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Hedge Funds Similar to Signature Equity Partners,

13F Portfolio OverlapQ1 2026Signature Equity Partners, portfolio →
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Most similar hedge funds by 13F overlap

Signature Equity Partners, LLC is an institutional investor managing $186M across 1,550 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 Signature Equity Partners, are Wilkerson Advisory Group, Frederick Financial Consultants,, Stegent Equity Advisors,, with shared positions in $FHI, $AMN, $REGN, $LHX, $MAR, $SHW. The full ranking of 25 similar funds is below.

#1Wilkerson Advisory Group LLCPassive
Some overlap · 4 shared positions
$FHI$AMN$REGN$LHX
$291M
617 positions
#2Frederick Financial Consultants, LLCPassive
Some overlap · 3 shared positions
$FHI$MAR$SHW
$201M
109 positions
#3Stegent Equity Advisors, Inc.Passive
Some overlap · 3 shared positions
$FHI$AMN$REGN
$117M
101 positions
#4Broadway Wealth Solutions, Inc.Active
Some overlap · 3 shared positions
$FHI$AMN$CRM
$193M
95 positions
#5MFA WEALTH ADVISORS, LLCActive
Some overlap · 6 shared positions
$BA$AMN$SHW$DUK$FHI$MAR
$508M
88 positions
#6Pitti Group Wealth Management, LLCActive
Some overlap · 4 shared positions
$BA$MAR$AMN$SHW
$123M
81 positions
#7GREAT VALLEY ADVISOR GROUP, INC.Passive
Some overlap · 5 shared positions
$FHI$BAH$REGN$SHW$CRM
$5.5B
999 positions
#8Skyview Financial Group LLC
Some overlap · 3 shared positions
$BA$AMN$BAH
$97M
57 positions
#9Peregrine Asset Advisers, Inc.Passive
Some overlap · 4 shared positions
$BA$MAR$SHW$ODFL
$371M
189 positions
#10PCG Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$AMN$REGN$SHW$BAH$CRM
$395M
164 positions
#11CMG Global Holdings, LLCPassive
Some overlap · 3 shared positions
$BA$MAR$BAH
$210M
96 positions
#12Pegasus Asset Management, Inc.Passive
Some overlap · 4 shared positions
$BA$MAR$DUK$CRM
$313M
67 positions
#13Old North State Wealth Management, LLCPassive
Some overlap · 3 shared positions
$BA$DUK$MAR
$216M
112 positions
#14LOOMIS SAYLES & CO L PActive
Some overlap · 3 shared positions
$BA$REGN$CRM
$74.3B
718 positions
#15ARS Investment Partners, LLCActive
Some overlap · 3 shared positions
$BA$REGN$CRM
$1.9B
182 positions
#16FRG Family Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$BA$SHW$MAR
$611M
156 positions
#17Welch Financial Planning, LLCActive
Some overlap · 3 shared positions
$BA$REGN$SHW
$139M
67 positions
#18Platform Technology PartnersPassive
Some overlap · 3 shared positions
$FHI$BA$DUK
$519M
344 positions
#19Empire Financial Management Company, LLCPassive
Some overlap · 3 shared positions
$BA$DUK$CRM
$442M
211 positions
#20NORTH POINT PORTFOLIO MANAGERS CORP/OHActive
Some overlap · 3 shared positions
$BA$REGN$ANET
$561M
76 positions
#21RM Financial Services, LLCActive
Some overlap · 4 shared positions
$MAR$BAH$BA$ANET
$116M
75 positions
#22PeakShares LLCPassive
Some overlap · 4 shared positions
$MAR$REGN$DUK$CRM
$109M
116 positions
#23Capital Planning LLCActive
Some overlap · 3 shared positions
$BA$MAR$BAH
$307M
82 positions
#24Alchemi Wealth, LLCPassive
Some overlap · 5 shared positions
$DUK$MAR$SHW$REGN$BAH
$180M
155 positions
#25Stonebridge Financial Group, LLC / MOPassive
Some overlap · 4 shared positions
$AMN$REGN$BAH$CRM
$119M
165 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.