13F Pro

Hedge Funds Similar to Wedmont Private

13F Portfolio OverlapQ1 2026Wedmont Private portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Wedmont Private Capital is an institutional investor managing $3.6B across 952 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 Wedmont Private are Heritage Wealth , /CA/, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES,, CERTIOR FINANCIAL GROUP,, with shared positions in $SE, $DDOG, $PLTR, $AMN, $MAR, $BRZE. The full ranking of 25 similar funds is below.

#1Heritage Wealth Management, Inc. /CA/Passive
Some overlap · 4 shared positions
$SE$DDOG$PLTR$AMN
$181M
94 positions
#2TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPassive
Some overlap · 3 shared positions
$SE$DDOG$MAR
$26.0B
702 positions
#3CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 7 shared positions
$DDOG$SE$PLTR$MAR$BRZE$DOV
$157M
130 positions
#4Bear Mountain Capital, Inc.Active
Some overlap · 4 shared positions
$SE$DDOG$PLTR$MKL
$333M
198 positions
#5Centerline Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$SE$DDOG$GEV
$278M
73 positions
#6Brooklyn FI, LLCActive
Some overlap · 3 shared positions
$DDOG$SE$BRZE
$476M
78 positions
#7TrueNorth, Inc.Passive
Some overlap · 5 shared positions
$SE$DDOG$MKL$BRZE$AMN
$1.0B
1,033 positions
#8Shakespeare Wealth Management, LLCActive
Some overlap · 4 shared positions
$SE$DDOG$MAR$WFC
$422M
98 positions
#9Sincerus Advisory, LLCActive
Some overlap · 3 shared positions
$DDOG$SE$BRZE
$132M
76 positions
#10Brand Asset Management Group, Inc.Passive
Some overlap · 3 shared positions
$SE$PLTR$DOV
$385M
193 positions
#11McNaughton Wealth Management, LLCActive
Some overlap · 3 shared positions
$SE$DDOG$MAR
$242M
70 positions
#12One Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$DDOG$SE$WFC
$803M
304 positions
#13Kinetic Partners Management, LPActive
Some overlap · 3 shared positions
$SE$DDOG$GEV
$1.8B
49 positions
#14Davis Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$SE$DDOG$GEV
$120M
72 positions
#15True Vision MN LLCPassive
Some overlap · 5 shared positions
$SE$GEV$BRZE$WFC$PLTR
$194M
98 positions
#16AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 3 shared positions
$DDOG$SE$MKL
$206M
97 positions
#17Archer Investment Management, LLCPassive
Some overlap · 4 shared positions
$SE$DDOG$MKL$MAR
$238M
108 positions
#18Altiora Financial Group, LLCActive
Some overlap · 3 shared positions
$DDOG$SE$BRZE
$607M
110 positions
#19Foster Group, Inc.Active
Some overlap · 6 shared positions
$DDOG$SE$DOV$AMN$PLTR$WFC
$3.4B
284 positions
#20Partners in Financial PlanningActive
Some overlap · 5 shared positions
$DDOG$SE$MKL$BRZE$GEV
$603M
122 positions
#21Mill Creek Capital Advisors, LLCActive
Some overlap · 3 shared positions
$SE$TKO$BRZE
$4.9B
260 positions
#22SWP FINANCIAL LLCActive
Some overlap · 5 shared positions
$SE$MKL$DOV$MAR$WFC
$196M
71 positions
#23Snider Financial GroupPassive
Some overlap · 3 shared positions
$SE$DDOG$MKL
$331M
102 positions
#24Hirtle Callaghan & Co LLCSmart money
Some overlap · 5 shared positions
$SE$DDOG$DOV$GEV$MKL
$2.9B
112 positions
#25Stonekeep Investments, LLCActive
Some overlap · 4 shared positions
$SE$BRZE$PLTR$DDOG
$154M
66 positions

Compare Wedmont Private’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Wedmont Private’s holdings

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.