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Hedge Funds Similar to DENVER WEALTH

13F Portfolio OverlapQ2 2026DENVER WEALTH portfolio →
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Most similar hedge funds by 13F overlap

DENVER WEALTH MANAGEMENT, INC. is an institutional investor managing $349M across 109 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 DENVER WEALTH are Navigation Group, Alliance Wealth Advisors, JSF Financial, with shared positions in $LAZ, $STT, $SPCX, $WFC, $MO, $PNC. The full ranking of 25 similar funds is below.

#1Navigation Group, LLCActive
Notable overlap · 3 shared positions
$LAZ$STT$SPCX
$514M
121 positions
#2Alliance Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$LAZ$STT$WFC
$308M
172 positions
#3JSF Financial, LLCActive
Some overlap · 3 shared positions
$LAZ$STT$MO
$632M
142 positions
#4Redwood Financial Network CorpPassive
Some overlap · 3 shared positions
$PNC$LAZ$STT
$180M
192 positions
#5Cornerstone Planning Group LLCPassive
Slight overlap · 4 shared positions
$LAZ$STT$GLDM$SPCX
$794M
1,867 positions
#6AMG National Trust BankActive
Slight overlap · 3 shared positions
$PNC$SIVR$SLV
$4.9B
444 positions
#7Argyle Capital Management, LLCPassive
Slight overlap · 4 shared positions
$PNC$WFC$PSX$PFE
$347M
138 positions
#8Walsky Investment Management, Inc.Passive
Slight overlap · 3 shared positions
$PNC$STT$WFC
$108M
52 positions
#9Wealth Advisors of Tampa Bay, LLCPassive
Slight overlap · 3 shared positions
$PNC$O$PFE
$327M
94 positions
#10Frederick Financial Consultants, LLCActive
Slight overlap · 3 shared positions
$PNC$GLDM$WFC
$236M
121 positions
#11Rayburn West Financial Services LLCPassive
Slight overlap · 4 shared positions
$PNC$WFC$PFE$MO
$181M
81 positions
#12Bill Few Associates, Inc.Passive
Slight overlap · 3 shared positions
$PNC$LAZ$STT
$470M
227 positions
#13Benin Management CORPActive
Slight overlap · 3 shared positions
$PNC$STT$SLV
$494M
152 positions
#14Richard C. Young & CO., LTD.Passive
Slight overlap · 4 shared positions
$PNC$PSX$SLV$MO
$1.4B
101 positions
#15Estabrook Capital ManagementPassive
Slight overlap · 3 shared positions
$PNC$WFC$PFE
$739M
344 positions
#16Intergy Private Wealth, LLCActive
Slight overlap · 3 shared positions
$PNC$STT$MO
$433M
147 positions
#17CUTLER INVESTMENT COUNSEL LLCActive
Slight overlap · 3 shared positions
$PNC$PSX$PFE
$1.1B
157 positions
#18PANORAMIC INVESTMENT ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$PNC$O$SLV
$209M
141 positions
#19American Assets Investment Management, LLCActive
Slight overlap · 4 shared positions
$PNC$STT$WFC$PSX
$1.7B
146 positions
#20Ted Buchan & CoActive
Slight overlap · 3 shared positions
$PNC$PFE$MO
$306M
95 positions
#21Raleigh Capital Management Inc.Passive
Slight overlap · 3 shared positions
$PNC$PFE$MO
$313M
610 positions
#22WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$PNC$WFC$MO
$164M
153 positions
#23BRANDES INVESTMENT PARTNERS, LPActive
Slight overlap · 3 shared positions
$PNC$WFC$PFE
$14.3B
193 positions
#24FLOW TRADERS U.S. LLCPassive
Slight overlap · 3 shared positions
$LAZ$STT$BAR
$2.4B
979 positions
#25THOMPSON INVESTMENT MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$PNC$STT$PFE
$872M
504 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.