13F Pro

Hedge Funds Similar to Urban Wealth

13F Portfolio OverlapQ3 2026Urban Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Urban Wealth Management, LLC is an institutional investor managing $112M across 108 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Urban Wealth are LSV ASSET, Inlet Private Wealth, Beta Wealth Group, with shared positions in $C, $QCOM, $CVS, $MPC, $VZ, $GM. The full ranking of 25 similar funds is below.

#1LSV ASSET MANAGEMENTActive
Some overlap · 7 shared positions
$C$QCOM$CVS$MPC$VZ$GM
$55.1B
889 positions
#2Inlet Private Wealth, LLCPassive
Some overlap · 4 shared positions
$DVA$C$QCOM$CVS
$413M
135 positions
#3Beta Wealth Group, Inc.Active
Some overlap · 6 shared positions
$C$QCOM$CVS$PLTR$ANET$WFC
$267M
114 positions
#4Te Ahumairangi Investment Management LtdActive
Some overlap · 5 shared positions
$DVA$C$RY$VZ$GM
$620M
86 positions
#5Michels Family Financial, LLCPassive
Some overlap · 5 shared positions
$C$CVS$TPR$PH$VZ
$156M
148 positions
#6OARSMAN CAPITAL, INC.Active
Some overlap · 6 shared positions
$C$CMI$PH$WFC$VRTX$JCI
$945M
244 positions
#7DAVIDSON INVESTMENT ADVISORSActive
Some overlap · 5 shared positions
$C$QCOM$CVS$ANET$VRTX
$2.4B
122 positions
#8Phoenix Wealth AdvisorsActive
Some overlap · 7 shared positions
$MPC$CMI$VZ$IAU$WFC$JCI
$297M
129 positions
#9ANDERSON HOAGLAND & COActive
Some overlap · 5 shared positions
$C$IAU$CMI$GM$VRTX
$1.3B
135 positions
#10North Forty Two & Co.Passive
Some overlap · 5 shared positions
$IAU$QCOM$CVS$CMI$WFC
$121M
106 positions
#11Crossmark Global Holdings, Inc.Passive
Some overlap · 7 shared positions
$QCOM$C$VZ$ANET$CVS$JCI
$7.7B
1,264 positions
#12SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$C$IAU$VZ$GM$WFC$PEP
$298M
133 positions
#13Kennondale Capital Management LLCPassive
Some overlap · 4 shared positions
$C$CVS$MPC$CMI
$150M
80 positions
#14Landing Point Financial Group, LLCActive
Some overlap · 5 shared positions
$NOC$IAU$QCOM$PH$WFC
$294M
99 positions
#15Hobbs Group Advisors, LLCActive
Some overlap · 4 shared positions
$C$CVS$CMI$IAU
$380M
164 positions
#16Axecap Investments, LLCPassive
Some overlap · 5 shared positions
$QCOM$MPC$C$TPR$ANET
$169M
77 positions
#17HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 6 shared positions
$MPC$CMI$ANET$VZ$WFC$JCI
$465M
139 positions
#18BDFS Capital LLCActive
Some overlap · 4 shared positions
$C$NOC$IAU$ANET
$203M
117 positions
#19Larry Mathis Financial Planning, LLCPassive
Some overlap · 5 shared positions
$C$QCOM$CVS$VZ$WFC
$118M
116 positions
#20Unison Advisors LLCActive
Some overlap · 5 shared positions
$QCOM$CVS$MPC$VZ$GM
$1.4B
173 positions
#21Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$C$QCOM$CVS$VZ
$160M
124 positions
#22Adams Asset Advisors, LLCActive
Some overlap · 5 shared positions
$C$CMI$VZ$WFC$PEP
$984M
94 positions
#23MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$C$CMI$VZ$WFC$PEP
$233M
122 positions
#24Strengthening Families & Communities, LLCPassive
Some overlap · 5 shared positions
$CMI$CVS$QCOM$PH$ANET
$459M
731 positions
#25Peloton Wealth StrategistsPassive
Some overlap · 5 shared positions
$C$CMI$ANET$VRTX$PEP
$271M
91 positions

Compare Urban Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Urban Wealth’s holdings

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.