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Hedge Funds Similar to Private Wealth Asset ,

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

Private Wealth Asset Management, LLC is an institutional investor managing $935M across 923 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 Private Wealth Asset , are Cohen ,, KAVAR PARTNERS GROUP,, Vivaldi, with shared positions in $SCHW, $DE, $IBM, $UNP, $DHR, $SLV. The full ranking of 25 similar funds is below.

#1Cohen Capital Management, Inc.Passive
Some overlap · 4 shared positions
$SCHW$DE$IBM$UNP
$644M
154 positions
#2KAVAR CAPITAL PARTNERS GROUP, LLCPassive
Some overlap · 4 shared positions
$SCHW$DE$IBM$DHR
$798M
213 positions
#3Vivaldi Capital Management LPPassive
Some overlap · 3 shared positions
$SCHW$DE$SLV
$723M
290 positions
#4Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 3 shared positions
$SCHW$DE$SLV
$101M
307 positions
#5CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$SCHW$DE$IBM
$971M
146 positions
#6Cambridge Advisors Inc.Active
Some overlap · 5 shared positions
$SCHW$MDY$DHR$UNP$ACN
$515M
178 positions
#7Royal Palms Capital LLCPassive
Some overlap · 3 shared positions
$SCHW$SLV$IBM
$101M
50 positions
#8NBT BANK N A /NYPassive
Some overlap · 5 shared positions
$DE$IBM$MDY$DHR$UNP
$1.5B
1,074 positions
#9Integrity Financial Corp /WAPassive
Some overlap · 4 shared positions
$CNS$DE$SLV$IBM
$201M
292 positions
#10DLK Investment Management, LLCPassive
Some overlap · 3 shared positions
$SCHW$DE$DHR
$253M
92 positions
#11FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 3 shared positions
$SCHW$DE$DHR
$102M
56 positions
#12Ironwood Investment Counsel, LLCPassive
Some overlap · 3 shared positions
$SCHW$IBM$ACN
$694M
263 positions
#13American Trust Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$SCHW$IBM$ACN
$181M
76 positions
#14Perkins Coie Trust CoPassive
Slight overlap · 4 shared positions
$SCHW$IBM$DHR$UNP
$520M
257 positions
#15Mengis Capital Management, Inc.Passive
Slight overlap · 4 shared positions
$DE$IBM$SCHW$UNP
$581M
212 positions
#16Pine Haven Investment Counsel, IncPassive
Slight overlap · 3 shared positions
$SCHW$DE$UNP
$136M
114 positions
#17BRISTOL JOHN W & CO INC /NY/Active
Slight overlap · 3 shared positions
$SCHW$DE$UNP
$6.1B
61 positions
#18BOWEN HANES & CO INCActive
Slight overlap · 3 shared positions
$SCHW$DE$UNP
$4.1B
151 positions
#19Strategic Wealth Investment Group, LLCPassive
Slight overlap · 3 shared positions
$SCHW$IBM$DHR
$788M
94 positions
#20PROSPERITY BANCSHARES INCPassive
Slight overlap · 3 shared positions
$SCHW$MDY$IBM
$125M
414 positions
#21East Coast Asset Management, LLC.Active
Slight overlap · 4 shared positions
$SCHW$DE$UNP$DHR
$303M
68 positions
#22Juno Financial Group LLCActive
Slight overlap · 3 shared positions
$SCHW$DE$DHR
$255M
70 positions
#23JIM SAULNIER & ASSOCIATES, LLCPassive
Slight overlap · 3 shared positions
$SCHW$SLV$DHR
$205M
139 positions
#24SEAMOUNT FINANCIAL GROUP INCPassive
Slight overlap · 3 shared positions
$SCHW$IBM$UNP
$222M
135 positions
#25Baron Financial Group, LLCActive
Slight overlap · 3 shared positions
$SCHW$MDY$IBM
$185M
53 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.