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Hedge Funds Similar to Palumbo Wealth

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

Palumbo Wealth Management LLC is an institutional investor managing $478M across 237 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 Palumbo Wealth are Kimelman & Baird, Wealth Advisors of Tampa Bay, G&S, with shared positions in $MRVL, $WM, $BX, $UBER, $MCD, $ETR. The full ranking of 25 similar funds is below.

#1Kimelman & Baird, LLCActive
Some overlap · 5 shared positions
$MRVL$WM$BX$UBER$MCD
$1.3B
261 positions
#2Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 6 shared positions
$WM$ETR$BX$UBER$MCD$CRM
$327M
94 positions
#3G&S Capital LLCPassive
Some overlap · 5 shared positions
$ETR$WM$DGX$PHYS$MCD
$345M
155 positions
#4Robeco Schweiz AGActive
Some overlap · 4 shared positions
$MRVL$BE$WM$TMO
$6.2B
126 positions
#5Heard Capital LLCActive
Some overlap · 3 shared positions
$MRVL$BX$BE
$2.3B
21 positions
#6TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$MRVL$WM$UBER$CRWD
$238M
118 positions
#7Valtrion Capital Management, LLCActive
Some overlap · 6 shared positions
$WM$BX$UBER$CRWD$MCD$ITW
$134M
103 positions
#8PFG Private Wealth Management, LLCActive
Some overlap · 3 shared positions
$MRVL$BX$DGX
$231M
75 positions
#9Bosman Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MRVL$BE$IBIT
$161M
56 positions
#10Bouvel Investment Partners, LLCPassive
Some overlap · 3 shared positions
$MRVL$ETR$CRWD
$442M
84 positions
#11Strategic Wealth Investment Group, LLCPassive
Some overlap · 6 shared positions
$BX$WM$UBER$CRWD$TMO$CRM
$825M
104 positions
#12VMS Asset Management LimitedPassive
Some overlap · 3 shared positions
$MRVL$BE$CRWD
$315M
33 positions
#13Newbridge Financial Services Group, Inc.Passive
Some overlap · 4 shared positions
$MRVL$UBER$CRWD$MCD
$808M
1,245 positions
#14Goldstream Capital Management LtdActive
Some overlap · 3 shared positions
$MRVL$BE$CRWD
$132M
45 positions
#15Grandview Asset Management LLCActive
Some overlap · 4 shared positions
$MRVL$WM$BX$CRWD
$403M
146 positions
#16Nordwand Advisors, LLCPassive
Some overlap · 3 shared positions
$MRVL$WM$TMO
$652M
146 positions
#17LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 5 shared positions
$WM$PHYS$UBER$MCD$CRM
$138M
71 positions
#18Intesa Sanpaolo Wealth ManagementPassive
Some overlap · 4 shared positions
$WM$PHYS$CRWD$CRM
$500M
309 positions
#19Forefront Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$MRVL$IBIT$UBER$CRWD$TMO$CRM
$323M
177 positions
#20TKG Advisors, LLCPassive
Some overlap · 4 shared positions
$ETR$WM$DGX$MCD
$288M
94 positions
#21Bank OZKPassive
Some overlap · 3 shared positions
$MRVL$DGX$BX
$337M
159 positions
#22MeadowBrook Investment Advisors LLCPassive
Some overlap · 4 shared positions
$MRVL$UBER$ITW$TMO
$126M
196 positions
#23Blue Zone Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$MRVL$BX$CRWD$TMO$CRM
$573M
125 positions
#24Fjell Capital, LLCPassive
Some overlap · 4 shared positions
$WM$BX$CRWD$CRM
$147M
66 positions
#25Modus Advisors, LLCPassive
Some overlap · 5 shared positions
$BX$IBIT$UBER$CRWD$MCD
$405M
118 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.