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Hedge Funds Similar to Operose Advisors

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

Operose Advisors LLC is an institutional investor managing $517M across 522 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 Operose Advisors are DCM Advisors, Optimist Retirement Group, ADVOCATE GROUP, with shared positions in $MCD, $MS, $VZ, $T, $PFE, $APAM. The full ranking of 25 similar funds is below.

#1DCM Advisors, LLCActive
Some overlap · 5 shared positions
$MCD$MS$VZ$T$PFE
$253M
38 positions
#2Optimist Retirement Group LLCActive
Some overlap · 5 shared positions
$MCD$APAM$VZ$MMM$PFE
$259M
118 positions
#3ADVOCATE GROUP LLCPassive
Some overlap · 4 shared positions
$MCD$MS$VZ$PFE
$665M
122 positions
#4Persium Advisors, LLCSmart money
Some overlap · 5 shared positions
$MCD$VZ$T$LOW$PFE
$153M
69 positions
#5Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 5 shared positions
$MCD$VZ$T$MMM$PFE
$327M
94 positions
#6Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MCD$MS$LOW$MCK
$297M
103 positions
#7Alliance Private Wealth, LLCActive
Some overlap · 5 shared positions
$MS$VZ$MMM$PFE$FITB
$288M
82 positions
#8Slocum, Gordon & Co LLPPassive
Some overlap · 5 shared positions
$MCD$VZ$T$PFE$MMM
$151M
70 positions
#9W ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MS$MCD$VZ$T
$220M
153 positions
#10Hayek Kallen Investment ManagementActive
Some overlap · 5 shared positions
$MCD$VZ$LOW$T$PFE
$330M
97 positions
#11ABNER HERRMAN & BROCK LLCActive
Some overlap · 3 shared positions
$MCD$MS$VZ
$1.1B
111 positions
#12Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 3 shared positions
$MS$MCD$VZ
$703M
160 positions
#13Innovative Wealth Building LLCSmart money
Some overlap · 4 shared positions
$MCD$VZ$T$LOW
$172M
84 positions
#14FARMERS TRUST CO
Some overlap · 4 shared positions
$MCD$VZ$T$MMM
$637M
203 positions
#15Windle Wealth, LLCActive
Some overlap · 4 shared positions
$MCD$VZ$T$MMM
$249M
35 positions
#16KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MCD$VZ$LOW$MMM
$1.5B
228 positions
#17INSIGHT 2811, INC.Active
Some overlap · 4 shared positions
$MS$VZ$MCD$MCK
$259M
108 positions
#18Focused Investors LLCActive
Some overlap · 3 shared positions
$MCD$MS$LOW
$3.0B
23 positions
#19BURNS J W & CO INC/NYActive
Some overlap · 3 shared positions
$MCD$MS$LOW
$959M
189 positions
#20COMMERCE BANKActive
Some overlap · 4 shared positions
$MS$MCD$LOW$MCK
$22.8B
1,332 positions
#21Leo Wealth, LLC
Some overlap · 4 shared positions
$MCD$VZ$T$PFE
$1.4B
452 positions
#22FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 4 shared positions
$MCD$VZ$T$PFE
$1.7B
256 positions
#23Widmann Financial Services, Inc.Passive
Some overlap · 4 shared positions
$MCD$VZ$T$PFE
$186M
123 positions
#24Oak Asset Management, LLCActive
Some overlap · 3 shared positions
$MCD$MS$LOW
$311M
115 positions
#25Paradigm Capital Management, LLC/NVActive
Some overlap · 4 shared positions
$MCD$VZ$T$PFE
$116M
65 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.