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Hedge Funds Similar to WELLS FARGO & COMPANY

13F Portfolio OverlapQ2 2026WELLS FARGO & COMPANY portfolio →
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Most similar hedge funds by 13F overlap

WELLS FARGO & COMPANY/MN is an institutional investor managing $617.4B across 7,294 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 WELLS FARGO & COMPANY are Somerset, Stonebridge Financial Group, PARR MCKNIGHT WEALTH GROUP, with shared positions in $ADI, $NEE, $AMGN, $BLK, $MCD, $PSX. The full ranking of 25 similar funds is below.

#1Somerset Trust CoPassive
Some overlap · 7 shared positions
$ADI$NEE$AMGN$BLK$MCD$PSX
$354M
186 positions
#2Stonebridge Financial Group, LLCPassive
Some overlap · 7 shared positions
$ADI$NEE$AMGN$BLK$MCD$AXP
$1.3B
275 positions
#3PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive
Some overlap · 7 shared positions
$ADI$NEE$AMGN$BLK$PSX$AXP
$844M
219 positions
#4BKM Wealth Management, LLCPassive
Some overlap · 6 shared positions
$ADI$NEE$AMGN$BLK$MCD$LIN
$282M
148 positions
#5Petros Family Wealth, LLCPassive
Some overlap · 6 shared positions
$ADI$NEE$AMGN$BLK$PSX$AXP
$164M
134 positions
#6PFW Advisors LLCActive
Some overlap · 6 shared positions
$ADI$NEE$AMGN$BLK$MCD$LIN
$343M
124 positions
#7Mattern Wealth Management LLCActive
Some overlap · 6 shared positions
$ADI$NEE$BLK$MCD$PSX$LIN
$609M
183 positions
#8EASTERN BANKPassive
Some overlap · 6 shared positions
$ADI$NEE$BLK$MCD$AXP$LIN
$6.5B
1,038 positions
#9Community Financial Services Group, LLCPassive
Some overlap · 6 shared positions
$ADI$NEE$BLK$MCD$AXP$LIN
$686M
532 positions
#10MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$NEE$AMGN$BLK$MCD$PSX$LIN
$272M
149 positions
#11Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$ADI$NEE$AMGN$BLK$MCD
$170M
61 positions
#12Kesler, Norman & Wride, LLCPassive
Some overlap · 5 shared positions
$ADI$NEE$AMGN$BLK$PSX
$631M
271 positions
#13NAPLES GLOBAL ADVISORS, LLCPassive
Some overlap · 5 shared positions
$ADI$NEE$AMGN$BLK$AXP
$1.6B
466 positions
#14MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ADI$NEE$AMGN$BLK$LIN
$857M
166 positions
#15Clear Trail Advisors, LLCPassive
Some overlap · 5 shared positions
$ADI$NEE$AMGN$MCD$AXP
$655M
161 positions
#16PEOPLES FINANCIAL SERVICES CORP.Passive
Some overlap · 5 shared positions
$ADI$NEE$AMGN$MCD$AXP
$231M
270 positions
#17Nicholson Wealth Management Group, LLCPassive
Some overlap · 5 shared positions
$ADI$NEE$AMGN$MCD$LIN
$170M
111 positions
#18TICINO WEALTHPassive
Some overlap · 5 shared positions
$ADI$AMGN$BLK$MCD$PSX
$317M
135 positions
#19BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$ADI$AMGN$BLK$MCD$PSX
$346M
113 positions
#20VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$ADI$AMGN$BLK$MCD$PSX
$201M
57 positions
#21WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$ADI$AMGN$BLK$MCD$PSX
$390M
103 positions
#22Marion Wealth ManagementPassive
Some overlap · 5 shared positions
$ADI$NEE$BLK$PSX$LIN
$491M
159 positions
#23ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Some overlap · 5 shared positions
$ADI$NEE$BLK$PSX$LIN
$409M
182 positions
#24Midway Capital Research & ManagementActive
Some overlap · 5 shared positions
$ADI$NEE$BLK$MCD$AXP
$126M
114 positions
#25Johnson & White Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ADI$AMGN$NEE$MCD$PSX
$267M
117 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.