Hedge Funds Similar to Delap Wealth Advisory

13F Portfolio OverlapQ3 2026Delap Wealth Advisory portfolio →

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Most similar hedge funds by 13F overlap

Delap Wealth Advisory, LLC is an institutional investor managing $291M across 80 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Delap Wealth Advisory are Mawer Investment Ltd., YCG, EdgePoint Investment Group, with shared positions in $WFC, $MRSH, $SPGI, $AON, $PH, $KR. The full ranking of 25 similar funds is below.

#1Mawer Investment Management Ltd.Active

Some overlap · 4 shared positions

$WFC $MRSH $SPGI $AON

$14.7B

142 positions

#2YCG, LLCActive

Some overlap · 3 shared positions

$MRSH $SPGI $AON

$1.1B

41 positions

#3EdgePoint Investment Group Inc.Active

Some overlap · 3 shared positions

$MRSH $SPGI $PH

$13.2B

39 positions

#4Aurdan Capital Management, LLCActive

Some overlap · 3 shared positions

$394M

99 positions

#5Birch Hill Investment Advisors LLCPassive

Some overlap · 3 shared positions

$MRSH $SPGI $KR

$2.4B

219 positions

#6Monte Financial Group, LLCPassive

Some overlap · 3 shared positions

$WFC $SBUX $MRSH

$312M

102 positions

#7Ninety One North America, Inc.Active

Some overlap · 3 shared positions

$MRSH $SPGI $AON

$2.1B

108 positions

#8Verition Fund Management LLCActive

Some overlap · 3 shared positions

$71.2B

2,055 positions

#9Vancity Investment Management LtdPassive

Some overlap · 3 shared positions

$MRSH $SPGI $AZO

$666M

92 positions

#10WOODWARD DIVERSIFIED CAPITAL, LLCPassive

Some overlap · 3 shared positions

$254M

200 positions

#11Longview Financial Advisors LLCActive

Some overlap · 3 shared positions

$202M

150 positions

#12Private Wealth Group, LLCSmart money

Some overlap · 3 shared positions

$263M

72 positions

#13RB Capital Management, LLCPassive

Some overlap · 3 shared positions

$WFC $SBUX $AZO

$513M

204 positions

#14Cohen Investment Advisors LLCPassive

Some overlap · 3 shared positions

$WFC $SBUX $KMI

$233M

81 positions

#15Alpha Wealth Funds, LLCActive

Some overlap · 3 shared positions

$183M

63 positions

#16Arlington Partners LLCActive

Some overlap · 3 shared positions

$SPGI $SBUX $AON

$65M

3 positions

#17BENNETT SELBY INVESTMENTS LPActive

Some overlap · 3 shared positions

$MRSH $SBUX $WFC

$327M

85 positions

#18Element Wealth, LLCPassive

Some overlap · 3 shared positions

$267M

214 positions

#19Tandem Wealth Advisors LLCActive

Some overlap · 3 shared positions

$251M

48 positions

#20Bell Asset Management LtdPassive

Some overlap · 3 shared positions

$MRSH $SPGI $AON

$277M

68 positions

#21ABOUND FINANCIAL, LLCActive

Some overlap · 3 shared positions

$MDY $SBUX $WFC

$251M

297 positions

#22GILPIN WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$148M

1,422 positions

#23Pacific Center for Financial ServicesActive

Some overlap · 3 shared positions

$477M

506 positions

#24PineStone Asset Management Inc.Active

Some overlap · 3 shared positions

$SPGI $AZO $AON

$15.4B

43 positions

#25WASHINGTON TRUST CoPassive

Some overlap · 3 shared positions

$MDY $MRSH $SPGI

$3.2B

291 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.