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Hedge Funds Similar to PRESILIUM PRIVATE WEALTH,

13F Portfolio OverlapQ1 2026PRESILIUM PRIVATE WEALTH, portfolio →
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Most similar hedge funds by 13F overlap

PRESILIUM PRIVATE WEALTH, LLC is an institutional investor managing $567M across 75 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 PRESILIUM PRIVATE WEALTH, are E&R Wealth ,, BluePrint Investing, Cordant,, with shared positions in $UPST, $UNIT, $SCHW, $COP, $NKE, $DIS. The full ranking of 25 similar funds is below.

#1E&R Wealth Management, LLCSmart money
Substantial overlap · 4 shared positions
$UPST$UNIT$SCHW$COP
$100M
12 positions
#2BluePrint Investing LLCActive
Substantial overlap · 4 shared positions
$UPST$SCHW$COP$NKE
$126M
26 positions
#3Cordant, Inc.Active
Substantial overlap · 5 shared positions
$UPST$SCHW$COP$NKE$DIS
$246M
75 positions
#4TrueWealth Financial PartnersActive
Notable overlap · 5 shared positions
$UPST$SCHW$UNIT$DOV$NVS
$251M
66 positions
#5ARK & TLK INVESTMENTS, LLCActive
Notable overlap · 5 shared positions
$UPST$SCHW$UNIT$COP$NKE
$370M
119 positions
#6MAYPORT, LLCActive
Notable overlap · 5 shared positions
$UPST$UNIT$DOV$SCHW$HUM
$538M
130 positions
#7Strata Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$UPST$SCHW$NKE$PM
$365M
87 positions
#8Bear Mountain Capital, Inc.Active
Notable overlap · 5 shared positions
$UPST$SCHW$COP$DDOG$MUFG
$333M
198 positions
#9GEN Financial Management, INC.Active
Notable overlap · 5 shared positions
$UPST$DOV$SCHW$DDOG$HUM
$162M
51 positions
#10MASTER'S WEALTH MANAGEMENT INC.Active
Notable overlap · 4 shared positions
$UPST$COP$DDOG$GE
$295M
82 positions
#11Kure Advisory, LLCActive
Notable overlap · 3 shared positions
$UPST$SCHW$COP
$184M
56 positions
#12Five Oceans AdvisorsActive
Notable overlap · 4 shared positions
$UPST$DOV$NVS$MUFG
$276M
193 positions
#13INSIGHT 2811, INC.Active
Notable overlap · 3 shared positions
$UPST$SCHW$IBM
$239M
101 positions
#14Arlington Partners LLCActive
Notable overlap · 4 shared positions
$UPST$NVS$DIS$PM
$50M
62 positions
#15Arlington Trust Co LLCActive
Notable overlap · 3 shared positions
$UPST$DOV$HUM
$1.1B
844 positions
#16Wright Wealth LLCActive
Notable overlap · 4 shared positions
$UPST$IBM$HUM$PM
$149M
51 positions
#17Chemistry Wealth Management LLCPassive
Notable overlap · 5 shared positions
$UPST$UNIT$SCHW$COP$NKE
$569M
204 positions
#18Drum Hill Capital, LLCActive
Notable overlap · 5 shared positions
$UPST$GE$GEV$IBM$PM
$109M
46 positions
#19Morling Financial Advisors, LLCActive
Notable overlap · 5 shared positions
$UPST$NOW$MUFG$HUM$SCHW
$325M
108 positions
#20Wealth Dimensions Group, Ltd.Active
Notable overlap · 5 shared positions
$UPST$SCHW$GE$GEV$HUM
$508M
170 positions
#21GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money
Notable overlap · 5 shared positions
$UPST$UNIT$DDOG$HUM$PM
$128M
42 positions
#22Vernal Point Advisors, LLCSmart money
Notable overlap · 3 shared positions
$UPST$SCHW$DOV
$246M
21 positions
#23O'Domhnaill Enterprises, Inc.Passive
Notable overlap · 3 shared positions
$UPST$IBM$PM
$124M
55 positions
#24Orgel Wealth Management, LLCActive
Notable overlap · 4 shared positions
$UPST$DDOG$NOW$HUM
$4.6B
95 positions
#25AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 7 shared positions
$UPST$SCHW$COP$DDOG$CL$DIS
$445M
77 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.