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Hedge Funds Similar to Centric Wealth

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

Centric Wealth Management is an institutional investor managing $643M across 209 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 Centric Wealth are CS Group, SPIREPOINT PRIVATE CLIENT, Cove Private Wealth, with shared positions in $UPS, $LMT, $PLTR, $GILD, $TJX, $UNP. The full ranking of 25 similar funds is below.

#1Capital CS Group, LLCActive
Notable overlap · 3 shared positions
$UPS$LMT$PLTR
$127M
72 positions
#2SPIREPOINT PRIVATE CLIENT, LLCPassive
Notable overlap · 4 shared positions
$UPS$PLTR$GILD$TJX
$1.2B
332 positions
#3Cove Private Wealth, LLCPassive
Notable overlap · 3 shared positions
$UPS$TJX$GILD
$518M
207 positions
#4Maj Invest Holding A/SActive
Some overlap · 3 shared positions
$UPS$UNP$LMT
$2.2B
40 positions
#5United Capital Management of KS, Inc.Passive
Some overlap · 6 shared positions
$WSM$PLTR$CF$SNA$LMT$TJX
$763M
98 positions
#6Townsend & Associates, IncActive
Some overlap · 5 shared positions
$UPS$WM$SNA$TJX$LMT
$1.2B
115 positions
#7BBR PARTNERS, LLCSmart money
Some overlap · 3 shared positions
$UPS$UNP$KMI
$2.1B
250 positions
#8Ipsen Advisor Group LLCPassive
Some overlap · 5 shared positions
$ADI$WM$UNP$UPS$LMT
$155M
107 positions
#9BCWM, LLCPassive
Some overlap · 4 shared positions
$UPS$UNP$KMI$LMT
$342M
57 positions
#10CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$ADI$KMI$GILD$SNA$LMT$TJX
$6.4B
290 positions
#11WestEnd Advisors, LLCActive
Some overlap · 3 shared positions
$UPS$TJX$GILD
$4.5B
408 positions
#12MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$UPS$UNP$LMT
$233M
122 positions
#13Rydar Equities, Inc.Passive
Some overlap · 5 shared positions
$WM$UNP$PLTR$CRWD$LMT
$178M
107 positions
#14Michael Brady & Co., LLCActive
Some overlap · 4 shared positions
$UNP$WM$ADI$TJX
$113M
58 positions
#15Stack Financial Management, IncActive
Some overlap · 4 shared positions
$UPS$WM$UNP$LMT
$1.3B
54 positions
#16Miramar Capital, LLCPassive
Some overlap · 4 shared positions
$UNP$WM$SNA$LMT
$455M
57 positions
#17HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$UNP$WM$LMT$TJX
$321M
107 positions
#18Sage Capital Advisors,llcPassive
Some overlap · 3 shared positions
$UPS$UNP$PLTR
$482M
140 positions
#19MASTER'S WEALTH MANAGEMENT INC.Smart money
Some overlap · 4 shared positions
$UNP$WM$KMI$SNA
$332M
91 positions
#20MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$UPS$WM$PLTR
$140M
63 positions
#21LDIC Inc.Active
Some overlap · 3 shared positions
$UNP$WM$ADI
$160M
25 positions
#22Lakewood Asset Management LLCPassive
Some overlap · 4 shared positions
$WSM$DKS$CF$ADI
$182M
107 positions
#23ADKINS SEALE CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$WSM$WM$UNP$KMI
$112M
236 positions
#24Kerusso Capital Management LLCPassive
Some overlap · 4 shared positions
$WSM$GILD$DKS$TJX
$274M
58 positions
#25OPUS INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$UPS$WM$LMT
$183M
31 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.