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 Sandro Wealth

13F Portfolio OverlapQ1 2026Sandro Wealth portfolio →

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Most similar hedge funds by 13F overlap

Sandro Wealth Management LLC is an institutional investor managing $125M across 99 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 Sandro Wealth are CAMDEN NATIONAL BANK, Challenger Wealth, ASSOCIATES /NY/, with shared positions in $PWR, $TMUS, $MCD, $NEE, $TMO, $TJX. The full ranking of 25 similar funds is below.

#1CAMDEN NATIONAL BANKPassive

Notable overlap · 7 shared positions

$PWR $TMUS $MCD $NEE $TMO $TJX

$739M

164 positions

#2Challenger Wealth ManagementActive

Notable overlap · 9 shared positions

$TT $TMUS $TJX $PWR $HCA $ASML

$125M

58 positions

#3CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Notable overlap · 6 shared positions

$PWR $ASML $NEE $USB $TMO $LIN

$60M

36 positions

#4Blue Chip Partners, LLCActive

Notable overlap · 6 shared positions

$PWR $ASML $TMUS $NEE $TJX $MCD

$1.4B

170 positions

#5Brentview Investment Management LLCPassive

Notable overlap · 6 shared positions

$TMUS $TT $NEE $PH $TJX $LIN

$231M

63 positions

#6Two Seas Capital LPSmart money

Notable overlap · 3 shared positions

$CORZ $INDV $ROIV

$7.2B

47 positions

#7GUYASUTA INVESTMENT ADVISORS INCActive

Notable overlap · 5 shared positions

$PWR $ASML $MCD $TMO $LIN

$1.7B

268 positions

#8Valiant Capital Management, L.P.Active

Some overlap · 3 shared positions

$CORZ $PWR $USB

$1.7B

34 positions

#9CARDEROCK CAPITAL MANAGEMENT INCPassive

Some overlap · 5 shared positions

$PWR $CTAS $TMO $PH $LIN

$405M

73 positions

#10NORTHEAST INVESTMENT MANAGEMENTActive

Some overlap · 6 shared positions

$ASML $TMO $NEE $MCD $TJX $PWR

$2.4B

189 positions

#11Miller Capital Partners, Inc.Passive

Some overlap · 6 shared positions

$ASML $USB $PH $MCD $TJX $LIN

$208M

262 positions

#12Cartenna Capital, LPPassive

Some overlap · 5 shared positions

$ASML $MCD $TT $PH $LIN

$2.7B

47 positions

#13Perennial Advisors, LLCPassive

Some overlap · 6 shared positions

$MCD $USB $TMO $AWK $TJX $LIN

$587M

122 positions

#14MONARCH CAPITAL MANAGEMENT INCPassive

Some overlap · 4 shared positions

$PWR $MCD $USB $NEE

$409M

127 positions

#15MARVIN & PALMER ASSOCIATES INCPassive

Some overlap · 4 shared positions

$PWR $NEE $PH $TJX

$84M

21 positions

#16Smith, Salley & AssociatesPassive

Some overlap · 5 shared positions

$ASML $NEE $TMO $TJX $LIN

$2.0B

267 positions

#17Freedom Day Solutions, LLCActive

Some overlap · 5 shared positions

$ASML $PWR $CTAS $MCD $LIN

$373M

96 positions

#18STRATEGIC PLANNING GROUP, LLCPassive

Some overlap · 6 shared positions

$CTAS $TJX $ASML $TT $NOC $LIN

$715M

72 positions

#19FOSTER DYKEMA CABOT & PARTNERS, LLCActive

Some overlap · 5 shared positions

$PWR $CTAS $TMO $NOC $MCD

$1.6B

323 positions

#20Tuttle Capital Management, LLCPassive

Some overlap · 5 shared positions

$NEE $TMUS $PH $HCA $NOC

$61M

124 positions

#2111 Capital Partners LPActive

Some overlap · 4 shared positions

$PWR $ASML $TT $LIN

$348M

20 positions

#22BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$NEE $TJX $ASML $TMO $USB $LIN

$7.8B

1,278 positions

#23CHILTON CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$PWR $TMO $TJX $ASML $LIN

$2.9B

658 positions

#24Avalon Trust CoActive

Some overlap · 5 shared positions

$PWR $TMO $TJX $AWK $LIN

$1.5B

460 positions

#25Segment Wealth Management, LLCPassive

Some overlap · 5 shared positions

$ASML $PH $MCD $TJX $CTAS

$1.7B

309 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.