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Hedge Funds Similar to Perigon Wealth

13F Portfolio OverlapQ3 2026Perigon Wealth portfolio →
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Most similar hedge funds by 13F overlap

Perigon Wealth Management, LLC is an institutional investor managing $6.5B across 1,462 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Perigon Wealth are BLUEDOOR PRIVATE WEALTH, Lincoln, Kearns & Associates, with shared positions in $IAU, $MCO, $MCD, $AXP, $KLAC, $SCHW. The full ranking of 25 similar funds is below.

#1BLUEDOOR PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$IAU$MCO$MCD$AXP$KLAC$SCHW
$238M
164 positions
#2Lincoln Capital LLCActive
Some overlap · 6 shared positions
$AXP$MCO$OXY$MCD$TRV$SCHW
$570M
138 positions
#3Kearns & Associates LLCSmart money
Some overlap · 5 shared positions
$OXY$AXP$EQIX$SCHW$TMO
$218M
39 positions
#4INKWELL CAPITAL LLCActive
Slight overlap · 4 shared positions
$OXY$AXP$MCO$SCHW
$96M
31 positions
#5Palisades Hudson Asset Management, L.P.Active
Slight overlap · 4 shared positions
$IAU$AXP$MCO$KLAC
$286M
108 positions
#6BERKSHIRE HATHAWAY INCSmart money
Slight overlap · 3 shared positions
$OXY$AXP$MCO
$299.3B
29 positions
#7Orange Investment Advisors, Inc.Passive
Slight overlap · 5 shared positions
$AXP$MCD$KLAC$SCHW$TMO
$802M
137 positions
#8Alhambra Investment Partners LLCPassive
Slight overlap · 4 shared positions
$IAU$AXP$MCD$KLAC
$234M
184 positions
#9Chemistry Wealth Management LLCPassive
Slight overlap · 4 shared positions
$IAU$AXP$OXY$SCHW
$639M
208 positions
#10Bell & Brown Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$OXY$AXP$MCD
$320M
72 positions
#11DSG Capital Advisors, LLCPassive
Slight overlap · 4 shared positions
$IAU$AXP$KLAC$TRV
$704M
118 positions
#12Sharkey, Howes & JaverActive
Slight overlap · 4 shared positions
$IAU$AXP$MCO$TMO
$830M
159 positions
#13RFG - Bristol Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$IAU$AXP$TRV$SCHW
$420M
172 positions
#14Aviance Capital Partners, LLCPassive
Slight overlap · 5 shared positions
$AXP$KLAC$TRV$SCHW$TMO
$963M
388 positions
#15TIAA TRUST, NATIONAL ASSOCIATIONActive
Slight overlap · 4 shared positions
$IAU$AXP$TRV$TMO
$1.7B
347 positions
#16Intrinsic Value Partners, LLCActive
Slight overlap · 3 shared positions
$OXY$AXP$SCHW
$146M
73 positions
#17Parrish Capital LLCPassive
Slight overlap · 3 shared positions
$OXY$AXP$SCHW
$103M
84 positions
#18Elgethun Capital ManagementActive
Slight overlap · 3 shared positions
$OXY$AXP$SCHW
$718M
174 positions
#19William Allan CorpActive
Slight overlap · 4 shared positions
$AXP$MCO$MCD$SCHW
$199M
65 positions
#20EVERMAY WEALTH MANAGEMENT LLCActive
Slight overlap · 4 shared positions
$AXP$MCO$IAU$MCD
$971M
651 positions
#21Variant Private Wealth, LLCActive
Slight overlap · 3 shared positions
$OXY$IAU$SCHW
$113M
45 positions
#22GHP Investment Advisors, Inc.Passive
Slight overlap · 4 shared positions
$AXP$MCO$KLAC$TRV
$2.7B
1,321 positions
#23JNBA Financial AdvisorsActive
Slight overlap · 4 shared positions
$IAU$MCD$TRV$SCHW
$1.3B
830 positions
#24Ascent Group, LLCPassive
Slight overlap · 4 shared positions
$IAU$AXP$KLAC$SCHW
$3.3B
808 positions
#25ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive
Slight overlap · 4 shared positions
$AXP$MCD$KLAC$TRV
$177M
158 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.