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Hedge Funds Similar to Corient Private Wealth

13F Portfolio OverlapQ1 2026Corient Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

Corient Private Wealth LLC is an institutional investor managing $69.9B across 2,838 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 Corient Private Wealth are Alecta Tjanstepension Omsesidigt, CHILTON, BURNS J W & /NY, with shared positions in $TMO, $MS, $SYK, $TJX, $LIN, $DE. The full ranking of 25 similar funds is below.

#1Alecta Tjanstepension OmsesidigtActive
Some overlap · 5 shared positions
$TMO$MS$SYK$TJX$LIN
$20.5B
78 positions
#2CHILTON CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$TMO$MS$SYK$TJX$LIN
$2.9B
658 positions
#3BURNS J W & CO INC/NYActive
Slight overlap · 5 shared positions
$TMO$MS$SYK$DE$HUM
$873M
183 positions
#4BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 5 shared positions
$TMO$MS$TJX$LIN$NKE
$506M
75 positions
#5Clearstead Trust, LLCPassive
Slight overlap · 5 shared positions
$TMO$DE$SYK$TJX$LIN
$613M
981 positions
#6Stokes Capital Advisors, LLCPassive
Slight overlap · 5 shared positions
$MS$SYK$TJX$LIN$HUM
$446M
104 positions
#7WINDWARD CAPITAL MANAGEMENT CO /CAActive
Slight overlap · 5 shared positions
$TMO$DE$TJX$LIN$NKE
$1.2B
69 positions
#8Providence Capital Advisors, LLCPassive
Slight overlap · 5 shared positions
$TMO$DE$TJX$LIN$NKE
$613M
200 positions
#9Miller Capital Partners, Inc.Passive
Slight overlap · 5 shared positions
$SYK$DE$TJX$LIN$HUM
$208M
262 positions
#10Calamos Wealth Management LLCPassive
Slight overlap · 5 shared positions
$MS$SYK$TJX$LIN$DE
$2.9B
546 positions
#11Bolthouse Investments, LLCActive
Slight overlap · 5 shared positions
$MS$LIN$HUM$NKE$DE
$111M
70 positions
#12Gouws Capital LLCActive
Slight overlap · 5 shared positions
$MS$SYK$DE$HUM$TMO
$189M
58 positions
#13Umpqua BankPassive
Slight overlap · 4 shared positions
$TMO$MS$SYK$DE
$350M
156 positions
#14MOODY LYNN & LIEBERSON, LLCPassive
Slight overlap · 4 shared positions
$TMO$MS$SYK$LIN
$1.8B
250 positions
#15WHALEROCK POINT PARTNERS, LLCActive
Slight overlap · 4 shared positions
$TMO$MS$DE$TJX
$518M
197 positions
#16Mendel Money ManagementPassive
Slight overlap · 4 shared positions
$TMO$MS$DE$LIN
$239M
137 positions
#17Greystone Financial Group, LLCPassive
Slight overlap · 4 shared positions
$TMO$MS$TJX$LIN
$353M
78 positions
#18Vertrix Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$TMO$MS$TJX$LIN
$272M
95 positions
#19ALBION FINANCIAL GROUP /UTActive
Slight overlap · 4 shared positions
$TMO$MS$TJX$HUM
$1.5B
737 positions
#20Harrington Investments, INCPassive
Slight overlap · 4 shared positions
$TMO$SYK$DE$TJX
$190M
84 positions
#21Osprey Private Wealth LLCActive
Slight overlap · 4 shared positions
$TMO$SYK$DE$TJX
$345M
77 positions
#22Harbour Trust & Investment Management CoActive
Slight overlap · 4 shared positions
$TMO$SYK$DE$TJX
$943M
155 positions
#23ABN AMRO INVESTMENT SOLUTIONSActive
Slight overlap · 4 shared positions
$TMO$SYK$DE$LIN
$7.7B
629 positions
#24PARNASSUS INVESTMENTS, LLCActive
Slight overlap · 4 shared positions
$TMO$SYK$DE$LIN
$34.1B
135 positions
#25COMPASS CAPITAL MANAGEMENT, INCActive
Slight overlap · 4 shared positions
$TMO$SYK$DE$LIN
$1.7B
87 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.