What hedge funds are most similar to Segment Wealth Management, LLC?

The funds with the most similar 13F portfolios to Segment Wealth Management, LLC are ALTA, Raub Brock, 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 Segment Wealth

13F Portfolio OverlapQ3 2026Segment Wealth portfolio →

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Most similar hedge funds by 13F overlap

Segment Wealth Management, LLC is an institutional investor managing $1.9B across 315 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 Segment Wealth are ALTA, Raub Brock, CARDEROCK, with shared positions in $ASML, $APH, $TXN, $SPGI, $SYK, $TJX. The full ranking of 25 similar funds is below.

#1ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 10 shared positions

$ASML $APH $TXN $SPGI $SYK $TJX

$1.2B

215 positions

#2Raub Brock Capital Management LPActive

Notable overlap · 8 shared positions

$PH $APH $TXN $MCK $MSI $TJX

$326M

47 positions

#3CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$PH $APH $SPGI $SYK $CTAS $MSI

$435M

70 positions

#4DEARBORN PARTNERS LLCPassive

Notable overlap · 8 shared positions

$APH $TXN $SPGI $SYK $CTAS $MSI

$1.8B

269 positions

#5ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$ASML $APH $TXN $SYK $TJX $MCD

$2.0B

91 positions

#6Suncoast Equity ManagementActive

Notable overlap · 8 shared positions

$ASML $APH $MCK $SPGI $SYK $TJX

$798M

63 positions

#7ARWA LLCPassive

Notable overlap · 8 shared positions

$MCK $APH $SYK $CTAS $MSI $TJX

$272M

145 positions

#8Miller Capital Partners, Inc.Active

Notable overlap · 6 shared positions

$ASML $PH $MPC $MCD $SYK $TJX

$257M

258 positions

#9Banco de Sabadell, S.APassive

Notable overlap · 6 shared positions

$ASML $TXN $SYK $UNP $TJX $MCD

$170M

61 positions

#10Sandro Wealth Management LLCPassive

Notable overlap · 6 shared positions

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

$138M

103 positions

#11Karani Asset Management LLCActive

Notable overlap · 6 shared positions

$ASML $TXN $SPGI $MSI $SYK $MAR

$139M

57 positions

#12COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 7 shared positions

$APH $SPGI $SYK $CTAS $MSI $SHW

$1.7B

91 positions

#13NovaPoint Capital, LLCPassive

Notable overlap · 6 shared positions

$APH $GRMN $TXN $SPGI $UNP $EOG

$464M

162 positions

#14Peterson Wealth ServicesPassive

Notable overlap · 6 shared positions

$ASML $MPC $UNP $SYK $GRMN $MSI

$474M

223 positions

#15JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 7 shared positions

$APH $SYK $CTAS $MSI $TJX $SHW

$4.1B

83 positions

#16American Money Management, LLCPassive

Notable overlap · 5 shared positions

$ASML $MAR $SPGI $UNP $MCD

$700M

174 positions

#17KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$ASML $PH $UNP $TXN $SHW

$351M

166 positions

#18HENDLEY & CO INCActive

Some overlap · 6 shared positions

$PH $APH $SYK $UNP $TJX $EOG

$283M

47 positions

#19BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$TXN $APH $SPGI $UNP $TJX $EOG

$529M

72 positions

#20Haverford Financial Services, Inc.Active

Some overlap · 6 shared positions

$TXN $MCK $SPGI $TJX $MSI $SYK

$339M

49 positions

#21Turtle Creek Wealth Advisors, LLCPassive

Some overlap · 8 shared positions

$APH $MPC $TJX $MCD $PH $EOG

$2.0B

505 positions

#22FAYEZ SAROFIM & COActive

Some overlap · 5 shared positions

$ASML $TXN $SPGI $MCD $MAR

$42.5B

300 positions

#23Birch Hill Investment Advisors LLCPassive

Some overlap · 4 shared positions

$ASML $APH $SPGI $TJX

$2.4B

219 positions

#24PROFESSIONAL ADVISORY SERVICES INCActive

Some overlap · 6 shared positions

$APH $SPGI $ASML $SYK $TJX $CARR

$837M

90 positions

#25Haverford Trust CoActive

Some overlap · 7 shared positions

$SPGI $TXN $TJX $MCK $SYK $MCD

$11.6B

424 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.