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Hedge Funds Similar to SILVIA MCCOLL WEALTH

13F Portfolio OverlapQ2 2026SILVIA MCCOLL WEALTH portfolio →
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Most similar hedge funds by 13F overlap

SILVIA MCCOLL WEALTH MANAGEMENT, LLC is an institutional investor managing $166M 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 SILVIA MCCOLL WEALTH are Insight Inv, SWP FINANCIAL, Harvest Investment Advisors, with shared positions in $GD, $QCOM, $GLW, $MS, $BP, $PEP. The full ranking of 25 similar funds is below.

#1Insight Inv LLCPassive
Some overlap · 6 shared positions
$GD$QCOM$GLW$MS$BP$PEP
$212M
109 positions
#2SWP FINANCIAL LLCActive
Some overlap · 5 shared positions
$QCOM$IAU$GLW$GD$SRE
$216M
78 positions
#3Harvest Investment Advisors, LLCActive
Some overlap · 5 shared positions
$QCOM$GD$STT$MS$KMI
$202M
58 positions
#4JMAC ENTERPRISES LLCActive
Some overlap · 7 shared positions
$IAU$MS$QCOM$UNP$GD$KMI
$593M
122 positions
#5LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 5 shared positions
$QCOM$IAU$STT$MDY$OKE
$248M
91 positions
#6Miramar Capital, LLCPassive
Some overlap · 6 shared positions
$GD$QCOM$UNP$OKE$PEP$MDY
$455M
57 positions
#7KDT Advisors, LLCPassive
Some overlap · 6 shared positions
$QCOM$GLW$UNP$VLO$OKE$PEP
$72M
73 positions
#810Elms LLPPassive
Some overlap · 6 shared positions
$QCOM$STT$EPD$PEP$KMI$UNP
$236M
526 positions
#9WOLFF WIESE MAGANA LLCPassive
Some overlap · 5 shared positions
$QCOM$GLW$MS$UNP$PEP
$217M
1,027 positions
#10Kensington Investment Counsel, LLCPassive
Some overlap · 4 shared positions
$GD$QCOM$UNP$PEP
$230M
85 positions
#11CONNING INC.Passive
Some overlap · 5 shared positions
$GD$GLW$MS$VLO$UNP
$3.3B
327 positions
#12North Forty Two & Co.Passive
Some overlap · 4 shared positions
$QCOM$IAU$VLO$UNP
$118M
104 positions
#13DELTA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$GD$QCOM$BP$PEP
$217M
108 positions
#14Talon Private Wealth, LLC
Some overlap · 5 shared positions
$GD$STT$MS$QCOM$OKE
$753M
187 positions
#15Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$QCOM$MS$UNP$OKE$PEP
$467M
118 positions
#16Paradiem, LLCPassive
Some overlap · 4 shared positions
$GD$QCOM$VLO$OKE
$464M
68 positions
#17Ipsen Advisor Group LLCPassive
Some overlap · 5 shared positions
$IAU$SRE$UNP$OKE$PEP
$155M
107 positions
#18ARK & TLK INVESTMENTS, LLCSmart money
Some overlap · 6 shared positions
$EPD$GLW$MDY$UNP$OKE$BP
$406M
127 positions
#19Orion Investment CoActive
Some overlap · 4 shared positions
$GD$QCOM$UNP$EPD
$343M
73 positions
#20BCWM, LLCPassive
Some overlap · 5 shared positions
$IAU$SRE$UNP$PEP$KMI
$342M
57 positions
#21CAPE ANN SAVINGS BANKActive
Some overlap · 4 shared positions
$IAU$GD$MS$PEP
$212M
113 positions
#22Werlinich Asset Management, LLCActive
Some overlap · 5 shared positions
$GLW$SRE$MS$UNP$GD
$262M
58 positions
#23Aster Capital Management (DIFC) LtdPassive
Some overlap · 6 shared positions
$QCOM$UNP$PEP$MDY$MS$GD
$427M
936 positions
#24Twelve Points Wealth Management LLCPassive
Some overlap · 5 shared positions
$IAU$QCOM$STT$OKE$PEP
$499M
213 positions
#25OAK FAMILY ADVISORS, LLCPassive
Some overlap · 5 shared positions
$QCOM$IAU$EPD$KMI$GLW
$391M
111 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.