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Hedge Funds Similar to Core Wealth Partners

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

Core Wealth Partners LLC is an institutional investor managing $235M across 191 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 Core Wealth Partners are KWMG, Stonebridge Advisors, Old North State Wealth, with shared positions in $ROK, $BA, $GLW, $GILD, $MRVL, $UNP. The full ranking of 25 similar funds is below.

#1KWMG, LLCPassive
Some overlap · 3 shared positions
$ROK$BA$GLW
$1.4B
153 positions
#2Stonebridge Capital Advisors LLCPassive
Some overlap · 4 shared positions
$GILD$BA$GLW$MRVL
$1.6B
215 positions
#3Old North State Wealth Management, LLCPassive
Some overlap · 3 shared positions
$BA$GILD$GLW
$234M
112 positions
#4Rodgers Brothers Inc.Active
Some overlap · 3 shared positions
$ROK$GLW$UNP
$1.0B
247 positions
#5Medallion Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$AME$GLW$UNP
$317M
1,220 positions
#6Old West Investment Management, LLCPassive
Some overlap · 3 shared positions
$BA$SWKS$UNP
$944M
124 positions
#7VCI Wealth Management LLCPassive
Some overlap · 3 shared positions
$AME$GILD$IBIT
$399M
99 positions
#8HCR Wealth AdvisorsActive
Some overlap · 3 shared positions
$AME$BA$MRVL
$1.1B
259 positions
#9PAYDEN & RYGELPassive
Some overlap · 3 shared positions
$GILD$AME$GLW
$1.3B
131 positions
#10L. Roy Papp & Associates, LLPPassive
Some overlap · 3 shared positions
$AME$ROK$MRVL
$951M
193 positions
#11CAPITAL ADVISORS INC/OKActive
Some overlap · 3 shared positions
$ROK$BA$GLW
$6.8B
374 positions
#12Financial Sense Advisors, Inc.Passive
Some overlap · 3 shared positions
$BA$GLW$IBIT
$508M
137 positions
#13Chatterton & Associates Inc.Passive
Some overlap · 3 shared positions
$BA$ROK$MRVL
$170M
101 positions
#14OmniStar Financial Group, Inc.Passive
Some overlap · 3 shared positions
$GILD$ROK$GLW
$217M
118 positions
#15Kimelman & Baird, LLCActive
Some overlap · 3 shared positions
$BA$MRVL$UNP
$1.3B
261 positions
#16Weiss Asset Management LPPassive
Some overlap · 3 shared positions
$BA$MRVL$IBIT
$9.5B
624 positions
#17Blue Edge Capital, LLCActive
Some overlap · 3 shared positions
$BA$GLW$MRVL
$833M
137 positions
#18GREAT LAKES ADVISORS, LLCPassive
Some overlap · 3 shared positions
$ROK$GILD$BA
$13.1B
825 positions
#19MUFG Securities EMEA plcActive
Some overlap · 4 shared positions
$MRVL$GLW$GILD$AME
$9.5B
575 positions
#20Addison Capital CoActive
Some overlap · 4 shared positions
$MRVL$ROK$AME$IBIT
$610M
184 positions
#21Cane Capital Partners, LLCPassive
Some overlap · 3 shared positions
$BA$MRVL$UNP
$253M
133 positions
#22Riggs Asset Managment Co. Inc.Passive
Some overlap · 3 shared positions
$GILD$GLW$MRVL
$560M
132 positions
#23DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.Active
Some overlap · 3 shared positions
$GILD$MRVL$AME
$2.4B
236 positions
#24WealthTrust Axiom LLCPassive
Some overlap · 3 shared positions
$GILD$GLW$BA
$448M
302 positions
#25BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$BA$MRVL$UNP
$679M
104 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.