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Hedge Funds Similar to CORRECT WEALTH

13F Portfolio OverlapQ2 2026CORRECT WEALTH portfolio →
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Most similar hedge funds by 13F overlap

CORRECT CAPITAL WEALTH MANAGEMENT is an institutional investor managing $580M across 108 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 CORRECT WEALTH are Cypress, HALL, HFR Wealth, with shared positions in $UNP, $SCHW, $NTAP, $TPR, $ETN, $WM. The full ranking of 25 similar funds is below.

#1Cypress Capital, LLCActive
Some overlap · 5 shared positions
$UNP$SCHW$NTAP$TPR$ETN
$370M
113 positions
#2HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$UNP$WM$EMR$DLR$NEE
$321M
107 positions
#3HFR Wealth Management, LLCActive
Some overlap · 5 shared positions
$UNP$WM$SCHW$NEE$ETN
$410M
53 positions
#4Michael Brady & Co., LLCActive
Some overlap · 4 shared positions
$UNP$WM$EMR$ETN
$113M
58 positions
#5Strategic Wealth Investment Group, LLCPassive
Some overlap · 5 shared positions
$CRM$EMR$WM$ETN$NEE
$825M
104 positions
#6Hixon Zuercher, LLCPassive
Some overlap · 5 shared positions
$UNP$SCHW$CRM$DLR$NEE
$341M
88 positions
#7MOTCOPassive
Some overlap · 5 shared positions
$UNP$WM$SCHW$ETN$NEE
$1.2B
840 positions
#8MRWM Advisors, LLCActive
Some overlap · 4 shared positions
$UNP$SCHW$NTAP$ETN
$243M
80 positions
#9Nordwand Advisors, LLCPassive
Some overlap · 4 shared positions
$UNP$WM$ETN$DLR
$652M
146 positions
#10PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$UNP$SCHW$ETN$SCCO
$175M
73 positions
#11Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$WM$UNP$ETN$EMR$NEE
$239M
126 positions
#12Capital Innovations LLCPassive
Some overlap · 4 shared positions
$UNP$WM$DLR$NEE
$385M
51 positions
#13Stack Financial Management, IncActive
Some overlap · 4 shared positions
$WM$EMR$UNP$NEE
$1.3B
54 positions
#14SUMMITRY LLCPassive
Some overlap · 4 shared positions
$SCHW$CRM$EMR$NEE
$3.0B
340 positions
#15DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$CRM$WM$UNP
$12.5B
186 positions
#16SWP Investment Management LLCPassive
Some overlap · 4 shared positions
$UNP$EMR$DLR$NEE
$145M
43 positions
#17HARRIS ASSOCIATES L PActive
Some overlap · 3 shared positions
$CRM$SCHW$UNP
$75.4B
162 positions
#18Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$UNP$EMR$ETN$NEE
$108M
52 positions
#19ADVOCATE GROUP LLCPassive
Some overlap · 3 shared positions
$UNP$SCHW$EMR
$665M
122 positions
#20LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 4 shared positions
$WM$UNP$SCHW$NEE
$152M
84 positions
#21BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 4 shared positions
$UNP$WM$NEE$SCHW
$1.5B
234 positions
#22FORBES J M & CO LLPActive
Some overlap · 4 shared positions
$UNP$EMR$ETN$NEE
$1.3B
159 positions
#23First County Bank /CT/Passive
Some overlap · 4 shared positions
$EMR$UNP$CRM$ETN
$213M
169 positions
#24BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 3 shared positions
$WM$SCHW$EMR
$2.5B
270 positions
#25Ark Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$WM$EMR$SCHW$NEE
$113M
87 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.