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Hedge Funds Similar to Obermeyer Wealth Partners

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

Obermeyer Wealth Partners is an institutional investor managing $2.4B across 302 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 Obermeyer Wealth Partners are Burkett Asset Ltd, Miller Partners, Eldred Rock Partners, with shared positions in $ASML, $AON, $BN, $SAP, $CNQ, $DE. The full ranking of 25 similar funds is below.

#1Burkett Asset Management LtdPassive
Notable overlap · 5 shared positions
$ASML$AON$BN$SAP$CNQ
$107M
59 positions
#2Miller Capital Partners, Inc.Active
Notable overlap · 5 shared positions
$ASML$DE$AON$ETN$ADI
$257M
258 positions
#3Eldred Rock Partners, LLCActive
Notable overlap · 3 shared positions
$ASML$TXN$DE
$465M
29 positions
#4Walter Public Investments Inc.Passive
Notable overlap · 4 shared positions
$ASML$TXN$MCO$CME
$416M
53 positions
#5Karani Asset Management LLCPassive
Notable overlap · 5 shared positions
$ASML$DE$TXN$MSI$ADI
$139M
57 positions
#6MAPLELANE CAPITAL, LLCActive
Notable overlap · 4 shared positions
$ASML$TXN$MSI$TMUS
$5.5B
86 positions
#711 Capital Partners LPActive
Notable overlap · 3 shared positions
$ASML$MCO$SHW
$368M
22 positions
#8BCV Asset Management Inc.Active
Notable overlap · 5 shared positions
$ASML$TXN$DE$BN$CNQ
$3.3B
116 positions
#9Phraction Management LLCActive
Notable overlap · 5 shared positions
$ASML$TXN$BN$ETN$ADI
$596M
66 positions
#10Canoe Financial LPActive
Notable overlap · 6 shared positions
$DE$TXN$MCO$CME$SHW$ADI
$8.1B
110 positions
#11Trust Co of KansasActive
Notable overlap · 4 shared positions
$ASML$DE$LOW$ETN
$195M
59 positions
#12Armor Investment Advisors, LLCActive
Some overlap · 4 shared positions
$ASML$DE$AON$LOW
$312M
155 positions
#13Martin Capital Partners, LLCPassive
Some overlap · 3 shared positions
$ASML$TXN$CME
$272M
72 positions
#14JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$ASML$TXN$ETN
$612M
81 positions
#15BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 5 shared positions
$TXN$DE$MCO$AON$TMUS
$6.8B
62 positions
#16KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ASML$BN$TXN$MCO$SHW
$351M
166 positions
#17BOWEN HANES & CO INCActive
Some overlap · 5 shared positions
$TXN$DE$MSI$ASML$ETN
$4.1B
151 positions
#18Longview Partners (Guernsey) LTDActive
Some overlap · 4 shared positions
$TXN$AON$MCO$CME
$6.2B
23 positions
#19Bowie Capital Management, LLCActive
Some overlap · 3 shared positions
$ASML$AON$CME
$2.4B
37 positions
#20Quadrature Capital LtdPassive
Some overlap · 4 shared positions
$ASML$BN$CME$TXN
$11.7B
1,542 positions
#21Raub Brock Capital Management LPActive
Some overlap · 5 shared positions
$TXN$MCO$MSI$SHW$ETN
$363M
45 positions
#22Ironvine Capital Partners, LLCActive
Some overlap · 7 shared positions
$AON$MCO$ASML$SAP$LOW$ADI
$1.1B
57 positions
#23Tamar Securities, LLCActive
Some overlap · 3 shared positions
$ASML$SHW$TXN
$1.1B
98 positions
#24Segment Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ASML$TXN$MSI$SHW
$1.9B
312 positions
#25PineStone Asset Management Inc.Active
Some overlap · 6 shared positions
$AON$MCO$CME$SHW$LOW$ADI
$16.2B
44 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.