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Hedge Funds Similar to HighMark Wealth

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

HighMark Wealth Management LLC is an institutional investor managing $299M across 565 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 HighMark Wealth are First Light Asset, Somerset Group, DAFNA, with shared positions in $NEO, $AXGN, $SIBN, $APGE, $TWST, $MASS. The full ranking of 25 similar funds is below.

#1First Light Asset Management, LLCActive
Highly similar · 14 shared positions
$NEO$AXGN$SIBN$APGE$TWST$MASS
$1.6B
31 positions
#2Somerset Group LLCActive
Notable overlap · 6 shared positions
$WFC$MMM$TRV$USB$ECL$TGT
$142M
58 positions
#3DAFNA Capital Management LLCActive
Some overlap · 5 shared positions
$ATRC$AXGN$EWTX$XENE$TNDM
$524M
88 positions
#4Affinity Asset Advisors, LLCActive
Some overlap · 3 shared positions
$APGE$ANAB$XENE
$2.2B
113 positions
#5R.H. Investment Group, LLCActive
Some overlap · 3 shared positions
$WFC$TRV$USB
$133M
47 positions
#6DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$WFC$MMM$USB$TGT$ABT
$530M
92 positions
#7PERKINS CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$AXGN$NEO$ATEC$ABT
$133M
79 positions
#8BRAIDWELL LPActive
Some overlap · 4 shared positions
$NEO$EWTX$XENE$ATEC
$2.7B
86 positions
#9American Assets Investment Management, LLCActive
Some overlap · 3 shared positions
$WFC$USB$HSBC
$1.7B
146 positions
#10LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$WFC$USB$ABT
$316M
55 positions
#11Allied Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$WFC$MMM$USB$TGT$ABT
$797M
110 positions
#12NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$WFC$USB$ABT
$863M
131 positions
#13Kure Advisory, LLCActive
Some overlap · 5 shared positions
$WFC$MMM$TRV$XEL$USB
$211M
62 positions
#14EQUITY INVESTMENT CORPActive
Some overlap · 4 shared positions
$WFC$TRV$USB$TGT
$5.2B
76 positions
#15Birchwood Financial Partners, Inc.Passive
Some overlap · 5 shared positions
$WFC$MMM$XEL$USB$ECL
$122M
352 positions
#16CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 4 shared positions
$WFC$TRV$USB$TGT
$1.5B
184 positions
#17BAYBANPassive
Some overlap · 6 shared positions
$MMM$WFC$XEL$USB$TRV$TGT
$130M
595 positions
#18DRIEHAUS CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$APGE$CRNX$XENE$EWTX
$17.3B
354 positions
#19Valtinson Bruner Financial Planning LLCActive
Some overlap · 5 shared positions
$WFC$XEL$ECL$TRV$TGT
$399M
189 positions
#20InvesTrustPassive
Some overlap · 4 shared positions
$WFC$MMM$USB$TGT
$260M
95 positions
#21Vermillion Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$WFC$XEL$USB$TRV$ECL
$427M
1,545 positions
#22LANE BROTHERS & CO INCActive
Some overlap · 3 shared positions
$WFC$MO$ABT
$153M
95 positions
#23Hoese & Co LLPActive
Some overlap · 8 shared positions
$USB$XEL$WFC$MMM$MO$ECL
$154M
183 positions
#24Palisade Asset Management, LLCPassive
Some overlap · 6 shared positions
$MMM$TRV$USB$ECL$TGT$ABT
$1.1B
204 positions
#25Novo Holdings A/SActive
Some overlap · 3 shared positions
$EWTX$CRNX$XENE
$1.7B
25 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.