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Hedge Funds Similar to Hidden Cove Wealth

13F Portfolio OverlapQ3 2026Hidden Cove Wealth portfolio →
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Most similar hedge funds by 13F overlap

Hidden Cove Wealth Management, LLC is an institutional investor managing $187M across 149 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Hidden Cove Wealth are 3Chopt Investment Partners, SAPIENT, Slagle Financial, with shared positions in $VST, $WFC, $PM, $MS, $SBUX, $AMGN. The full ranking of 25 similar funds is below.

#13Chopt Investment Partners, LLCPassive
Slight overlap · 3 shared positions
$VST$WFC$PM
$532M
274 positions
#2SAPIENT CAPITAL LLCActive
Slight overlap · 3 shared positions
$VST$MS$PM
$7.4B
392 positions
#3Slagle Financial, LLCPassive
Slight overlap · 4 shared positions
$WFC$SBUX$AMGN$PM
$334M
127 positions
#4Phillips Wealth Planners LLCPassive
Slight overlap · 4 shared positions
$WFC$SBUX$AMGN$PM
$136M
217 positions
#5MATRIX ASSET ADVISORS INC/NYActive
Slight overlap · 4 shared positions
$WFC$SBUX$AMGN$MS
$1.2B
100 positions
#6EDGAR LOMAX CO/VAActive
Slight overlap · 4 shared positions
$WFC$SBUX$AMGN$MS
$1.3B
58 positions
#7Wealth Science Advisors LLCActive
Slight overlap · 4 shared positions
$WFC$SBUX$PM$MS
$238M
80 positions
#8FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive
Slight overlap · 4 shared positions
$WFC$AMGN$PM$MS
$8.4B
431 positions
#9GLOBALT Investments LLC / GAActive
Slight overlap · 4 shared positions
$WFC$AMGN$PM$MS
$2.9B
212 positions
#10Alley Investment Management Company, LLCActive
Slight overlap · 4 shared positions
$SBUX$AMGN$PM$MS
$856M
89 positions
#11Oak Harvest Investment ServicesPassive
Slight overlap · 4 shared positions
$SBUX$AMGN$PM$MS
$1.1B
166 positions
#12Palisades Investment Partners, LLCPassive
Slight overlap · 3 shared positions
$PKE$KRYS$SILC
$352M
53 positions
#13Hudson Canyon Capital ManagementPassive
Slight overlap · 3 shared positions
$VST$AMGN$MS
$187M
50 positions
#14Granite Group Advisors, LLCActive
Slight overlap · 4 shared positions
$SBUX$AMGN$MS$PM
$158M
78 positions
#15AssuredPartners Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$VST$AMGN$MS
$1.0B
416 positions
#16Adams Asset Advisors, LLCActive
Slight overlap · 3 shared positions
$ARLP$WFC$AMGN
$984M
94 positions
#17Private Wealth Group, LLCSmart money
Slight overlap · 3 shared positions
$VST$WFC$PM
$263M
72 positions
#18SUMMITRY LLCPassive
Slight overlap · 3 shared positions
$WFC$SBUX$AMGN
$3.0B
340 positions
#19Cohen Investment Advisors LLCPassive
Slight overlap · 3 shared positions
$WFC$SBUX$AMGN
$233M
81 positions
#20Wilson & Boucher Capital Management, LLCPassive
Slight overlap · 3 shared positions
$WFC$SBUX$AMGN
$170M
121 positions
#21RB Capital Management, LLCPassive
Slight overlap · 3 shared positions
$WFC$SBUX$AMGN
$513M
204 positions
#22Dickmeyer Boyce Financial Management, Inc.Passive
Slight overlap · 3 shared positions
$WFC$SBUX$AMGN
$195M
127 positions
#23Bell & Brown Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$WFC$SBUX$AMGN
$320M
72 positions
#24SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Slight overlap · 3 shared positions
$WFC$SBUX$PM
$524M
174 positions
#25MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$WFC$SBUX$PM
$233M
122 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.