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Hedge Funds Similar to Intesa Sanpaolo Wealth

13F Portfolio OverlapQ2 2026Intesa Sanpaolo Wealth portfolio →
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Most similar hedge funds by 13F overlap

Intesa Sanpaolo Wealth Management is an institutional investor managing $500M across 309 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Intesa Sanpaolo Wealth are MACROVIEW INVESTMENT, HC Advisors, Harbour Wealth Group, with shared positions in $PHYS, $AXP, $GLDM, $BNY, $CRWD, $BABA. The full ranking of 25 similar funds is below.

#1MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$PHYS$AXP$GLDM$BNY$CRWD
$162M
106 positions
#2HC Advisors, LLCActive
Notable overlap · 4 shared positions
$PHYS$AXP$BABA$WM
$165M
62 positions
#3Harbour Wealth Management Group, Inc.Active
Notable overlap · 4 shared positions
$PHYS$CRWD$ETN$SPGI
$148M
89 positions
#4Basepoint Wealth LLCPassive
Notable overlap · 3 shared positions
$PHYS$BNY$AXP
$175M
632 positions
#5Auxano Advisors, LLCPassive
Notable overlap · 3 shared positions
$PHYS$NVO$RSG
$528M
207 positions
#6O'Brien Greene & Co. IncPassive
Some overlap · 4 shared positions
$PHYS$SPGI$EMR$WM
$362M
141 positions
#7Evanson Financial, LLCPassive
Some overlap · 3 shared positions
$PHYS$AXP$CRWD
$2.0B
325 positions
#8REBALANCE, LLCSmart money
Some overlap · 3 shared positions
$PHYS$AXP$CRWD
$1.9B
103 positions
#9Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$WM$AXP$LIN$CRWD$BNY$EMR
$297M
103 positions
#10LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 6 shared positions
$WM$LIN$SPGI$BLK$CRWD$ABNB
$152M
84 positions
#11Strategic Wealth Investment Group, LLCPassive
Some overlap · 7 shared positions
$AXP$LIN$CRWD$WM$ETN$CRM
$825M
104 positions
#12YCG, LLCActive
Some overlap · 5 shared positions
$WM$LIN$SPGI$RSG$RACE
$1.1B
41 positions
#13Sustainable Growth Advisers, LPActive
Some overlap · 6 shared positions
$WM$AXP$SPGI$LIN$CRM$BABA
$10.2B
47 positions
#14Blue Zone Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$AXP$LIN$SPGI$CRWD$BABA$CRM
$573M
125 positions
#15PARNASSUS INVESTMENTS, LLCActive
Some overlap · 5 shared positions
$WM$LIN$SPGI$BNY$ICE
$37.4B
135 positions
#16Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$WM$LIN$CRWD$BNY$EMR$AXP
$358M
74 positions
#17Titan Investment Solutions LtdActive
Some overlap · 5 shared positions
$WM$LIN$SPGI$BLK$RACE
$894M
60 positions
#18Phraction Management LLCActive
Some overlap · 5 shared positions
$PHYS$LIN$SPGI$ICE$ETN
$596M
66 positions
#19Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$WM$BLK$CRWD$ICE$ETN
$1.6B
184 positions
#20MATRIX PRIVATE CAPITAL GROUP LLCActive
Some overlap · 3 shared positions
$PHYS$LIN$EMR
$230M
143 positions
#21Ark Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$WM$AXP$LIN$BABA$EMR
$113M
87 positions
#22PICTET BANK & TRUST LtdActive
Some overlap · 5 shared positions
$WM$LIN$TTE$ETN$CRM
$93M
38 positions
#23PITTENGER & ANDERSON INCPassive
Some overlap · 5 shared positions
$WM$BLK$SPGI$CRWD$ETN
$2.8B
507 positions
#24FRANKLIN STREET ADVISORS INC /NCActive
Some overlap · 5 shared positions
$AXP$LIN$BLK$KHC$ETN
$1.8B
176 positions
#25Unisphere EstablishmentActive
Some overlap · 5 shared positions
$LIN$SPGI$BLK$RSG$PFE
$11.7B
56 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.