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Hedge Funds Similar to Badgley Phelps Wealth Managers,

13F Portfolio OverlapQ1 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 $5.0B across 328 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 Badgley Phelps Wealth Managers, are S Harris Financial Group,, Corundum Group,, Silver Coast Investments, with shared positions in $SNOW, $MS, $VLO, $LIN, $BAC, $AMAT. The full ranking of 25 similar funds is below.

#1S Harris Financial Group, LLCActive
Some overlap · 6 shared positions
$SNOW$MS$VLO$LIN$BAC$AMAT
$110M
107 positions
#2Corundum Group, Inc.Active
Some overlap · 5 shared positions
$SNOW$CTVA$LIN$USB$BAC
$299M
108 positions
#3Silver Coast Investments LLCActive
Some overlap · 7 shared positions
$SNOW$MS$USB$LRCX$VLO$AMAT
$313M
119 positions
#4McLean Asset Management CorpActive
Some overlap · 5 shared positions
$CTVA$SNOW$MS$BAC$LRCX
$572M
165 positions
#5True North Advisors, LLCPassive
Some overlap · 5 shared positions
$SNOW$CTVA$BAC$MS$LRCX
$877M
245 positions
#6Consilium Wealth Advisory, LLCActive
Some overlap · 5 shared positions
$SNOW$LRCX$LIN$AMAT$BKNG
$293M
102 positions
#7MBM WEALTH CONSULTANTS, LLCPassive
Some overlap · 4 shared positions
$SNOW$LRCX$VLO$BKNG
$436M
387 positions
#8NorthCrest Asset Manangement, LLCPassive
Some overlap · 7 shared positions
$MS$LIN$BAC$PH$VLO$AMAT
$3.2B
766 positions
#9Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SNOW$MS$CTVA$BAC
$123M
111 positions
#10VANCE WEALTH, LLCActive
Some overlap · 3 shared positions
$SNOW$CTVA$BAC
$346M
118 positions
#11InvesTrustPassive
Some overlap · 3 shared positions
$SNOW$CTVA$USB
$238M
91 positions
#12Hillcrest Wealth Advisors - NY, LLCActive
Some overlap · 3 shared positions
$SNOW$CTVA$USB
$247M
51 positions
#13North Forty Two & Co.Passive
Some overlap · 4 shared positions
$SNOW$VLO$BAC$USB
$108M
97 positions
#14DROMS STRAUSS ADVISORS INC /MO/ /ADVActive
Some overlap · 3 shared positions
$SNOW$CTVA$AMAT
$383M
77 positions
#15Idaho Trust CoPassive
Some overlap · 3 shared positions
$SNOW$CTVA$USB
$308M
97 positions
#16Oldfather Financial Services, LLC
Some overlap · 4 shared positions
$SNOW$CTVA$USB$BAC
$336M
98 positions
#17OFS Enterprise LLCActive
Some overlap · 4 shared positions
$SNOW$CTVA$USB$BAC
$340M
94 positions
#18Momentum Wealth Planning, LLCActive
Some overlap · 4 shared positions
$SNOW$LRCX$BAC$BKNG
$113M
36 positions
#19FIRST MERCHANTS CORPActive
Some overlap · 4 shared positions
$SNOW$MS$LRCX$LIN
$2.6B
359 positions
#20Hilton Capital Management, LLCActive
Some overlap · 4 shared positions
$SNOW$BAC$USB$PLD
$1.3B
129 positions
#21Vista Cima Wealth Management LLCPassive
Some overlap · 3 shared positions
$SNOW$MS$LRCX
$101M
48 positions
#22Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$SNOW$MS$LIN
$353M
78 positions
#23Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SNOW$MS$LIN
$272M
95 positions
#24Maltin Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$SNOW$USB$BAC$CTVA$PH
$262M
136 positions
#25Kuhn & Co Investment CounselPassive
Some overlap · 3 shared positions
$SNOW$LRCX$LIN
$155M
142 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.