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Hedge Funds Similar to Smallwood Wealth Investment

13F Portfolio OverlapQ2 2026Smallwood Wealth Investment portfolio →
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Most similar hedge funds by 13F overlap

Smallwood Wealth Investment Management, LLC is an institutional investor managing $229M across 529 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 Smallwood Wealth Investment are Independent Franchise Partners LLP, Holland Advisory Services, CORTLAND ASSOCIATES, with shared positions in $ICE, $PM, $BMY, $MDLZ, $DIS, $AMGN. The full ranking of 25 similar funds is below.

#1Independent Franchise Partners LLPActive
Some overlap · 3 shared positions
$ICE$PM$BMY
$15.2B
26 positions
#2Holland Advisory Services, Inc.Active
Some overlap · 5 shared positions
$PM$MDLZ$DIS$AMGN$MO
$91M
49 positions
#3CORTLAND ASSOCIATES INC/MOActive
Some overlap · 3 shared positions
$PM$ICE$MO
$692M
62 positions
#4RBO & CO LLCActive
Some overlap · 4 shared positions
$PM$MDLZ$DIS$MO
$628M
56 positions
#5Kennon-Green & Company, LLCActive
Some overlap · 4 shared positions
$PM$MDLZ$DIS$MO
$128M
41 positions
#6Cedar Wealth Management, LLCActive
Some overlap · 4 shared positions
$PM$MDLZ$MRVL$MO
$389M
92 positions
#7Aurdan Capital Management, LLCActive
Some overlap · 5 shared positions
$PM$AMGN$MO$BMY$DIS
$394M
99 positions
#8Fee-Only Financial Planning, L.C.Smart money
Some overlap · 4 shared positions
$PM$MDLZ$MO$T
$187M
45 positions
#9Investmark Advisory Group LLCPassive
Some overlap · 5 shared positions
$PM$MO$T$FSCO$MDLZ
$263M
148 positions
#10Bluesphere Advisors, LLCSmart money
Some overlap · 4 shared positions
$PM$MO$MDLZ$MTB
$324M
121 positions
#11MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 4 shared positions
$PM$MDLZ$MO$T
$130M
80 positions
#12Ridgepath Capital Management LLCActive
Some overlap · 3 shared positions
$PM$MDLZ$MO
$227M
54 positions
#13Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$PM$KLAC$ICE$MS
$1.6B
184 positions
#14CFC Planning Co LLCPassive
Some overlap · 3 shared positions
$PM$DIS$MO
$171M
71 positions
#15Vigil Wealth Management, LLCActive
Some overlap · 3 shared positions
$PM$MS$MO
$140M
81 positions
#16FAYEZ SAROFIM & COActive
Some overlap · 3 shared positions
$PM$MS$MO
$42.5B
300 positions
#17Alley Investment Management Company, LLCActive
Some overlap · 3 shared positions
$PM$MS$AMGN
$856M
89 positions
#18Ellenbecker Investment GroupSmart money
Some overlap · 3 shared positions
$PM$KLAC$MO
$860M
149 positions
#19Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$PM$MO$BMY
$240M
74 positions
#20Bronte Capital Management Pty Ltd.Active
Some overlap · 3 shared positions
$PM$DIS$MDLZ
$931M
57 positions
#21GQG Partners LLCActive
Some overlap · 3 shared positions
$PM$MO$T
$53.8B
102 positions
#22AR ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$PM$MO$BMY
$546M
122 positions
#23DDFG, IncActive
Some overlap · 5 shared positions
$PM$AMGN$MO$DIS$MDLZ
$504M
92 positions
#24Kinsale Capital Group, Inc.Active
Some overlap · 3 shared positions
$PM$DIS$AMGN
$754M
41 positions
#25SANDERS MORRIS HARRIS LLCActive
Some overlap · 3 shared positions
$PM$MO$T
$172M
75 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.