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Hedge Funds Similar to Olde Wealth

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

Olde Wealth Management, LLC is an institutional investor managing $353M across 119 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 Olde Wealth are Taylor Financial Group, LONDON OF VIRGINIA, CDM FINANCIAL COUNSELING SERVICES, with shared positions in $NSC, $MDY, $LOW, $CSX, $RSG, $D. The full ranking of 25 similar funds is below.

#1Taylor Financial Group, Inc.Active
Some overlap · 4 shared positions
$NSC$MDY$LOW$CSX
$182M
103 positions
#2LONDON CO OF VIRGINIAActive
Some overlap · 4 shared positions
$NSC$RSG$LOW$D
$17.5B
169 positions
#3CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 5 shared positions
$UNP$MDY$NSC$TMO$CSX
$116M
77 positions
#4Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MDY$UNP$LOW$URI$TMO
$489M
619 positions
#5Cherokee Insurance CoPassive
Some overlap · 4 shared positions
$NSC$UNP$LOW$CSX
$259M
124 positions
#6Partners in Financial PlanningActive
Some overlap · 5 shared positions
$NSC$LOW$CSX$UNP$URI
$660M
131 positions
#7M. Kraus & CoPassive
Some overlap · 4 shared positions
$NSC$RSG$TMO$MDY
$377M
86 positions
#8NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 5 shared positions
$UNP$LOW$URI$WM$TMO
$2.7B
200 positions
#9Symmetry Investments LPActive
Some overlap · 3 shared positions
$NSC$UNP$BA
$1.5B
152 positions
#10WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 4 shared positions
$UNP$NSC$RSG$WM
$97M
110 positions
#11Accretive Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$RSG$UNP$FICO$WM$TMO
$412M
181 positions
#12Magellan Asset Management LtdActive
Some overlap · 5 shared positions
$UNP$NSC$TMO$CSX$D
$4.5B
78 positions
#13Cambridge Advisors Inc.Active
Some overlap · 4 shared positions
$MDY$UNP$LOW$AMGN
$582M
183 positions
#14Aberdeen Wealth Management LLCActive
Some overlap · 5 shared positions
$UNP$LOW$NSC$WM$CSX
$208M
427 positions
#15WEST PACES ADVISORS INC.Passive
Some overlap · 3 shared positions
$NSC$MDY$CSX
$596M
765 positions
#16All Terrain Financial Advisors, LLCActive
Some overlap · 5 shared positions
$UNP$LOW$MDY$D$AMGN
$615M
157 positions
#17Henshaw Capital LLCActive
Some overlap · 4 shared positions
$MDY$UNP$TMO$BA
$3.1B
160 positions
#18MRWM Advisors, LLCActive
Some overlap · 4 shared positions
$UNP$MDY$LOW$AMGN
$243M
80 positions
#19Greenland Capital Management LPPassive
Some overlap · 3 shared positions
$NSC$RSG$D
$812M
296 positions
#20Skylands Capital, LLCPassive
Some overlap · 3 shared positions
$NSC$UNP$CSX
$814M
166 positions
#21Smith Partners Wealth Management, LLCActive
Some overlap · 4 shared positions
$MDY$NSC$LOW$CSX
$126M
73 positions
#22Davis Capital ManagementPassive
Some overlap · 4 shared positions
$UNP$RSG$LOW$AMGN
$169M
1,270 positions
#23BRIDGES INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$UNP$LOW$URI$TMO
$8.2B
401 positions
#24Tandem Investment Partners LLCPassive
Some overlap · 5 shared positions
$MDY$LOW$TMO$D$AMGN
$130M
76 positions
#25Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$UNP$URI$WM$TMO$AMGN
$652M
146 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.