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Hedge Funds Similar to XXI WEALTH,

13F Portfolio OverlapQ1 2026XXI WEALTH, portfolio →
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Most similar hedge funds by 13F overlap

XXI WEALTH, LLC is an institutional investor managing $177M across 209 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 XXI WEALTH, are WESTBOURNE INVESTMENTS,, GROUPAMA ASSET MANAGMENT, MORGAN DEMPSEY, with shared positions in $MU, $PH, $OKE, $CME, $IBM, $C. The full ranking of 25 similar funds is below.

#1WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 7 shared positions
$MU$PH$OKE$CME$IBM$C
$210M
141 positions
#2GROUPAMA ASSET MANAGMENTActive
Some overlap · 6 shared positions
$MU$PH$AZN$CME$TJX$C
$6.8B
395 positions
#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$CME$OKE$IBM$C$VZ
$220M
148 positions
#4TABR Capital Management, LLCActive
Some overlap · 6 shared positions
$PH$OKE$WDC$MU$SCHW$HWM
$109M
54 positions
#5Garner Asset Management CorpPassive
Some overlap · 6 shared positions
$OKE$CME$IBM$VZ$DELL$SCHW
$255M
156 positions
#6IBEX WEALTH ADVISORSPassive
Some overlap · 5 shared positions
$MU$OKE$CME$VZ$HWM
$1.1B
203 positions
#7THORNBURG INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$CME$AZN$C$SCHW$TJX
$9.6B
171 positions
#8Miramar Capital, LLCPassive
Some overlap · 4 shared positions
$CME$OKE$ABT$VZ
$449M
56 positions
#9Passumpsic Savings Bank
Some overlap · 5 shared positions
$MU$PH$TJX$APH$HWM
$183M
90 positions
#10Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$MU$OKE$C$VZ$DELL
$151M
135 positions
#11VISTA INVESTMENT PARTNERS LLCPassive
Some overlap · 5 shared positions
$PH$OKE$TJX$VZ$DELL
$378M
169 positions
#12BRAUN STACEY ASSOCIATES INCActive
Some overlap · 5 shared positions
$MU$CME$WDC$TJX$HWM
$3.0B
112 positions
#13CIBC Private Wealth Group, LLC
Some overlap · 6 shared positions
$AZN$ABT$CME$TJX$APH$HWM
$59.2B
3,397 positions
#14BYRNE FINANCIAL FREEDOM, LLCPassive
Some overlap · 5 shared positions
$MU$OKE$APH$IBM$DELL
$209M
103 positions
#15GREAT LAKES ADVISORS, LLCPassive
Some overlap · 4 shared positions
$PH$MU$ABT$TJX
$12.1B
792 positions
#16Alley Investment Management Company, LLCActive
Some overlap · 4 shared positions
$CME$PH$ABT$VZ
$821M
85 positions
#17DekaBank Deutsche GirozentralePassive
Some overlap · 7 shared positions
$AZN$PH$DELL$VZ$MU$IBM
$61M
1,101 positions
#18COMMUNITY TRUST & INVESTMENT COActive
Some overlap · 5 shared positions
$PH$AZN$TJX$APH$SCHW
$1.8B
140 positions
#19KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$PH$ABT$IBM$VZ$APH
$1.4B
221 positions
#20Brentview Investment Management LLCPassive
Some overlap · 3 shared positions
$CME$PH$TJX
$231M
63 positions
#21Capital Wealth Planning, LLCActive
Some overlap · 4 shared positions
$CME$TJX$IBM$VZ
$18.1B
151 positions
#22Richard C. Young & CO., LTD.Active
Some overlap · 5 shared positions
$MU$IBM$VZ$APH$DELL
$1.2B
93 positions
#23SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$CME$IBM$C$VZ
$728M
79 positions
#24Vontobel Holding Ltd.Passive
Some overlap · 4 shared positions
$CME$ABT$TJX$APH
$29.1B
1,188 positions
#25PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 4 shared positions
$MU$AZN$TJX$SCHW
$127.0B
320 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.