13F Pro

Hedge Funds Similar to Core Wealth

13F Portfolio OverlapQ2 2026Core Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Core Wealth Management, Inc. is an institutional investor managing $356M across 42 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Core Wealth are Slocum, Gordon & LLP, Somerset Group, FARMERS, with shared positions in $NEE, $MCD, $MMM. The full ranking of 18 similar funds is below.

#1Slocum, Gordon & Co LLPPassive
Notable overlap · 3 shared positions
$NEE$MCD$MMM
$151M
70 positions
#2Somerset Group LLCActive
Some overlap · 3 shared positions
$NEE$MMM$MCD
$142M
58 positions
#3FARMERS TRUST CO
Some overlap · 3 shared positions
$MCD$NEE$MMM
$637M
203 positions
#4MONARCH CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$MCD$MMM$NEE
$436M
130 positions
#5LYNCH & ASSOCIATES/INPassive
Some overlap · 3 shared positions
$MCD$NEE$MMM
$573M
129 positions
#6MJT & Associates Financial Advisory Group, Inc.Active
Some overlap · 3 shared positions
$MCD$NEE$MMM
$151M
465 positions
#7Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 3 shared positions
$MCD$MMM$NEE
$327M
94 positions
#8Gladwyn Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$NEE$MMM$MCD
$160M
82 positions
#9MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$NEE$MMM$MCD
$272M
149 positions
#10NCM Capital Management, LLCPassive
Some overlap · 3 shared positions
$MMM$NEE$MCD
$324M
194 positions
#11FIRST AMERICAN TRUST, FSBPassive
Some overlap · 3 shared positions
$NEE$MCD$MMM
$1.7B
307 positions
#12Center for Financial Planning, Inc.Smart money
Some overlap · 3 shared positions
$NEE$MCD$MMM
$1.1B
666 positions
#13FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive
Some overlap · 3 shared positions
$NEE$MCD$MMM
$492M
156 positions
#14Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 3 shared positions
$MMM$NEE$MCD
$449M
45 positions
#15Three Bearings Fiduciary Advisors, Inc.Active
Slight overlap · 3 shared positions
$NEE$MMM$MCD
$112M
312 positions
#16Kroeger Financial PartnersActive
Slight overlap · 3 shared positions
$NEE$MCD$MMM
$103M
141 positions
#17Novak & Powell Financial Services, Inc.Passive
Slight overlap · 3 shared positions
$MMM$MCD$NEE
$212M
171 positions
#18Plotkin Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$NEE$MMM$MCD
$241M
110 positions

Compare Core Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Core Wealth’s holdings

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.