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 Signet Private Wealth

13F Portfolio OverlapQ2 2026Signet Private Wealth portfolio →

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Most similar hedge funds by 13F overlap

Signet Private Wealth LLC is an institutional investor managing $125M across 127 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 Signet Private Wealth are Blue Chip Partners, Stokes Advisors, Shoker Investment Counsel, with shared positions in $KLAC, $ASML, $MS, $ETN, $NEE, $PEP. The full ranking of 25 similar funds is below.

#1Blue Chip Partners, LLCActive

Some overlap · 6 shared positions

$KLAC $ASML $MS $ETN $NEE $PEP

$1.6B

184 positions

#2Stokes Capital Advisors, LLCPassive

Some overlap · 7 shared positions

$TXN $MS $LMT $MCD $NEE $WMB

$467M

118 positions

#3Shoker Investment Counsel, Inc.Active

Some overlap · 6 shared positions

$KLAC $TXN $LMT $MCD $PEP $ITW

$398M

113 positions

#4HOWE & RUSLING INCPassive

Some overlap · 7 shared positions

$KLAC $MS $ASML $MCD $NEE $PEP

$1.7B

479 positions

#5CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 6 shared positions

$KLAC $TXN $ETN $WMB $PEP $APH

$1.3B

99 positions

#6River Street Advisors LLCPassive

Some overlap · 6 shared positions

$KLAC $MS $ETN $NEE $PEP $MCD

$340M

177 positions

#7Granite Group Advisors, LLCActive

Some overlap · 7 shared positions

$TXN $MS $LMT $NEE $PEP $ASML

$169M

84 positions

#8Glass Wealth Management Co LLCPassive

Some overlap · 5 shared positions

$ASML $TXN $MS $LMT $ETN

$299M

69 positions

#9UNITED BANKActive

Some overlap · 6 shared positions

$TXN $KLAC $LMT $MCD $PEP $ITW

$853M

130 positions

#10FourThought Financial Partners, LLCPassive

Some overlap · 5 shared positions

$KLAC $ASML $LMT $NEE $PEP

$1.3B

393 positions

#11Freedom Day Solutions, LLCActive

Some overlap · 5 shared positions

$ASML $KLAC $MS $TXN $WMB

$452M

134 positions

#12AEGON ASSET MANAGEMENT UK PLCActive

Some overlap · 5 shared positions

$KLAC $TXN $MS $ETN $PEP

$9.4B

172 positions

#13Guinness Asset Management LTDActive

Some overlap · 6 shared positions

$TXN $KLAC $ETN $PEP $ITW $APH

$5.9B

141 positions

#14Banco de Sabadell, S.APassive

Some overlap · 5 shared positions

$ASML $TXN $ETN $MCD $NEE

$170M

61 positions

#15First Long Island Investors, LLCActive

Some overlap · 7 shared positions

$ETN $MCD $NEE $LMT $PEP $ITW

$1.4B

73 positions

#16Gradient Investments LLCPassive

Some overlap · 7 shared positions

$MS $ETN $URI $MCD $APH $ASML

$7.2B

448 positions

#17FAYEZ SAROFIM & CO

Some overlap · 5 shared positions

$ASML $TXN $ETN $MCD $MS

$42.5B

300 positions

#18Clarendon Private LLCPassive

Some overlap · 7 shared positions

$MS $TXN $KLAC $ETN $NEE $APH

$156M

124 positions

#19AMICA MUTUAL INSURANCE COActive

Some overlap · 5 shared positions

$KLAC $TXN $MCD $NEE $APH

$1.2B

142 positions

#20Callahan Advisors, LLCActive

Some overlap · 6 shared positions

$ASML $MCD $NEE $URI $PEP $ETN

$1.3B

181 positions

#21Progressive Investment Management CorpActive

Some overlap · 5 shared positions

$KLAC $ASML $TXN $URI $APH

$454M

56 positions

#22Avanda Investment Management Pte. Ltd.Active

Some overlap · 4 shared positions

$KLAC $ASML $TXN $APH

$299M

39 positions

#23Alaethes Wealth, LLCPassive

Some overlap · 5 shared positions

$ASML $KLAC $MS $NEE $WMB

$345M

111 positions

#24Oak Harvest Investment ServicesPassive

Some overlap · 5 shared positions

$KLAC $TXN $MS $ETN $MCD

$1.1B

168 positions

#25OLD SECOND NATIONAL BANK OF AURORAPassive

Some overlap · 5 shared positions

$KLAC $MS $ETN $NEE $PEP

$530M

275 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.