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Hedge Funds Similar to POTENTIA WEALTH

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

POTENTIA WEALTH is an institutional investor managing $259M across 89 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 POTENTIA WEALTH are ARGUS INVESTORS' COUNSEL,, NVWM,, Van Diest ,, with shared positions in $AMAT, $ANET, $WFC, $GD, $MS, $SBUX. The full ranking of 25 similar funds is below.

#1ARGUS INVESTORS' COUNSEL, INC.Passive
Slight overlap · 4 shared positions
$AMAT$ANET$WFC$GD
$112M
102 positions
#2NVWM, LLCPassive
Slight overlap · 4 shared positions
$AMAT$ANET$WFC$MS
$449M
747 positions
#3Van Diest Capital, LLCPassive
Slight overlap · 4 shared positions
$AMAT$ANET$WFC$SBUX
$127M
190 positions
#4ProVise Management Group, LLCPassive
Slight overlap · 5 shared positions
$AMAT$WFC$UL$GD$MS
$1.4B
261 positions
#5SPWM Advisors LLCPassive
Slight overlap · 5 shared positions
$AMAT$WFC$UL$GD$SBUX
$115M
93 positions
#6CULLEN INVESTMENT GROUP, LTD.Active
Slight overlap · 5 shared positions
$AMAT$WFC$UL$GD$SBUX
$758M
179 positions
#7Nearwater Capital Markets, LtdPassive
Slight overlap · 3 shared positions
$AMAT$ANET$WFC
$4.2B
82 positions
#8Calamos Wealth Management LLCPassive
Slight overlap · 4 shared positions
$AMAT$ANET$WFC$MS
$2.9B
546 positions
#9SIGNET FINANCIAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$AMAT$ANET$WFC
$892M
299 positions
#10FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Slight overlap · 4 shared positions
$AMAT$WFC$UL$GD
$319M
251 positions
#11PBU - The Pension Fund of Early Childhood & Youth EducatorsActive
Slight overlap · 3 shared positions
$AMAT$ANET$WFC
$7.7B
190 positions
#12Axecap Investments, LLCPassive
Slight overlap · 4 shared positions
$AMAT$ANET$CHRW$MS
$145M
69 positions
#13Point72 Asset Management, L.P.Passive
Slight overlap · 4 shared positions
$AMAT$ANET$MS$PCG
$78.1B
3,704 positions
#14Tranquilli Financial Advisor LLCPassive
Slight overlap · 4 shared positions
$AMAT$WFC$GD$MS
$171M
132 positions
#15ATALANTA SOSNOFF CAPITAL, LLCActive
Slight overlap · 4 shared positions
$AMAT$ANET$MS$FCX
$4.7B
104 positions
#16Wealth Science Advisors LLCActive
Slight overlap · 4 shared positions
$AMAT$WFC$GD$MS
$178M
203 positions
#17Boston PartnersPassive
Slight overlap · 4 shared positions
$AMAT$WFC$MS$LPLA
$95.5B
767 positions
#18Blume Capital Management, Inc.Passive
Slight overlap · 4 shared positions
$AMAT$WFC$RIO$FCX
$588M
337 positions
#19MATRIX ASSET ADVISORS INC/NYActive
Slight overlap · 4 shared positions
$AMAT$WFC$MS$SBUX
$1.1B
105 positions
#20Mission Creek Capital Partners, Inc.Passive
Slight overlap · 4 shared positions
$ANET$AMAT$UNIT$FCX
$501M
219 positions
#21Voya Financial Advisors, Inc.Active
Slight overlap · 4 shared positions
$AMAT$WFC$GD$SBUX
$1.0B
209 positions
#22SHELTON WEALTH MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$ANET$WFC$GD$FCX
$229M
137 positions
#23Cardinal Capital Management, Inc.Active
Slight overlap · 3 shared positions
$AMAT$WFC$UL
$3.7B
66 positions
#24Junto Capital Management LPPassive
Slight overlap · 5 shared positions
$AMAT$GD$FFIV$MS$LPLA
$4.7B
87 positions
#25Evansbrook LLCActive
Slight overlap · 4 shared positions
$WFC$ANET$GD$MS
$150M
117 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.