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Hedge Funds Similar to SILVIA MCCOLL WEALTH

13F Portfolio OverlapQ3 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 $167M across 118 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 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
$210M
108 positions
#2SWP FINANCIAL LLCActive
Some overlap · 5 shared positions
$QCOM$IAU$GLW$GD$SRE
$216M
77 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 LLPActive
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
$218M
1,038 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
$121M
106 positions
#13DELTA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$GD$QCOM$BP$PEP
$206M
105 positions
#14Talon Private Wealth, LLCPassive
Some overlap · 5 shared positions
$GD$STT$MS$QCOM$OKE
$1.7B
462 positions
#15Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$QCOM$MS$UNP$OKE$PEP
$455M
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
$416M
126 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
$258M
57 positions
#23Aster Capital Management (DIFC) LtdPassive
Some overlap · 6 shared positions
$QCOM$UNP$PEP$MDY$MS$GD
$470M
808 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
$385M
108 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.