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Hedge Funds Similar to 44 WEALTH

13F Portfolio OverlapQ2 202644 WEALTH portfolio →
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Most similar hedge funds by 13F overlap

44 WEALTH MANAGEMENT LLC is an institutional investor managing $302M across 184 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 44 WEALTH are Optimist Retirement Group, MORGAN DEMPSEY, Sompo Asset , Ltd., with shared positions in $KLAC, $BMY, $PM, $BTI, $WDC, $MCD. The full ranking of 25 similar funds is below.

#1Optimist Retirement Group LLCActive
Some overlap · 7 shared positions
$KLAC$BMY$PM$BTI$WDC$MCD
$259M
118 positions
#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$C$PM$UNP$WFC$MDT$CMI
$233M
122 positions
#3Sompo Asset Management Co., Ltd.Active
Some overlap · 6 shared positions
$KLAC$CVS$UNP$C$MDT$NKE
$609M
177 positions
#4SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$NKE$C$UNP$WFC$MDT
$606M
79 positions
#5CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 6 shared positions
$CVS$BMY$PM$WFC$MDT$MDLZ
$1.5B
184 positions
#6Harbor Island Capital LLCActive
Some overlap · 3 shared positions
$NKE$KLAC$WFC
$376M
16 positions
#7PZENA INVESTMENT MANAGEMENT LLCActive
Some overlap · 6 shared positions
$CVS$C$BMY$WFC$CDW$MDT
$34.1B
161 positions
#8TPG Financial Advisors, LLCActive
Some overlap · 4 shared positions
$NKE$KLAC$C$PM
$335M
81 positions
#9DCM Advisors, LLCActive
Some overlap · 5 shared positions
$NKE$CVS$PM$WFC$MCD
$253M
38 positions
#10Avantra Family Wealth, Inc.Passive
Some overlap · 6 shared positions
$CVS$C$BTI$WFC$WDC$MDT
$157M
165 positions
#11LifePlan Financial, LLCPassive
Some overlap · 5 shared positions
$NKE$CVS$C$MDT$MDLZ
$143M
89 positions
#12AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$CVS$C$PM$BTI$MDT
$745M
184 positions
#13BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 5 shared positions
$KLAC$CVS$BTI$CMI$MCD
$404M
99 positions
#14EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$CVS$BMY$UNP$WFC$MDLZ
$1.3B
58 positions
#15Neumann Capital Management, LLCActive
Some overlap · 5 shared positions
$CVS$BMY$UNP$WFC$CMI
$151M
58 positions
#16Michels Family Financial, LLCPassive
Some overlap · 5 shared positions
$CVS$C$BTI$MDT$BMY
$156M
148 positions
#17Keystone Financial Planning, Inc.Active
Some overlap · 6 shared positions
$BMY$PM$BTI$MDT$MCD$CVS
$388M
39 positions
#18Hillman Capital Management, Inc.Passive
Some overlap · 4 shared positions
$NKE$CVS$BMY$MDT
$138M
54 positions
#19STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 5 shared positions
$C$PM$UNP$WFC$BMY
$395M
283 positions
#20Capital World InvestorsActive
Some overlap · 5 shared positions
$KLAC$PM$CVS$UNP$WDC
$846.4B
637 positions
#21FARMERS TRUST CO
Some overlap · 5 shared positions
$C$PM$UNP$CVS$MCD
$637M
203 positions
#22BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$KLAC$PM$CMI$UNP$MCD
$1.7B
401 positions
#23CITIZENS & NORTHERN CORPActive
Some overlap · 5 shared positions
$KLAC$CVS$C$WFC$MDT
$438M
117 positions
#24Pathway Financial Advisers, LLCPassive
Some overlap · 5 shared positions
$KLAC$PM$UNP$CMI$MCD
$397M
167 positions
#25InvesTrustPassive
Some overlap · 5 shared positions
$BMY$PM$CVS$WFC$MCD
$260M
95 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.