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Hedge Funds Similar to Signature Wealth Partners

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

Signature Wealth Management Partners, LLC is an institutional investor managing $214M across 122 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 Signature Wealth Partners are Santori & Peters, GABELLI FUNDS, Empire Life Investments, with shared positions in $AME, $BNY, $T, $NEE, $NEM, $DE. The full ranking of 25 similar funds is below.

#1Santori & Peters, Inc.Smart money
Some overlap · 3 shared positions
$AME$BNY$T
$355M
83 positions
#2GABELLI FUNDS LLCPassive
Some overlap · 6 shared positions
$AME$NEE$NEM$BNY$DE$AXP
$15.7B
1,286 positions
#3Empire Life Investments Inc.Active
Some overlap · 4 shared positions
$AME$CRWD$PM$NEM
$1.8B
113 positions
#4Juno Financial Group LLCActive
Some overlap · 5 shared positions
$CRWD$PM$DE$MO$ETR
$282M
73 positions
#5Skyline Advisors, Inc.Active
Some overlap · 5 shared positions
$CRWD$PM$DE$MO$NEE
$319M
123 positions
#6MARVIN & PALMER ASSOCIATES INCActive
Some overlap · 3 shared positions
$AME$NEM$DE
$159M
28 positions
#7Renaissance Investment Group LLCPassive
Some overlap · 4 shared positions
$CRWD$NEE$NEM$MLM
$508M
84 positions
#8Wheelhouse Advisory Group LLCActive
Some overlap · 5 shared positions
$PM$NEE$DE$T$MO
$354M
55 positions
#9Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$BNY$CRWD$AXP
$358M
74 positions
#10XY Planning Network, Inc.Passive
Some overlap · 5 shared positions
$CRWD$DOV$MO$PM$DE
$797M
340 positions
#11FARMERS TRUST CO
Some overlap · 5 shared positions
$NEE$PM$NEM$T$FCX
$637M
203 positions
#12Emissary Wealth LLCPassive
Some overlap · 5 shared positions
$CRWD$PM$NEE$DE$BNY
$131M
63 positions
#13Argyle Capital Partners, LLCPassive
Some overlap · 5 shared positions
$CRWD$DE$MO$NEE$MLM
$159M
177 positions
#14Wealth Management NebraskaSmart money
Some overlap · 5 shared positions
$PM$DOV$DE$NEE$AXP
$1.1B
106 positions
#15Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 4 shared positions
$BNY$T$NEE$ETR
$327M
94 positions
#16MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 5 shared positions
$PM$DOV$DE$MO$T
$130M
80 positions
#17Alaethes Wealth, LLCPassive
Some overlap · 4 shared positions
$CRWD$DE$PM$NEE
$345M
111 positions
#18AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$BNY$PM$MO
$745M
184 positions
#19VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 5 shared positions
$NEE$PM$DE$ETR$AXP
$5.0B
245 positions
#20MORTON COMMUNITY BANKPassive
Some overlap · 5 shared positions
$PM$NEE$DE$ETR$AXP
$491M
120 positions
#21Rockingstone Advisors LLCPassive
Some overlap · 3 shared positions
$CRWD$PM$DOV
$249M
115 positions
#22Vivid Wealth Management, LLCPassive
Some overlap · 4 shared positions
$BNY$PM$DE$AXP
$284M
73 positions
#23Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$PM$NEE$DOV$MO
$497M
948 positions
#24Mayfair Advisory Group, LLCPassive
Some overlap · 3 shared positions
$AME$PM$DOV
$332M
185 positions
#25Dorsey Wright & AssociatesPassive
Some overlap · 4 shared positions
$BNY$NEM$ETR$GM
$590M
131 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.