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Hedge Funds Similar to Amplius Wealth Advisors

13F Portfolio OverlapQ2 2026Amplius Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Amplius Wealth Advisors, LLC is an institutional investor managing $1.4B across 211 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 Amplius Wealth Advisors are CACTI ASSET, UNIO, PERSONAL CFO SOLUTIONS, with shared positions in $CB, $BX, $UPS, $AXP, $ASML, $IAU. The full ranking of 25 similar funds is below.

#1CACTI ASSET MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$CB$BX$UPS$AXP
$2.0B
76 positions
#2UNIO CAPITAL LLCActive
Notable overlap · 3 shared positions
$CB$AXP$ASML
$526M
19 positions
#3PERSONAL CFO SOLUTIONS, LLCPassive
Notable overlap · 3 shared positions
$CB$AXP$ASML
$692M
529 positions
#4Regency Capital Management Inc.\DEPassive
Some overlap · 3 shared positions
$CB$IAU$ASML
$251M
64 positions
#5Evercore Wealth Management, LLCActive
Some overlap · 3 shared positions
$BX$CB$IAU
$7.1B
433 positions
#6FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$BX$IAU$CB
$1.9B
205 positions
#7Lantern Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$BX$IAU$CCZ
$218M
184 positions
#8Hi-Line Capital Management, LLCActive
Some overlap · 3 shared positions
$CB$CCZ$AXP
$355M
32 positions
#9Cornerstone Investment Partners, LLCActive
Some overlap · 3 shared positions
$CB$BX$AXP
$3.0B
312 positions
#10Weil Company, Inc.Passive
Some overlap · 4 shared positions
$CB$IAU$VRSK$AXP
$568M
133 positions
#11Bulltick Wealth Management, LLCPassive
Some overlap · 3 shared positions
$BX$IAU$ASML
$490M
134 positions
#12TORRAY LLCActive
Some overlap · 3 shared positions
$BX$CCZ$VRSK
$741M
91 positions
#13Farrell Financial LLCActive
Some overlap · 3 shared positions
$CB$IAU$UPS
$185M
83 positions
#14Deane Retirement Strategies, Inc.Passive
Some overlap · 3 shared positions
$CB$IAU$AXP
$236M
52 positions
#15Cohen Investment Advisors LLCPassive
Some overlap · 3 shared positions
$CB$BX$UPS
$223M
81 positions
#16BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 3 shared positions
$BX$IAU$ASML
$1.5B
234 positions
#17Minot DeBlois Advisors LLCPassive
Some overlap · 4 shared positions
$CB$BX$AXP$ASML
$116M
240 positions
#18LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 3 shared positions
$BX$CCZ$UPS
$489M
244 positions
#19Rose Capital Advisors LLCPassive
Some overlap · 3 shared positions
$BX$IAU$AXP
$200M
108 positions
#20Kiltearn Partners LLPActive
Some overlap · 3 shared positions
$AMG$CCZ$UPS
$412M
29 positions
#21Cullen Capital Management, LLCActive
Some overlap · 3 shared positions
$CB$CCZ$UPS
$10.2B
208 positions
#22Whipplewood Advisors, LLCPassive
Some overlap · 3 shared positions
$BX$BXSL$GBDC
$149M
636 positions
#23SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 4 shared positions
$IAU$CB$CCZ$AXP
$222M
100 positions
#24COUNTRY TRUST BANKActive
Some overlap · 4 shared positions
$CB$BX$AXP$ASML
$5.7B
628 positions
#25Maltin Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$IAU$BTT$BX$UPS
$299M
146 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.