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Hedge Funds Similar to Amplius Wealth Advisors

13F Portfolio OverlapQ3 2026Amplius Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Amplius Wealth Advisors, LLC is an institutional investor managing $1.5B across 224 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Amplius Wealth Advisors are CACTI ASSET, UNIO, PERSONAL CFO SOLUTIONS, with shared positions in $CB, $BX, $UPS, $AXP, $ASML, $IAU. The full ranking of 25 similar funds is below.

#1CACTI ASSET MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$CB$BX$UPS$AXP
$1.9B
79 positions
#2UNIO CAPITAL LLCActive
Notable overlap · 3 shared positions
$CB$AXP$ASML
$526M
19 positions
#3PERSONAL CFO SOLUTIONS, LLCPassive
Notable overlap · 3 shared positions
$CB$AXP$ASML
$692M
529 positions
#4Regency Capital Management Inc.\DEPassive
Some overlap · 3 shared positions
$CB$IAU$ASML
$251M
64 positions
#5Evercore Wealth Management, LLCActive
Some overlap · 3 shared positions
$BX$CB$IAU
$7.1B
433 positions
#6FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$BX$IAU$CB
$1.9B
205 positions
#7Lantern Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$BX$IAU$CCZ
$232M
197 positions
#8Hi-Line Capital Management, LLCActive
Some overlap · 3 shared positions
$CB$CCZ$AXP
$355M
32 positions
#9Cornerstone Investment Partners, LLCActive
Some overlap · 3 shared positions
$CB$BX$AXP
$3.0B
312 positions
#10Weil Company, Inc.Passive
Some overlap · 4 shared positions
$CB$IAU$VRSK$AXP
$580M
134 positions
#11Bulltick Wealth Management, LLCPassive
Some overlap · 3 shared positions
$BX$IAU$ASML
$490M
134 positions
#12TORRAY LLCActive
Some overlap · 3 shared positions
$BX$CCZ$VRSK
$741M
91 positions
#13Farrell Financial LLCActive
Some overlap · 3 shared positions
$CB$IAU$UPS
$187M
81 positions
#14Deane Retirement Strategies, Inc.Passive
Some overlap · 3 shared positions
$CB$IAU$AXP
$244M
53 positions
#15Cohen Investment Advisors LLCPassive
Some overlap · 3 shared positions
$CB$BX$UPS
$233M
81 positions
#16BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 3 shared positions
$BX$IAU$ASML
$1.5B
234 positions
#17Minot DeBlois Advisors LLCPassive
Some overlap · 4 shared positions
$CB$BX$AXP$ASML
$116M
240 positions
#18LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 3 shared positions
$BX$CCZ$UPS
$489M
244 positions
#19Rose Capital Advisors LLCActive
Some overlap · 3 shared positions
$BX$IAU$AXP
$200M
108 positions
#20Kiltearn Partners LLPActive
Some overlap · 3 shared positions
$AMG$CCZ$UPS
$412M
29 positions
#21Cullen Capital Management, LLCActive
Some overlap · 3 shared positions
$CB$CCZ$UPS
$10.2B
208 positions
#22Whipplewood Advisors, LLCPassive
Some overlap · 3 shared positions
$BX$BXSL$GBDC
$148M
200 positions
#23SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 4 shared positions
$IAU$CB$CCZ$AXP
$298M
135 positions
#24COUNTRY TRUST BANKActive
Some overlap · 4 shared positions
$CB$BX$AXP$ASML
$5.7B
628 positions
#25Maltin Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$IAU$BTT$BX$UPS
$308M
152 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.