What hedge funds are most similar to Strategic Wealth Investment Group, LLC?

The funds with the most similar 13F portfolios to Strategic Wealth Investment Group, LLC are DB Fitzpatrick, Mirova US, Blue Zone Wealth Advisors, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Strategic Wealth Investment Group

13F Portfolio OverlapQ2 2026Strategic Wealth Investment Group portfolio →

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Most similar hedge funds by 13F overlap

Strategic Wealth Investment Group, LLC is an institutional investor managing $825M across 104 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 Strategic Wealth Investment Group are DB Fitzpatrick, Mirova US, Blue Zone Wealth Advisors, with shared positions in $TMO, $HUBB, $BA, $ORLY, $CRM, $DHR. The full ranking of 25 similar funds is below.

#1DB Fitzpatrick & Co, IncActive

Notable overlap · 8 shared positions

$TMO $HUBB $BA $ORLY $CRM $DHR

$121M

100 positions

#2Mirova US LLCActive

Notable overlap · 8 shared positions

$TMO $HUBB $NEE $DHR $BSX $CRM

$9.3B

45 positions

#3Blue Zone Wealth Advisors, LLCPassive

Notable overlap · 9 shared positions

$CRWD $AXP $LIN $ORLY $TMO $BX

$636M

128 positions

#4WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 9 shared positions

$NEE $LIN $CRM $PEP $TMO $BA

$1.3B

73 positions

#5Reliant Investment Management, LLCPassive

Notable overlap · 6 shared positions

$HUBB $TMO $LIN $AXP $CRWD $ETN

$271M

55 positions

#6Greystone Financial Group, LLCPassive

Notable overlap · 7 shared positions

$TMO $LIN $EMR $CRWD $DUK $WM

$360M

73 positions

#7Aureus Asset Management, LLCPassive

Notable overlap · 5 shared positions

$TMO $NEE $LIN $BX $AXP

$1.6B

239 positions

#8Sky Investment Group LLCPassive

Notable overlap · 7 shared positions

$LIN $AXP $PEP $EMR $TMO $DHR

$637M

146 positions

#9M. Kraus & CoPassive

Notable overlap · 5 shared positions

$TMO $NEE $LIN $PEP $ETN

$373M

83 positions

#10BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$LIN $NEE $TMO $DUK $PEP $WM

$8.0B

1,334 positions

#11KAVAR CAPITAL PARTNERS GROUP, LLCPassive

Notable overlap · 7 shared positions

$TMO $ORLY $DHR $BX $EMR $UBER

$812M

204 positions

#12HEADINVEST, LLCPassive

Notable overlap · 6 shared positions

$LIN $EMR $PEP $AXP $DHR $ETN

$536M

217 positions

#13Beech Hill Advisors, Inc.Passive

Notable overlap · 6 shared positions

$BX $BA $NEE $UBER $CRM $ETN

$226M

97 positions

#14Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$LIN $EMR $AXP $CRWD $DUK $WM

$292M

99 positions

#15DOVER ADVISORS, LLCPassive

Notable overlap · 9 shared positions

$AXP $TMO $UBER $DUK $PEP $NEE

$244M

153 positions

#16MeadowBrook Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$LIN $TMO $AXP $BA $PEP $ETN

$126M

196 positions

#17S.E.E.D. Planning Group LLCPassive

Notable overlap · 4 shared positions

$TMO $NEE $LIN $PEP

$408M

98 positions

#18Stack Financial Management, IncActive

Notable overlap · 6 shared positions

$NEE $EMR $PEP $DHR $DUK $WM

$1.3B

54 positions

#19CAMDEN NATIONAL BANKPassive

Notable overlap · 5 shared positions

$NEE $LIN $TMO $PEP $DUK

$767M

184 positions

#20Kimelman & Baird, LLCActive

Notable overlap · 6 shared positions

$BX $BA $UBER $LIN $WM $EMR

$1.3B

261 positions

#21Marietta Wealth Management, LLCActive

Notable overlap · 7 shared positions

$LIN $NEE $TMO $BX $PEP $UBER

$945M

128 positions

#22Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 5 shared positions

$EMR $PEP $LIN $TMO $DHR

$583M

82 positions

#23Employees Provident Fund BoardActive

Notable overlap · 6 shared positions

$NEE $LIN $CRWD $UBER $BSX $CRM

$17.4B

68 positions

#24FRANKLIN STREET ADVISORS INC /NCActive

Notable overlap · 6 shared positions

$TMO $AXP $LIN $PEP $BA $ETN

$1.8B

165 positions

#25NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$EMR $PEP $NEE $BA $DUK $ETN

$381M

144 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.