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Hedge Funds Similar to Carolina Wealth

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

Carolina Wealth Management Inc is an institutional investor managing $217M across 114 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 Carolina Wealth are Rempart Asset, R.H. Dinel Investment Counsel, Measured Risk Portfolios, with shared positions in $TMO, $RY, $VZ, $LOW, $ADBE, $PFE. The full ranking of 25 similar funds is below.

#1Rempart Asset Management Inc.Active
Notable overlap · 4 shared positions
$TMO$RY$VZ$LOW
$488M
36 positions
#2R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 6 shared positions
$TMO$ADBE$VZ$PFE$UPS$GIS
$142M
39 positions
#3Measured Risk Portfolios, Inc.Active
Some overlap · 7 shared positions
$VZ$CLX$DUK$DOC$MDY$GIS
$94M
64 positions
#4Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 6 shared positions
$MDY$TMO$MCK$VZ$ETN$LOW
$487M
628 positions
#5ARS Wealth Advisors Group, LLCActive
Some overlap · 5 shared positions
$VZ$TMO$BAH$DUK$UPS
$1.4B
218 positions
#6DKRT Investments Corp.Active
Some overlap · 4 shared positions
$TMO$RY$UPS$PFE
$409M
50 positions
#7Dixon Mitchell Investment Counsel Inc.Active
Some overlap · 3 shared positions
$TMO$RY$LOW
$3.1B
144 positions
#8NORTHSTAR ASSET MANAGEMENT CoPassive
Some overlap · 4 shared positions
$TMO$MDY$ZTS$ADBE
$553M
250 positions
#9Unisphere EstablishmentActive
Some overlap · 3 shared positions
$TMO$ZTS$PFE
$11.7B
56 positions
#10Tandem Investment Partners LLCActive
Some overlap · 4 shared positions
$MDY$TMO$VZ$LOW
$129M
76 positions
#11Aegis Wealth Management, Inc.Active
Some overlap · 5 shared positions
$MDY$CLX$PLTR$UPS$LOW
$170M
131 positions
#12Evergreen Private Wealth LLCPassive
Some overlap · 3 shared positions
$TMO$ADBE$ZTS
$270M
89 positions
#13TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 6 shared positions
$TMO$CPRT$BAH$MCK$ETN$LOW
$217M
114 positions
#14Heathbridge Capital Management Ltd.Active
Some overlap · 4 shared positions
$RY$VZ$ZTS$TMO
$292M
28 positions
#15Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$MDY$VZ$DUK
$122M
92 positions
#16PEDDOCK CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$MDY$TMO$MCK$LOW
$514M
167 positions
#17M. Kraus & CoPassive
Some overlap · 4 shared positions
$TMO$VZ$ETN$MDY
$373M
83 positions
#18BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$TMO$VZ$CPRT
$529M
72 positions
#19STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 3 shared positions
$MDY$VZ$DUK
$392M
279 positions
#20TI-TRUST, INCPassive
Some overlap · 3 shared positions
$MDY$RY$DUK
$181M
134 positions
#21Te Ahumairangi Investment Management LtdActive
Some overlap · 5 shared positions
$VZ$ADBE$RY$MCK$PFE
$620M
86 positions
#22Nexus Investment Management ULCActive
Some overlap · 4 shared positions
$TMO$PFE$UPS$VZ
$767M
72 positions
#23SCHARF INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$TMO$ADBE$ZTS$MCK
$3.0B
79 positions
#24SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/Passive
Some overlap · 3 shared positions
$TMO$VZ$BAH
$244M
321 positions
#25LETKO, BROSSEAU & ASSOCIATES INCActive
Some overlap · 4 shared positions
$RY$ADBE$VZ$PFE
$6.8B
112 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.