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Hedge Funds Similar to 44 WEALTH

13F Portfolio OverlapQ1 202644 WEALTH portfolio →
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Most similar hedge funds by 13F overlap

44 WEALTH MANAGEMENT LLC is an institutional investor managing $286M across 183 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 44 WEALTH are SKBA, MORGAN DEMPSEY, Carolina Wealth Advisors,, with shared positions in $NKE, $MDT, $UNP, $IBM, $HSY, $C. The full ranking of 25 similar funds is below.

#1SKBA CAPITAL MANAGEMENT LLCActive
Notable overlap · 7 shared positions
$NKE$MDT$UNP$IBM$HSY$C
$728M
79 positions
#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 9 shared positions
$MDT$PM$UNP$KO$IBM$C
$220M
148 positions
#3Carolina Wealth Advisors, LLCPassive
Notable overlap · 9 shared positions
$MDT$PM$UNP$KO$IBM$BP
$240M
278 positions
#4ALLEN WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$NKE$MDT$C$KO
$200M
59 positions
#5Vistica Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$NKE$WFC$BMY$MU
$100M
49 positions
#6DiNuzzo Private Wealth, Inc.Active
Notable overlap · 4 shared positions
$NKE$IBM$MCD$HON
$928M
1,345 positions
#7FORTERIS WEALTH MANAGEMENT INC.Passive
Notable overlap · 5 shared positions
$NKE$IBM$TPR$BMY$HON
$104M
68 positions
#8POINCIANA ADVISORS GROUP, LLCPassive
Notable overlap · 4 shared positions
$NKE$BMY$TPR$CMI
$127M
130 positions
#9Aurdan Capital Management, LLCActive
Notable overlap · 4 shared positions
$NKE$PM$KO$HON
$333M
88 positions
#10Graver Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$NKE$PM$MCD
$132M
25 positions
#11BAKER BOYER NATIONAL BANKSmart money
Notable overlap · 5 shared positions
$NKE$MCD$HON$UNP$IBM
$333M
91 positions
#12VESTIA PERSONAL WEALTH ADVISORSActive
Notable overlap · 4 shared positions
$NKE$HSY$IBM$KO
$213M
99 positions
#13JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$NKE$MU$BMY$KO
$1.1B
286 positions
#14BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Notable overlap · 9 shared positions
$PM$ICE$MCD$IBM$KLAC$KO
$1.6B
435 positions
#15Navigate Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$NKE$HON$KO
$142M
72 positions
#16Belleair Asset Management, LLCPassive
Notable overlap · 3 shared positions
$NKE$HON$PM
$110M
77 positions
#17COGENT STRATEGIC WEALTH LLCActive
Notable overlap · 3 shared positions
$NKE$BMY$MU
$97M
56 positions
#18BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 8 shared positions
$MDT$HSY$BTI$BP$MCD$KLAC
$380M
98 positions
#19TCI Wealth Advisors, Inc.Active
Some overlap · 4 shared positions
$NKE$MCD$HON$IBM
$1.9B
251 positions
#20Oceanside Advisors LLCActive
Some overlap · 3 shared positions
$NKE$KO$MU
$175M
53 positions
#21McGlone Suttner Wealth Management, Inc.Active
Some overlap · 4 shared positions
$NKE$KO$MCD$PM
$755M
189 positions
#22BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 7 shared positions
$MDT$PM$KO$HSY$HON$MCD
$480M
133 positions
#23FMB WEALTH MANAGEMENTActive
Some overlap · 3 shared positions
$NKE$MU$C
$242M
73 positions
#24Econ Financial Services CorpPassive
Some overlap · 6 shared positions
$NKE$MDT$HSY$UNP$MCD$CVS
$215M
74 positions
#25AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$MDT$PM$C$BTI$BP$KO
$696M
176 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.