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Hedge Funds Similar to North Berkeley Wealth

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

North Berkeley Wealth Management, LLC is an institutional investor managing $247M across 77 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 North Berkeley Wealth are Unison Asset, Palisades Hudson Asset, Saraza, with shared positions in $NU, $WFC, $AXP, $PNC, $ABT, $APH. The full ranking of 25 similar funds is below.

#1Unison Asset Management LLCActive
Notable overlap · 3 shared positions
$NU$WFC$AXP
$246M
32 positions
#2Palisades Hudson Asset Management, L.P.Active
Notable overlap · 5 shared positions
$NU$PNC$AXP$ABT$APH
$286M
108 positions
#3Saraza Management, LPActive
Notable overlap · 3 shared positions
$NU$STX$APH
$251M
19 positions
#4Centennial Bank/AR/Passive
Some overlap · 3 shared positions
$MUFG$STX$AXP
$311M
341 positions
#5Birchwood Financial Partners, Inc.Passive
Some overlap · 3 shared positions
$MUFG$WFC$STX
$122M
352 positions
#6Baker Avenue Asset Management, LPPassive
Some overlap · 3 shared positions
$SSD$QCOM$APH
$5.3B
818 positions
#7Omega Financial Group, LLCActive
Some overlap · 4 shared positions
$MUFG$AXP$QCOM$APH
$329M
91 positions
#8TIAA Wealth Investment Management LLCActive
Some overlap · 4 shared positions
$MUFG$WFC$PNC$NOW
$15.0B
617 positions
#9Warther Private Wealth, LLCActive
Some overlap · 3 shared positions
$NU$AXP$NOW
$456M
50 positions
#10Affiance Financial, LLCSmart money
Some overlap · 3 shared positions
$MUFG$NU$NOW
$695M
111 positions
#11Port Capital LLCActive
Some overlap · 3 shared positions
$SSD$AXP$APH
$2.5B
108 positions
#12Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$MUFG$AXP$APH
$829M
163 positions
#13Pettee Investors, Inc.Passive
Some overlap · 4 shared positions
$STX$HUBB$AXP$ABT
$203M
115 positions
#14LIFELONG WEALTH ADVISORS, INC.Smart money
Some overlap · 4 shared positions
$MUFG$STX$WFC$ABT
$426M
99 positions
#15Leisure Capital ManagementActive
Some overlap · 4 shared positions
$STX$WFC$AXP$QCOM
$320M
157 positions
#16Legacy Edge Advisors, LLCActive
Some overlap · 4 shared positions
$MUFG$NU$AXP$QCOM
$1.1B
239 positions
#17Aristotle Capital Management, LLCActive
Some overlap · 4 shared positions
$MUFG$WFC$PNC$QCOM
$47.7B
212 positions
#18Cornerstone Capital, Inc.Active
Some overlap · 3 shared positions
$SSD$ABT$APH
$1.1B
120 positions
#19Banco BTG Pactual S.A.Passive
Some overlap · 3 shared positions
$NU$STX$QCOM
$1.2B
194 positions
#20Western Financial Corp/CAActive
Some overlap · 3 shared positions
$STX$WFC$APH
$341M
132 positions
#21TIAA TRUST, NATIONAL ASSOCIATIONActive
Some overlap · 3 shared positions
$MUFG$NU$AXP
$1.7B
347 positions
#22MANNING & NAPIER ADVISORS LLCPassive
Some overlap · 3 shared positions
$NU$NOW$APH
$7.8B
865 positions
#23Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$STX$AXP$QCOM
$418M
232 positions
#24Delta Global Management LPPassive
Some overlap · 3 shared positions
$STX$PNC$NOW
$922M
149 positions
#25Cerro Pacific Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$STX$QCOM$ABT
$442M
165 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.