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 Busey Wealth

13F Portfolio OverlapQ2 2026Busey Wealth portfolio →

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Most similar hedge funds by 13F overlap

Busey Wealth Management is an institutional investor managing $4.1B across 388 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 Busey Wealth are Stone Summit Wealth, Curat Global, Peloton Wealth Strategists, with shared positions in $CMI, $APH, $QCOM, $PEP, $LIN, $LOW. The full ranking of 25 similar funds is below.

#1Stone Summit Wealth LLCPassive

Some overlap · 8 shared positions

$CMI $APH $QCOM $PEP $LIN $LOW

$394M

144 positions

#2Curat Global, LLCPassive

Some overlap · 6 shared positions

$CMI $APH $AMGN $JCI $PEP $NUE

$122M

251 positions

#3Peloton Wealth StrategistsPassive

Some overlap · 6 shared positions

$CMI $APH $AMGN $PEP $C $COF

$271M

91 positions

#4Wilson & Boucher Capital Management, LLCPassive

Some overlap · 6 shared positions

$CMI $AMGN $QCOM $PEP $SCHW $LOW

$170M

121 positions

#5Ironwood Investment Counsel, LLCPassive

Some overlap · 6 shared positions

$CMI $AMGN $QCOM $PEP $SCHW $LOW

$762M

267 positions

#6First Long Island Investors, LLCActive

Some overlap · 6 shared positions

$APH $PM $AMGN $QCOM $PEP $LOW

$1.4B

73 positions

#7Crescent Sterling, Ltd.Passive

Some overlap · 6 shared positions

$CMI $AMGN $QCOM $PEP $VLO $TXN

$112M

85 positions

#8Ark Wealth Advisors LLCPassive

Some overlap · 7 shared positions

$QCOM $PEP $SCHW $LIN $LOW $VLO

$113M

87 positions

#9Winthrop Capital Management, LLCPassive

Some overlap · 6 shared positions

$CMI $JCI $PEP $C $TXN $LOW

$414M

351 positions

#10Insight Inv LLCPassive

Some overlap · 6 shared positions

$AMGN $JCI $QCOM $PEP $C $LOW

$212M

109 positions

#11ALBION FINANCIAL GROUP /UTPassive

Some overlap · 6 shared positions

$APH $AMGN $PEP $C $QCOM $TXN

$1.7B

652 positions

#12Community Bank, N.A.Passive

Some overlap · 6 shared positions

$CMI $AMGN $PEP $QCOM $TXN $NUE

$926M

530 positions

#13Linscomb Wealth, Inc.Active

Some overlap · 5 shared positions

$CMI $PM $AMGN $QCOM $C

$2.3B

311 positions

#14DDD Partners, LLCActive

Some overlap · 5 shared positions

$CMI $APH $QCOM $PEP $TXN

$1.6B

165 positions

#15FIRST MERCHANTS CORPActive

Some overlap · 6 shared positions

$APH $CMI $SCHW $LIN $LOW $TXN

$2.8B

361 positions

#16JACOBS & CO/CAPassive

Some overlap · 5 shared positions

$CMI $AMGN $QCOM $PEP $SCHW

$1.2B

134 positions

#17DLK Investment Management, LLCPassive

Some overlap · 6 shared positions

$AMGN $QCOM $PEP $SCHW $LIN $TXN

$235M

96 positions

#18NOESIS CAPITAL MANGEMENT CORPActive

Some overlap · 5 shared positions

$CMI $APH $QCOM $LIN $LOW

$832M

124 positions

#19MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$CMI $PM $PEP $C $TXN

$233M

122 positions

#20BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Some overlap · 5 shared positions

$CMI $AMGN $JCI $QCOM $NUE

$404M

99 positions

#21ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Some overlap · 5 shared positions

$CMI $AMGN $QCOM $PEP $TXN

$460M

220 positions

#22Adams Asset Advisors, LLCActive

Some overlap · 5 shared positions

$CMI $AMGN $C $PEP $VLO

$882M

88 positions

#23D.A. DAVIDSON & CO.Active

Some overlap · 5 shared positions

$CMI $AMGN $QCOM $PEP $LOW

$18.1B

1,593 positions

#24Allen Mooney & Barnes Investment Advisors LLCPassive

Some overlap · 5 shared positions

$CMI $PEP $C $SCHW $LOW

$658M

152 positions

#25American TrustActive

Some overlap · 5 shared positions

$CMI $APH $PEP $SCHW $TXN

$1.3B

334 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.