB
$728M
79 positions
#24SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Slight overlap · 3 shared positions
$WFC$USB$ECL
$1.3B
158 positions
#25CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Slight overlap · 3 shared positions
$WFC$TRV$USB
$1.4B
178 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.