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Hedge Funds Similar to Processus Wealth

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

Processus Wealth & Capital Management, LLC is an institutional investor managing $172M across 36 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 Processus Wealth are BLUE SQUARE ASSET, Greystone Financial Group, Avalon Global Asset, with shared positions in $CRWD, $AMGN, $EMR, $TMO, $PLTR, $C. The full ranking of 25 similar funds is below.

#1BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$CRWD$AMGN$EMR
$247M
74 positions
#2Greystone Financial Group, LLCPassive
Notable overlap · 4 shared positions
$AMGN$CRWD$TMO$EMR
$360M
73 positions
#3Avalon Global Asset Management LLCActive
Notable overlap · 3 shared positions
$CRWD$PLTR$EMR
$917M
38 positions
#4Insight Inv LLCPassive
Notable overlap · 6 shared positions
$C$GD$AMGN$EMR$EOG$PEP
$210M
108 positions
#5Peloton Wealth StrategistsPassive
Notable overlap · 5 shared positions
$C$TMO$AMGN$EMR$PEP
$271M
91 positions
#6ELLERSON GROUP INC /ADVPassive
Notable overlap · 4 shared positions
$AMGN$PLTR$TMO$FDX
$169M
64 positions
#7WealthBridge Investment Counsel Inc.Active
Notable overlap · 3 shared positions
$C$FDX$TMO
$377M
44 positions
#8Boothe Investment Group, Inc.Active
Notable overlap · 3 shared positions
$CRWD$C$ULTA
$351M
39 positions
#9Portland Global Advisors LLCActive
Notable overlap · 3 shared positions
$CRWD$AMGN$FDX
$1.1B
154 positions
#10Valtrion Capital Management, LLCActive
Notable overlap · 3 shared positions
$CRWD$EMR$GD
$134M
103 positions
#11Sarasin & Partners LLPActive
Notable overlap · 4 shared positions
$C$EMR$TMO$AMGN
$8.9B
111 positions
#12Palacios Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$CRWD$AMGN$PLTR$C
$169M
76 positions
#13AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$CRWD$PLTR$C
$231M
93 positions
#14Lynch Asset Management, Inc.Smart money
Some overlap · 4 shared positions
$CRWD$FDX$EMR$ULTA
$366M
52 positions
#15MARSHALL INVESTMENT MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$CRWD$AMGN$PLTR
$241M
497 positions
#16Kessler Investment Group, LLCPassive
Some overlap · 3 shared positions
$CRWD$PLTR$EMR
$207M
82 positions
#17Riggs Asset Managment Co. Inc.Passive
Some overlap · 3 shared positions
$C$PLTR$CRWD
$560M
132 positions
#18Corps Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$CRWD$PLTR$TMO
$124M
99 positions
#19Parkside Investments, LLCActive
Some overlap · 3 shared positions
$C$TMO$FDX
$879M
95 positions
#20Nexus Investment Management ULCActive
Some overlap · 3 shared positions
$C$TMO$EOG
$808M
73 positions
#21EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$FDX$GD$AMGN$PEP
$1.3B
58 positions
#22Sterling Investment Advisors, Ltd.Passive
Some overlap · 3 shared positions
$CRWD$AMGN$PLTR
$606M
229 positions
#23Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$C$AMGN$GD$PEP
$181M
81 positions
#24Granite Bay Wealth Management, LLCPassive
Some overlap · 3 shared positions
$CRWD$TMO$AMGN
$1.1B
170 positions
#25Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$AMGN$GD$EMR$PEP
$265M
100 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.