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Hedge Funds Similar to Palumbo Wealth

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

Palumbo Wealth Management LLC is an institutional investor managing $410M across 221 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 Palumbo Wealth are Kimelman & Baird,, Wealth Advisors of Tampa Bay,, PeakShares, with shared positions in $WM, $MRVL, $NKE, $MCD, $UBER, $IBM. The full ranking of 25 similar funds is below.

#1Kimelman & Baird, LLCActive
Some overlap · 7 shared positions
$WM$MRVL$NKE$MCD$UBER$IBM
$1.2B
263 positions
#2Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 5 shared positions
$WM$ETR$MCD$CRM$UBER
$302M
93 positions
#3PeakShares LLCPassive
Some overlap · 7 shared positions
$WM$AMD$MCD$CRM$UBER$IBM
$109M
116 positions
#4Torrey Growth & Income AdvisorsActive
Some overlap · 6 shared positions
$WM$AMD$MRVL$CRM$UBER$BAC
$239M
110 positions
#5G&S Capital LLCPassive
Some overlap · 5 shared positions
$ETR$DGX$WM$PHYS$IBM
$285M
133 positions
#6LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 5 shared positions
$WM$MCD$PHYS$CRM$UBER
$133M
61 positions
#7PARNASSUS INVESTMENTS, LLCActive
Some overlap · 5 shared positions
$WM$AMD$CRM$BAC$TMO
$34.1B
135 positions
#8Evergreen Private Wealth LLCPassive
Some overlap · 5 shared positions
$WM$PHYS$TMO$IBM$CRM
$247M
86 positions
#9Intesa Sanpaolo Wealth ManagementPassive
Some overlap · 3 shared positions
$WM$PHYS$CRM
$410M
299 positions
#10CHAPMAN FINANCIAL GROUP, LLCPassive
Some overlap · 7 shared positions
$MCD$WM$CRM$UBER$ITW$BAC
$140M
265 positions
#11SIG BROKERAGE, LPPassive
Some overlap · 5 shared positions
$PHYS$AMD$IBIT$WSM$BAC
$3.8B
769 positions
#12Atlas Wealth LLCPassive
Some overlap · 6 shared positions
$WM$MCD$ETR$IBM$BAC$TMO
$334M
115 positions
#13BANQUE PICTET & CIE SAActive
Some overlap · 5 shared positions
$WM$MCD$AMD$CRM$MSCI
$14.2B
385 positions
#14TKG Advisors, LLCPassive
Some overlap · 4 shared positions
$ETR$DGX$WM$IBM
$242M
89 positions
#15IMC-Chicago, LLCPassive
Some overlap · 5 shared positions
$PHYS$IBIT$AMD$IBM$NKE
$278.4B
5,950 positions
#16Terra Alpha Investments LLC
Some overlap · 4 shared positions
$WM$AMD$NKE$CRM
$98M
32 positions
#17Cordant, Inc.Active
Some overlap · 3 shared positions
$DBC$NKE$AMD
$246M
75 positions
#18Baker Chad RActive
Some overlap · 4 shared positions
$WM$AMD$UBER$IBM
$530M
56 positions
#19LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$WM$ETR$MCD$MDLZ
$970M
154 positions
#20BROWN BROTHERS HARRIMAN & COPassive
Some overlap · 4 shared positions
$WM$MCD$NKE$TMO
$18.6B
1,800 positions
#21Empire Financial Management Company, LLCPassive
Some overlap · 5 shared positions
$PHYS$AMD$CRM$IBM$BAC
$442M
211 positions
#22HALL LAURIE J TRUSTEEPassive
Some overlap · 4 shared positions
$WM$AMD$CRM$IBM
$283M
104 positions
#23Atwater Malick LLCActive
Some overlap · 3 shared positions
$WM$DGX$MCD
$370M
100 positions
#24Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$WM$MCD$IBM$TMO
$353M
78 positions
#25Goodman Financial CorpPassive
Some overlap · 4 shared positions
$WM$CRM$UBER$IBM
$582M
77 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.