Hedge Funds Similar to STATE STREET

13F Portfolio OverlapQ2 2026STATE STREET portfolio →

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Most similar hedge funds by 13F overlap

STATE STREET CORP is an institutional investor managing $3.4T across 4,177 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 STATE STREET are Compton Wealth Advisory Group, Concord Wealth Partners, Union Heritage, with shared positions in $MS, $KLAC, $LMT. The full ranking of 14 similar funds is below.

#1Compton Wealth Advisory Group, LLCActive

Slight overlap · 3 shared positions

$495M

83 positions

#2Concord Wealth PartnersPassive

Slight overlap · 3 shared positions

$873M

885 positions

#3Union Heritage Capital, LLCPassive

Slight overlap · 3 shared positions

$295M

65 positions

#4Heartland Bank & Trust CoActive

Slight overlap · 3 shared positions

$483M

211 positions

#5Commonwealth Retirement Investments LLCPassive

Slight overlap · 3 shared positions

$368M

417 positions

#6Concord Asset Management, LLC/VAPassive

Slight overlap · 3 shared positions

$646M

126 positions

#7Copley Financial Group, Inc.Active

Slight overlap · 3 shared positions

$165M

118 positions

#8Frederick Financial Consultants, LLCActive

Slight overlap · 3 shared positions

$236M

121 positions

#9Signet Private Wealth LLCPassive

Slight overlap · 3 shared positions

$125M

127 positions

#10Vertrix Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$297M

103 positions

#11Pinnacle Wealth Management Advisory Group, LLCPassive

Slight overlap · 3 shared positions

$1.7B

572 positions

#12Truvestments Capital LLCPassive

Slight overlap · 3 shared positions

$673M

1,150 positions

#13Elwood & Goetz Wealth Advisory Group, LLCActive

Slight overlap · 3 shared positions

$676M

148 positions

#14Alta Wealth Advisors LLCPassive

Slight overlap · 3 shared positions

$369M

170 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.