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Hedge Funds Similar to LANGLEY WEALTH

13F Portfolio OverlapQ2 2026LANGLEY WEALTH portfolio →
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Most similar hedge funds by 13F overlap

LANGLEY WEALTH MANAGEMENT, LLC is an institutional investor managing $103M across 130 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 LANGLEY WEALTH are Palouse, BCWM, Pingora Partners, with shared positions in $UPS, $BA, $PFE, $T, $HBAN, $GIS. The full ranking of 25 similar funds is below.

#1Palouse Capital Management, Inc.Passive
Notable overlap · 6 shared positions
$UPS$BA$PFE$T$HBAN$GIS
$160M
124 positions
#2BCWM, LLCPassive
Some overlap · 4 shared positions
$PFE$UPS$MO$T
$342M
57 positions
#3Pingora Partners LLCActive
Some overlap · 5 shared positions
$BA$ET$PFE$T$GIS
$171M
182 positions
#4Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$PFE$MO$MS$ET
$226M
42 positions
#5Next Level Private LLCPassive
Some overlap · 5 shared positions
$BA$MS$MO$T$PFE
$511M
174 positions
#6Keystone Financial Planning, Inc.Active
Some overlap · 4 shared positions
$PFE$UPS$MO$T
$388M
39 positions
#7Adams Asset Advisors, LLCActive
Some overlap · 5 shared positions
$ET$MO$T$PFE$UPS
$882M
88 positions
#8P.A.W. CAPITAL CORPPassive
Some overlap · 4 shared positions
$UPS$PFE$MO$MS
$133M
66 positions
#9SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$PFE$BA$UPS
$3.2B
40 positions
#10Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$PFE$BA$UPS
$214M
72 positions
#11Hillman Capital Management, Inc.Passive
Some overlap · 3 shared positions
$PFE$BA$UPS
$138M
54 positions
#12MILLINGTON SECURITIES, LLC
Some overlap · 5 shared positions
$MO$PFE$UPS$GIS$T
$362M
275 positions
#13Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$UPS$MO$MS$T
$10.2B
208 positions
#14LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 4 shared positions
$ET$PFE$UPS$BA
$489M
244 positions
#15Old North State Wealth Management, LLCPassive
Some overlap · 4 shared positions
$BA$ET$PFE$GIS
$234M
112 positions
#16MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$PFE$BA$MO
$112M
100 positions
#17Signature Wealth Management Group
Some overlap · 4 shared positions
$PFE$UPS$GIS$BA
$263M
128 positions
#18TECTONIC ADVISORS LLCActive
Some overlap · 4 shared positions
$ET$MO$PFE$T
$2.1B
289 positions
#19ADVOCATE GROUP LLCPassive
Some overlap · 4 shared positions
$PFE$MS$UPS$GIS
$665M
122 positions
#20Nexus Investment Management ULCActive
Some overlap · 4 shared positions
$PFE$UPS$MS$T
$767M
72 positions
#21Capital Square, LLCPassive
Some overlap · 4 shared positions
$UPS$MO$NSC$ET
$228M
241 positions
#22Alliance Private Wealth, LLCActive
Some overlap · 4 shared positions
$UPS$MS$PFE$HBAN
$288M
82 positions
#23Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$UPS$MS$HBAN$MO
$159M
62 positions
#24DCM Advisors, LLCActive
Some overlap · 4 shared positions
$PFE$MS$BA$T
$253M
38 positions
#25CMG Global Holdings, LLCPassive
Some overlap · 3 shared positions
$BA$UPS$MO
$236M
100 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.