What hedge funds are most similar to Petros Family Wealth, LLC?

The funds with the most similar 13F portfolios to Petros Family Wealth, LLC are DIVIDEND ASSETS ,, Kesler, Norman & Wride,, JGP Wealth ,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Petros Family Wealth,

13F Portfolio OverlapQ1 2026Petros Family Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Petros Family Wealth, LLC is an institutional investor managing $140M across 131 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 Petros Family Wealth, are DIVIDEND ASSETS ,, Kesler, Norman & Wride,, JGP Wealth ,, with shared positions in $KLAC, $AMGN, $LHX, $UNH, $OKE, $LOW. The full ranking of 25 similar funds is below.

#1DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 9 shared positions

$KLAC $AMGN $LHX $UNH $OKE $LOW

$501M

138 positions

#2Kesler, Norman & Wride, LLCPassive

Notable overlap · 10 shared positions

$LHX $AMGN $PSX $ADI $EMR $LOW

$581M

245 positions

#3JGP Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$KLAC $AMGN $LHX $ADI $LOW $ICE

$961M

223 positions

#4MARCO INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$KLAC $UNH $AMGN $PSX $LOW $SYK

$1.3B

232 positions

#5Smart Portfolios, LLCPassive

Notable overlap · 8 shared positions

$REGN $PSX $AMGN $SYK $UNH $OKE

$100M

99 positions

#6Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$AMGN $LHX $OKE $PSX $BAC $NEE

$223M

109 positions

#7Somerset Trust CoPassive

Notable overlap · 7 shared positions

$AMGN $LHX $ADI $PSX $EMR $LOW

$326M

174 positions

#8CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$KLAC $ADI $EMR $LOW $SYK $ICE

$1.2B

103 positions

#9Argo Wealth Advisory, LLCActive

Notable overlap · 6 shared positions

$REGN $AMGN $UNH $LOW $SYK $NEE

$170M

48 positions

#10Covea FinanceActive

Notable overlap · 8 shared positions

$LHX $BAC $ADI $EMR $LOW $TJX

$2.9B

146 positions

#11BRADY FAMILY WEALTH, LLCPassive

Some overlap · 7 shared positions

$AMGN $PSX $ADI $LOW $SYK $TJX

$321M

110 positions

#12ELLERSON GROUP INC /ADVPassive

Some overlap · 5 shared positions

$REGN $AMGN $LHX $PSX $ISRG

$153M

61 positions

#13AIMZ Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$REGN $AMGN $UNH $SYK $ADI $LOW

$324M

139 positions

#14LYNCH & ASSOCIATES/INPassive

Some overlap · 8 shared positions

$BAC $EMR $LOW $SYK $TJX $NEE

$533M

126 positions

#15NIXON PEABODY TRUST COActive

Some overlap · 8 shared positions

$ADI $BAC $SYK $ICE $LOW $TJX

$1.3B

161 positions

#16TILIA FIDUCIARY PARTNERS, INC.Passive

Some overlap · 6 shared positions

$KLAC $UNH $LOW $SYK $NEE $AMD

$182M

115 positions

#17ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Some overlap · 7 shared positions

$KLAC $ADI $PSX $LHX $NEE $AMD

$331M

183 positions

#18Axecap Investments, LLCPassive

Some overlap · 5 shared positions

$KLAC $LHX $ADI $TJX $AMD

$145M

69 positions

#19Palisade Asset Management, LLCActive

Some overlap · 6 shared positions

$AMGN $LHX $UNH $SYK $TJX $TXN

$996M

195 positions

#20Blossom Wealth ManagementPassive

Some overlap · 7 shared positions

$LHX $BAC $ADI $TJX $AMGN $NEE

$67M

74 positions

#21ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Some overlap · 6 shared positions

$AMGN $LHX $BAC $EMR $TJX $TXN

$417M

199 positions

#22CapWealth Advisors, LLCActive

Some overlap · 6 shared positions

$AMGN $UNH $BAC $SYK $NEE $KO

$1.3B

118 positions

#23TOWER TRUST & INVESTMENT CoPassive

Some overlap · 8 shared positions

$ADI $EMR $TJX $KLAC $AMD $NEE

$152M

208 positions

#24Stillwater Wealth Management GroupPassive

Some overlap · 6 shared positions

$REGN $AMGN $SYK $TJX $KO $NEE

$162M

77 positions

#25Bellevue Group AGActive

Some overlap · 5 shared positions

$REGN $AMGN $SYK $UNH $ISRG

$4.2B

155 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.