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Hedge Funds Similar to Core Wealth Partners

13F Portfolio OverlapQ1 2026Core Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

Core Wealth Partners LLC is an institutional investor managing $235M across 191 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 Core Wealth Partners are Signature Wealth Partners,, NORTHCAPE WEALTH ,, Westend ,, with shared positions in $AME, $JHG, $IBM, $PLTR, $BA, $KO. The full ranking of 25 similar funds is below.

#1Signature Wealth Management Partners, LLCPassive
Some overlap · 4 shared positions
$AME$JHG$IBM$PLTR
$199M
116 positions
#2NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$JHG$BA$IBM$KO$UNP
$367M
141 positions
#3Westend Capital Management, LLCPassive
Some overlap · 3 shared positions
$ROK$BA$GILD
$333M
254 positions
#4WATERS PARKERSON & CO., LLCActive
Some overlap · 3 shared positions
$ROK$IBM$KO
$1.9B
188 positions
#5Howard Capital Management Group, LLCActive
Some overlap · 3 shared positions
$AME$ROK$KO
$1.5B
143 positions
#6Mendel Money ManagementPassive
Some overlap · 3 shared positions
$AME$JHG$IBM
$239M
137 positions
#7Pursuit Wealth Management LLC
Some overlap · 4 shared positions
$JHG$GILD$IBIT$KO
$116M
118 positions
#8INTEGRITY WEALTH ADVISORS, INC.Active
Some overlap · 3 shared positions
$JHG$BA$IBM
$168M
73 positions
#9ATWOOD & PALMER INCPassive
Some overlap · 3 shared positions
$JHG$GILD$PLTR
$1.8B
531 positions
#10SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 4 shared positions
$JHG$GILD$IBM$IBIT
$119M
61 positions
#11CAPITAL ADVISORS INC/OKPassive
Some overlap · 5 shared positions
$BA$ROK$JHG$IBM$KO
$6.2B
357 positions
#12Medallion Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$JHG$AME$UNP
$306M
1,121 positions
#13Rodgers Brothers Inc.Passive
Some overlap · 4 shared positions
$ROK$IBM$KO$UNP
$866M
242 positions
#14OmniStar Financial Group, Inc.Passive
Some overlap · 4 shared positions
$GILD$ROK$IBM$KO
$193M
108 positions
#15WESPAC Advisors SoCal, LLCPassive
Some overlap · 4 shared positions
$JHG$KO$PLTR$IBM
$470M
119 positions
#16VCI Wealth Management LLCPassive
Some overlap · 5 shared positions
$ROK$AME$IBIT$GILD$KO
$361M
123 positions
#17MCDONALD PARTNERS LLCPassive
Some overlap · 4 shared positions
$JHG$GILD$ROK$IBM
$424M
208 positions
#18CapWealth Advisors, LLCActive
Some overlap · 4 shared positions
$GILD$IBM$KO$PLTR
$1.3B
118 positions
#19DB&C Advisors, LLCPassive
Some overlap · 4 shared positions
$GILD$IBM$KO$PLTR
$77M
67 positions
#20CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$BA$IBM$KO$UNP
$184M
66 positions
#21Carolina Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$GILD$IBM$KO$UNP
$240M
278 positions
#22Quilter PlcActive
Some overlap · 3 shared positions
$ROK$KO$UNP
$5.7B
124 positions
#23V. M. MANNING & CO., INC.
Some overlap · 4 shared positions
$BA$IBM$PLTR$KO
$99M
54 positions
#24Castle Rock Wealth Management, LLCPassive
Some overlap · 4 shared positions
$JHG$IBM$KO$PLTR
$462M
262 positions
#25ZWJ INVESTMENT COUNSEL INCPassive
Some overlap · 3 shared positions
$BA$AME$KO
$2.8B
241 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.