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Hedge Funds Similar to Platform Wealth

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

Platform Wealth Management, LLC is an institutional investor managing $273M across 57 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 Platform Wealth are WINDWARD, Haverford Financial Services, Atala Financial, with shared positions in $MAR, $BLK, $CVS, $TJX, $CRM, $CME. The full ranking of 25 similar funds is below.

#1WINDWARD CAPITAL MANAGEMENT CO /CAActive
Notable overlap · 10 shared positions
$MAR$BLK$CVS$TJX$CRM$CME
$1.3B
73 positions
#2Haverford Financial Services, Inc.Active
Notable overlap · 6 shared positions
$BLK$TJX$ACN$PEP$AON$LOW
$339M
49 positions
#3Atala Financial IncPassive
Notable overlap · 5 shared positions
$MAR$TJX$CRM$ACN$DE
$165M
121 positions
#4Haverford Trust CoActive
Notable overlap · 7 shared positions
$BLK$TJX$ACN$PEP$MCD$AON
$11.6B
424 positions
#5First Fiduciary Investment Counsel, Inc.Passive
Notable overlap · 5 shared positions
$MAR$BLK$ACN$MCD$LOW
$529M
75 positions
#6RNC CAPITAL MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$CVS$BLK$ACN$PEP$GLW
$2.4B
181 positions
#7Positano Wealth Management LtdSmart money
Some overlap · 3 shared positions
$MAR$CRM$FISV
$185M
24 positions
#8PIONEER TRUST BANK N A/ORPassive
Some overlap · 8 shared positions
$BLK$TJX$ACN$CRM$PEP$NKE
$441M
87 positions
#9BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$TJX$BLK$ACN$NKE$PEP
$499M
73 positions
#10CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 5 shared positions
$BLK$CVS$PEP$DE$MCD
$1.1B
157 positions
#11Flagship Capital Management Inc.Active
Some overlap · 3 shared positions
$BLK$CVS$NKE
$158M
50 positions
#12Arlington Financial Advisors, LLCActive
Some overlap · 6 shared positions
$BLK$CRM$NKE$SBUX$DE$GLW
$787M
107 positions
#13Hillman Capital Management, Inc.Passive
Some overlap · 4 shared positions
$CVS$CRM$NKE$FISV
$138M
54 positions
#14Marion Wealth ManagementPassive
Some overlap · 6 shared positions
$CRM$TJX$ACN$BLK$SBUX$DE
$491M
159 positions
#15CMH Wealth Management LLCPassive
Some overlap · 5 shared positions
$TJX$BLK$CRM$PEP$DE
$655M
117 positions
#16LifePlan Financial, LLCPassive
Some overlap · 3 shared positions
$CVS$CRM$NKE
$143M
89 positions
#17BRADY FAMILY WEALTH, LLCPassive
Some overlap · 6 shared positions
$BLK$TJX$SBUX$PEP$MCD$LOW
$346M
113 positions
#18Brentview Investment Management LLCActive
Some overlap · 5 shared positions
$TJX$BLK$CME$PEP$LOW
$253M
63 positions
#19Osprey Private Wealth LLCPassive
Some overlap · 5 shared positions
$BLK$TJX$PEP$DE$MCD
$387M
88 positions
#20WestEnd Advisors, LLCActive
Some overlap · 3 shared positions
$CRM$TJX$PEP
$4.5B
408 positions
#21ALBION FINANCIAL GROUP /UTPassive
Some overlap · 5 shared positions
$BLK$TJX$SBUX$PEP$MCD
$1.7B
652 positions
#22L. Roy Papp & Associates, LLPPassive
Some overlap · 4 shared positions
$BLK$ACN$PEP$MCD
$951M
193 positions
#23Asset Advisors Investment Management, LLCActive
Some overlap · 4 shared positions
$MAR$BLK$TJX$DE
$1.1B
102 positions
#24ROCKLAND TRUST COPassive
Some overlap · 5 shared positions
$TJX$BLK$NKE$ACN$PEP
$2.5B
317 positions
#25Pine Haven Investment Counsel, IncPassive
Some overlap · 7 shared positions
$TJX$MAR$SBUX$BLK$PEP$NKE
$149M
116 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.