How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to WELLS FARGO & COMPANY/MN

13F Portfolio OverlapQ1 2026WELLS FARGO & COMPANY/MN portfolio →

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Most similar hedge funds by 13F overlap

WELLS FARGO & COMPANY/MN is an institutional investor managing $530.3B across 7,180 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 WELLS FARGO & COMPANY/MN are PARR MCKNIGHT WEALTH GROUP,, Blossom Wealth, Stonebridge Financial Group,, with shared positions in $NEE, $ADI, $SNOW, $PSX, $AMGN, $MCD. The full ranking of 25 similar funds is below.

#1PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive

Some overlap · 7 shared positions

$NEE $ADI $SNOW $PSX $AMGN $MCD

$763M

214 positions

#2Blossom Wealth ManagementPassive

Some overlap · 6 shared positions

$SNOW $NEE $ADI $AMGN $MCD $HUM

$67M

74 positions

#3Stonebridge Financial Group, LLCPassive

Some overlap · 6 shared positions

$SNOW $NEE $ADI $AMGN $MCD $LOW

$1.2B

262 positions

#4TICINO WEALTHPassive

Some overlap · 6 shared positions

$SNOW $ADI $PSX $AMGN $MCD $LOW

$288M

138 positions

#5Somerset Trust CoPassive

Some overlap · 6 shared positions

$NEE $ADI $PSX $AMGN $MCD $LOW

$326M

174 positions

#6Johnson & White Wealth Management, LLCActive

Slight overlap · 6 shared positions

$ADI $AMGN $NEE $MCD $GE $PSX

$236M

106 positions

#7Clear Trail Advisors, LLCPassive

Slight overlap · 5 shared positions

$SNOW $NEE $ADI $AMGN $MCD

$601M

149 positions

#8Colter Lewis Investment Partners LLCPassive

Slight overlap · 5 shared positions

$SNOW $NEE $PSX $AMGN $HUM

$106M

111 positions

#9Nicholson Wealth Management Group, LLCPassive

Slight overlap · 5 shared positions

$NEE $ADI $PSX $AMGN $MCD

$172M

114 positions

#10Andrews Advisory Associates, LLCActive

Slight overlap · 5 shared positions

$SNOW $NEE $MCD $HUM $LOW

$190M

82 positions

#11Modera Wealth Management, LLCActive

Slight overlap · 5 shared positions

$SNOW $NEE $AMGN $HUM $LOW

$8.3B

635 positions

#12Kesler, Norman & Wride, LLCPassive

Slight overlap · 5 shared positions

$NEE $ADI $PSX $AMGN $LOW

$581M

245 positions

#13Petros Family Wealth, LLCPassive

Slight overlap · 5 shared positions

$NEE $ADI $PSX $AMGN $LOW

$140M

131 positions

#14Mattern Wealth Management LLCActive

Slight overlap · 5 shared positions

$NEE $ADI $PSX $MCD $LOW

$513M

158 positions

#15National Wealth Management Group, LLCPassive

Slight overlap · 5 shared positions

$SNOW $ADI $AMGN $HUM $GE

$269M

215 positions

#16Flavin Financial Services, Inc.Passive

Slight overlap · 5 shared positions

$NEE $PSX $AMGN $MCD $LOW

$149M

72 positions

#17VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Slight overlap · 5 shared positions

$ADI $PSX $AMGN $MCD $LOW

$187M

55 positions

#18Huntleigh Advisors, Inc.Passive

Slight overlap · 5 shared positions

$ADI $PSX $AMGN $MCD $LOW

$585M

282 positions

#19BRADY FAMILY WEALTH, LLCPassive

Slight overlap · 5 shared positions

$ADI $PSX $AMGN $MCD $LOW

$321M

110 positions

#20PFW Advisors LLCActive

Slight overlap · 5 shared positions

$NEE $PSX $MCD $ADI $AMGN

$318M

118 positions

#21BKM Wealth Management, LLCPassive

Slight overlap · 5 shared positions

$NEE $ADI $AMGN $LOW $GE

$274M

148 positions

#22Cordatus Wealth Management LLCPassive

Slight overlap · 5 shared positions

$NEE $ADI $MCD $LOW $GE

$420M

164 positions

#23Hurlow Wealth Management Group, Inc.Active

Slight overlap · 6 shared positions

$SNOW $HUM $MCD $ADI $GE $NEE

$420M

120 positions

#24PLIMOTH TRUST CO LLCPassive

Slight overlap · 5 shared positions

$NEE $AMGN $MCD $LOW $GE

$447M

173 positions

#25Royal Capital Wealth Management, LLCActive

Slight overlap · 5 shared positions

$NEE $AMGN $MCD $LOW $GE

$161M

96 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.