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Hedge Funds Similar to Core Wealth ,

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

Core Wealth Management, Inc. is an institutional investor managing $326M across 40 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 , are PINNEY & SCOFIELD,, Rather & Kittrell,, CPA Asset, with shared positions in $NSC, $IAU, $NEE, $GE, $MCD, $EPAM. The full ranking of 25 similar funds is below.

#1PINNEY & SCOFIELD, INC.Active
Substantial overlap · 4 shared positions
$NSC$IAU$NEE$GE
$185M
243 positions
#2Rather & Kittrell, Inc.Active
Substantial overlap · 3 shared positions
$IAU$NSC$NEE
$648M
113 positions
#3CPA Asset Management LLCActive
Substantial overlap · 4 shared positions
$IAU$NEE$NSC$MCD
$298M
99 positions
#4Rachor Investment Advisory Services, LLCActive
Substantial overlap · 3 shared positions
$IAU$NEE$GE
$190M
464 positions
#5Timonier Family Office, LTD.
Substantial overlap · 3 shared positions
$IAU$NEE$EPAM
$315M
56 positions
#6Oceanside Advisors LLCActive
Substantial overlap · 3 shared positions
$IAU$NEE$NSC
$175M
53 positions
#7Yeomans Consulting Group, Inc.
Notable overlap · 4 shared positions
$IAU$NEE$NSC$GE
$341M
113 positions
#8BCU Wealth Advisors, LLCSmart money
Notable overlap · 3 shared positions
$NSC$IAU$GE
$268M
60 positions
#9CURIO WEALTH, LLCActive
Notable overlap · 3 shared positions
$IAU$NSC$NEE
$293M
1,255 positions
#10Signet Investment Advisory Group, Inc.Active
Notable overlap · 3 shared positions
$IAU$NEE$MCD
$218M
69 positions
#11DiNuzzo Private Wealth, Inc.Active
Notable overlap · 3 shared positions
$NEE$MCD$IAU
$928M
1,345 positions
#12SATOVSKY ASSET MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$NEE$IAU$MCD
$566M
73 positions
#13Slocum, Gordon & Co LLPActive
Notable overlap · 3 shared positions
$NEE$MCD$GE
$147M
64 positions
#14Forum Financial Management, LPActive
Notable overlap · 3 shared positions
$NEE$IAU$NSC
$7.1B
331 positions
#15Modus Advisors, LLCPassive
Notable overlap · 3 shared positions
$IAU$MCD$NEE
$363M
117 positions
#16CADINHA & CO LLCActive
Notable overlap · 3 shared positions
$IAU$GE$MCD
$537M
103 positions
#17MARKET STREET WEALTH MANAGEMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$NEE$NSC$GE
$634M
106 positions
#18True Wealth Design, LLCActive
Notable overlap · 3 shared positions
$NEE$MCD$GE
$360M
2,699 positions
#19FMB WEALTH MANAGEMENTActive
Notable overlap · 3 shared positions
$IAU$NSC$NEE
$242M
73 positions
#20Altiora Financial Group, LLCActive
Notable overlap · 4 shared positions
$IAU$NEE$NSC$EPAM
$607M
110 positions
#21High Probability Advisors, LLCActive
Notable overlap · 3 shared positions
$NEE$EPAM$IAU
$781M
67 positions
#22Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 3 shared positions
$NEE$IAU$EPAM
$1.1B
81 positions
#23CAPE ANN SAVINGS BANKActive
Some overlap · 3 shared positions
$IAU$NEE$MCD
$199M
121 positions
#24KFG WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$NSC$NEE$MCD
$774M
216 positions
#25Wills Financial Group LLCActive
Some overlap · 3 shared positions
$IAU$NEE$NSC
$265M
75 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.