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Hedge Funds Similar to SpringVest Wealth

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

SpringVest Wealth Management LLC is an institutional investor managing $159M across 74 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 SpringVest Wealth are Slocum, Gordon & LLP, Stack Financial, GLOBALT Investments / GA, with shared positions in $AEP, $DUK, $COP, $EMR, $STT, $KLAC. The full ranking of 25 similar funds is below.

#1Slocum, Gordon & Co LLPPassive
Some overlap · 3 shared positions
$AEP$DUK$COP
$151M
70 positions
#2Stack Financial Management, IncActive
Some overlap · 4 shared positions
$AEP$DUK$COP$EMR
$1.3B
54 positions
#3GLOBALT Investments LLC / GAActive
Some overlap · 6 shared positions
$STT$DUK$KLAC$PM$SLV$EMR
$3.0B
213 positions
#4Measured Risk Portfolios, Inc.Active
Some overlap · 3 shared positions
$AEP$DUK$PM
$112M
63 positions
#5GODSEY & GIBB, INCPassive
Some overlap · 3 shared positions
$AEP$STT$DUK
$1.2B
383 positions
#6GQG Partners LLCActive
Some overlap · 3 shared positions
$AEP$DUK$PM
$53.8B
102 positions
#7DMC Group, LLCPassive
Some overlap · 4 shared positions
$ALAB$STT$KLAC$EMR
$146M
128 positions
#8CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 5 shared positions
$STT$DUK$PM$COP$EMR
$1.5B
184 positions
#9FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$AEP$STT$PM
$8.2B
442 positions
#10Fortress Financial Solutions, LLC
Some overlap · 3 shared positions
$AEP$STT$SLV
$96M
56 positions
#11THAMES CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$ALAB$STT$KLAC
$1.2B
56 positions
#12Plan Group Financial, LLCPassive
Some overlap · 4 shared positions
$AEP$DUK$PM$SLV
$486M
249 positions
#13Bollard Group LLCActive
Some overlap · 4 shared positions
$AEP$DUK$EMR$COP
$3.3B
309 positions
#14First County Bank /CT/Passive
Some overlap · 5 shared positions
$AEP$DUK$KLAC$PM$EMR
$213M
169 positions
#15VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 4 shared positions
$AEP$DUK$PM$COP
$5.0B
245 positions
#16MORTON COMMUNITY BANKPassive
Some overlap · 4 shared positions
$AEP$DUK$PM$COP
$491M
120 positions
#17MATRIX PRIVATE CAPITAL GROUP LLCActive
Some overlap · 5 shared positions
$PHYS$PM$EMR$DUK$STT
$230M
143 positions
#18TOEWS CORP /ADVActive
Some overlap · 4 shared positions
$STT$AEP$PM$COP
$686M
151 positions
#19Pathway Financial Advisers, LLCPassive
Some overlap · 4 shared positions
$AEP$DUK$KLAC$PM
$397M
167 positions
#20Heritage Wealth AdvisorsActive
Some overlap · 4 shared positions
$PHYS$DUK$PM$COP
$2.9B
703 positions
#21Rithm Capital Corp.Active
Some overlap · 3 shared positions
$AEP$DUK$EMR
$81M
38 positions
#22OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 3 shared positions
$AEP$DUK$EMR
$2.7B
54 positions
#23SCP Investment, LPActive
Some overlap · 3 shared positions
$AEP$DUK$COP
$108M
47 positions
#24Empire Financial Management Company, LLCPassive
Some overlap · 4 shared positions
$PHYS$DUK$COP$EMR
$253M
139 positions
#25HENDLEY & CO INCActive
Some overlap · 3 shared positions
$AEP$PM$COP
$283M
47 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.