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Hedge Funds Similar to WealthTrust Asset ,

13F Portfolio OverlapQ1 2026WealthTrust Asset , portfolio →
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Most similar hedge funds by 13F overlap

WealthTrust Asset Management, LLC is an institutional investor managing $167M across 98 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 WealthTrust Asset , are BASSWOOD , L.L.C., Passumpsic Savings Bank, CAPE COD FIVE CENTS SAVINGS BANK, with shared positions in $USB, $SYF, $BAC, $COF, $CFG, $ALLY. The full ranking of 25 similar funds is below.

#1BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Notable overlap · 6 shared positions
$USB$SYF$BAC$COF$CFG$ALLY
$2.1B
108 positions
#2Passumpsic Savings Bank
Some overlap · 4 shared positions
$USB$__PARK_1390777$EME$RMD
$183M
90 positions
#3CAPE COD FIVE CENTS SAVINGS BANK
Some overlap · 3 shared positions
$USB$OKTA$RMD
$1.1B
189 positions
#4Virtus Family Office LLCPassive
Some overlap · 4 shared positions
$OKTA$SYF$RMD$UHS
$117M
73 positions
#5Davidson Capital Management Inc.Active
Some overlap · 3 shared positions
$USB$VRT$EME
$552M
93 positions
#6ROSENBLUM SILVERMAN SUTTON S F INC /CAActive
Some overlap · 3 shared positions
$USB$OKTA$BAC
$382M
76 positions
#7Beirne Wealth Consulting Services, LLCActive
Some overlap · 4 shared positions
$USB$OKTA$BAC$__PARK_1390777
$354M
105 positions
#8Interval Partners, LPPassive
Some overlap · 4 shared positions
$CHRW$USB$__PARK_1390777$RCL
$3.8B
262 positions
#9Black Maple Capital Management LPActive
Some overlap · 5 shared positions
$SYF$BAC$COF$USB$EXE
$179M
98 positions
#10Cander Asset Management LPActive
Some overlap · 3 shared positions
$USB$BAC$COF
$557M
43 positions
#11Carl P. Sherr & Co., LLCPassive
Some overlap · 3 shared positions
$USB$VRT$CFG
$213M
124 positions
#12Napier Financial, LLCPassive
Some overlap · 3 shared positions
$USB$OKTA$BAC
$436M
609 positions
#13Lebenthal Global Advisors, LLCPassive
Some overlap · 3 shared positions
$USB$BAC$__PARK_1390777
$688M
192 positions
#14LEVIN CAPITAL STRATEGIES, L.P.Passive
Some overlap · 4 shared positions
$__PARK_1390777$BAC$COF$EXE
$1.3B
232 positions
#15Blue Line Capital, LLC / ILPassive
Some overlap · 3 shared positions
$USB$VRT$LDOS
$88M
65 positions
#16Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 3 shared positions
$USB$APTV$BAC
$2.8B
87 positions
#17Aristotle Capital Management, LLCActive
Some overlap · 3 shared positions
$USB$COF$AMP
$47.8B
191 positions
#18Glass Jacobson Investment Advisors llcPassive
Some overlap · 3 shared positions
$USB$OKTA$VRT
$290M
607 positions
#19MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$USB$EXE$TEVA
$115M
98 positions
#20MALTESE CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$USB$BAC$CFG
$508M
104 positions
#21American Assets Investment Management, LLCActive
Some overlap · 4 shared positions
$BAC$COF$USB$__PARK_1390777
$1.5B
146 positions
#22DCF Advisers, LLCActive
Some overlap · 3 shared positions
$USB$BAC$TEVA
$375M
86 positions
#23Longaeva Partners L.P.Passive
Some overlap · 3 shared positions
$USB$BAC$CFG
$2.7B
204 positions
#24BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$OKTA$BAC$TEVA
$578M
108 positions
#25Fortune 45 LLCActive
Some overlap · 3 shared positions
$USB$VRT$EME
$205M
39 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.