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Hedge Funds Similar to Perissos Private Wealth

13F Portfolio OverlapQ2 2026Perissos Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

Perissos Private Wealth Management, LLC is an institutional investor managing $148M across 79 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Perissos Private Wealth are ACCOUNT, Whipplewood Advisors, Columbus Macro, with shared positions in $SNPS, $EPD, $ISRG, $BX, $BXSL, $OKE. The full ranking of 25 similar funds is below.

#1ACCOUNT MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$SNPS$EPD$ISRG$BX
$99M
22 positions
#2Whipplewood Advisors, LLCPassive
Some overlap · 3 shared positions
$BXSL$EPD$BX
$149M
636 positions
#3Columbus Macro, LLCPassive
Some overlap · 4 shared positions
$SNPS$OKE$BXSL$AFL
$1.0B
207 positions
#4EDGEWOOD MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SNPS$ISRG$BX
$9.7B
90 positions
#5Breakwater Investment ManagementPassive
Some overlap · 3 shared positions
$SNPS$TMO$ISRG
$294M
600 positions
#6Disciplined Investments, LLCPassive
Some overlap · 3 shared positions
$SNPS$OKE$EPD
$310M
144 positions
#7Corps Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$OKE$EPD$TMO
$124M
99 positions
#8Fort Sheridan Advisors LLCPassive
Some overlap · 3 shared positions
$OKE$EPD$BX
$928M
299 positions
#9BALLAST ADVISORS LLCActive
Some overlap · 4 shared positions
$EPD$SNPS$TMO$BX
$420M
197 positions
#10Retail Employees Superannuation Pty Ltd as trustee for RetaiActive
Some overlap · 3 shared positions
$SNPS$ISRG$TMO
$373M
28 positions
#11Bollard Group LLCActive
Some overlap · 3 shared positions
$OKE$EPD$TMO
$3.3B
309 positions
#12Spinecap SASActive
Some overlap · 3 shared positions
$SNPS$TMO$BX
$335M
16 positions
#13Bellecapital International Ltd.Passive
Some overlap · 3 shared positions
$SNPS$TMO$ISRG
$625M
123 positions
#14ARK & TLK INVESTMENTS, LLCSmart money
Some overlap · 3 shared positions
$OKE$EPD$TMO
$406M
127 positions
#15RAINEY & RANDALL WEALTH ADVISORS INC.Active
Some overlap · 3 shared positions
$SNPS$AFL$TMO
$700M
77 positions
#16R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$OKE$EPD$TMO
$130M
40 positions
#17Chicago Partners Investment Group LLCPassive
Some overlap · 3 shared positions
$EPD$OKE$BX
$5.0B
1,588 positions
#18SUMITOMO LIFE INSURANCE COSmart money
Some overlap · 3 shared positions
$SNPS$ISRG$TMO
$6.1B
291 positions
#19MIROVAActive
Some overlap · 3 shared positions
$SNPS$ISRG$TMO
$2.7B
185 positions
#20Avion WealthActive
Some overlap · 3 shared positions
$EPD$ISRG$TMO
$537M
1,750 positions
#21Americana Partners, LLCPassive
Some overlap · 3 shared positions
$EPD$OKE$TMO
$4.4B
596 positions
#22TT Capital Management LLCActive
Some overlap · 3 shared positions
$BXSL$EPD$OKE
$128M
77 positions
#23ArchPoint InvestorsActive
Some overlap · 5 shared positions
$EPD$BXSL$OKE$TMO$BX
$473M
80 positions
#24Pinnacle West Asset Management, Inc.Passive
Some overlap · 3 shared positions
$EPD$OKE$BX
$145M
104 positions
#25Quintet Private Bank (Europe) S.A.Active
Some overlap · 3 shared positions
$SNPS$ISRG$TMO
$1.6B
196 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.