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Hedge Funds Similar to BAKER TILLY WEALTH ,

13F Portfolio OverlapQ1 2026BAKER TILLY WEALTH , portfolio →
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Most similar hedge funds by 13F overlap

BAKER TILLY WEALTH MANAGEMENT, LLC is an institutional investor managing $471M across 285 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 BAKER TILLY WEALTH , are Beckerman Institutional,, Werba Rubin Papier Wealth, InTrack Investment, with shared positions in $GLDM, $NKE, $MS, $UNIT, $TXN, $KO. The full ranking of 25 similar funds is below.

#1Beckerman Institutional, LLCPassive
Notable overlap · 6 shared positions
$GLDM$NKE$MS$UNIT$TXN$KO
$188M
121 positions
#2Werba Rubin Papier Wealth ManagementPassive
Some overlap · 4 shared positions
$GLDM$NKE$AMN$UNIT
$718M
278 positions
#3InTrack Investment Management IncPassive
Some overlap · 3 shared positions
$NKE$PLTR$GLDM
$175M
108 positions
#4Cedar Point Capital Partners, LLCPassive
Some overlap · 4 shared positions
$GLDM$NKE$TXN$KO
$154M
71 positions
#5BENNINGFIELD FINANCIAL ADVISORS, LLCSmart money
Some overlap · 3 shared positions
$NKE$PLTR$AMN
$127M
18 positions
#6COGENT STRATEGIC WEALTH LLCActive
Some overlap · 3 shared positions
$NKE$PLTR$AMN
$97M
56 positions
#7Quent Long Short Global Small Cap Fund, LP
Some overlap · 5 shared positions
$NKE$GLDM$AMN$UNIT$MS
$1.2B
299 positions
#8Quent Capital, LLCPassive
Some overlap · 4 shared positions
$NKE$GLDM$AMN$UNIT
$1.4B
1,534 positions
#9Mills Wealth Advisors LLCActive
Some overlap · 3 shared positions
$GLDM$NKE$WMB
$286M
80 positions
#10KRAEMATON INVESTMENT ADVISORS, INCPassive
Some overlap · 3 shared positions
$GLDM$PLTR$BA
$123M
99 positions
#11Disciplined Equity Management, Inc.Active
Some overlap · 3 shared positions
$NKE$PLTR$TXN
$199M
44 positions
#12Oceanside Advisors LLCActive
Some overlap · 4 shared positions
$NKE$GLDM$AMN$KO
$175M
53 positions
#13CURIO WEALTH, LLCActive
Some overlap · 4 shared positions
$PLTR$NKE$AMN$UNIT
$293M
1,255 positions
#14Strathmore Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$NKE$PLTR$UNIT
$354M
138 positions
#15Meritas Wealth Management, LLCActive
Some overlap · 5 shared positions
$NKE$AMN$UNIT$DIS$PLTR
$221M
60 positions
#16WASHINGTON TRUST BANKPassive
Some overlap · 4 shared positions
$NKE$PLTR$DIS$VRTX
$1.4B
207 positions
#17Sculati Wealth Management, LLCPassive
Some overlap · 4 shared positions
$NKE$AMN$BA$MS
$271M
116 positions
#18Third View Private Wealth, LLCPassive
Some overlap · 10 shared positions
$BA$WMB$KO$DIS$TXN$VRTX
$730M
267 positions
#19CLARIS ADVISORS, LLC / MO /Active
Some overlap · 5 shared positions
$NKE$AMN$BA$UNIT$DIS
$334M
70 positions
#20Ariadne Wealth Management, LPPassive
Some overlap · 3 shared positions
$NKE$PLTR$AMN
$223M
248 positions
#21Cambridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$NKE$MS$AMN$UNIT
$295M
168 positions
#22HMV Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$NKE$AMN$TXN$PLTR$KO
$213M
81 positions
#23LAM GROUP, INC.Passive
Some overlap · 4 shared positions
$NKE$AMN$UNIT$BA
$182M
136 positions
#24APS Management Group, Inc.Passive
Some overlap · 4 shared positions
$NKE$BA$MS$TXN
$117M
72 positions
#25CONNORS INVESTOR SERVICES INCActive
Some overlap · 4 shared positions
$PLTR$MS$WMB$KO
$1.1B
149 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.