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Hedge Funds Similar to Cove Private Wealth

13F Portfolio OverlapQ2 2026Cove Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

Cove Private Wealth, LLC is an institutional investor managing $518M across 207 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 Cove Private Wealth are SPIREPOINT PRIVATE CLIENT, Centric Wealth, WestEnd Advisors, with shared positions in $UPS, $TJX, $GILD, $CRM, $QCOM, $TMO. The full ranking of 25 similar funds is below.

#1SPIREPOINT PRIVATE CLIENT, LLCPassive
Notable overlap · 3 shared positions
$UPS$TJX$GILD
$1.2B
332 positions
#2Centric Wealth ManagementPassive
Notable overlap · 3 shared positions
$UPS$TJX$GILD
$643M
209 positions
#3WestEnd Advisors, LLCActive
Some overlap · 6 shared positions
$UPS$CRM$TJX$QCOM$TMO$GILD
$4.5B
408 positions
#4Cygnus Capital Advisors, LLC
Some overlap · 3 shared positions
$UPS$PFE$ADBE
$147M
74 positions
#5Mendel Money ManagementPassive
Some overlap · 7 shared positions
$MRVL$APH$UPS$AME$DHR$DE
$273M
127 positions
#6Manchester Capital Management LLCActive
Some overlap · 3 shared positions
$UPS$APH$QCOM
$768M
1,313 positions
#7Maj Invest Holding A/SActive
Some overlap · 5 shared positions
$UPS$AMP$QCOM$PFE$TMO
$2.2B
40 positions
#8MANNING & NAPIER ADVISORS LLCPassive
Some overlap · 4 shared positions
$UPS$APH$AME$TJX
$7.8B
865 positions
#9CLIFFORD SWAN INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$UPS$MCK$PH
$3.1B
340 positions
#10Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 4 shared positions
$MRVL$UPS$DE$TJX
$125M
365 positions
#11DAVIS R M INCActive
Some overlap · 6 shared positions
$MRVL$APH$AME$TJX$DHR$TMO
$6.3B
280 positions
#12Nexus Investment Management ULCActive
Some overlap · 5 shared positions
$UPS$PFE$TMO$GILD$DHR
$767M
72 positions
#13WBI INVESTMENTS, LLCPassive
Some overlap · 5 shared positions
$UPS$MRVL$MCK$APH$PFE
$403M
286 positions
#14N10 ASSETS, LLCActive
Some overlap · 3 shared positions
$MRVL$MCK$APH
$231M
34 positions
#15N10 WEALTH, LLCActive
Some overlap · 3 shared positions
$MRVL$MCK$APH
$282M
43 positions
#16Norway Savings BankPassive
Some overlap · 4 shared positions
$MRVL$APH$CRM$TJX
$239M
104 positions
#17ARROW FINANCIAL CORPActive
Some overlap · 5 shared positions
$MRVL$APH$CRM$TJX$TMO
$1.1B
162 positions
#18San Luis Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$UPS$ADBE$APH
$665M
187 positions
#19BCV Asset Management Inc.Active
Some overlap · 4 shared positions
$MRVL$DHR$DE$TMO
$3.3B
116 positions
#20Encore Global Management, LPPassive
Some overlap · 4 shared positions
$MRVL$CRM$QCOM$TMO
$102M
53 positions
#21BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MRVL$DHR$QCOM$PFE
$679M
104 positions
#22BFSG, LLCPassive
Some overlap · 3 shared positions
$MRVL$APH$TJX
$1.1B
768 positions
#23Smith, Salley & AssociatesPassive
Some overlap · 5 shared positions
$MRVL$APH$AME$TJX$TMO
$2.3B
275 positions
#24SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 4 shared positions
$UPS$QCOM$PFE$TMO
$3.2B
40 positions
#25Private Wealth Partners, LLCActive
Some overlap · 6 shared positions
$MRVL$MCK$DHR$QCOM$PFE$TMO
$1.4B
183 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.