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Hedge Funds Similar to SVB WEALTH

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

SVB WEALTH LLC is an institutional investor managing $1.6B across 384 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 SVB WEALTH are NORTHCAPE WEALTH, FIRST CITIZENS BANK, Aull & Monroe Investment, with shared positions in $ETN, $ADI, $UNP, $KMI, $PEP, $NEE. The full ranking of 25 similar funds is below.

#1NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$ETN$ADI$UNP$KMI$PEP$NEE
$381M
144 positions
#2FIRST CITIZENS BANK & TRUST COActive
Some overlap · 7 shared positions
$ETN$UNP$ADI$KMI$MO$RF
$6.7B
644 positions
#3Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$ETN$UNP$PEP$NEE$RF$DUK
$239M
126 positions
#4Phoenix Wealth AdvisorsActive
Some overlap · 5 shared positions
$ETN$ADI$UNP$PEP$NEE
$297M
129 positions
#5TRUST CO OF VERMONTPassive
Some overlap · 5 shared positions
$ETN$ADI$UNP$PEP$NEE
$2.7B
1,154 positions
#6BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$ETN$ADI$PEP$NEE$DUK
$8.0B
1,334 positions
#7FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 5 shared positions
$ETN$UNP$PEP$NEE$RF
$5.3B
210 positions
#8TOWER BRIDGE ADVISORSPassive
Some overlap · 5 shared positions
$ETN$ADI$PEP$NEE$DUK
$1.1B
222 positions
#9Envestnet Portfolio Solutions, Inc.Passive
Some overlap · 7 shared positions
$ETN$MO$DUK$ADI$RF$UNP
$20.9B
1,369 positions
#10DAGCO, INC.Active
Some overlap · 5 shared positions
$ETN$ADI$NEE$PEP$UNP
$541M
117 positions
#11CHEMUNG CANAL TRUST COActive
Some overlap · 5 shared positions
$ADI$UNP$ETN$PEP$DUK
$541M
111 positions
#12Miller Financial Services LLCPassive
Some overlap · 5 shared positions
$ETN$KMI$PEP$MO$ISRG
$124M
142 positions
#13Michael Brady & Co., LLCActive
Some overlap · 4 shared positions
$ETN$ADI$UNP$PEP
$113M
58 positions
#14Fruth Investment ManagementPassive
Some overlap · 4 shared positions
$ETN$ADI$UNP$PEP
$421M
225 positions
#15Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 4 shared positions
$ETN$ADI$UNP$NEE
$251M
74 positions
#16EASTERN BANKPassive
Some overlap · 4 shared positions
$ETN$ADI$UNP$NEE
$6.5B
1,038 positions
#17CALIBER WEALTH MANAGEMENT, LLC / KSActive
Some overlap · 4 shared positions
$ETN$ADI$UNP$NEE
$1.0B
300 positions
#18LightSquare Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ETN$ADI$UNP$NEE
$145M
104 positions
#19Tulsa Wealth Advisors, INCActive
Some overlap · 4 shared positions
$ETN$ADI$UNP$NEE
$710M
166 positions
#20Clear Trail Advisors, LLCPassive
Some overlap · 4 shared positions
$ETN$ADI$UNP$NEE
$655M
161 positions
#21Banco de Sabadell, S.APassive
Some overlap · 4 shared positions
$ETN$ADI$UNP$NEE
$170M
61 positions
#22Winthrop Partners - WNY, LLCPassive
Some overlap · 4 shared positions
$ETN$ADI$UNP$NEE
$202M
87 positions
#23Shoker Investment Counsel, Inc.Active
Some overlap · 5 shared positions
$ADI$UNP$PEP$MO$DUK
$398M
113 positions
#24HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 4 shared positions
$ETN$ADI$UNP$NEE
$461M
144 positions
#25MAGNOLIA CAPITAL ADVISORS LLCPassive
Some overlap · 5 shared positions
$ETN$ADI$UNP$NEE$RF
$583M
295 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.