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Hedge Funds Similar to Cherry Tree Wealth

13F Portfolio OverlapQ3 2026Cherry Tree Wealth portfolio →
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Most similar hedge funds by 13F overlap

Cherry Tree Wealth Management, LLC is an institutional investor managing $531M across 582 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 Cherry Tree Wealth are Windle Wealth, Exeter Financial, InvesTrust, with shared positions in $TROW, $MMM, $PEP, $MCD, $ITW, $EMR. The full ranking of 25 similar funds is below.

#1Windle Wealth, LLCActive
Some overlap · 5 shared positions
$TROW$MMM$PEP$MCD$ITW
$249M
35 positions
#2Exeter Financial, LLCPassive
Some overlap · 8 shared positions
$EMR$TROW$USB$PEP$PSX$MCD
$265M
100 positions
#3InvesTrustPassive
Some overlap · 9 shared positions
$MMM$EMR$AXP$USB$PEP$WFC
$247M
91 positions
#4Keystone Financial Planning, Inc.Active
Some overlap · 4 shared positions
$TROW$MDT$USB$MCD
$404M
39 positions
#5DMKC Advisory Services, LLCActive
Some overlap · 8 shared positions
$MMM$MDT$EMR$USB$PEP$WFC
$530M
92 positions
#6BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 5 shared positions
$EMR$MMM$AXP$MCD$ABT
$263M
90 positions
#7MONARCH CAPITAL MANAGEMENT INCPassive
Some overlap · 6 shared positions
$EMR$MMM$MDT$USB$MCD$ABT
$436M
130 positions
#8Kinloch Capital, LLCPassive
Some overlap · 5 shared positions
$TROW$EMR$PEP$HRL$TGT
$274M
79 positions
#9Kerusso Capital Management LLCPassive
Some overlap · 5 shared positions
$TROW$MMM$AXP$PEP$AMP
$306M
59 positions
#10VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 7 shared positions
$EMR$MDT$PEP$PSX$MCD$ABT
$203M
58 positions
#11Allied Investment Advisors, LLCPassive
Some overlap · 8 shared positions
$MMM$MDT$USB$EMR$PEP$WFC
$1.1B
112 positions
#12WILKINS INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$EMR$MMM$MDT$PEP
$742M
119 positions
#13HEADINVEST, LLCPassive
Some overlap · 4 shared positions
$EMR$AXP$MDT$PEP
$536M
217 positions
#14CHEMUNG CANAL TRUST COActive
Some overlap · 5 shared positions
$EMR$AXP$USB$PEP$MCD
$541M
111 positions
#15TL Private WealthSmart money
Some overlap · 4 shared positions
$EMR$TROW$MDT$MMM
$279M
55 positions
#16LYNCH & ASSOCIATES/INPassive
Some overlap · 6 shared positions
$EMR$MMM$USB$MCD$ABT$ITW
$699M
128 positions
#17VAN STRUM & TOWNE INC.Passive
Some overlap · 5 shared positions
$EMR$AXP$PEP$WFC$AMP
$367M
111 positions
#18Clayton Financial Group LLCActive
Some overlap · 5 shared positions
$EMR$AXP$PEP$AMP$ABT
$190M
304 positions
#19Financial & Tax Architects, LLCPassive
Some overlap · 5 shared positions
$EMR$MDT$PEP$MCD$ABT
$486M
109 positions
#20CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 5 shared positions
$EMR$MDT$USB$WFC$TGT
$3.3B
229 positions
#21Martin Capital Partners, LLCPassive
Some overlap · 4 shared positions
$TROW$MDT$PEP$PSX
$279M
73 positions
#22Shoker Investment Counsel, Inc.Active
Some overlap · 6 shared positions
$EMR$MMM$USB$PEP$MCD$ITW
$398M
113 positions
#23RNC CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$EMR$MDT$PEP$PSX
$2.4B
181 positions
#24Willis Investment CounselActive
Some overlap · 6 shared positions
$MMM$MDT$AXP$PEP$MCD$ABT
$2.0B
128 positions
#25SWP Investment Management LLCPassive
Some overlap · 3 shared positions
$EMR$AXP$MDT
$145M
43 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.