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Hedge Funds Similar to Private Wealth Partners

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

Private Wealth Partners, LLC is an institutional investor managing $1.5B across 177 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 Private Wealth Partners are Unisphere Establishment, LATHROP INVESTMENT, BOURGEON, with shared positions in $TMO, $HON, $DHR, $HONA, $PFE, $KKR. The full ranking of 25 similar funds is below.

#1Unisphere EstablishmentActive
Notable overlap · 8 shared positions
$TMO$HON$DHR$HONA$PFE$KKR
$11.7B
56 positions
#2LATHROP INVESTMENT MANAGEMENT COActive
Some overlap · 8 shared positions
$TMO$SCHW$DHR$FCX$SYK$ADI
$565M
89 positions
#3BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$QCOM$DHR$MRVL$PFE$FCX$ADI
$696M
113 positions
#4McGuire Investment Group, LLCActive
Some overlap · 7 shared positions
$QCOM$TMO$SCHW$MS$SYK$ADI
$1.1B
132 positions
#5Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 7 shared positions
$SOLS$SCHW$HON$HONA$FCX$MCK
$346M
112 positions
#6Phraction Management LLCActive
Some overlap · 6 shared positions
$TMO$HON$DHR$HONA$ADI$BSX
$545M
67 positions
#7Ironvine Capital Partners, LLCActive
Some overlap · 6 shared positions
$TMO$DHR$HONA$HON$ADI$DIS
$1.1B
57 positions
#8Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$TMO$MCK$HON$HONA$MS
$360M
73 positions
#9Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 7 shared positions
$QCOM$PFE$MRVL$FCX$ADI$KMI
$3.2B
82 positions
#10Sivik Global Healthcare LLCActive
Some overlap · 5 shared positions
$TMO$MCK$DHR$SYK$BSX
$175M
35 positions
#11FLOSSBACH VON STORCH SEActive
Some overlap · 5 shared positions
$TMO$SCHW$DHR$SYK$ADI
$22.1B
106 positions
#12Railway Pension Investments LtdActive
Some overlap · 5 shared positions
$TMO$QCOM$MCK$SYK$ADI
$8.0B
102 positions
#13Douglas Lane & Associates, LLCActive
Some overlap · 5 shared positions
$TMO$QCOM$DHR$FCX$MS
$7.5B
246 positions
#14Greater Midwest Financial Group, LLCActive
Some overlap · 4 shared positions
$TMO$MCK$QCOM$FTNT
$213M
69 positions
#15BCS Private Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$TMO$QCOM$DHR$MS$KMI
$332M
187 positions
#16Brookmont Capital ManagementActive
Some overlap · 5 shared positions
$SOLS$HON$HONA$QCOM$ADI
$176M
64 positions
#17Argo Wealth Advisory, LLCActive
Some overlap · 5 shared positions
$MCK$HON$HONA$PFE$SYK
$181M
50 positions
#18Haverford Financial Services, Inc.Active
Some overlap · 5 shared positions
$MCK$HON$HONA$TMO$SYK
$339M
49 positions
#19LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 5 shared positions
$TMO$DHR$QCOM$SYK$ADI
$10.8B
564 positions
#20Myriad Asset Management US LPActive
Some overlap · 5 shared positions
$TMO$DHR$MRVL$FCX$MS
$72M
52 positions
#21Harrington Investments, INCPassive
Some overlap · 4 shared positions
$TMO$QCOM$SCHW$SYK
$209M
80 positions
#22Haverford Trust CoActive
Some overlap · 5 shared positions
$TMO$HONA$HON$MCK$SYK
$11.6B
424 positions
#23NORTH STAR ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$TMO$SCHW$DHR$SYK$ADI
$2.5B
372 positions
#24Myriad Asset Management Advisors LLCActive
Some overlap · 5 shared positions
$TMO$DHR$MRVL$FCX$MS
$424M
49 positions
#25VIKING GLOBAL INVESTORS LPActive
Some overlap · 5 shared positions
$TMO$SCHW$QCOM$MS$DIS
$35.1B
90 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.