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Hedge Funds Similar to PUREfi Wealth,

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

PUREfi Wealth, LLC is an institutional investor managing $153M across 188 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 PUREfi Wealth, are MAIMON WEALTH LTD., CWS Financial Advisors,, FUNDSMITH INVESTMENT SERVICES LTD., with shared positions in $SYK, $MDLZ, $MAR, $MCD, $ADI, $TXN. The full ranking of 25 similar funds is below.

#1MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 4 shared positions
$SYK$MDLZ$MAR$MCD
$114M
77 positions
#2CWS Financial Advisors, LLCActive
Some overlap · 4 shared positions
$SYK$MCD$MAR$ADI
$390M
157 positions
#3FUNDSMITH INVESTMENT SERVICES LTD.Smart money
Some overlap · 3 shared positions
$SYK$TXN$MAR
$4.4B
24 positions
#4Fundsmith LLPActive
Some overlap · 3 shared positions
$SYK$TXN$MAR
$12.8B
34 positions
#5First Western Trust BankSmart money
Some overlap · 5 shared positions
$SYK$MCD$TXN$MAR$NEE
$2.0B
205 positions
#6Cohen Capital Management, Inc.Passive
Some overlap · 4 shared positions
$SYK$NEE$UNH$MAR
$644M
154 positions
#7Midway Capital Research & ManagementPassive
Some overlap · 4 shared positions
$SYK$NEE$ADI$MCD
$106M
117 positions
#8BAHL & GAYNOR INCActive
Some overlap · 8 shared positions
$NEE$TXN$ETN$UNH$TRV$WMB
$19.8B
327 positions
#9Carnegie Lake Advisors LLCPassive
Some overlap · 4 shared positions
$SYK$UNH$WMB$MCD
$252M
167 positions
#10Bath Savings Trust CoActive
Some overlap · 3 shared positions
$SYK$NEE$MCD
$936M
168 positions
#11Tandem Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$SYK$NEE$MCD
$2.0B
83 positions
#12BRIGHT FINANCIAL ADVISORS, INC.Active
Some overlap · 4 shared positions
$SYK$ETN$MAR$TXN
$218M
67 positions
#13GPM Growth Investors, Inc.Active
Some overlap · 4 shared positions
$SYK$ADI$MCD$MAR
$238M
42 positions
#14WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$SYK$NEE$ASML
$2.1B
122 positions
#15LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 3 shared positions
$SYK$ASML$ADI
$10.0B
560 positions
#16Gouws Capital LLCActive
Some overlap · 4 shared positions
$SYK$NEE$MCD$ETN
$189M
58 positions
#17Callahan Advisors, LLCPassive
Some overlap · 6 shared positions
$SYK$NEE$ETN$ASML$UNH$MCD
$1.2B
177 positions
#18BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$SYK$TXN$ETN$ADI$MCD
$321M
110 positions
#19Ardent Capital Management, Inc.Smart money
Some overlap · 3 shared positions
$SYK$UNH$MCD
$234M
47 positions
#20Sandhill Capital Partners LLCActive
Some overlap · 3 shared positions
$SYK$TXN$MCD
$1.2B
95 positions
#21Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$SYK$NEE$TXN$WMB$MCD
$446M
104 positions
#22PICTET BANK & TRUST LtdActive
Some overlap · 6 shared positions
$SYK$TXN$ETN$UNH$MCD$MAR
$76M
33 positions
#23ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 4 shared positions
$SYK$TXN$ASML$MCD
$1.7B
86 positions
#24CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$SYK$TXN$ETN$WMB$ADI
$1.2B
103 positions
#25TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 5 shared positions
$SYK$NEE$ETN$UNH$MAR
$182M
115 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.