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Hedge Funds Similar to Sendero Wealth

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

Sendero Wealth Management, LLC is an institutional investor managing $1.0B across 209 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 Sendero Wealth are HARRIS ASSOCIATES L P, Artisan Partners Limited Partnership, Timber Creek, with shared positions in $KDP, $FCNCA, $CRM, $IQV, $COF, $ABNB. The full ranking of 25 similar funds is below.

#1HARRIS ASSOCIATES L PActive
Substantial overlap · 15 shared positions
$KDP$FCNCA$CRM$IQV$COF$ABNB
$75.4B
162 positions
#2Artisan Partners Limited PartnershipActive
Some overlap · 6 shared positions
$ICLR$SCHW$IQV$WTW$MRSH$CBRE
$63.1B
341 positions
#3Timber Creek Capital Management LLCPassive
Some overlap · 6 shared positions
$SCHW$ICLR$CRM$ICE$ABNB$WTW
$490M
80 positions
#4Advocacy Wealth Management, LLCActive
Some overlap · 5 shared positions
$ANET$SCHW$ICE$APH$UBER
$2.8B
151 positions
#5CapitalatWork S.A.Active
Some overlap · 5 shared positions
$CRM$ABNB$SCHW$ICE$UBER
$4.0B
93 positions
#6One Wealth Map LLCActive
Some overlap · 6 shared positions
$IQV$SCHW$ICE$ABNB$CRM$UBER
$220M
106 positions
#7LYRICAL ASSET MANAGEMENT LPActive
Some overlap · 5 shared positions
$IQV$CNC$ICLR$LAD$UBER
$7.9B
41 positions
#8MERIDIAN MANAGEMENT COActive
Some overlap · 5 shared positions
$CRM$IQV$ICE$ABNB$UBER
$446M
84 positions
#9Ruane, Cunniff & Goldfarb L.P.Active
Some overlap · 5 shared positions
$COF$ICLR$SCHW$ICE$LAD
$6.4B
54 positions
#10Foyston, Gordon, & Payne IncPassive
Some overlap · 6 shared positions
$CRM$IQV$WTW$MRSH$UBER$IT
$468M
68 positions
#11Unified Investment ManagementPassive
Some overlap · 6 shared positions
$ANET$ABNB$COF$CRM$COP$SCHW
$108M
145 positions
#12Advisory Resource GroupPassive
Some overlap · 5 shared positions
$CRM$SCHW$COP$APH$ANET
$665M
183 positions
#13Peloton Wealth StrategistsPassive
Some overlap · 5 shared positions
$COF$ABNB$ANET$APH$UBER
$271M
91 positions
#14CORTLAND ASSOCIATES INC/MOActive
Some overlap · 4 shared positions
$FCNCA$COF$ICE$WTW
$692M
62 positions
#15Oregon Pacific Wealth Management, LLCActive
Some overlap · 4 shared positions
$IQV$SCHW$ICE$ABNB
$107M
115 positions
#16GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 4 shared positions
$ANET$SCHW$ABNB$ICE
$2.2B
268 positions
#17DSM CAPITAL PARTNERS LLCActive
Some overlap · 5 shared positions
$ANET$HWM$RDDT$APH$UBER
$5.8B
70 positions
#18Distillate Capital Partners LLCPassive
Some overlap · 5 shared positions
$CRM$ICE$ABNB$MRSH$UBER
$1.9B
118 positions
#19Allegiance Financial Group Advisory Services LLCActive
Some overlap · 6 shared positions
$FCNCA$CNC$ABNB$UBER$COF$HWM
$578M
205 positions
#20Independent Franchise Partners LLPActive
Some overlap · 4 shared positions
$CRM$ABNB$ICE$IT
$15.2B
26 positions
#21SPWM Advisors LLCActive
Some overlap · 5 shared positions
$SCHW$IQV$ICE$COP$ABNB
$108M
90 positions
#22Sandhill Capital Partners LLCActive
Some overlap · 4 shared positions
$ANET$SCHW$APH$UBER
$1.2B
98 positions
#23Parsonex Advisory Services, Inc.Passive
Some overlap · 4 shared positions
$CRM$SCHW$ICE$UBER
$115M
50 positions
#24POWER WEALTH MANAGEMENT LLCActive
Some overlap · 5 shared positions
$SCHW$ICE$ABNB$COF$EFX
$291M
118 positions
#25ASSOCIATED BANC-CORPPassive
Some overlap · 5 shared positions
$SCHW$COF$IQV$CRM$UBER
$4.2B
381 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.