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Hedge Funds Similar to PRESILIUM PRIVATE WEALTH

13F Portfolio OverlapQ2 2026PRESILIUM PRIVATE WEALTH portfolio →
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Most similar hedge funds by 13F overlap

PRESILIUM PRIVATE WEALTH, LLC is an institutional investor managing $651M across 96 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 PRESILIUM PRIVATE WEALTH are Brewster Financial Planning, WOODLEY FARRA MANION PORTFOLIO, Evelyn Partners Asset Ltd, with shared positions in $DOV, $L, $MUFG, $AZN, $DIS, $NVS. The full ranking of 25 similar funds is below.

#1Brewster Financial Planning LLCSmart money
Some overlap · 3 shared positions
$DOV$L$MUFG
$182M
30 positions
#2WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$DOV$AZN$DIS
$2.1B
131 positions
#3Evelyn Partners Asset Management Ltd
Some overlap · 3 shared positions
$DOV$AZN$DIS
$406M
308 positions
#4Barry Investment Advisors, LLCActive
Some overlap · 4 shared positions
$DOV$AZN$NVS$GSK
$478M
102 positions
#5St. Louis Trust CoActive
Some overlap · 4 shared positions
$DOV$CL$NKE$BMY
$875M
125 positions
#6McCartney Wealth Management LLCActive
Some overlap · 3 shared positions
$DOV$CL$MUFG
$132M
65 positions
#7PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Some overlap · 4 shared positions
$DOV$NVS$INCY$BMY
$2.8B
186 positions
#8Intergy Private Wealth, LLCActive
Some overlap · 4 shared positions
$DOV$MUFG$NVS$PM
$433M
147 positions
#9American National Bank of TexasActive
Some overlap · 4 shared positions
$DOV$CL$PM$LHX
$110M
56 positions
#10SECURITY NATIONAL BANK OF SO DAK
Some overlap · 3 shared positions
$DOV$CL$NKE
$207M
119 positions
#11Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$DOV$NVS$PM
$637M
125 positions
#12Noble Wealth Partners LLCPassive
Some overlap · 3 shared positions
$DOV$MUFG$PM
$115M
76 positions
#13XY Planning Network, Inc.Passive
Some overlap · 3 shared positions
$DOV$MUFG$PM
$797M
340 positions
#14Optivise Advisory Services LLCPassive
Some overlap · 3 shared positions
$DOV$AZN$PM
$197M
228 positions
#15Addison Capital CoActive
Some overlap · 3 shared positions
$DOV$DIS$PM
$610M
184 positions
#16Basecamp Wealth Advisors LLCActive
Some overlap · 3 shared positions
$DOV$NVS$AZN
$537M
1,822 positions
#17Neumann Capital Management, LLCActive
Some overlap · 3 shared positions
$DOV$DIS$BMY
$151M
58 positions
#18Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$DOV$CL$PM
$277M
87 positions
#19Inscription Capital, LLCPassive
Some overlap · 3 shared positions
$DOV$CL$NKE
$1.1B
791 positions
#20Wealth Architects, LLCPassive
Some overlap · 3 shared positions
$DOV$MUFG$PM
$1.3B
248 positions
#21Junk Investment Group, LLCActive
Some overlap · 3 shared positions
$DOV$DIS$TROW
$226M
97 positions
#22GeoWealth Management, LLCActive
Some overlap · 4 shared positions
$DOV$MUFG$AZN$PM
$3.2B
882 positions
#23Andrews Advisory Associates, LLCActive
Some overlap · 4 shared positions
$DOV$DIS$NKE$TROW
$208M
86 positions
#24Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$NKE$PM
$166M
570 positions
#25TWIN FOCUS CAPITAL PARTNERS, LLCActive
Some overlap · 3 shared positions
$DOV$MUFG$TROW
$983M
170 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.