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Hedge Funds Similar to Smith Partners Wealth

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

Smith Partners Wealth Management, LLC is an institutional investor managing $126M across 73 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 Smith Partners Wealth are AUXIER ASSET, Aurdan, Cobblestone Asset, with shared positions in $PM, $GLW, $MO, $LOW, $CSX, $NSC. The full ranking of 25 similar funds is below.

#1AUXIER ASSET MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$PM$GLW$MO$LOW
$745M
184 positions
#2Aurdan Capital Management, LLCActive
Notable overlap · 3 shared positions
$PM$LOW$MO
$394M
99 positions
#3Cobblestone Asset Management LLCActive
Notable overlap · 3 shared positions
$PM$CSX$MO
$248M
77 positions
#4Verus Financial Partners, Inc.Smart money
Notable overlap · 6 shared positions
$PM$MO$NSC$LOW$GLW$DUK
$1.2B
127 positions
#5LONDON CO OF VIRGINIAActive
Notable overlap · 5 shared positions
$GLW$PM$LOW$MO$NSC
$17.5B
169 positions
#6WEDGEWOOD INVESTORS INC /PA/Passive
Notable overlap · 4 shared positions
$PM$GLW$MO$NSC
$97M
110 positions
#7BENEDICT FINANCIAL ADVISORS INCPassive
Notable overlap · 4 shared positions
$GLW$PM$MO$DUK
$504M
136 positions
#8Thayer Financial, L.L.C.Smart money
Notable overlap · 3 shared positions
$LOW$GLW$DUK
$111M
32 positions
#9Graver Capital Management, LLCSmart money
Some overlap · 3 shared positions
$PM$MO$DUK
$140M
26 positions
#10GQG Partners LLCActive
Some overlap · 3 shared positions
$PM$MO$DUK
$53.8B
102 positions
#11Slagle Financial, LLCPassive
Some overlap · 4 shared positions
$LOW$PM$MO$DUK
$334M
127 positions
#12PARTNERS WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$GLW$CSX$MO$PM$LOW
$102M
108 positions
#13Fee-Only Financial Planning, L.C.Smart money
Some overlap · 3 shared positions
$PM$MO$NSC
$182M
43 positions
#14Blue Capital, Inc.Passive
Some overlap · 3 shared positions
$PM$CSX$MO
$161M
136 positions
#15SIMA Wealth Partners, LLCActive
Some overlap · 4 shared positions
$PM$MO$NSC$DUK
$143M
138 positions
#16STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 5 shared positions
$GLW$PM$DKS$MO$DUK
$650M
262 positions
#17Ridgepath Capital Management LLCActive
Some overlap · 3 shared positions
$PM$MO$GLW
$227M
54 positions
#18O'Keefe Stevens Advisory, Inc.Active
Some overlap · 3 shared positions
$L$GLW$DUK
$489M
81 positions
#19HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$PM$MO$NSC
$252M
43 positions
#20TRUST CO OF VIRGINIA /VAPassive
Some overlap · 5 shared positions
$GLW$CSX$PM$LOW$NSC
$1.3B
220 positions
#21AR ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$PM$L$MO
$546M
122 positions
#22Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$GLW$CSX$DUK
$231M
125 positions
#23Strathmore Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$LOW$MO$LH
$371M
142 positions
#24MTM Investment Management, LLCPassive
Some overlap · 4 shared positions
$LOW$CSX$NSC$PM
$350M
708 positions
#25Cherokee Insurance CoPassive
Some overlap · 4 shared positions
$CSX$NSC$MO$LOW
$259M
124 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.