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Hedge Funds Similar to MCCARTER PRIVATE WEALTH SERVICES

13F Portfolio OverlapQ1 2026MCCARTER PRIVATE WEALTH SERVICES portfolio →
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Most similar hedge funds by 13F overlap

MCCARTER PRIVATE WEALTH SERVICES LLC is an institutional investor managing $230M across 171 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 MCCARTER PRIVATE WEALTH SERVICES are GROUPAMA ASSET MANAGMENT, ALTA /, Renaissance Investment Group, with shared positions in $AEM, $TMO, $PANW, $TJX, $VRTX, $NEE. The full ranking of 25 similar funds is below.

#1GROUPAMA ASSET MANAGMENTActive
Notable overlap · 7 shared positions
$AEM$TMO$PANW$TJX$VRTX$NEE
$6.8B
395 positions
#2ALTA CAPITAL MANAGEMENT LLC/Active
Notable overlap · 5 shared positions
$TJX$AZO$TMO$ETN$PANW
$1.3B
100 positions
#3Renaissance Investment Group LLCPassive
Notable overlap · 6 shared positions
$TJX$TMO$NXPI$NEE$GEV$TT
$465M
81 positions
#4Mirova US LLCActive
Notable overlap · 5 shared positions
$TJX$TMO$VRT$PANW$NEE
$8.8B
42 positions
#5AVITY INVESTMENT MANAGEMENT INC.Active
Notable overlap · 5 shared positions
$TJX$TMO$PANW$ETN$NEE
$1.4B
114 positions
#6McLaughlin Asset Management, Inc.Passive
Some overlap · 6 shared positions
$TJX$VRT$PANW$TMO$GEV$AXP
$105M
91 positions
#7Osprey Private Wealth LLCActive
Some overlap · 4 shared positions
$TJX$AZO$TMO$NEE
$345M
77 positions
#8DJE Kapital AGActive
Some overlap · 5 shared positions
$TJX$AEM$NEE$PANW$VRT
$4.5B
113 positions
#9WD RUTHERFORD LLCPassive
Some overlap · 6 shared positions
$TJX$VRT$PANW$NEE$GEV$AXP
$225M
71 positions
#10TRILLIUM ASSET MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$TJX$PANW$ETN$TRV$VRTX$TT
$3.0B
230 positions
#11Cornerstone Investment Partners, LLCActive
Some overlap · 4 shared positions
$TRV$AZO$TMO$AXP
$2.4B
291 positions
#12Sawyer & Company, IncPassive
Some overlap · 4 shared positions
$TJX$TRV$ETN$AXP
$260M
197 positions
#13Invera Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$ETN$NXPI$GEV$TT
$156M
98 positions
#14Haverford Financial Services, Inc.Active
Some overlap · 4 shared positions
$TJX$TMO$ETN$NEE
$336M
46 positions
#15CMH Wealth Management LLCPassive
Some overlap · 5 shared positions
$TJX$VRT$PANW$ETN$GEV
$583M
113 positions
#16Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$ETN$DELL$NEE$AXP
$649M
186 positions
#17Trifecta Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$PANW$ETN$TJX$VRTX$VRT$TMO
$646M
274 positions
#18Longbow Finance SAPassive
Some overlap · 5 shared positions
$TJX$TRV$PANW$GEV$RL
$552M
55 positions
#19Capital Wealth Planning, LLCActive
Some overlap · 3 shared positions
$TJX$AEM$AXP
$18.1B
151 positions
#20Notis-McConarty EdwardActive
Some overlap · 5 shared positions
$TJX$VRTX$NEE$AXP$TT
$219M
68 positions
#21FRANKLIN STREET ADVISORS INC /NCActive
Some overlap · 5 shared positions
$TJX$TMO$ETN$GEV$AXP
$1.6B
172 positions
#22GENERAL AMERICAN INVESTORS CO INCActive
Some overlap · 3 shared positions
$TJX$AEM$GEV
$1.5B
69 positions
#23Broderick Brian CActive
Some overlap · 5 shared positions
$TJX$VRTX$GEV$AXP$NEE
$542M
95 positions
#24DAVIS R M INCActive
Some overlap · 5 shared positions
$TJX$PANW$ETN$TMO$NEE
$5.6B
273 positions
#25Saturna Capital CORPActive
Some overlap · 4 shared positions
$TJX$AZO$ETN$TT
$7.1B
148 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.