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Hedge Funds Similar to TICINO WEALTH

13F Portfolio OverlapQ1 2026TICINO WEALTH portfolio →
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Most similar hedge funds by 13F overlap

TICINO WEALTH is an institutional investor managing $288M across 138 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 TICINO WEALTH are BRADY FAMILY WEALTH,, Somerset, Kesler, Norman & Wride,, with shared positions in $ADI, $PSX, $TXN, $MCD, $ITW, $AMGN. The full ranking of 25 similar funds is below.

#1BRADY FAMILY WEALTH, LLCPassive
Notable overlap · 7 shared positions
$ADI$PSX$TXN$MCD$ITW$AMGN
$321M
110 positions
#2Somerset Trust CoPassive
Notable overlap · 7 shared positions
$ADI$PSX$MCD$ITW$AMGN$LOW
$326M
174 positions
#3Kesler, Norman & Wride, LLCPassive
Notable overlap · 7 shared positions
$ADI$PSX$TXN$JKHY$AMGN$LOW
$581M
245 positions
#4Smart Portfolios, LLCPassive
Some overlap · 7 shared positions
$TXN$PSX$MCD$TMUS$SNOW$AMGN
$100M
99 positions
#5Vertrix Wealth Management, LLCPassive
Some overlap · 8 shared positions
$MCD$SNOW$TMUS$HON$AMGN$IBM
$272M
95 positions
#6Exeter Financial, LLCPassive
Some overlap · 7 shared positions
$TXN$MCD$PSX$AMGN$ITW$IBM
$245M
98 positions
#7INVESCO, LLCPassive
Some overlap · 6 shared positions
$PSX$ADI$AMGN$HON$MCD$TXN
$286M
132 positions
#8VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 6 shared positions
$PSX$MCD$ADI$AMGN$EMR$LOW
$187M
55 positions
#9Greystone Financial Group, LLCPassive
Some overlap · 7 shared positions
$MCD$SNOW$HON$AMGN$IBM$LOW
$353M
78 positions
#10Baker Chad RActive
Some overlap · 5 shared positions
$ADI$TMUS$LOW$XYL$IBM
$530M
56 positions
#11Petros Family Wealth, LLCPassive
Some overlap · 7 shared positions
$PSX$ADI$AMGN$LOW$TMUS$EMR
$140M
131 positions
#12TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 5 shared positions
$AGQ$MCD$AMGN$LOW$IBM
$911M
918 positions
#13LYNCH & ASSOCIATES/INPassive
Some overlap · 7 shared positions
$MCD$HON$TXN$IBM$ITW$LOW
$533M
126 positions
#14BXM Wealth LLCPassive
Some overlap · 6 shared positions
$AGQ$IBM$TXN$LOW$ITW$SNOW
$130M
131 positions
#15Biondo Investment Advisors, LLCActive
Some overlap · 7 shared positions
$MCD$ITW$AMGN$IBM$LOW$EMR
$780M
82 positions
#16Cypress Capital, LLCActive
Some overlap · 5 shared positions
$AGQ$MCD$AMGN$IBM$LOW
$351M
95 positions
#17Cushing Capital Partners, LLCPassive
Some overlap · 5 shared positions
$AGQ$ITW$PSX$LOW$MCD
$130M
96 positions
#18DEARBORN PARTNERS LLCActive
Some overlap · 5 shared positions
$TXN$TMUS$MCD$CTVA$ITW
$1.8B
269 positions
#19Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 7 shared positions
$CTVA$TXN$SNOW$HON$IBM$AMGN
$216M
133 positions
#20PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive
Some overlap · 7 shared positions
$ADI$ITW$LOW$PSX$AMGN$MCD
$763M
214 positions
#21Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$TXN$MCD$HON$AMGN$LOW$EMR
$98M
50 positions
#22J. Safra Sarasin Holding AGPassive
Some overlap · 6 shared positions
$TXN$MCD$ITW$AMGN$IBM$EMR
$5.9B
542 positions
#23Nicholson Wealth Management Group, LLCPassive
Some overlap · 5 shared positions
$PSX$ADI$MCD$TXN$AMGN
$172M
114 positions
#24VIAWEALTH, LLCPassive
Some overlap · 4 shared positions
$AGQ$TXN$AMGN$HON
$180M
159 positions
#25LMG Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$AGQ$MCD$SNOW$LOW$EMR
$549M
154 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.