13F Pro

Hedge Funds Similar to Revisor Wealth

13F Portfolio OverlapQ2 2026Revisor Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Revisor Wealth Management LLC is an institutional investor managing $416M across 371 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 Revisor Wealth are TWIN CITY PRIVATE WEALTH, ProVise Group, Tranquilli Financial Advisor, with shared positions in $PM, $WFC, $ENB, $MDT, $BDX, $GSK. The full ranking of 25 similar funds is below.

#1TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 9 shared positions
$PM$WFC$ENB$MDT$BDX$GSK
$143M
104 positions
#2ProVise Management Group, LLCPassive
Some overlap · 8 shared positions
$PM$WFC$ENB$MDT$BDX$GSK
$1.5B
282 positions
#3Tranquilli Financial Advisor LLCPassive
Some overlap · 8 shared positions
$PM$WFC$ENB$MDT$BDX$GSK
$186M
135 positions
#4Voya Financial Advisors, Inc.Smart money
Some overlap · 8 shared positions
$PM$WFC$ENB$MDT$BDX$GSK
$1.1B
208 positions
#5First Eagle Investment Management, LLCActive
Some overlap · 6 shared positions
$CRM$PM$MDT$BDX$ELV$BKNG
$59.9B
424 positions
#6HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 6 shared positions
$MCD$PM$ENB$AXP$SHW$WFC
$252M
43 positions
#7Trajan Wealth LLCActive
Some overlap · 7 shared positions
$PM$ENB$CRM$WFC$ELV$BKNG
$2.6B
152 positions
#8InvesTrustPassive
Some overlap · 5 shared positions
$MCD$PM$WFC$GSK$AXP
$260M
95 positions
#9Citadel Investment Advisory, Inc.Active
Some overlap · 6 shared positions
$MCD$PM$WFC$MDT$BKNG$AXP
$220M
76 positions
#10PICTET BANK & TRUST LtdActive
Some overlap · 4 shared positions
$MCD$PM$CRM$WFC
$93M
38 positions
#11Thomasville National BankPassive
Some overlap · 6 shared positions
$CRM$PM$ENB$GSK$BKNG$AXP
$1.8B
241 positions
#12Oregon Pacific Wealth Management, LLCPassive
Some overlap · 6 shared positions
$PM$WFC$MDT$BDX$ELV$BKNG
$107M
115 positions
#13SPWM Advisors LLCActive
Some overlap · 6 shared positions
$PM$WFC$MDT$BDX$ELV$BKNG
$108M
90 positions
#14Keystone Financial ServicesActive
Some overlap · 6 shared positions
$PM$WFC$MDT$BDX$ELV$BKNG
$388M
131 positions
#15CRUX WEALTH ADVISORSPassive
Some overlap · 6 shared positions
$PM$WFC$MDT$BDX$ELV$BKNG
$289M
192 positions
#16FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$PM$WFC$MDT$BDX$ELV$BKNG
$355M
257 positions
#17Persium Advisors, LLCSmart money
Some overlap · 5 shared positions
$MCD$CRM$MDT$SYY$BKNG
$153M
69 positions
#18FORT WASHINGTON INVESTMENT ADVISORS INC /OH/Active
Some overlap · 5 shared positions
$CINF$PM$MDT$BDX$CRM
$19.9B
421 positions
#19Independence Wealth Advisors, LLCActive
Some overlap · 6 shared positions
$PM$WFC$MDT$BDX$ELV$BKNG
$199M
85 positions
#20Westchester Capital Management, Inc.Active
Some overlap · 5 shared positions
$MCD$CRM$MDT$BDX$AXP
$555M
46 positions
#21MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MCD$PM$WFC$MDT
$233M
122 positions
#22SWP Investment Management LLCPassive
Some overlap · 6 shared positions
$PM$ENB$MDT$BDX$BKNG$AXP
$145M
43 positions
#23Infusive Asset Management Inc.Passive
Some overlap · 4 shared positions
$MCD$CRM$BKNG$AXP
$220M
30 positions
#24ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INCActive
Some overlap · 4 shared positions
$MCD$PM$SHW$BKNG
$115M
36 positions
#25Foyston, Gordon, & Payne IncPassive
Some overlap · 5 shared positions
$CRM$PM$BDX$BKNG$AXP
$468M
68 positions

Compare Revisor Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Revisor Wealth’s holdings

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.