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Hedge Funds Similar to PARTNERS WEALTH

13F Portfolio OverlapQ2 2026PARTNERS WEALTH portfolio →
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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
$212M
109 positions
#4Fee-Only Financial Planning, L.C.Smart money
Some overlap · 4 shared positions
$T$MO$PM$SO
$187M
45 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
$239M
126 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
$2.2B
268 positions
#9VIKING FUND MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$GLW$MS$MO$T
$1.1B
146 positions
#10GLOBALT Investments LLC / GAActive
Some overlap · 5 shared positions
$GLW$MS$T$PM$WFC
$3.0B
213 positions
#11TRUST CO OF VIRGINIA /VAPassive
Some overlap · 4 shared positions
$GLW$CSX$PM$LOW
$1.3B
226 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
$140M
63 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 LLCPassive
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
$239M
139 positions
#22HF Advisory Group, LLCPassive
Some overlap · 5 shared positions
$MO$PM$T$SO$WFC
$323M
168 positions
#23Center For Asset Management LLCPassive
Some overlap · 3 shared positions
$GLW$T$MO
$225M
151 positions
#24OmniStar Financial Group, Inc.Passive
Some overlap · 4 shared positions
$GLW$MS$PM$SO
$217M
118 positions
#25Investmark Advisory Group LLCPassive
Some overlap · 3 shared positions
$T$MO$PM
$263M
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.