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Hedge Funds Similar to DEFINED WEALTH

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

DEFINED WEALTH MANAGEMENT, LLC is an institutional investor managing $194M across 115 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 DEFINED WEALTH are BOWEN HANES, Karani Asset, Obermeyer Wealth Partners, with shared positions in $DE, $MSI, $AXP, $ASML, $TXN, $SCHW. The full ranking of 25 similar funds is below.

#1BOWEN HANES & CO INCActive
Some overlap · 6 shared positions
$DE$MSI$AXP$ASML$TXN$SCHW
$4.1B
151 positions
#2Karani Asset Management LLCPassive
Some overlap · 6 shared positions
$ASML$DE$AXP$TXN$MSI$TRV
$139M
57 positions
#3Obermeyer Wealth PartnersActive
Some overlap · 4 shared positions
$ASML$DE$MSI$TXN
$2.4B
302 positions
#4MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$STX$SRE$TXN$ASML$APD
$272M
149 positions
#5Evansbrook LLCActive
Some overlap · 5 shared positions
$ASML$STX$TXN$CRWD$DE
$168M
127 positions
#6Talos Eurisko Asset Management LPActive
Some overlap · 3 shared positions
$STX$ASML$MSI
$703M
25 positions
#7Pinnacle West Asset Management, Inc.Passive
Some overlap · 4 shared positions
$STX$DE$TXN$WMB
$145M
104 positions
#8Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 5 shared positions
$STX$AXP$TXN$CRWD$WMB
$418M
232 positions
#9Goldstream Capital Management LtdActive
Some overlap · 4 shared positions
$STX$ASML$TXN$CRWD
$132M
45 positions
#10Western Financial Corp/CAActive
Some overlap · 5 shared positions
$STX$ASML$TXN$CRWD$HWM
$341M
132 positions
#11Miller Capital Partners, Inc.Active
Some overlap · 4 shared positions
$ASML$DE$AXP$MLM
$257M
258 positions
#12Elevated Private Wealth, LLCPassive
Some overlap · 4 shared positions
$STX$ASML$SCHW$CRWD
$106M
76 positions
#13CAMBIAR INVESTORS LLCActive
Some overlap · 4 shared positions
$SRE$AXP$ASML$TXN
$2.3B
150 positions
#14Clearbridge Investments, LLCPassive
Some overlap · 6 shared positions
$ASML$TXN$WMB$TRV$APD$TEL
$120.9B
699 positions
#15SeaBridge Investment Advisors LLCPassive
Some overlap · 3 shared positions
$STX$ASML$TEL
$692M
188 positions
#16ClearAlpha Technologies LPPassive
Some overlap · 4 shared positions
$ASML$TEL$STX$MLM
$58M
79 positions
#17ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 4 shared positions
$ASML$AXP$TXN$APD
$1.9B
88 positions
#18Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$DE$AXP$ASML$TXN
$710M
193 positions
#19Quadrature Capital LtdPassive
Some overlap · 3 shared positions
$STX$ASML$TXN
$11.7B
1,542 positions
#20Alight Capital Management LPPassive
Some overlap · 4 shared positions
$DE$STX$ASML$TXN
$712M
83 positions
#21RFG - Bristol Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$DE$TXN$TRV$SCHW
$414M
188 positions
#22South Shore Capital AdvisorsPassive
Some overlap · 4 shared positions
$ASML$AXP$WMB$CRWD
$149M
154 positions
#23Nishkama Capital, LLCActive
Some overlap · 3 shared positions
$STX$ASML$WMB
$3.2B
61 positions
#24Salvus Wealth Management, LLCPassive
Some overlap · 4 shared positions
$STX$AXP$SCHW$APD
$178M
125 positions
#25LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$ASML$AXP$CRWD$MLM
$213M
124 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.