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Hedge Funds Similar to DeLarme Wealth

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

DeLarme Wealth Management, Inc. is an institutional investor managing $172M across 68 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 DeLarme Wealth are K2 Financial, Trust Co, LFA - Lugano Financial Advisors SA, with shared positions in $SNPS, $STT, $MCD. The full ranking of 5 similar funds is below.

#1K2 Financial Inc.Active
Substantial overlap · 3 shared positions
$SNPS$STT$MCD
$142M
60 positions
#2Trust CoActive
Notable overlap · 3 shared positions
$SNPS$MCD$STT
$1.1B
908 positions
#3LFA - Lugano Financial Advisors SAActive
Some overlap · 3 shared positions
$SNPS$STT$MCD
$166M
274 positions
#4Savant Capital, LLCPassive
Some overlap · 3 shared positions
$SNPS$MCD$STT
$34.1B
1,838 positions
#5Creekside PartnersPassive
Some overlap · 3 shared positions
$STT$SNPS$MCD
$276M
193 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.