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Hedge Funds Similar to 1900 WEALTH

13F Portfolio OverlapQ2 20261900 WEALTH portfolio →
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Most similar hedge funds by 13F overlap

1900 WEALTH MANAGEMENT LLC is an institutional investor managing $1.8B across 312 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 1900 WEALTH are Strid Group, American Money, NCM, with shared positions in $IDCC, $PM, $GLW, $TPL, $MCD, $ASML. The full ranking of 25 similar funds is below.

#1Strid Group, LLCSmart money
Some overlap · 3 shared positions
$IDCC$PM$GLW
$901M
93 positions
#2American Money Management, LLCPassive
Some overlap · 4 shared positions
$TPL$MCD$ASML$PM
$700M
174 positions
#3NCM Capital Management, LLCPassive
Some overlap · 3 shared positions
$TPL$MCD$GLW
$324M
194 positions
#4LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Some overlap · 3 shared positions
$TPL$MCD$CFR
$361M
59 positions
#5Annex Advisory Services, LLCActive
Some overlap · 4 shared positions
$TPL$ASML$ALPS$PM
$5.9B
356 positions
#6SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$TPL$MCD$ET
$205M
55 positions
#7MERIDIAN MANAGEMENT COActive
Some overlap · 3 shared positions
$TPL$SNPS$ASML
$446M
84 positions
#8Champlain Investment Partners, LLCPassive
Some overlap · 4 shared positions
$TPL$CSW$SNPS$CFR
$3.9B
129 positions
#9NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 3 shared positions
$TPL$SNPS$ASML
$606M
79 positions
#10SLT Holdings LLCPassive
Slight overlap · 3 shared positions
$INFQ$ASML$PM
$160M
150 positions
#11Americana Partners, LLCPassive
Slight overlap · 4 shared positions
$ET$MCD$ASML$PM
$4.4B
596 positions
#12FIDELITY D & D BANCORP INCActive
Slight overlap · 4 shared positions
$ET$MCD$GLW$PM
$291M
116 positions
#13FIRST MANHATTAN CO. LLC.Active
Slight overlap · 4 shared positions
$TPL$SNPS$ASML$PM
$39.2B
742 positions
#14SageView Advisory Group, LLCActive
Slight overlap · 4 shared positions
$CSW$MCD$GLW$PM
$3.1B
615 positions
#15Spectrum Investment Advisors, Inc.Active
Slight overlap · 5 shared positions
$TPL$MCD$ASML$ALPS$PHM
$245M
76 positions
#16Essex Financial Services, Inc.Passive
Slight overlap · 3 shared positions
$TPL$ASML$PM
$2.0B
836 positions
#17Partners in Financial PlanningActive
Slight overlap · 4 shared positions
$TPL$GLW$MCD$PM
$660M
131 positions
#18Ackerman Capital Advisors, LLCActive
Slight overlap · 3 shared positions
$ET$SNPS$MCD
$497M
120 positions
#19Fund Advisors of America Inc/FLPassive
Slight overlap · 4 shared positions
$ET$GLW$ASML$PM
$110M
120 positions
#20Pinnacle Wealth Planning Services, Inc.Passive
Slight overlap · 3 shared positions
$ET$MCD$ASML
$1.0B
2,749 positions
#21SENTINEL TRUST CO LBASmart money
Slight overlap · 3 shared positions
$ET$MCD$ASML
$1.1B
136 positions
#22Royal Palms Capital LLCPassive
Slight overlap · 3 shared positions
$ET$GLW$ALPS
$114M
57 positions
#23Bernardo Wealth Planning LLCActive
Slight overlap · 4 shared positions
$IDCC$MCD$GLW$PM
$585M
139 positions
#24PATRON PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$PB$MCD$GLW
$260M
193 positions
#25Marietta Wealth Management, LLCActive
Slight overlap · 3 shared positions
$TPL$GLW$ASML
$971M
133 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.