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Hedge Funds Similar to Hartmann Taylor Wealth

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

Hartmann Taylor Wealth Management, LLC is an institutional investor managing $151M across 54 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 Hartmann Taylor Wealth are Sageworth, Vantage Point Financial, Copia Wealth, with shared positions in $DOV, $ASML, $PLTR, $SLV, $GBTC, $ICE. The full ranking of 25 similar funds is below.

#1Sageworth Trust CoActive
Notable overlap · 3 shared positions
$DOV$ASML$PLTR
$2.5B
127 positions
#2Vantage Point Financial LLCPassive
Notable overlap · 3 shared positions
$DOV$PLTR$SLV
$328M
188 positions
#3Copia Wealth ManagementPassive
Notable overlap · 3 shared positions
$DOV$SLV$GBTC
$166M
570 positions
#4NavPoint Financial, Inc.Active
Notable overlap · 3 shared positions
$DOV$PLTR$GBTC
$270M
74 positions
#5WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$DOV$ASML$ICE
$2.1B
131 positions
#6CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$DOV$GBTC$PLTR
$183M
146 positions
#7Endowment Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$DOV$PLTR$ASML
$259M
181 positions
#8Murphy & Mullick Capital Management CorpPassive
Some overlap · 3 shared positions
$DOV$PLTR$ASML
$161M
666 positions
#9Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$SLV$ASML
$819M
339 positions
#10Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 3 shared positions
$SLV$DOV$PLTR
$437M
707 positions
#11SLT Holdings LLCPassive
Some overlap · 3 shared positions
$GBTC$ASML$PLTR
$160M
150 positions
#12Sovran Advisors, LLCPassive
Some overlap · 4 shared positions
$DOV$PLTR$SLV$ASML
$1.3B
615 positions
#13Benson Wealth Management INCPassive
Some overlap · 5 shared positions
$GBTC$SLV$ETHE$GDLC$PLTR
$99M
367 positions
#14CURA WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$DOV$GBTC$PLTR
$234M
140 positions
#15Sloy Dahl & Holst, LLCSmart money
Some overlap · 3 shared positions
$PLTR$GBTC$ETHE
$811M
122 positions
#16KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$PLTR$ASML$ICE
$351M
166 positions
#17Pasadena Private Wealth, LLCActive
Some overlap · 3 shared positions
$GBTC$ETHE$GDLC
$786M
309 positions
#18Financial Planning Navigators CORPActive
Some overlap · 3 shared positions
$DOV$PLTR$ASML
$267M
70 positions
#19Guild Investment Management, Inc.Passive
Some overlap · 3 shared positions
$GBTC$SLV$ASML
$146M
59 positions
#20Verde Capital ManagementActive
Some overlap · 3 shared positions
$PLTR$GBTC$ETHE
$541M
80 positions
#21INVESTMENT PARTNERS, LTD.Passive
Some overlap · 3 shared positions
$SLV$ASML$PLTR
$320M
167 positions
#22PALLADIEM, LLCActive
Some overlap · 3 shared positions
$SLV$ASML$ICE
$103M
136 positions
#23Bayesian Capital Management, LPPassive
Some overlap · 3 shared positions
$PLTR$ASML$ICE
$156M
223 positions
#24Yarbrough Capital, LLCSmart money
Some overlap · 3 shared positions
$DOV$PLTR$ASML
$3.3B
88 positions
#25Fortis Group Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$SLV$PLTR
$626M
619 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.