13F Pro

Hedge Funds Similar to PARTNERS WEALTH

13F Portfolio OverlapQ2 2026PARTNERS WEALTH portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

PARTNERS WEALTH MANAGEMENT, LLC is an institutional investor managing $102M across 108 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 PARTNERS WEALTH are Smith Partners Wealth, GQG Partners, Insight Inv, with shared positions in $GLW, $CSX, $MO, $PM, $LOW, $T. The full ranking of 25 similar funds is below.

#1Smith Partners Wealth Management, LLCActive
Some overlap · 5 shared positions
$GLW$CSX$MO$PM$LOW
$126M
73 positions
#2GQG Partners LLCActive
Some overlap · 5 shared positions
$T$ALL$MO$PM$BP
$53.8B
102 positions
#3Insight Inv LLCPassive
Some overlap · 5 shared positions
$GLW$ALL$MS$BP$LOW
$210M
108 positions
#4Fee-Only Financial Planning, L.C.Smart money
Some overlap · 4 shared positions
$T$MO$PM$SO
$182M
43 positions
#5AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$GLW$MO$PM$BP$LOW
$745M
184 positions
#6Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$GLW$CSX$SO$T
$231M
125 positions
#7DCM Advisors, LLCActive
Some overlap · 5 shared positions
$CSX$MS$PM$WFC$T
$253M
38 positions
#8GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 5 shared positions
$ALL$MO$MS$PM$SO
$2.3B
224 positions
#9VIKING FUND MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$GLW$MS$MO$T
$1.1B
141 positions
#10GLOBALT Investments LLC / GAActive
Some overlap · 5 shared positions
$GLW$MS$T$PM$WFC
$2.9B
212 positions
#11TRUST CO OF VIRGINIA /VAPassive
Some overlap · 4 shared positions
$GLW$CSX$PM$LOW
$1.3B
220 positions
#12Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$MO$MS$PM$T$LOW
$10.2B
208 positions
#13MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$GLW$T$CSX
$138M
62 positions
#14MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$T$PM$SO$WFC
$233M
122 positions
#15Hartford Funds Management Co LLCSmart money
Some overlap · 6 shared positions
$PM$GLW$MS$DAL$WFC$LOW
$1.3B
98 positions
#16Widmann Financial Services, Inc.Passive
Some overlap · 4 shared positions
$GLW$T$MO$SO
$186M
123 positions
#17Guilbault Capital LLCActive
Some overlap · 4 shared positions
$ALL$MO$MS$PM
$100M
73 positions
#18LONDON CO OF VIRGINIAActive
Some overlap · 4 shared positions
$GLW$MO$PM$LOW
$17.5B
169 positions
#19Hayek Kallen Investment ManagementActive
Some overlap · 6 shared positions
$BP$PM$MO$SO$LOW$T
$330M
97 positions
#20Griffith & Werner, Inc.Passive
Some overlap · 4 shared positions
$T$SO$WFC$PM
$213M
71 positions
#21First Citizens Financial CorpPassive
Some overlap · 5 shared positions
$GLW$MS$LOW$WFC$PM
$238M
137 positions
#22HF Advisory Group, LLCPassive
Some overlap · 5 shared positions
$MO$PM$T$SO$WFC
$336M
174 positions
#23Center For Asset Management LLCPassive
Some overlap · 3 shared positions
$GLW$T$MO
$222M
178 positions
#24OmniStar Financial Group, Inc.Passive
Some overlap · 4 shared positions
$GLW$MS$PM$SO
$230M
116 positions
#25Investmark Advisory Group LLCPassive
Some overlap · 3 shared positions
$T$MO$PM
$308M
171 positions

Compare PARTNERS WEALTH’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View PARTNERS WEALTH’s holdings

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.