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Hedge Funds Similar to WealthTrust Asset

13F Portfolio OverlapQ3 2026WealthTrust Asset portfolio →
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Most similar hedge funds by 13F overlap

WealthTrust Asset Management, LLC is an institutional investor managing $181M across 106 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to WealthTrust Asset are Somerset Group, DAVIS SELECTED ADVISERS, Eliot Finkel Investment Counsel, with shared positions in $CHRW, $USB, $PEP, $DVN, $COF, $SYF. The full ranking of 25 similar funds is below.

#1Somerset Group LLCActive
Notable overlap · 3 shared positions
$CHRW$USB$PEP
$142M
58 positions
#2DAVIS SELECTED ADVISERSActive
Notable overlap · 3 shared positions
$USB$DVN$COF
$23.3B
112 positions
#3Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$CHRW$USB$DVN$PEP
$214M
33 positions
#4BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 4 shared positions
$USB$SYF$COF$CFG
$2.5B
111 positions
#5MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$USB$BNY$PEP
$1.2B
100 positions
#6NEW WAVE WEALTH ADVISORS LLCPassive
Some overlap · 8 shared positions
$VRT$MPC$DVN$BNY$EME$SYF
$380M
210 positions
#7ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$USB$COF$CHRW$PEP
$807M
209 positions
#8DMKC Advisory Services, LLCActive
Some overlap · 3 shared positions
$USB$ALL$PEP
$530M
92 positions
#9CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$USB$BNY$PEP
$1.5B
78 positions
#10Detalus Advisors, LLCActive
Some overlap · 3 shared positions
$USB$HCA$PEP
$507M
188 positions
#11ISTHMUS PARTNERS, LLCPassive
Some overlap · 4 shared positions
$BNY$CHRW$HCA$DVN
$1.0B
228 positions
#12LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$USB$PEP$BNY
$316M
55 positions
#13Stolper CoPassive
Some overlap · 4 shared positions
$BNY$DVN$COF$USB
$387M
90 positions
#14Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$USB$BNY$PEP
$161M
62 positions
#15CTC Alternative Strategies, Ltd.Passive
Some overlap · 4 shared positions
$VRT$BNY$AMP$RCL
$69M
83 positions
#16KWMG, LLCPassive
Some overlap · 4 shared positions
$DVN$SYF$COF$MPC
$1.4B
155 positions
#17MALTESE CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$USB$CFG$COF
$549M
100 positions
#18First Eagle Investment Management, LLCActive
Some overlap · 4 shared positions
$BNY$HCA$CHRW$UHS
$59.9B
424 positions
#19Kerusso Capital Management LLCPassive
Some overlap · 4 shared positions
$DVN$SYF$AMP$PEP
$274M
58 positions
#20Networth Advisors, LLCActive
Some overlap · 4 shared positions
$BNY$COF$ALL$PEP
$172M
383 positions
#21Unison Advisors LLCActive
Some overlap · 4 shared positions
$SYF$COF$DVN$MPC
$1.4B
173 positions
#22Seascape Capital ManagementPassive
Some overlap · 3 shared positions
$VRT$HCA$COF
$417M
96 positions
#23Horizon Advisory Services, Inc.Smart money
Some overlap · 4 shared positions
$DVN$SYF$ALL$UHS
$238M
50 positions
#24Auto-Owners Insurance CoActive
Some overlap · 3 shared positions
$USB$PEP$DOW
$3.2B
78 positions
#25CHASE INVESTMENT COUNSEL CORPPassive
Some overlap · 3 shared positions
$VRT$BNY$EME
$474M
138 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.