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Hedge Funds Similar to Waldron Private Wealth

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

Waldron Private Wealth LLC is an institutional investor managing $2.9B across 350 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 Waldron Private Wealth are TruNorth, Wilson & Boucher, Zhang Financial, with shared positions in $SYK, $MDY, $DOV, $IAU, $QCOM, $AMGN. The full ranking of 25 similar funds is below.

#1TruNorth Capital Management, LLCSmart money
Some overlap · 4 shared positions
$SYK$MDY$DOV$IAU
$623M
123 positions
#2Wilson & Boucher Capital Management, LLC
Some overlap · 4 shared positions
$SYK$DOV$QCOM$AMGN
$170M
121 positions
#3Zhang Financial LLCActive
Some overlap · 4 shared positions
$SYK$DOV$AMGN$IAU
$3.4B
392 positions
#4Junk Investment Group, LLCActive
Some overlap · 4 shared positions
$MDY$DOV$AMGN$QCOM
$226M
97 positions
#5MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$SYK$DOV$IAU
$130M
80 positions
#6Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$DOV$QCOM
$418M
232 positions
#7MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$MDY$DOV$TRGP
$174M
78 positions
#8Ascent Wealth Partners, LLCActive
Some overlap · 3 shared positions
$MDY$SYK$QCOM
$1.0B
200 positions
#9CWS Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SYK$MDY$PGR
$451M
171 positions
#10Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$SYK$MDY$IAU
$309M
142 positions
#11Cooke Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$SYK$MDY$IAU
$122M
39 positions
#12WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$SYK$DOV$PGR
$2.1B
131 positions
#13Corsicana & Co.Passive
Some overlap · 3 shared positions
$MDY$SYK$QCOM
$206M
309 positions
#14Evelyn Partners Asset Management Ltd
Some overlap · 3 shared positions
$SYK$DOV$IAU
$406M
308 positions
#15CENTRAL BANK & TRUST COActive
Some overlap · 5 shared positions
$MDY$SYK$QCOM$AMGN$PGR
$705M
185 positions
#16Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$MDY$QCOM$AMGN
$112M
85 positions
#17DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$SYK$DOV$AMGN
$124M
100 positions
#18Benchmark Financial Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$MDY$BX$AMGN$IAU
$405M
147 positions
#19Western Reserve Capital Management, LLCActive
Some overlap · 3 shared positions
$SYK$MDY$BX
$135M
53 positions
#20Orcam Financial GroupActive
Some overlap · 3 shared positions
$MDY$DOV$IAU
$205M
105 positions
#21Intrepid Financial Planning Group LLCPassive
Some overlap · 3 shared positions
$MDY$BX$AMGN
$294M
135 positions
#22LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 3 shared positions
$MDY$QCOM$IAU
$248M
91 positions
#23Midwest Financial Group LLCPassive
Some overlap · 3 shared positions
$MDY$QCOM$IAU
$285M
136 positions
#24Hopwood Financial Services, Inc.Active
Some overlap · 3 shared positions
$MDY$AMGN$QCOM
$173M
92 positions
#25Stonehage Fleming Financial Services Holdings Ltd
Some overlap · 3 shared positions
$SYK$DOV$IAU
$2.9B
215 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.