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Hedge Funds Similar to Piedmont , /NC

13F Portfolio OverlapQ1 2026Piedmont , /NC portfolio →
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Most similar hedge funds by 13F overlap

Piedmont Capital Management, LLC/NC is an institutional investor managing $150M across 119 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 Piedmont , /NC are Regal Partners Ltd, Compass Wealth , /GA, MOR Wealth ,, with shared positions in $TECK, $BAC, $TFC, $PM, $AMD, $SPOT. The full ranking of 25 similar funds is below.

#1Regal Partners LtdActive
Some overlap · 3 shared positions
$TECK$BAC$TFC
$1.8B
106 positions
#2Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$TECK$PM$AMD$SPOT
$234M
72 positions
#3MOR Wealth Management, LLCActive
Some overlap · 3 shared positions
$TECK$AXP$AMAT
$218M
103 positions
#4Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$TECK$PM$MS
$477M
70 positions
#5Keudell/Morrison Wealth ManagementPassive
Some overlap · 3 shared positions
$TECK$MS$PM
$489M
245 positions
#6Kintegral Advisory, LLCPassive
Some overlap · 6 shared positions
$AXP$MS$BAC$__PARK_1390777$AMAT$AMD
$1.1B
233 positions
#7NOMURA HOLDINGS INCPassive
Some overlap · 3 shared positions
$TECK$DASH$AMD
$37.7B
1,655 positions
#8DCM Advisors, LLCActive
Some overlap · 4 shared positions
$AXP$MS$BAC$PM
$220M
38 positions
#9Boston Common Asset Management, LLCActive
Some overlap · 6 shared positions
$MS$SPOT$BAC$__PARK_1390777$ADI$AMAT
$1.6B
186 positions
#10Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$TECK$MS$BAC$PM
$123M
111 positions
#11ATALANTA SOSNOFF CAPITAL, LLCActive
Some overlap · 5 shared positions
$AXP$MS$BAC$ADI$AMAT
$4.7B
104 positions
#12Dempze Nancy EPassive
Some overlap · 5 shared positions
$AXP$MS$ADI$AMAT$AMD
$182M
92 positions
#13Coign Capital Advisors LLCActive
Some overlap · 6 shared positions
$MS$AXP$BAC$PM$ADI$AMD
$190M
80 positions
#14Alecta Tjanstepension OmsesidigtActive
Some overlap · 6 shared positions
$MS$SPOT$BAC$ADI$AMAT$AMD
$20.5B
78 positions
#15SHAYNE & JACOBS, LLCActive
Some overlap · 5 shared positions
$AXP$PM$__PARK_1390777$AMAT$BAC
$324M
94 positions
#16CHILTON INVESTMENT CO INC.Active
Some overlap · 4 shared positions
$AXP$MS$__PARK_1390777$DASH
$4.3B
280 positions
#17US Asset Management LLCPassive
Some overlap · 6 shared positions
$AXP$BAC$PM$AMP$ADI$AMD
$115M
117 positions
#18SP Asset Management LLCActive
Some overlap · 6 shared positions
$AXP$BAC$PM$ADI$AMAT$AMD
$1.1B
119 positions
#19Myriad Asset Management Advisors LLCActive
Some overlap · 5 shared positions
$TECK$MS$BAC$AMD$TFC
$339M
47 positions
#20BIRCH FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$AXP$BAC$PM$AMP
$171M
136 positions
#21DAVIS SELECTED ADVISERSActive
Some overlap · 3 shared positions
$TECK$AMAT$AXP
$21.8B
112 positions
#22Greenfield Savings BankPassive
Some overlap · 4 shared positions
$AXP$BAC$PM$AMAT
$234M
143 positions
#23FIDUCIARY FAMILY OFFICE, LLCActive
Some overlap · 5 shared positions
$AXP$BAC$PM$__PARK_1390777$ADI
$351M
179 positions
#24Cedar Mountain Advisors, LLCActive
Some overlap · 3 shared positions
$TECK$AMAT$__PARK_1390777
$581M
1,175 positions
#25GDS Wealth ManagementActive
Some overlap · 4 shared positions
$AXP$SPOT$ADI$AMD
$1.7B
200 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.