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Hedge Funds Similar to Badgley Phelps Wealth Managers

13F Portfolio OverlapQ2 2026Badgley Phelps Wealth Managers portfolio →
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Most similar hedge funds by 13F overlap

Badgley Phelps Wealth Managers, LLC is an institutional investor managing $5.7B across 333 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Badgley Phelps Wealth Managers are Prudent Man Advisors, INSPIRE , N.A., Schear Investment Advisers, with shared positions in $MS, $MRVL, $PWR, $BKNG, $PLD, $LIN. The full ranking of 25 similar funds is below.

#1Prudent Man Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$MRVL$PWR$BKNG$PLD
$438M
141 positions
#2INSPIRE TRUST CO, N.A.Passive
Some overlap · 5 shared positions
$MS$LIN$BKNG$PLD$CB
$727M
111 positions
#3Schear Investment Advisers, LLCPassive
Some overlap · 5 shared positions
$MS$LIN$MRVL$VRT$CB
$299M
83 positions
#4NBC SECURITIES, INC.Passive
Some overlap · 7 shared positions
$PWR$MS$VRT$PH$NI$CB
$1.5B
2,420 positions
#5Myriad Asset Management US LPActive
Some overlap · 4 shared positions
$MS$VLO$MRVL$UNP
$72M
52 positions
#6Myriad Asset Management Advisors LLCActive
Some overlap · 4 shared positions
$MS$VLO$MRVL$UNP
$424M
49 positions
#7Brentview Investment Management LLCActive
Some overlap · 4 shared positions
$MS$LIN$PH$UNP
$253M
63 positions
#8Shepherd Street Advisors LLCPassive
Some overlap · 5 shared positions
$LIN$PH$BKNG$PLD$UNP
$114M
86 positions
#9New England Research & Management, Inc.Passive
Some overlap · 5 shared positions
$MS$PWR$VRT$UNP$CB
$257M
134 positions
#10CONNORS INVESTOR SERVICES INCPassive
Some overlap · 4 shared positions
$MS$LIN$PWR$CB
$1.2B
153 positions
#11River Street Advisors LLCPassive
Some overlap · 4 shared positions
$MS$VLO$PLD$PWR
$340M
177 positions
#12Clifford Group, LLCSmart money
Some overlap · 4 shared positions
$MS$LIN$PLD$UNP
$145M
86 positions
#13Nordwand Advisors, LLCPassive
Some overlap · 4 shared positions
$MS$MRVL$VRT$UNP
$652M
146 positions
#14SevenBridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$MS$LIN$PWR$UNP
$680M
212 positions
#15CHILTON CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$MS$LIN$PWR$PLD
$3.2B
592 positions
#16Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$MS$LIN$UNP$CB
$467M
118 positions
#17AGF MANAGEMENT LTDPassive
Some overlap · 4 shared positions
$LIN$VLO$MRVL$PWR
$25.8B
656 positions
#18Alley Investment Management Company, LLCActive
Some overlap · 4 shared positions
$MS$PH$PLD$UNP
$856M
89 positions
#19Geneva Partners, LLCPassive
Some overlap · 5 shared positions
$VLO$MRVL$PH$VRT$PWR
$375M
75 positions
#20NIXON PEABODY TRUST COActive
Some overlap · 4 shared positions
$MS$PWR$BKNG$VRT
$1.4B
177 positions
#21FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 4 shared positions
$MS$PH$UNP$CB
$383M
74 positions
#22Freedom Day Solutions, LLCActive
Some overlap · 4 shared positions
$MS$LIN$PWR$CB
$452M
134 positions
#23HARTLINE INVESTMENT CORP/Active
Some overlap · 4 shared positions
$MS$MRVL$VRT$UNP
$1.1B
115 positions
#24Clark Capital Management Group, Inc.Active
Some overlap · 4 shared positions
$MS$PH$PLD$CB
$18.3B
542 positions
#25Sand Hill Global Advisors, LLCActive
Some overlap · 5 shared positions
$PH$PWR$UNP$BKNG$PLD
$3.3B
214 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.