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Hedge Funds Similar to PUREfi Wealth

13F Portfolio OverlapQ2 2026PUREfi Wealth portfolio →
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Most similar hedge funds by 13F overlap

PUREfi Wealth, LLC is an institutional investor managing $182M across 208 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 PUREfi Wealth are CWS Financial Advisors, BAHL & GAYNOR, Suncoast Equity, with shared positions in $SYK, $LIN, $ADI, $ETN, $PNC, $NEE. The full ranking of 25 similar funds is below.

#1CWS Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SYK$LIN$ADI
$451M
171 positions
#2BAHL & GAYNOR INCActive
Some overlap · 9 shared positions
$ETN$PNC$NEE$APO$WMB$ADI
$21.7B
341 positions
#3Suncoast Equity ManagementActive
Some overlap · 4 shared positions
$SYK$ASML$ETN$ADP
$798M
63 positions
#4WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 5 shared positions
$SYK$ASML$NEE$ADP$ETN
$2.1B
131 positions
#5DILLON & ASSOCIATES INCActive
Some overlap · 5 shared positions
$SYK$ETN$NEE$ADP$ASML
$817M
80 positions
#6MAR VISTA INVESTMENT PARTNERS LLCActive
Some overlap · 4 shared positions
$SYK$ASML$ADI$LIN
$1.0B
33 positions
#7LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 4 shared positions
$SYK$ASML$ADI$ADP
$10.3B
565 positions
#8NORTHSTAR ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$SYK$ETN$ADP$LIN
$341M
91 positions
#9LDIC Inc.Active
Some overlap · 3 shared positions
$SYK$ADI$NEE
$160M
25 positions
#10PROFESSIONAL ADVISORY SERVICES INCActive
Some overlap · 4 shared positions
$SYK$ASML$ADI$GD
$836M
93 positions
#11Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 5 shared positions
$SYK$ASML$ADP$LIN$PNC
$562M
84 positions
#12Bey-Douglas LLC
Some overlap · 3 shared positions
$SYK$ETN$ADP
$115M
56 positions
#13Family Legacy Financial Solutions, LLCActive
Some overlap · 4 shared positions
$SYK$ADI$MRVL$LIN
$164M
65 positions
#14FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 6 shared positions
$ASML$SYK$NEE$APO$LIN$GD
$1.7B
208 positions
#15Smith, Salley & AssociatesPassive
Some overlap · 6 shared positions
$ASML$PNC$ADI$NEE$MRVL$LIN
$2.3B
275 positions
#16Bath Savings Trust CoActive
Some overlap · 3 shared positions
$SYK$NEE$ADP
$965M
177 positions
#17PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$SYK$NEE$ADP
$209M
54 positions
#18BOSTON FAMILY OFFICE LLCActive
Some overlap · 5 shared positions
$SYK$ASML$ETN$NEE$ADP
$1.6B
314 positions
#19BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$SYK$ETN$ADI$ADP$GD
$346M
113 positions
#20Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$SYK$ASML$ETN
$2.8B
151 positions
#21Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$ASML$SYK$ETN$ADI$NEE
$170M
61 positions
#22DAVIS-REA LTD.Active
Some overlap · 3 shared positions
$SYK$PNC$LIN
$351M
45 positions
#23NIXON PEABODY TRUST COActive
Some overlap · 5 shared positions
$ASML$SYK$ETN$NEE$GD
$1.4B
177 positions
#24WENDELL DAVID ASSOCIATES INCActive
Some overlap · 3 shared positions
$SYK$NEE$ADP
$947M
155 positions
#25Wilson & Boucher Capital Management, LLC
Some overlap · 3 shared positions
$SYK$NEE$TRV
$170M
121 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.