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Hedge Funds Similar to NewEdge Wealth

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

NewEdge Wealth, LLC is an institutional investor managing $10.0B across 1,232 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 NewEdge Wealth are Aft, Forsyth & Sober, Madson Wealth Advisors, TEALWOOD ASSET, with shared positions in $KLAC, $FTNT, $WFC, $NRG, $NOW, $NVS. The full ranking of 25 similar funds is below.

#1Aft, Forsyth & Sober, LLCActive
Some overlap · 5 shared positions
$KLAC$FTNT$WFC$NRG$NOW
$320M
60 positions
#2Madson Wealth Advisors IncActive
Some overlap · 4 shared positions
$KLAC$NVS$WFC$QCOM
$147M
97 positions
#3TEALWOOD ASSET MANAGEMENT INCPassive
Some overlap · 4 shared positions
$KLAC$NVS$ALSN$FTNT
$261M
121 positions
#4SAWGRASS ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$KLAC$AZO$FTNT$QCOM
$757M
193 positions
#5Optimist Retirement Group LLCActive
Some overlap · 4 shared positions
$KLAC$NVS$QCOM$FTNT
$259M
118 positions
#6Hudson Capital Management LLCPassive
Some overlap · 5 shared positions
$GILD$EBAY$VST$WFC$QCOM
$414M
74 positions
#7OAK ASSOCIATES LTD /OH/Active
Some overlap · 4 shared positions
$KLAC$NVS$QCOM$GILD
$1.8B
139 positions
#8Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$KLAC$FTNT$EBAY$QCOM
$181M
73 positions
#9NatWest Group plcActive
Some overlap · 3 shared positions
$KLAC$GILD$EBAY
$560M
48 positions
#10Metatron Capital SICAV plc - Metatron Long Term Equity FundPassive
Some overlap · 4 shared positions
$KLAC$VST$NOW$EBAY
$220M
65 positions
#11BRIDGES INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$KLAC$WFC$AZO$NOW
$8.2B
401 positions
#12DMC Group, LLCPassive
Some overlap · 3 shared positions
$KLAC$GILD$FTNT
$146M
128 positions
#13Fiera Capital CorpActive
Some overlap · 4 shared positions
$KLAC$AZO$SU$CNQ
$27.6B
401 positions
#14Hartford Funds Management Co LLCSmart money
Some overlap · 4 shared positions
$KLAC$GILD$WFC$QCOM
$1.3B
98 positions
#15Taylor Hoffman Capital Management LLCActive
Some overlap · 3 shared positions
$KLAC$EBAY$ALSN
$412M
122 positions
#16Beta Wealth Group, Inc.Active
Some overlap · 5 shared positions
$GILD$BX$WFC$QCOM$NOW
$267M
114 positions
#17Railway Pension Investments LtdActive
Some overlap · 3 shared positions
$KLAC$GILD$QCOM
$8.0B
102 positions
#18Kepler Cheuvreux (Suisse) SAPassive
Some overlap · 3 shared positions
$KLAC$GILD$QCOM
$1.7B
162 positions
#19CGN Advisors LLCPassive
Some overlap · 3 shared positions
$KLAC$GILD$BX
$1.4B
322 positions
#20Carmel Capital Management L.L.C.Active
Some overlap · 3 shared positions
$KLAC$AZO$VST
$456M
28 positions
#21Seascape Capital ManagementPassive
Some overlap · 4 shared positions
$KLAC$FTNT$QCOM$NRG
$417M
96 positions
#22Promethos Capital, LLCActive
Some overlap · 3 shared positions
$KLAC$NVS$EBAY
$368M
54 positions
#23Capstone Capital Management LtdPassive
Some overlap · 4 shared positions
$KLAC$QCOM$NRG$NOW
$224M
160 positions
#24Henrickson Nauta Wealth Advisors, Inc.Smart money
Some overlap · 3 shared positions
$KLAC$GILD$FITB
$410M
118 positions
#25Cornerstone Investment Partners, LLCActive
Some overlap · 3 shared positions
$KLAC$AZO$BX
$3.0B
312 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.