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Hedge Funds Similar to Campbell Deegan Wealth ,

13F Portfolio OverlapQ1 2026Campbell Deegan Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Campbell Deegan Wealth Management, LLC is an institutional investor managing $125M across 53 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 Campbell Deegan Wealth , are Oasis Advisors,, Wills Financial Group, CDM FINANCIAL COUNSELING SERVICES,, with shared positions in $SHW, $PM, $NEE, $KKR, $AUB, $D. The full ranking of 25 similar funds is below.

#1Oasis Advisors, LLCPassive
Some overlap · 4 shared positions
$SHW$PM$NEE$KKR
$509M
210 positions
#2Wills Financial Group LLCPassive
Some overlap · 4 shared positions
$SHW$AUB$NEE$D
$265M
75 positions
#3CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 6 shared positions
$PM$SHW$TMO$ICE$KKR$HUM
$105M
80 positions
#4MEITAV INVESTMENT HOUSE LTDActive
Some overlap · 5 shared positions
$SHW$NEE$ICE$KKR$BA
$9.1B
232 positions
#5Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$PM$NEE$MO$BAC$LOW
$9.8B
213 positions
#6Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$PM$NEE$MO$D$BAC
$303M
121 positions
#7Kaizen Financial StrategiesPassive
Some overlap · 5 shared positions
$SHW$DIA$TMO$KKR$HUM
$236M
174 positions
#8HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$PM$NEE$ICE$BAC$KKR
$1.5B
477 positions
#9S.E.E.D. Planning Group LLCPassive
Some overlap · 4 shared positions
$SHW$NEE$TMO$LOW
$344M
89 positions
#10Blue Zone Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SHW$NEE$TMO$BA
$491M
130 positions
#11TrueMark Investments, LLCPassive
Some overlap · 4 shared positions
$PM$NEE$MO$D
$514M
167 positions
#12Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTDActive
Some overlap · 4 shared positions
$SHW$NEE$DIA$KKR
$1.5B
55 positions
#13Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$PM$NEE$ICE$BAC
$1.4B
170 positions
#14Bluesphere Advisors, LLCActive
Some overlap · 4 shared positions
$SHW$PM$HUM$DIA
$281M
121 positions
#15Koa Wealth Management, LLCActive
Some overlap · 5 shared positions
$PM$ICE$TMO$LOW$HUM
$138M
56 positions
#16Citizens National Bank Trust DepartmentPassive
Some overlap · 4 shared positions
$PM$NEE$MO$LOW
$601M
382 positions
#17SIG BROKERAGE, LPPassive
Some overlap · 4 shared positions
$SHW$NEE$DIA$BAC
$3.8B
769 positions
#18Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$SHW$NEE$HUM$CL
$446M
104 positions
#19Grantvest Financial Group LLCActive
Some overlap · 4 shared positions
$SHW$DIA$TMO$HUM
$154M
167 positions
#20VIKING GLOBAL INVESTORS LPActive
Some overlap · 4 shared positions
$SHW$ICE$TMO$BA
$35.7B
77 positions
#21COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 4 shared positions
$SHW$ICE$TMO$BA
$1.7B
87 positions
#22Penobscot Investment Management Company, Inc.Passive
Some overlap · 3 shared positions
$SHW$NEE$ICE
$1.3B
311 positions
#23ORLEANS CAPITAL MANAGEMENT CORP/LAPassive
Some overlap · 3 shared positions
$SHW$NEE$TMO
$148M
106 positions
#24Greenfield Savings BankPassive
Some overlap · 4 shared positions
$PM$NEE$DIA$BAC
$234M
143 positions
#25Robbins FarleyPassive
Some overlap · 3 shared positions
$SHW$NEE$D
$226M
143 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.