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Hedge Funds Similar to Red Door Wealth

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

Red Door Wealth Management, LLC is an institutional investor managing $1.1B across 320 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 Red Door Wealth are BERKSHIRE ASSET, GFG, Titan Investment, with shared positions in $DELL, $QCOM, $WM, $LMT, $LEN, $PEP. The full ranking of 25 similar funds is below.

#1BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Notable overlap · 6 shared positions
$DELL$QCOM$WM$LMT$LEN$PEP
$2.5B
270 positions
#2GFG Capital, LLCPassive
Notable overlap · 4 shared positions
$DELL$QCOM$BX$SNPS
$363M
100 positions
#3Titan Investment Management LLCActive
Notable overlap · 4 shared positions
$DELL$AZO$LMT$PEP
$135M
38 positions
#4Hudson Value Partners, LLCPassive
Some overlap · 4 shared positions
$DELL$ASML$AMGN$QCOM
$399M
113 positions
#5Werlinich Asset Management, LLCActive
Some overlap · 5 shared positions
$DELL$ASML$BX$LMT$WM
$262M
58 positions
#6Canal Insurance COActive
Some overlap · 4 shared positions
$DELL$LMT$DUK$COP
$456M
76 positions
#7Verity & Verity, LLCActive
Some overlap · 3 shared positions
$DELL$AMGN$PEP
$1.5B
138 positions
#8ARGENT CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$DELL$TDG$CTAS$ORLY$AMGN
$3.2B
168 positions
#9INVESTMENT HOUSE LLCPassive
Some overlap · 3 shared positions
$DELL$WM$QCOM
$2.2B
220 positions
#10Objectivity Squared, LLCActive
Some overlap · 4 shared positions
$DELL$DUK$PEP$ASML
$178M
56 positions
#11Guild Investment Management, Inc.Passive
Some overlap · 3 shared positions
$DELL$QCOM$ASML
$146M
59 positions
#12Lineweaver Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$DELL$CTAS$AMGN$DUK$ASML
$845M
182 positions
#13Blom & Howell Financial Planning, Inc.Active
Some overlap · 3 shared positions
$DELL$ASML$ORLY
$120M
67 positions
#14Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$DELL$AMGN$ASML$WM
$710M
193 positions
#15Kensington Investment Counsel, LLCPassive
Some overlap · 4 shared positions
$DELL$AMGN$QCOM$PEP
$230M
85 positions
#16William Allan CorpActive
Some overlap · 3 shared positions
$DELL$CTAS$PEP
$204M
62 positions
#17BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$ASML$AMGN$WM$DUK$QCOM$PEP
$8.0B
1,334 positions
#18Canal Capital Management, LLCPassive
Some overlap · 5 shared positions
$ASML$AMGN$QCOM$BX$DUK
$819M
220 positions
#19BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$DELL$ORLY$TDG
$1.7B
401 positions
#20PINKERTON WEALTH, LLCActive
Some overlap · 6 shared positions
$AMGN$QCOM$WM$DUK$COP$PEP
$1.2B
103 positions
#21SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 6 shared positions
$AMGN$QCOM$WM$DUK$COP$PEP
$1.3B
97 positions
#22Front Row Advisors LLCPassive
Some overlap · 4 shared positions
$DELL$ASML$AMGN$SNPS
$345M
576 positions
#23Tamar Securities, LLCActive
Some overlap · 5 shared positions
$ASML$AMGN$QCOM$LMT$SNPS
$1.1B
98 positions
#24L2 Asset Management, LLCPassive
Some overlap · 4 shared positions
$DELL$AMGN$QCOM$SNPS
$963M
411 positions
#25Stablepoint Partners, LLCPassive
Some overlap · 6 shared positions
$AMGN$QCOM$LMT$SNPS$DUK$PEP
$723M
260 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.