What hedge funds are most similar to TICINO WEALTH?

The funds with the most similar 13F portfolios to TICINO WEALTH are BRADY FAMILY WEALTH, Somerset, Oribel, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to TICINO WEALTH

13F Portfolio OverlapQ2 2026TICINO WEALTH portfolio →

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Most similar hedge funds by 13F overlap

TICINO WEALTH is an institutional investor managing $317M across 135 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 TICINO WEALTH are BRADY FAMILY WEALTH, Somerset, Oribel, with shared positions in $ADI, $TXN, $ITW, $AMGN, $MCD, $LOW. The full ranking of 25 similar funds is below.

#1BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 9 shared positions

$ADI $TXN $ITW $AMGN $MCD $LOW

$346M

113 positions

#2Somerset Trust CoPassive

Notable overlap · 8 shared positions

$ADI $ITW $MCD $AMGN $LOW $PSX

$354M

186 positions

#3Oribel Capital Management, LPPassive

Notable overlap · 5 shared positions

$ADI $TXN $ITW $CRWD $LOW

$3.3B

143 positions

#4First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 7 shared positions

$TXN $MCD $AMGN $LOW $BX $PSX

$529M

75 positions

#5Kesler, Norman & Wride, LLCPassive

Notable overlap · 7 shared positions

$ADI $TXN $AMGN $LOW $PSX $BLK

$631M

271 positions

#6Banco de Sabadell, S.APassive

Notable overlap · 6 shared positions

$ADI $TXN $MCD $AMGN $QCOM $BLK

$170M

61 positions

#7SHUFRO ROSE & CO LLCActive

Notable overlap · 5 shared positions

$COHR $TXN $AMGN $QCOM $ITW

$1.7B

315 positions

#8WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 8 shared positions

$ADI $MCD $ITW $AMGN $LOW $PSX

$390M

103 positions

#9Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$ADI $ITW $MCD $AMGN $UPS $GD

$214M

33 positions

#10Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 7 shared positions

$TXN $ITW $AMGN $QCOM $PPG $PSX

$111M

62 positions

#11Advanced Asset Management Advisors IncActive

Notable overlap · 5 shared positions

$TXN $TMUS $AMGN $QCOM $UPS

$380M

85 positions

#12VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 8 shared positions

$MCD $AMGN $ADI $QCOM $BX $PSX

$201M

57 positions

#13Wilkinson Global Asset Management LLCActive

Notable overlap · 5 shared positions

$ADI $TXN $AMGN $MCD $LOW

$1.3B

62 positions

#14MARKEL GROUP INC.Active

Notable overlap · 6 shared positions

$ADI $TXN $LOW $BX $BLK $GD

$13.1B

130 positions

#15Smart Portfolios, LLC

Notable overlap · 6 shared positions

$TXN $TMUS $MCD $AMGN $PSX $BLK

$100M

99 positions

#16JGP Wealth Management, LLCActive

Some overlap · 5 shared positions

$ADI $ITW $AMGN $LOW $PPG

$1.1B

231 positions

#17CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 4 shared positions

$ADI $TXN $LOW $ONTO

$1.3B

99 positions

#18Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$TXN $MCD $AMGN $ITW $PSX $GD

$261M

101 positions

#19Axecap Investments, LLCPassive

Some overlap · 5 shared positions

$ADI $TXN $CRWD $QCOM $CDNS

$181M

73 positions

#20BKM Wealth Management, LLCPassive

Some overlap · 6 shared positions

$ADI $AMGN $LOW $MCD $BLK $GD

$282M

148 positions

#21UNITED BANKActive

Some overlap · 6 shared positions

$TXN $MCD $AMGN $ITW $BLK $GD

$853M

130 positions

#22Nicholson Wealth Management Group, LLCPassive

Some overlap · 6 shared positions

$TXN $ADI $AMGN $MCD $PPG $GD

$170M

111 positions

#23PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive

Some overlap · 7 shared positions

$ADI $LOW $AMGN $PSX $BLK $QCOM

$844M

219 positions

#24Walsky Investment Management, Inc.Passive

Some overlap · 5 shared positions

$TXN $MCD $AMGN $QCOM $LOW

$108M

52 positions

#25Shoker Investment Counsel, Inc.Active

Some overlap · 5 shared positions

$ADI $TXN $ITW $MCD $GD

$398M

113 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.