13F Pro

Hedge Funds Similar to Hirtle Callaghan

13F Portfolio OverlapQ2 2026Hirtle Callaghan portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Hirtle Callaghan & Co LLC is an institutional investor managing $3.0B across 128 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 Hirtle Callaghan are Verus Financial Partners, Salomon & Ludwin, Vermillion & White Wealth Group, with shared positions in $MO, $PM, $DOV, $IAU, $QCOM, $STT. The full ranking of 25 similar funds is below.

#1Verus Financial Partners, Inc.Smart money
Some overlap · 5 shared positions
$MO$PM$DOV$IAU$QCOM
$1.2B
127 positions
#2Salomon & Ludwin, LLCPassive
Some overlap · 5 shared positions
$MO$PM$DOV$STT$MDY
$1.2B
2,116 positions
#3Vermillion & White Wealth Management Group, LLCActive
Some overlap · 4 shared positions
$MO$PM$DOV$UPS
$198M
69 positions
#4Coston, McIsaac & PartnersPassive
Some overlap · 3 shared positions
$MO$PM$DOV
$497M
948 positions
#5Value Investment Professionals, LLCPassive
Some overlap · 3 shared positions
$MO$PM$DOV
$115M
101 positions
#6MAIMON WEALTH MANAGEMENT LTD.Active
Some overlap · 4 shared positions
$PM$MO$DOV$IAU
$130M
80 positions
#7Noble Wealth Partners LLCPassive
Some overlap · 3 shared positions
$PM$MO$DOV
$115M
76 positions
#8BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$MO$PM$DOV$QCOM
$504M
136 positions
#9TOEWS CORP /ADVActive
Some overlap · 6 shared positions
$MO$PM$DOV$QCOM$STT$COP
$686M
151 positions
#10KFA Private Wealth Group, LLCActive
Some overlap · 3 shared positions
$MO$PM$DOV
$425M
157 positions
#11Ellenbecker Investment GroupSmart money
Some overlap · 3 shared positions
$MO$PM$DOV
$860M
149 positions
#12Ridgepath Capital Management LLCActive
Some overlap · 3 shared positions
$MO$PM$DOV
$227M
54 positions
#13Cedar Wealth Management, LLCActive
Some overlap · 5 shared positions
$MO$PM$MRVL$IAU$USB
$389M
92 positions
#14Measured Risk Portfolios, Inc.Active
Some overlap · 5 shared positions
$MO$PM$QCOM$MDY$UPS
$94M
64 positions
#15CFC Planning Co LLCPassive
Some overlap · 5 shared positions
$MO$PM$JBL$COP$UPS
$171M
71 positions
#16Weinberger Asset Management, IncActive
Some overlap · 4 shared positions
$MO$PM$STT$ANET
$312M
101 positions
#17Canal Capital Management, LLCPassive
Some overlap · 4 shared positions
$MO$PM$QCOM$ANET
$819M
220 positions
#18Cobblestone Asset Management LLCActive
Some overlap · 4 shared positions
$MO$PM$IAU$COIN
$248M
77 positions
#19SIMA Wealth Partners, LLCActive
Some overlap · 4 shared positions
$MO$PM$STT$COIN
$143M
138 positions
#20Vigil Wealth Management, LLCActive
Some overlap · 4 shared positions
$MO$PM$UBS$ENB
$140M
81 positions
#21Forthright Family Wealth Advisory LLCActive
Some overlap · 3 shared positions
$MO$PM$IAU
$177M
57 positions
#22Investmark Advisory Group LLCPassive
Some overlap · 3 shared positions
$MO$PM$QCOM
$263M
148 positions
#23Keystone Financial Planning, Inc.Active
Some overlap · 4 shared positions
$MO$PM$USB$UPS
$404M
39 positions
#24HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$MO$PM$ENB$UPS
$252M
43 positions
#25WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 3 shared positions
$MO$PM$COP
$97M
110 positions

Compare Hirtle Callaghan’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Hirtle Callaghan’s holdings

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.