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Hedge Funds Similar to ADVISORTRUST PARTNERS

13F Portfolio OverlapQ2 2026ADVISORTRUST PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

ADVISORTRUST PARTNERS, LLC is an institutional investor managing $292M across 199 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 ADVISORTRUST PARTNERS are JB, NOVEM GROUP, GODSEY & GIBB, with shared positions in $PNC, $AZN, $EMR, $PLD, $NXPI, $QCOM. The full ranking of 25 similar funds is below.

#1JB Capital LLCActive
Notable overlap · 9 shared positions
$PNC$AZN$EMR$PLD$NXPI$QCOM
$2.9B
269 positions
#2NOVEM GROUPPassive
Notable overlap · 8 shared positions
$QCOM$AZN$PLD$PNC$NXPI$EMR
$1.0B
444 positions
#3GODSEY & GIBB, INCPassive
Notable overlap · 9 shared positions
$PNC$RY$PEP$DUK$TFC$D
$1.2B
611 positions
#4SWP Investment Management LLCPassive
Notable overlap · 5 shared positions
$EMR$PLD$AZN$PNC$MDT
$145M
43 positions
#5VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 7 shared positions
$EMR$QCOM$PEP$DUK$D$MDT
$203M
58 positions
#6Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$PNC$EMR$PEP$QCOM$ETN$TFC
$108M
52 positions
#7Seascape Capital ManagementPassive
Some overlap · 5 shared positions
$QCOM$AZN$NXPI$BG$PLD
$417M
96 positions
#8ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 7 shared positions
$PNC$PLD$PEP$DUK$TFC$MDT
$156M
64 positions
#9BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$PLD$AZN$PNC$EMR$MDT
$171M
116 positions
#10BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$PNC$EMR$QCOM$PEP
$2.5B
270 positions
#11MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$PNC$QCOM$PEP$MDT
$1.2B
100 positions
#12Windsor Capital Management, LLCActive
Some overlap · 7 shared positions
$PNC$EMR$PLD$NXPI$AZN$PEP
$389M
132 positions
#13OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 5 shared positions
$EMR$QCOM$PEP$DUK$ETN
$2.2B
70 positions
#14Altrius Capital Management IncPassive
Some overlap · 3 shared positions
$AZN$RY$NXPI
$526M
89 positions
#15COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 6 shared positions
$NXPI$PNC$QCOM$EMR$PEP$ETN
$427M
162 positions
#16Strategic Wealth Partners, Ltd.Passive
Some overlap · 5 shared positions
$PLD$AZN$PNC$EMR$MDT
$1.6B
1,462 positions
#17Welch Group, LLCPassive
Some overlap · 5 shared positions
$EMR$QCOM$PEP$TFC$VZ
$2.9B
326 positions
#18ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$AZN$EMR$PNC$PLD
$713M
97 positions
#19Advanced Asset Management Advisors IncActive
Some overlap · 5 shared positions
$EMR$QCOM$PEP$DUK$T
$387M
88 positions
#20Brookmont Capital ManagementActive
Some overlap · 4 shared positions
$AZN$PNC$QCOM$PEP
$176M
64 positions
#21Insight Inv LLCPassive
Some overlap · 4 shared positions
$PNC$QCOM$PEP$EMR
$210M
108 positions
#22PINKERTON WEALTH, LLCActive
Some overlap · 5 shared positions
$QCOM$AZN$PEP$DUK$VZ
$1.2B
103 positions
#23Tufton Capital ManagementPassive
Some overlap · 5 shared positions
$QCOM$EMR$NXPI$DUK$MDT
$583M
131 positions
#24Providence Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$QCOM$PLD$EMR$DUK$MDT$ETN
$660M
385 positions
#25SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 5 shared positions
$QCOM$AZN$PEP$DUK$VZ
$1.3B
97 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.