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Hedge Funds Similar to Confluence Wealth Services

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

Confluence Wealth Services, Inc. is an institutional investor managing $3.5B across 476 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 Confluence Wealth Services are Phoenix Wealth Advisors, LOWE BROCKENBROUGH, Clear Trail Advisors, with shared positions in $ETN, $MPC, $CB, $AMGN, $ADI, $PEP. The full ranking of 25 similar funds is below.

#1Phoenix Wealth AdvisorsActive
Some overlap · 7 shared positions
$ETN$MPC$CB$AMGN$ADI$PEP
$297M
129 positions
#2LOWE BROCKENBROUGH & CO INCPassive
Some overlap · 7 shared positions
$ETN$KLAC$PNC$AMGN$CB$PEP
$2.2B
341 positions
#3Clear Trail Advisors, LLCPassive
Some overlap · 7 shared positions
$ETN$MPC$CB$AMGN$ADI$NEE
$657M
159 positions
#4BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$ETN$CB$DE$AMGN$ADI$PEP
$8.0B
1,334 positions
#5Heritage Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$ETN$CB$KLAC$DE$ADI$PM
$401M
272 positions
#6Valley Brook Capital Group, Inc.Passive
Some overlap · 6 shared positions
$MPC$KLAC$PNC$DE$AMGN$NEE
$178M
118 positions
#7Winthrop Partners - WNY, LLCPassive
Some overlap · 6 shared positions
$ETN$MPC$CB$ADI$PM$NEE
$202M
87 positions
#8NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$ETN$CB$DE$ADI$PEP$NEE
$381M
144 positions
#9FourThought Financial Partners, LLCPassive
Some overlap · 6 shared positions
$CB$KLAC$PNC$AMGN$PEP$NEE
$1.3B
393 positions
#10Kennebec Savings BankPassive
Some overlap · 6 shared positions
$ETN$CB$PNC$PEP$PM$NEE
$126M
263 positions
#11JGP Wealth Management, LLCActive
Some overlap · 6 shared positions
$KLAC$PNC$AMGN$ADI$PEP$NEE
$1.1B
242 positions
#12OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 6 shared positions
$ETN$CB$AMGN$PEP$PM$NEE
$329M
323 positions
#13CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 5 shared positions
$ETN$MPC$CB$KLAC$PEP
$1.3B
88 positions
#14Meadow Creek Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$ETN$CB$KLAC$MPC$ADI
$164M
139 positions
#15Teamwork Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$ETN$KLAC$PNC$DE$PM
$908M
182 positions
#16Vivid Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ETN$KLAC$PNC$DE$PM
$280M
73 positions
#17FIRST NATIONAL BANK OF OMAHAPassive
Some overlap · 6 shared positions
$KLAC$ETN$AMGN$PEP$PM$NEE
$3.5B
505 positions
#18COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$ETN$KLAC$PNC$AMGN$PEP
$427M
162 positions
#19Fruth Investment ManagementPassive
Some overlap · 5 shared positions
$ETN$MPC$DE$ADI$PEP
$409M
224 positions
#20Peterson Wealth ServicesPassive
Some overlap · 5 shared positions
$ETN$MPC$CB$ADI$PM
$474M
223 positions
#21LightSquare Wealth Management, LLCActive
Some overlap · 5 shared positions
$ETN$MPC$CB$ADI$NEE
$145M
104 positions
#22HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 5 shared positions
$ETN$MPC$CB$ADI$NEE
$465M
139 positions
#23Tulsa Wealth Advisors, INCActive
Some overlap · 5 shared positions
$ETN$MPC$CB$ADI$NEE
$710M
166 positions
#24Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 5 shared positions
$ETN$MPC$CB$ADI$NEE
$251M
74 positions
#25CALIBER WEALTH MANAGEMENT, LLC / KSActive
Some overlap · 5 shared positions
$ETN$MPC$CB$ADI$NEE
$1.0B
300 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.