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Hedge Funds Similar to TOP Private Wealth

13F Portfolio OverlapQ2 2026TOP Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

TOP Private Wealth LLC. is an institutional investor managing $104M across 139 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 TOP Private Wealth are M. Kraus, BDF-GESTION, Milestone Asset Group, with shared positions in $OTIS, $CARR, $ITW, $CHD, $MCHP, $CI. The full ranking of 25 similar funds is below.

#1M. Kraus & CoPassive
Slight overlap · 5 shared positions
$OTIS$CARR$ITW$CHD$MCHP
$377M
86 positions
#2BDF-GESTIONActive
Slight overlap · 4 shared positions
$OTIS$ITW$CI$CHD
$747M
143 positions
#3Milestone Asset Management Group, LLCPassive
Slight overlap · 4 shared positions
$OTIS$CARR$STT$ARCC
$199M
133 positions
#4LETSON INVESTMENT MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$OTIS$CARR$ITW
$273M
104 positions
#5Shakespeare Wealth Management, LLCActive
Slight overlap · 3 shared positions
$OTIS$CARR$STT
$378M
79 positions
#6AdviceOne Advisory Services, LLCSmart money
Slight overlap · 3 shared positions
$OTIS$CARR$HIG
$177M
45 positions
#7Regents Gate Capital LLPActive
Slight overlap · 3 shared positions
$OTIS$ITW$CHD
$75M
37 positions
#8Liberty Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$OTIS$ITW$CHD
$582M
184 positions
#9PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Slight overlap · 4 shared positions
$ITW$OUT$STT$ARM
$3.2B
77 positions
#10HALL LAURIE J TRUSTEEPassive
Slight overlap · 3 shared positions
$CARR$STT$CI
$322M
103 positions
#11Riverview Capital Advisers, LLCPassive
Slight overlap · 3 shared positions
$OTIS$CARR$ES
$349M
88 positions
#12Lincoln Capital LLCActive
Slight overlap · 3 shared positions
$OTIS$CARR$TRV
$562M
137 positions
#13Steigerwald, Gordon & Koch Inc.Passive
Slight overlap · 3 shared positions
$OTIS$CARR$TRV
$1.0B
765 positions
#14Connecticut Wealth Management, LLCActive
Slight overlap · 3 shared positions
$OTIS$CARR$SPCX
$2.7B
340 positions
#15Ridgewood Investments LLCPassive
Slight overlap · 3 shared positions
$OTIS$CARR$SNPS
$267M
208 positions
#16KOM Wealth Management Group, LLCActive
Slight overlap · 3 shared positions
$CARR$ITW$MRVL
$165M
96 positions
#17Medallion Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$ITW$STT$MCHP
$317M
1,220 positions
#18Aurdan Capital Management, LLCActive
Slight overlap · 3 shared positions
$ITW$STT$MCHP
$394M
99 positions
#19Cornerstone National Bank & Trust CoActive
Slight overlap · 3 shared positions
$ITW$STT$MCHP
$296M
216 positions
#20INCEPTIONR LLCPassive
Slight overlap · 3 shared positions
$STT$CI$HIG
$407M
628 positions
#21New England Capital Financial Advisors LLCSmart money
Slight overlap · 3 shared positions
$CARR$STT$ES
$418M
431 positions
#22Barden Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$CARR$STT$TRV
$108M
53 positions
#23Arjuna CapitalPassive
Slight overlap · 3 shared positions
$ITW$STT$TRV
$444M
113 positions
#24Sarver Vrooman Wealth AdvisorsSmart money
Slight overlap · 3 shared positions
$ITW$STT$TRV
$168M
145 positions
#25Elyxium Wealth, LLCPassive
Slight overlap · 3 shared positions
$CARR$STT$SPCX
$952M
298 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.