What hedge funds are most similar to Sandro Wealth Management LLC?

The funds with the most similar 13F portfolios to Sandro Wealth Management LLC are CAMDEN NATIONAL BANK, Challenger Wealth, CARDEROCK, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Sandro Wealth

13F Portfolio OverlapQ2 2026Sandro Wealth portfolio →

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Most similar hedge funds by 13F overlap

Sandro Wealth Management LLC is an institutional investor managing $138M across 103 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 Sandro Wealth are CAMDEN NATIONAL BANK, Challenger Wealth, CARDEROCK, with shared positions in $PWR, $TMO, $MCD, $NEE, $TMUS, $TJX. The full ranking of 25 similar funds is below.

#1CAMDEN NATIONAL BANKPassive

Notable overlap · 8 shared positions

$PWR $TMO $MCD $NEE $TMUS $TJX

$767M

184 positions

#2Challenger Wealth ManagementActive

Notable overlap · 8 shared positions

$TT $ASML $PWR $TJX $TMUS $CTAS

$136M

65 positions

#3CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$PWR $PH $TMO $CTAS $SPGI $TJX

$456M

67 positions

#4Blue Chip Partners, LLCActive

Notable overlap · 6 shared positions

$ASML $PWR $TJX $NEE $TMUS $KLAC

$1.6B

184 positions

#5RICHARDSON FINANCIAL SERVICES INC.Passive

Notable overlap · 13 shared positions

$MCD $TMUS $TJX $TMO $KLAC $STX

$176M

607 positions

#6GUYASUTA INVESTMENT ADVISORS INCActive

Notable overlap · 5 shared positions

$ASML $PWR $TMO $MCD $LIN

$1.9B

276 positions

#7WASHINGTON TRUST CoPassive

Notable overlap · 7 shared positions

$PWR $TMO $ASML $TJX $NEE $KLAC

$3.2B

296 positions

#8Segment Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$ASML $PH $SPGI $CTAS $TJX $MCD

$1.9B

312 positions

#9CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Notable overlap · 5 shared positions

$ASML $PWR $TMO $NEE $LIN

$78M

44 positions

#10NORTHEAST INVESTMENT MANAGEMENTActive

Notable overlap · 6 shared positions

$ASML $TMO $NEE $PWR $TJX $MCD

$2.7B

200 positions

#11Freedom Day Solutions, LLCActive

Notable overlap · 6 shared positions

$ASML $PWR $CTAS $SPGI $KLAC $LIN

$452M

134 positions

#12Brentview Investment Management LLCActive

Notable overlap · 6 shared positions

$TT $PH $NEE $TJX $TMUS $LIN

$253M

63 positions

#13Banco de Sabadell, S.APassive

Notable overlap · 5 shared positions

$ASML $MCD $NEE $TMO $TJX

$170M

61 positions

#14HORAN Wealth, LLCActive

Notable overlap · 6 shared positions

$ASML $TT $TMO $TJX $NEE $NOC

$1.2B

217 positions

#1511 Capital Partners LPActive

Some overlap · 4 shared positions

$ASML $PWR $TT $LIN

$368M

22 positions

#16FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Some overlap · 5 shared positions

$ASML $TT $TJX $SPGI $LIN

$118M

56 positions

#17Progressive Investment Management CorpActive

Some overlap · 7 shared positions

$ASML $TT $SPGI $KLAC $LIN $CTAS

$454M

56 positions

#18HM PAYSON & COActive

Some overlap · 6 shared positions

$ASML $TMO $TJX $SPGI $MCD $PH

$7.5B

1,139 positions

#19CHILTON CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$PWR $TMO $ASML $TJX $LIN

$3.2B

592 positions

#20Miller Capital Partners, Inc.Active

Some overlap · 6 shared positions

$ASML $PH $MCD $KLAC $TJX $LIN

$257M

258 positions

#21Wilian Securities, LLCPassive

Some overlap · 6 shared positions

$PWR $NEE $TMO $CTAS $SPGI $LIN

$169M

89 positions

#22ARGUS INVESTORS' COUNSEL, INC.Passive

Some overlap · 5 shared positions

$PWR $TT $SPGI $KLAC $TJX

$130M

106 positions

#23Arrow Capital Pty LtdActive

Some overlap · 4 shared positions

$ASML $PWR $TMO $C

$118M

25 positions

#24Smith, Salley & AssociatesPassive

Some overlap · 5 shared positions

$ASML $NEE $TMO $TJX $LIN

$2.3B

275 positions

#25Winslow Capital Management, LLCActive

Some overlap · 6 shared positions

$ASML $TT $PH $PWR $KLAC $STX

$29.1B

66 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.