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Hedge Funds Similar to LeClair Wealth Partners

13F Portfolio OverlapQ2 2026LeClair Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

LeClair Wealth Partners LLC is an institutional investor managing $193M across 132 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 LeClair Wealth Partners are EVEXIA WEALTH, UNIO, Gleason Group, with shared positions in $PH, $WSM, $KLAC, $TT, $ETN, $CTAS. The full ranking of 25 similar funds is below.

#1EVEXIA WEALTH LLCPassive
Notable overlap · 5 shared positions
$PH$WSM$KLAC$TT$ETN
$369M
77 positions
#2UNIO CAPITAL LLCActive
Notable overlap · 3 shared positions
$PH$CTAS$KLAC
$526M
19 positions
#3Gleason Group, Inc.Active
Some overlap · 4 shared positions
$CTAS$WSM$PH$ETN
$1.1B
449 positions
#4First Long Island Investors, LLCActive
Some overlap · 3 shared positions
$PH$WSM$ETN
$1.4B
73 positions
#5Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$PH$EMR$TT$ETN$TJX
$113M
58 positions
#6DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 6 shared positions
$WSM$PH$CTAS$TJX$TXN$KLAC
$517M
137 positions
#7FORT WASHINGTON INVESTMENT ADVISORS INC /OH/Active
Some overlap · 5 shared positions
$CTAS$CINF$TXN$KLAC$BMY
$19.9B
421 positions
#8CHILTON INVESTMENT CO INC.Active
Some overlap · 4 shared positions
$CTAS$PH$ETN$TXN
$4.2B
299 positions
#9Raub Brock Capital Management LPActive
Some overlap · 4 shared positions
$PH$ETN$TJX$TXN
$363M
45 positions
#10PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$CTAS$EMR$CINF
$209M
54 positions
#11Fullerton Fund Management Co Ltd.Active
Some overlap · 3 shared positions
$PH$TT$ETN
$1.6B
119 positions
#12CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$PH$CTAS$AON$TJX
$456M
67 positions
#13Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$PH$MPC$TJX$KLAC
$2.5B
166 positions
#14Joseph Group Capital ManagementPassive
Some overlap · 3 shared positions
$PH$MPC$ETN
$476M
387 positions
#15Moran Wealth Management, LLCPassive
Some overlap · 6 shared positions
$PH$WSM$TT$ETN$TXN$KLAC
$3.7B
491 positions
#16Miller Capital Partners, Inc.Active
Some overlap · 6 shared positions
$PH$MPC$ETN$AON$TJX$KLAC
$257M
258 positions
#17Westhampton Capital, LLCPassive
Some overlap · 4 shared positions
$PH$EMR$TT$ETN
$241M
131 positions
#18Sandro Wealth Management LLCPassive
Some overlap · 5 shared positions
$PH$CTAS$TT$TJX$KLAC
$138M
103 positions
#19HENDLEY & CO INCActive
Some overlap · 3 shared positions
$PH$ETN$TJX
$283M
47 positions
#20Bristol Gate Capital Partners Inc.Active
Some overlap · 3 shared positions
$CTAS$TT$KLAC
$1.4B
33 positions
#21Fruth Investment ManagementPassive
Some overlap · 6 shared positions
$PH$EMR$TT$MPC$ETN$TXN
$421M
225 positions
#22Unify Financial AdvisorsPassive
Some overlap · 3 shared positions
$PH$MPC$TT
$108M
90 positions
#23Wilkinson Global Asset Management LLCActive
Some overlap · 3 shared positions
$PH$TJX$TXN
$1.3B
62 positions
#24Segment Wealth Management, LLCActive
Some overlap · 5 shared positions
$PH$CTAS$MPC$TJX$TXN
$1.9B
312 positions
#25Windsor Advisory Group, LLCActive
Some overlap · 3 shared positions
$WOR$WS$TXN
$138M
97 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.