Hedge Funds Similar to Corient Private Wealth

13F Portfolio OverlapQ2 2026Corient Private Wealth portfolio →

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Most similar hedge funds by 13F overlap

Corient Private Wealth LLC is an institutional investor managing $72.2B across 3,043 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 Corient Private Wealth are ANB BANK, BARTLETT & WEALTH, Haverford, with shared positions in $ASML, $TMO, $TXN, $LIN, $SYK, $PEP. The full ranking of 25 similar funds is below.

#1ANB BANKPassive

Some overlap · 7 shared positions

$ASML $TMO $TXN $LIN $SYK $PEP

$268M

127 positions

#2BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$ASML $TMO $DE $TJX $LIN $PEP

$8.0B

1,334 positions

#3Haverford Trust CoActive

Some overlap · 6 shared positions

$ASML $TMO $TXN $TJX $SYK $PEP

$11.6B

424 positions

#4ROFFMAN MILLER ASSOCIATES INC /PA/Active

Some overlap · 6 shared positions

$ASML $TMO $TXN $TJX $SYK $PEP

$1.9B

88 positions

#5WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 6 shared positions

$ASML $TMO $DE $TJX $LIN $PEP

$1.3B

73 positions

#6Harrington Investments, INCPassive

Some overlap · 6 shared positions

$ASML $TMO $DE $TJX $SYK $SBUX

$206M

82 positions

#7Umpqua BankPassive

Some overlap · 6 shared positions

$ASML $TMO $DE $MS $SYK $PEP

$446M

165 positions

#8CAMDEN NATIONAL BANKPassive

Some overlap · 6 shared positions

$TMO $TXN $DE $TJX $LIN $PEP

$767M

184 positions

#9Marietta Wealth Management, LLCActive

Some overlap · 6 shared positions

$ASML $TMO $DE $LIN $PEP $SBUX

$971M

133 positions

#10BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$TMO $TXN $TJX $MS $LIN $PEP

$499M

73 positions

#11Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$TMO $TXN $TJX $MS $LIN $SBUX

$358M

74 positions

#12Bigelow Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$TMO $TXN $DE $TJX $PEP $SBUX

$276M

157 positions

#13ALBION FINANCIAL GROUP /UTPassive

Some overlap · 6 shared positions

$TMO $TXN $TJX $MS $PEP $SBUX

$1.7B

652 positions

#14Ramsay, Stattman, Vela & Price, Inc.Passive

Some overlap · 6 shared positions

$ASML $TMO $LIN $SYK $PEP $SBUX

$562M

84 positions

#15Haverford Financial Services, Inc.Active

Some overlap · 6 shared positions

$TMO $TXN $TJX $SYK $LIN $PEP

$339M

49 positions

#16Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$TXN $TJX $MS $LIN $SYK $PEP

$467M

118 positions

#17BURNS J W & CO INC/NYActive

Some overlap · 6 shared positions

$DE $TMO $MS $SYK $PEP $SBUX

$959M

189 positions

#18Elwood & Goetz Wealth Advisory Group, LLCActive

Some overlap · 5 shared positions

$ASML $TXN $DE $TMO $MS

$676M

148 positions

#19Evansbrook LLCActive

Some overlap · 5 shared positions

$ASML $TXN $DE $TJX $MS

$168M

127 positions

#20ALTA CAPITAL MANAGEMENT LLC/Active

Some overlap · 5 shared positions

$ASML $TMO $TXN $TJX $SYK

$1.3B

109 positions

#21Banco de Sabadell, S.APassive

Some overlap · 5 shared positions

$ASML $TMO $TXN $TJX $SYK

$170M

61 positions

#22Colonial Trust AdvisorsPassive

Some overlap · 5 shared positions

$ASML $TXN $DE $TJX $SYK

$1.4B

807 positions

#23Eldred Rock Partners, LLCActive

Some overlap · 5 shared positions

$ASML $TMO $TXN $DE $PEP

$465M

29 positions

#24LYELL WEALTH MANAGEMENT, LPPassive

Some overlap · 5 shared positions

$ASML $TMO $DE $MS $SYK

$1.6B

232 positions

#25CHILTON CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$ASML $TMO $TJX $MS $LIN

$3.2B

592 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.