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Hedge Funds Similar to Wedmont Private

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

Wedmont Private Capital is an institutional investor managing $3.6B across 952 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 Wedmont Private are Foster Group, Mayfair Advisory Group, Three Magnolias Financial Advisors, with shared positions in $PLTR, $WFC, $DOV, $PM, $NEM. The full ranking of 25 similar funds is below.

#1Foster Group, Inc.Active
Some overlap · 4 shared positions
$PLTR$WFC$DOV$PM
$3.8B
318 positions
#2Mayfair Advisory Group, LLCPassive
Some overlap · 3 shared positions
$PLTR$DOV$PM
$332M
185 positions
#3Three Magnolias Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$WFC$PM
$179M
112 positions
#4Alliance Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$PLTR$WFC$PM
$308M
172 positions
#5Keystone Financial GroupPassive
Some overlap · 3 shared positions
$PLTR$WFC$PM
$1.7B
567 positions
#6Patriot Financial Group Insurance Agency, LLCPassive
Slight overlap · 4 shared positions
$PLTR$WFC$PM$NEM
$974M
491 positions
#7Financial Planning Navigators CORPActive
Slight overlap · 3 shared positions
$PLTR$DOV$PM
$267M
70 positions
#8Triumph Capital ManagementPassive
Slight overlap · 3 shared positions
$WFC$DOV$PLTR
$552M
1,861 positions
#9TOEWS CORP /ADVActive
Slight overlap · 3 shared positions
$PLTR$DOV$PM
$686M
151 positions
#10WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVPassive
Slight overlap · 3 shared positions
$DOV$PLTR$WFC
$405M
169 positions
#11BRANDYWINE TRUST COSmart money
Slight overlap · 3 shared positions
$WFC$DOV$PM
$621M
33 positions
#12FARMERS TRUST CO
Slight overlap · 3 shared positions
$PLTR$PM$NEM
$637M
203 positions
#13Hubbell Strickland Wealth Management, LLCSmart money
Slight overlap · 3 shared positions
$PLTR$DOV$PM
$277M
87 positions
#14Keystone Wealth Services, LLCPassive
Slight overlap · 3 shared positions
$WFC$PLTR$PM
$539M
327 positions
#15Prudent Man Investment Management, Inc.Smart money
Slight overlap · 3 shared positions
$WFC$DOV$PLTR
$293M
169 positions
#16Rakuten Investment Management, Inc.
Slight overlap · 4 shared positions
$DOV$PLTR$PM$WFC
$34.6B
467 positions
#17Wallace Advisory Group, LLCPassive
Slight overlap · 3 shared positions
$DOV$WFC$PM
$106M
134 positions
#18Tillman Hartley LLCActive
Slight overlap · 3 shared positions
$DOV$WFC$PM
$445M
94 positions
#19Wealth Architects, LLCPassive
Slight overlap · 3 shared positions
$DOV$PLTR$PM
$1.3B
248 positions
#20Optivise Advisory Services LLCPassive
Slight overlap · 3 shared positions
$DOV$WFC$PM
$197M
228 positions
#21Severin Investments, LLCPassive
Slight overlap · 3 shared positions
$WFC$PM$NEM
$133M
174 positions
#22NORTHWEST WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$WFC$DOV$NEM
$758M
265 positions
#23WALLER FINANCIAL PLANNING GROUP, INCActive
Slight overlap · 3 shared positions
$DOV$WFC$PM
$486M
78 positions
#24KNIGHTSBRIDGE ASSET MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$WFC$NEM$PLTR
$711M
228 positions
#25Portside Wealth Group, LLCPassive
Slight overlap · 3 shared positions
$WFC$DOV$PM
$858M
515 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.