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Hedge Funds Similar to Campbell Deegan Wealth

13F Portfolio OverlapQ2 2026Campbell Deegan Wealth portfolio →
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Most similar hedge funds by 13F overlap

Campbell Deegan Wealth Management, LLC is an institutional investor managing $141M across 56 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 Campbell Deegan Wealth are Compass Wealth, Wills Financial Group, S.E.E.D. Planning Group, with shared positions in $PM, $MO, $SNDK, $WDC, $LOW, $BA. The full ranking of 25 similar funds is below.

#1Compass Wealth Management, LLC/GAActive
Some overlap · 7 shared positions
$PM$MO$SNDK$WDC$LOW$BA
$251M
74 positions
#2Wills Financial Group LLCPassive
Some overlap · 5 shared positions
$SHW$AUB$NEE$D$PEP
$275M
82 positions
#3S.E.E.D. Planning Group LLCPassive
Some overlap · 5 shared positions
$SHW$NEE$TMO$LOW$PEP
$379M
88 positions
#4SIMA Wealth Partners, LLCActive
Some overlap · 5 shared positions
$PM$AUB$MO$PEP$D
$141M
130 positions
#5Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$PM$NEE$MO$LOW$PEP
$334M
127 positions
#6KFA Private Wealth Group, LLCActive
Some overlap · 3 shared positions
$SHW$PM$MO
$415M
150 positions
#7Canoe Financial LPActive
Some overlap · 4 shared positions
$PM$SHW$TMO$ICE
$8.1B
110 positions
#8Winning Points Advisors, LLCActive
Some overlap · 5 shared positions
$SHW$PM$MO$LOW$UBS
$76M
42 positions
#9Wheelhouse Advisory Group LLCActive
Some overlap · 4 shared positions
$PM$NEE$MO$BA
$354M
55 positions
#10OPAL CAPITAL LLCPassive
Some overlap · 4 shared positions
$PM$NEE$MO$PEP
$560M
136 positions
#11Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$PM$NEE$MO$PEP
$497M
948 positions
#12Kinloch Capital, LLCPassive
Some overlap · 4 shared positions
$PM$NEE$MO$PEP
$274M
79 positions
#13TrueMark Investments, LLCPassive
Some overlap · 4 shared positions
$PM$NEE$MO$PEP
$798M
187 positions
#14Financial & Tax Architects, LLCPassive
Some overlap · 4 shared positions
$SHW$NEE$LOW$PEP
$474M
110 positions
#15PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$SHW$NEE$LOW$PEP
$209M
54 positions
#16Range Financial Group LLCPassive
Some overlap · 5 shared positions
$PM$MO$SNDK$WDC$LOW
$366M
206 positions
#17Dilation Capital Management LPActive
Some overlap · 4 shared positions
$SHW$SNDK$WDC$BA
$248M
20 positions
#18Salomon & Ludwin, LLCPassive
Some overlap · 5 shared positions
$PM$MO$D$LOW$AUB
$1.2B
2,116 positions
#19Citizens National Bank Trust DepartmentPassive
Some overlap · 5 shared positions
$PM$NEE$MO$LOW$PEP
$680M
381 positions
#20Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$PM$NEE$MO$LOW
$10.2B
208 positions
#21Hilton Head Capital Partners, LLCPassive
Some overlap · 4 shared positions
$PM$MO$D$NEE
$198M
912 positions
#22VIKING GLOBAL INVESTORS LPActive
Some overlap · 4 shared positions
$SHW$TMO$ICE$BA
$35.1B
90 positions
#23COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 4 shared positions
$SHW$TMO$ICE$BA
$1.7B
91 positions
#24Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$PM$MO$D$LOW
$1.2B
127 positions
#25Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$PM$NEE$ICE$PEP
$1.6B
184 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.