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Hedge Funds Similar to Strategic Wealth Partners, Ltd.

13F Portfolio OverlapQ2 2026Strategic Wealth Partners, Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Strategic Wealth Partners, Ltd. is an institutional investor managing $1.6B across 1,462 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 Partners, Ltd. are SWP Investment, BRIAN LOW FINANCIAL GROUP, Athena Wealth, with shared positions in $PLD, $PM, $URI, $AZN, $PNC, $BX. The full ranking of 25 similar funds is below.

#1SWP Investment Management LLCPassive
Substantial overlap · 20 shared positions
$PLD$PM$URI$AZN$PNC$BX
$145M
43 positions
#2BRIAN LOW FINANCIAL GROUP, LLCPassive
Substantial overlap · 20 shared positions
$PLD$PM$URI$AZN$PNC$BX
$171M
116 positions
#3Athena Wealth Management, LLCActive
Notable overlap · 7 shared positions
$PM$C$URI$FCX$NEE$AZN
$134M
104 positions
#4ZEVIN ASSET MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$AZN$PNC$PLD$TJX$EMR$DLR
$713M
97 positions
#5Kentucky Farm Bureau Mutual Insurance CoActive
Notable overlap · 8 shared positions
$DAL$PM$UNP$AXP$C$NEE
$360M
69 positions
#6Wesleyan Assurance SocietyActive
Notable overlap · 7 shared positions
$URI$C$FCX$BKNG$AXP$EMR
$2.0B
109 positions
#7Mirabaud Asset Management LtdPassive
Notable overlap · 6 shared positions
$AZN$AXP$TJX$FCX$NEE$MDT
$120M
49 positions
#8Beech Hill Advisors, Inc.Passive
Some overlap · 6 shared positions
$BX$TJX$FCX$NEE$DLR$MDT
$226M
97 positions
#9HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 6 shared positions
$AXP$TJX$NEE$DLR$EMR$UNP
$321M
107 positions
#10Renaissance Investment Group LLCPassive
Some overlap · 6 shared positions
$URI$TJX$NEE$BKNG$CCJ$UNP
$508M
84 positions
#11CRAWFORD INVESTMENT COUNSEL INCActive
Some overlap · 5 shared positions
$PM$AZN$PNC$AXP$MDT
$6.0B
306 positions
#12Insight Inv LLCPassive
Some overlap · 5 shared positions
$PNC$AXP$C$TJX$EMR
$212M
109 positions
#13Vivid Wealth Management, LLCPassive
Some overlap · 5 shared positions
$PM$PNC$AXP$TJX$UNP
$284M
73 positions
#14Philadelphia Investment Partners, LLCPassive
Some overlap · 6 shared positions
$URI$BX$FCX$CCJ$BKNG$PM
$161M
189 positions
#15Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$PM$C$TJX$NEE$PLD
$334M
127 positions
#16JB Capital LLCActive
Some overlap · 5 shared positions
$PLD$AZN$PNC$EMR$MDT
$2.9B
280 positions
#17DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive
Some overlap · 7 shared positions
$AZN$AXP$UNP$C$TJX$PLD
$130.4B
1,077 positions
#18FORBES J M & CO LLPActive
Some overlap · 6 shared positions
$TJX$EMR$NEE$UNP$PGR$PLD
$1.3B
159 positions
#19Oliver Luxxe Assets LLCPassive
Some overlap · 5 shared positions
$PM$C$FCX$AZN$PNC
$680M
199 positions
#20Teamwork Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$PNC$AXP$TJX$PM$UNP
$1.1B
215 positions
#21ADVISORTRUST PARTNERS, LLCPassive
Some overlap · 5 shared positions
$PLD$AZN$PNC$EMR$MDT
$292M
199 positions
#22Phillips Wealth Planners LLCPassive
Some overlap · 6 shared positions
$TJX$PNC$PM$AZN$MDT$UNP
$136M
217 positions
#23Hosking Partners LLPActive
Some overlap · 5 shared positions
$AXP$C$FCX$DAL$BKNG
$3.0B
98 positions
#24Parkside Investments, LLCActive
Some overlap · 5 shared positions
$BX$C$FCX$NEE$UNP
$902M
91 positions
#25MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$PM$C$PLD$UNP$MDT
$233M
122 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.