13F Pro

Hedge Funds Similar to Processus Wealth & ,

13F Portfolio OverlapQ1 2026Processus Wealth & , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Processus Wealth & Capital Management, LLC is an institutional investor managing $171M across 37 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 Processus Wealth & , are Blume ,, Insight Inv, Eliot Finkel Investment Counsel,, with shared positions in $FDX, $AMAT, $C, $BAC, $AMGN, $GD. The full ranking of 25 similar funds is below.

#1Blume Capital Management, Inc.Passive
Notable overlap · 4 shared positions
$FDX$AMAT$C$BAC
$588M
337 positions
#2Insight Inv LLCPassive
Notable overlap · 6 shared positions
$AMAT$AMGN$C$GD$EMR$EOG
$183M
104 positions
#3Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 4 shared positions
$AMAT$AMGN$GD$EOG
$184M
32 positions
#4Evergreen Private Wealth LLCPassive
Notable overlap · 6 shared positions
$AMAT$TMO$ULTA$EOG$AMGN$CRM
$247M
86 positions
#5ELLERSON GROUP INC /ADVActive
Notable overlap · 4 shared positions
$PLTR$AMGN$TMO$FDX
$153M
61 positions
#6McGuire Investment Group, LLCActive
Notable overlap · 4 shared positions
$AMAT$PLTR$TMO$AMGN
$885M
121 positions
#7Cambridge Financial Group, Inc.Active
Notable overlap · 3 shared positions
$FDX$C$BAC
$267M
33 positions
#8Huber Capital Management LLCActive
Notable overlap · 3 shared positions
$FDX$C$BAC
$647M
99 positions
#9Palacios Wealth Management, LLCSmart money
Notable overlap · 7 shared positions
$CRWD$TMO$AMGN$PLTR$BAC$C
$160M
75 positions
#10AVITY INVESTMENT MANAGEMENT INC.Active
Notable overlap · 4 shared positions
$AMAT$TMO$AMGN$C
$1.4B
114 positions
#11Talbot Financial, LLCActive
Notable overlap · 5 shared positions
$AMAT$AMGN$EMR$TMO$CRM
$1.2B
66 positions
#12Glassy Mountain Advisors, Inc.Active
Notable overlap · 4 shared positions
$AMAT$GD$BAC$CRM
$322M
77 positions
#13Sanders Capital, LLCActive
Notable overlap · 5 shared positions
$BAC$AMAT$GD$ULTA$CRM
$83.9B
44 positions
#14Wisconsin Wealth Advisors, LLCPassive
Notable overlap · 4 shared positions
$AMAT$PLTR$CRWD$CRM
$102M
84 positions
#15Stanley Capital Management, LLCActive
Notable overlap · 3 shared positions
$AMAT$BAC$ULTA
$598M
40 positions
#16Rayburn West Financial Services LLCActive
Notable overlap · 4 shared positions
$BAC$C$AMGN$GD
$170M
82 positions
#17EDGAR LOMAX CO/VAActive
Notable overlap · 4 shared positions
$FDX$GD$BAC$AMGN
$1.4B
56 positions
#18PARNASSUS INVESTMENTS, LLCActive
Notable overlap · 4 shared positions
$AMAT$TMO$BAC$CRM
$34.1B
135 positions
#19AGP FRANKLIN, LLCPassive
Notable overlap · 4 shared positions
$PLTR$C$CRWD$BAC
$200M
93 positions
#20Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$C$AMGN$BAC
$223M
109 positions
#21Atlas Wealth LLCPassive
Some overlap · 4 shared positions
$CRWD$BAC$AMGN$TMO
$334M
115 positions
#22Brandywine Global Investment Management, LLC
Some overlap · 6 shared positions
$BAC$C$FDX$AMGN$CRM$EOG
$14.9B
601 positions
#23Edgemoor Investment Advisors, Inc.Active
Some overlap · 4 shared positions
$AMAT$GD$C$TMO
$1.3B
170 positions
#24Blue Line Capital, LLC / ILPassive
Some overlap · 4 shared positions
$PLTR$AMGN$CRWD$TMO
$88M
65 positions
#25Dundas Partners LLPActive
Some overlap · 3 shared positions
$AMAT$TMO$CRM
$1.3B
49 positions

Compare Processus Wealth & ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Processus Wealth & ,’s holdings

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.