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Hedge Funds Similar to Leo Wealth

13F Portfolio OverlapQ1 2026Leo Wealth portfolio →
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Most similar hedge funds by 13F overlap

Leo Wealth, LLC is an institutional investor managing $1.4B across 452 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Leo Wealth are FARMERS, VIRGINIA WEALTH GROUP, First Fiduciary Investment Counsel, with shared positions in $MCD, $HON, $VZ, $T, $BIIB, $BLK. The full ranking of 25 similar funds is below.

#1FARMERS TRUST CO
Some overlap · 5 shared positions
$MCD$HON$VZ$T$BIIB
$637M
203 positions
#2VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$MCD$BLK$VZ$EMR$DUK
$201M
57 positions
#3First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$HON$MCD$BLK$PFE
$529M
75 positions
#4ADVOCATE GROUP LLCPassive
Some overlap · 6 shared positions
$MCD$VZ$EMR$BMY$DUK$PFE
$665M
122 positions
#5Brick & Kyle, AssociatesActive
Some overlap · 5 shared positions
$HON$VZ$MCD$DUK$BMY
$303M
96 positions
#6FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive
Some overlap · 6 shared positions
$MCD$HON$VZ$EMR$BMY$T
$492M
156 positions
#7MOUNT VERNON ASSOCIATES INC /MD/Active
Some overlap · 5 shared positions
$AFRM$HON$BMY$PFE$VZ
$153M
62 positions
#8HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$MCD$HON$EMR$BMY$DUK
$321M
107 positions
#9InvesTrustPassive
Some overlap · 5 shared positions
$MCD$VZ$EMR$BMY$PFE
$260M
95 positions
#10Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 5 shared positions
$MCD$VZ$T$BMY$PFE
$327M
94 positions
#11Widmann Financial Services, Inc.Passive
Some overlap · 5 shared positions
$MCD$VZ$T$DUK$PFE
$186M
123 positions
#12Slocum, Gordon & Co LLPPassive
Some overlap · 5 shared positions
$MCD$VZ$T$DUK$PFE
$151M
70 positions
#13FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 5 shared positions
$MCD$VZ$T$DUK$PFE
$1.7B
256 positions
#14Miramar Capital, LLCPassive
Some overlap · 4 shared positions
$MCD$BLK$VZ$BMY
$455M
57 positions
#15MainStreet Investment Advisors LLCActive
Some overlap · 4 shared positions
$MCD$BLK$EMR$HON
$734M
166 positions
#16Argyle Capital Management, LLCPassive
Some overlap · 6 shared positions
$VZ$EMR$T$BMY$DUK$PFE
$347M
138 positions
#17Persium Advisors, LLCSmart money
Some overlap · 5 shared positions
$MCD$VZ$T$DUK$PFE
$153M
69 positions
#18Regal Investment Advisors LLCPassive
Some overlap · 6 shared positions
$VZ$EMR$T$MCD$DUK$PFE
$1.9B
647 positions
#19Patrick Mauro Investment Advisor, INC.Active
Some overlap · 5 shared positions
$MCD$VZ$BMY$DUK$PFE
$199M
38 positions
#20RAHLFS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$MCD$VZ$BMY$DUK$PFE
$136M
86 positions
#21Wolff Financial Management LLCActive
Some overlap · 5 shared positions
$MCD$VZ$BMY$DUK$PFE
$501M
106 positions
#22OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 5 shared positions
$MCD$EMR$BMY$DUK$PFE
$2.7B
54 positions
#23Edge Wealth Management LLCActive
Some overlap · 3 shared positions
$MCD$HON$BLK
$594M
87 positions
#24BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$MCD$HON$EMR$BMY
$2.5B
270 positions
#25CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$MCD$BLK$VZ$PFE
$1.1B
157 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.