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Hedge Funds Similar to SIMA Wealth Partners

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

SIMA Wealth Partners, LLC is an institutional investor managing $141M across 130 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 SIMA Wealth Partners are Vigil Wealth, Ridgepath, Weinberger Asset, with shared positions in $PM, $MO, $PEP, $BTI, $STT, $ELV. The full ranking of 25 similar funds is below.

#1Vigil Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$PM$MO$PEP
$140M
81 positions
#2Ridgepath Capital Management LLCActive
Notable overlap · 3 shared positions
$PM$MO$BTI
$227M
54 positions
#3Weinberger Asset Management, IncActive
Notable overlap · 4 shared positions
$PM$MO$STT$ELV
$312M
101 positions
#4GQG Partners LLCActive
Notable overlap · 4 shared positions
$PM$MO$DUK$BTI
$53.8B
102 positions
#5Fee-Only Financial Planning, L.C.Smart money
Notable overlap · 4 shared positions
$PM$MO$NSC$D
$187M
45 positions
#6Graver Capital Management, LLCSmart money
Notable overlap · 7 shared positions
$PM$MO$MCD$PEP$DUK$D
$140M
26 positions
#7Verus Financial Partners, Inc.Smart money
Notable overlap · 6 shared positions
$PM$MO$NSC$DUK$ELV$D
$1.2B
127 positions
#8Kennon-Green & Company, LLCActive
Notable overlap · 5 shared positions
$PM$MO$MCD$PEP$BTI
$128M
41 positions
#9HUTNER CAPITAL MANAGEMENT INCActive
Notable overlap · 6 shared positions
$PM$MCD$MO$NSC$PEP$YUM
$252M
43 positions
#10Holland Advisory Services, Inc.Active
Notable overlap · 4 shared positions
$PM$MCD$MO$MMM
$91M
49 positions
#11Investmark Advisory Group LLCPassive
Notable overlap · 3 shared positions
$PM$MO$PEP
$263M
148 positions
#12GARDNER RUSSO & QUINN LLCSmart money
Notable overlap · 4 shared positions
$PM$MO$MKL$PEP
$8.9B
85 positions
#13RBO & CO LLCActive
Notable overlap · 4 shared positions
$PM$MCD$MO$PEP
$628M
56 positions
#14Savoir Faire Capital Management, L.P.Active
Notable overlap · 3 shared positions
$PM$MCD$BTI
$161M
43 positions
#15COTTONWOOD CAPITAL ADVISORS, LLCActive
Notable overlap · 5 shared positions
$MCD$EMR$MO$PM$PEP
$166M
88 positions
#16Cobblestone Asset Management LLCActive
Notable overlap · 5 shared positions
$PM$MO$COIN$MKL$D
$240M
74 positions
#17MAIMON WEALTH MANAGEMENT LTD.Passive
Notable overlap · 6 shared positions
$PM$EMR$MO$SYK$MCD$MMM
$130M
80 positions
#18Coston, McIsaac & PartnersPassive
Notable overlap · 4 shared positions
$PM$MO$MCD$PEP
$497M
948 positions
#19R.H. Investment Group, LLCActive
Notable overlap · 3 shared positions
$PM$MCD$PEP
$133M
47 positions
#20O'Domhnaill Enterprises, Inc.Passive
Notable overlap · 3 shared positions
$PM$MO$GD
$125M
61 positions
#21Aurdan Capital Management, LLCActive
Notable overlap · 3 shared positions
$PM$MO$STT
$394M
99 positions
#22Wrenne Financial Planning LLCSmart money
Notable overlap · 3 shared positions
$PM$MO$BTI
$296M
60 positions
#23Windle Wealth, LLCActive
Notable overlap · 5 shared positions
$MO$MCD$COIN$PEP$MMM
$249M
35 positions
#24Mayflower Financial Advisors, LLCPassive
Notable overlap · 4 shared positions
$MCD$MO$PEP$DUK
$1.2B
499 positions
#25Kinloch Capital, LLCPassive
Notable overlap · 5 shared positions
$MO$PM$EMR$GD$PEP
$274M
79 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.