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Hedge Funds Similar to Partnership Wealth ,

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

Partnership Wealth Management, LLC is an institutional investor managing $148M across 67 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 Partnership Wealth , are ISTHMUS PARTNERS,, Somerset, CUTLER INVESTMENT COUNSEL, with shared positions in $GMM, $TT, $CL, $CTRA, $COR, $EMR. The full ranking of 25 similar funds is below.

#1ISTHMUS PARTNERS, LLCPassive
Some overlap · 7 shared positions
$GMM$TT$CL$CTRA$COR$EMR
$953M
217 positions
#2Somerset Trust CoPassive
Some overlap · 9 shared positions
$NSC$ABT$MDT$CEG$EMR$MCD
$326M
174 positions
#3CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 5 shared positions
$SE$GMM$MDT$MCD$NEE
$971M
146 positions
#4DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 6 shared positions
$FANG$ABT$CL$MDT$DIS$PFE
$16.0B
187 positions
#5BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 7 shared positions
$MDT$FANG$BMY$COR$EMR$MCD
$480M
133 positions
#6RNC CAPITAL MANAGEMENT LLC
Some overlap · 7 shared positions
$BMY$CTRA$MDT$EMR$GLW$T
$2.2B
173 positions
#7MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$TT$ABT$CEG$COR$MCD$NEE
$835M
170 positions
#8BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 5 shared positions
$NSC$BMY$ABT$EMR$MCD
$2.3B
264 positions
#9Farmers National BankPassive
Some overlap · 6 shared positions
$NSC$MDT$DIS$MCD$NEE$T
$453M
185 positions
#10Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 7 shared positions
$BMY$MDT$MCD$GLW$PFE$NEE
$302M
93 positions
#11HARBOR ADVISORY CORP /MA/Passive
Some overlap · 5 shared positions
$SE$GMM$ABT$PFE$MCD
$333M
79 positions
#12Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$TT$SE$ABT$EMR$MCD
$100M
54 positions
#13MONARCH CAPITAL MANAGEMENT INCPassive
Some overlap · 7 shared positions
$ABT$MDT$EMR$MCD$PFE$NEE
$409M
127 positions
#14Phoenix Wealth AdvisorsActive
Some overlap · 4 shared positions
$SE$GMM$NEE$APD
$253M
126 positions
#15KFG WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$GMM$NSC$NEE$MCD$CL
$774M
216 positions
#16CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 6 shared positions
$BMY$MDT$EMR$PPG$GLW$PFE
$1.4B
178 positions
#17BONNESS ENTERPRISES INCActive
Some overlap · 6 shared positions
$BMY$ABT$EMR$GLW$PFE$T
$273M
39 positions
#18VIKING FUND MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$BMY$FANG$GLW$PFE$NEE$T
$976M
142 positions
#19MB Generational Wealth, LLCActive
Some overlap · 4 shared positions
$NSC$SE$GMM$NEE
$181M
66 positions
#20EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$BMY$ABT$PFE$NEE$FDX$T
$1.4B
56 positions
#21Cobblestone Asset Management LLCPassive
Some overlap · 3 shared positions
$SE$GMM$BMY
$222M
73 positions
#22INDEPENDENT INVESTORS INCSmart money
Some overlap · 7 shared positions
$NSC$DIS$EMR$MCD$ABT$CL
$504M
70 positions
#23Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$ABT$CL$EMR$MCD$NEE$APD
$98M
50 positions
#24BCU Wealth Advisors, LLCSmart money
Some overlap · 3 shared positions
$SE$NSC$ABT
$268M
60 positions
#25Leibman Financial Services, Inc.Passive
Some overlap · 4 shared positions
$SE$BMY$DIS$ALB
$136M
49 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.