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Hedge Funds Similar to Cove Private Wealth,

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

Cove Private Wealth, LLC is an institutional investor managing $440M across 185 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 Cove Private Wealth, are SPIREPOINT PRIVATE CLIENT,, BBR PARTNERS,, CLIFFORD SWAN INVESTMENT COUNSEL, with shared positions in $UPS, $GILD, $TMO, $AMAT, $PH, $MCK. The full ranking of 25 similar funds is below.

#1SPIREPOINT PRIVATE CLIENT, LLCPassive
Notable overlap · 3 shared positions
$UPS$GILD$TMO
$1.1B
322 positions
#2BBR PARTNERS, LLCActive
Some overlap · 3 shared positions
$UPS$AMAT$PH
$1.8B
253 positions
#3CLIFFORD SWAN INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$UPS$MCK$PH
$2.9B
332 positions
#4Nexus Investment Management ULCActive
Some overlap · 5 shared positions
$UPS$PFE$GILD$TMO$DHR
$715M
70 positions
#5Stelac Advisory Services LLCPassive
Some overlap · 5 shared positions
$UPS$PH$AMAT$PFE$AMP
$494M
163 positions
#6Westshore Wealth, LLCActive
Some overlap · 3 shared positions
$UPS$MCK$AMAT
$285M
102 positions
#7SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$UPS$MRVL$PFE
$3.0B
40 positions
#8MANNING & NAPIER ADVISORS LLCActive
Some overlap · 3 shared positions
$UPS$AMAT$APH
$7.1B
616 positions
#9Mendel Money ManagementPassive
Some overlap · 6 shared positions
$MRVL$PH$AME$APH$DHR$TMO
$239M
137 positions
#10S-Bank Fund Management LtdActive
Some overlap · 6 shared positions
$MRVL$PH$AMAT$CRM$DHR$TMO
$671M
178 positions
#11CHIRON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$UPS$CRM$PFE$DHR$GILD$TMO
$98M
117 positions
#12Alphadyne Asset Management LPPassive
Some overlap · 4 shared positions
$UPS$CRM$DHR$GILD
$5.8B
876 positions
#13BNP PARIBASActive
Some overlap · 5 shared positions
$MCK$PH$AMAT$PFE$TMO
$3.1B
333 positions
#14Pflug Koory, LLCPassive
Some overlap · 5 shared positions
$MCK$PH$AMAT$PFE$TMO
$218M
419 positions
#15OmniStar Financial Group, Inc.Passive
Some overlap · 3 shared positions
$UPS$PH$GILD
$193M
108 positions
#16CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 5 shared positions
$MCK$UPS$AMAT$ALB$CRM
$150M
86 positions
#17FLOSSBACH VON STORCH SEActive
Some overlap · 6 shared positions
$AME$AMAT$APH$CRM$DHR$TMO
$21.4B
109 positions
#18Guinness Asset Management LTDActive
Some overlap · 6 shared positions
$AME$AMAT$APH$CRM$DHR$TMO
$5.8B
143 positions
#19Guinness Atkinson Asset Management IncPassive
Some overlap · 6 shared positions
$AME$AMAT$APH$CRM$DHR$TMO
$200M
123 positions
#20Railway Pension Investments LtdActive
Some overlap · 5 shared positions
$MCK$PH$APH$GILD$TMO
$7.0B
103 positions
#21ODDO BHF ASSET MANAGEMENT SASPassive
Some overlap · 5 shared positions
$MCK$AMAT$APH$GILD$TMO
$2.5B
275 positions
#22PATTON ALBERTSON MILLER GROUP, LLCPassive
Some overlap · 5 shared positions
$MCK$AMAT$AMP$DHR$TMO
$842M
212 positions
#23Cohen Investment Advisors LLCPassive
Some overlap · 4 shared positions
$UPS$CRM$PFE$TMO
$210M
79 positions
#24MUFG Securities EMEA plcActive
Some overlap · 5 shared positions
$MRVL$AMAT$CRM$DHR$GILD
$6.7B
551 positions
#25Private Wealth Partners, LLCActive
Slight overlap · 5 shared positions
$MCK$PFE$DHR$TMO$MRVL
$1.3B
169 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.