What hedge funds are most similar to Partnership Wealth Management, LLC?

The funds with the most similar 13F portfolios to Partnership Wealth Management, LLC are Somerset, InvesTrust, BERKSHIRE ASSET, 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 Partnership Wealth

13F Portfolio OverlapQ3 2026Partnership Wealth portfolio →

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Most similar hedge funds by 13F overlap

Partnership Wealth Management, LLC is an institutional investor managing $140M across 67 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Partnership Wealth are Somerset, InvesTrust, BERKSHIRE ASSET, with shared positions in $NSC, $ABT, $EMR, $MDT, $PEP, $MCD. The full ranking of 25 similar funds is below.

#1Somerset Trust CoPassive

Notable overlap · 10 shared positions

$NSC $ABT $EMR $MDT $PEP $MCD

$354M

186 positions

#2InvesTrustPassive

Notable overlap · 8 shared positions

$BMY $PEP $DIS $EMR $MCD $PFE

$247M

91 positions

#3BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 6 shared positions

$NSC $BMY $ABT $EMR $PEP $MCD

$2.5B

270 positions

#4Ramsay, Stattman, Vela & Price, Inc.Passive

Some overlap · 9 shared positions

$PEP $ABT $EMR $DIS $CL $FDX

$583M

82 positions

#5LETSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 7 shared positions

$TT $PEP $ABT $MCD $CL $NSC

$273M

104 positions

#6BOSTON RESEARCH & MANAGEMENT INCPassive

Some overlap · 8 shared positions

$CL $ABT $PEP $DIS $MCD $NEE

$453M

121 positions

#7Walsky Investment Management, Inc.Passive

Some overlap · 8 shared positions

$CL $ABT $PEP $EMR $MCD $APD

$108M

52 positions

#8RNC CAPITAL MANAGEMENT LLCActive

Some overlap · 7 shared positions

$PEP $BMY $MDT $EMR $GLW $APD

$2.4B

181 positions

#9DIAMOND HILL CAPITAL MANAGEMENT INCActive

Some overlap · 6 shared positions

$FANG $CL $ABT $DIS $MDT $SYY

$12.5B

186 positions

#10CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Some overlap · 6 shared positions

$GLW $BMY $MDT $PPG $EMR $PFE

$3.3B

229 positions

#11Financial & Tax Architects, LLCPassive

Some overlap · 7 shared positions

$PEP $ABT $MDT $EMR $MCD $NEE

$486M

109 positions

#12MB, LEVIS & ASSOCIATES, LLCPassive

Some overlap · 8 shared positions

$NSC $ABT $EMR $PEP $NEE $FDX

$273M

250 positions

#13DMKC Advisory Services, LLCActive

Some overlap · 8 shared positions

$PEP $ABT $MDT $EMR $PFE $FDX

$530M

92 positions

#14Nicholson Wealth Management Group, LLCPassive

Some overlap · 7 shared positions

$PEP $CL $PPG $TT $MCD $NEE

$170M

111 positions

#15NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$PEP $CL $ABT $EMR $MDT $NEE

$381M

144 positions

#16KANAWHA CAPITAL MANAGEMENT LLCPassive

Some overlap · 8 shared positions

$ABT $PEP $NSC $MCD $MDT $EMR

$1.6B

228 positions

#17St. Louis Trust CoActive

Some overlap · 5 shared positions

$BMY $PEP $CL $EMR $ABT

$875M

125 positions

#18Michael Brady & Co., LLCActive

Some overlap · 6 shared positions

$TT $PEP $ABT $EMR $MCD $ADP

$110M

55 positions

#19Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 7 shared positions

$GLW $BMY $MDT $MCD $PFE $NEE

$327M

94 positions

#20CONNING INC.Passive

Some overlap · 6 shared positions

$GLW $CL $BMY $ABT $MCD $ADP

$3.3B

327 positions

#21OLD REPUBLIC INTERNATIONAL CORPActive

Some overlap · 8 shared positions

$PEP $BMY $EMR $MCD $PFE $WEC

$2.2B

70 positions

#22HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 7 shared positions

$PEP $ABT $EMR $BMY $MCD $NEE

$321M

107 positions

#23Tufton Capital ManagementPassive

Some overlap · 6 shared positions

$NSC $GLW $EMR $ABT $MDT $ADP

$583M

131 positions

#24BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 7 shared positions

$GLW $MDT $EMR $COR $MCD $FANG

$504M

136 positions

#25Orographic Financial Advisors, LLCPassive

Some overlap · 7 shared positions

$BMY $DIS $CEG $MCD $PFE $EXC

$151M

105 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.