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Hedge Funds Similar to Omnitrust Wealth

13F Portfolio OverlapQ1 2026Omnitrust Wealth portfolio →
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Most similar hedge funds by 13F overlap

Omnitrust Wealth Management, Inc is an institutional investor managing $77M across 64 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 Omnitrust Wealth are Aspire Private, Legacy Bridge, Kentucky Farm Bureau Mutual Insurance, with shared positions in $PM, $WFC, $ADI, $VRT, $PH, $AXP. The full ranking of 25 similar funds is below.

#1Aspire Private Capital, LLCPassive
Some overlap · 7 shared positions
$PM$WFC$ADI$VRT$PH$AXP
$484M
175 positions
#2Legacy Bridge, LLCPassive
Some overlap · 5 shared positions
$NBIS$WDC$PH$VRT$BNY
$324M
322 positions
#3Kentucky Farm Bureau Mutual Insurance CoActive
Some overlap · 6 shared positions
$PM$DAL$AXP$LHX$TJX$COP
$360M
69 positions
#4Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$PH$AXP$TJX$LHX$ADI
$110M
55 positions
#5Mount Lucas Management LPPassive
Some overlap · 5 shared positions
$NBIS$BNY$DAL$TJX$LHX
$281M
166 positions
#6GREAT LAKES ADVISORS, LLCPassive
Some overlap · 5 shared positions
$PH$WFC$DAL$TJX$COP
$13.1B
825 positions
#7Keystone Financial ServicesActive
Some overlap · 5 shared positions
$BNY$PM$WFC$ADI$COP
$388M
131 positions
#8Tranquilli Financial Advisor LLCPassive
Some overlap · 5 shared positions
$BNY$PM$WFC$ADI$COP
$186M
135 positions
#9FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$BNY$PM$WFC$ADI$COP
$355M
257 positions
#10ProVise Management Group, LLCPassive
Some overlap · 5 shared positions
$BNY$PM$WFC$ADI$COP
$1.5B
282 positions
#11FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive
Some overlap · 5 shared positions
$PH$PM$WFC$TJX$ADI
$8.4B
431 positions
#12HENDLEY & CO INCActive
Some overlap · 5 shared positions
$PH$PM$TJX$COP$AXP
$283M
47 positions
#13FIDUCIARY FAMILY OFFICE, LLCActive
Some overlap · 7 shared positions
$AXP$PM$WFC$VRT$PH$ADI
$400M
177 positions
#14CRUX WEALTH ADVISORSPassive
Some overlap · 5 shared positions
$PM$ADI$WFC$COP$BNY
$289M
192 positions
#15Longbow Finance SAPassive
Some overlap · 4 shared positions
$PH$AXP$BNY$TJX
$782M
59 positions
#16Dana Investment Advisors, Inc.Passive
Some overlap · 8 shared positions
$VRT$ADI$AXP$PM$BNY$WFC
$3.8B
572 positions
#17BANK OF STOCKTONActive
Some overlap · 4 shared positions
$PH$AXP$WFC$ADI
$333M
124 positions
#18Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$PH$AXP$ADI$TJX
$1.5B
143 positions
#19Night Squared LPPassive
Some overlap · 4 shared positions
$PH$PM$WDC$ADI
$930M
69 positions
#20Covea FinanceActive
Some overlap · 5 shared positions
$AXP$ADI$TJX$LHX$PH
$3.1B
166 positions
#21Teamwork Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$AXP$BNY$PM$TJX
$908M
182 positions
#22Vivid Wealth Management, LLCPassive
Some overlap · 4 shared positions
$AXP$BNY$PM$TJX
$280M
73 positions
#23SIRIOS CAPITAL MANAGEMENT L PActive
Some overlap · 4 shared positions
$PH$WFC$BSX$ADI
$822M
86 positions
#24CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$AXP$PM$WDC$COP
$171M
71 positions
#25Stronghold Wealth Management L.L.C.Passive
Some overlap · 5 shared positions
$NBIS$BNY$PM$PH$WFC
$72M
125 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.