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Hedge Funds Similar to PRINCETON

13F Portfolio OverlapQ1 2026PRINCETON portfolio →
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Most similar hedge funds by 13F overlap

PRINCETON CAPITAL MANAGEMENT LLC is an institutional investor managing $367M across 139 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to PRINCETON are RPG Investment Advisory,, Virtus Wealth Solutions, Kessler Investment Group,, with shared positions in $PWR, $CRWD, $BA, $AMD, $NOW, $FCX. The full ranking of 25 similar funds is below.

#1RPG Investment Advisory, LLCPassive
Notable overlap · 8 shared positions
$PWR$CRWD$BA$AMD$NOW$FCX
$829M
92 positions
#2Virtus Wealth Solutions LLCActive
Notable overlap · 5 shared positions
$PWR$GEV$GLW$COHR$LITE
$525M
54 positions
#3Kessler Investment Group, LLCPassive
Notable overlap · 6 shared positions
$CRWD$GEV$GLW$WFC$FCX$BAC
$211M
79 positions
#4SIERRA SUMMIT ADVISORS LLCPassive
Notable overlap · 8 shared positions
$GEV$PWR$C$BA$DE$WFC
$688M
180 positions
#5Covenant Asset Management, LLCPassive
Notable overlap · 5 shared positions
$PWR$GEV$VRTX$GE$AZN
$664M
165 positions
#6Massachusetts Wealth ManagementPassive
Some overlap · 8 shared positions
$GEV$C$GE$GLW$DE$WFC
$231M
98 positions
#7Reliant Investment Management, LLCPassive
Some overlap · 3 shared positions
$PWR$CRWD$COHR
$207M
53 positions
#8Settian Capital LPActive
Some overlap · 3 shared positions
$PWR$GEV$GE
$143M
26 positions
#9Teamwork Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$GEV$PWR$CRWD$GE$DE$AMD
$946M
216 positions
#10Gunderson Capital Management Inc.Passive
Some overlap · 4 shared positions
$PWR$GEV$GE$AMD
$239M
46 positions
#11KADENSA CAPITAL LtdActive
Some overlap · 6 shared positions
$GEV$PWR$GE$GLW$AMD$LITE
$718M
39 positions
#12REAVES W H & CO INCActive
Some overlap · 5 shared positions
$GEV$PWR$GLW$COHR$LEU
$6.0B
90 positions
#13Harold Davidson & Associates Inc.Active
Some overlap · 5 shared positions
$CRWD$PWR$GEV$GE$WFC
$206M
60 positions
#14AMI ASSET MANAGEMENT CORPActive
Some overlap · 4 shared positions
$PWR$CRWD$NOW$GLW
$1.6B
96 positions
#15NCP Inc.Active
Some overlap · 5 shared positions
$CRWD$GEV$GE$BA$BAC
$60M
76 positions
#16Valiant Capital Management, L.P.Active
Some overlap · 4 shared positions
$PWR$GEV$CRWD$NOW
$1.7B
34 positions
#17Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$CRWD$C$VRTX$GLW$NOW
$98M
77 positions
#18Sun Financial IncPassive
Some overlap · 6 shared positions
$PWR$GEV$CRWD$GE$DE$AMD
$200M
159 positions
#19Rokos Capital Management LLPActive
Some overlap · 6 shared positions
$CRWD$C$GEV$COHR$GLW$LITE
$13.2B
176 positions
#20CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 3 shared positions
$PWR$GEV$BAC
$60M
36 positions
#21Schear Investment Advisers, LLCPassive
Some overlap · 5 shared positions
$GEV$C$CRWD$GE$AMD
$227M
77 positions
#22Owen LaRue, LLCPassive
Some overlap · 7 shared positions
$GEV$GE$C$GLW$CRWD$LITE
$261M
128 positions
#23HERBST GROUP, LLCPassive
Some overlap · 4 shared positions
$CRWD$GEV$GE$BA
$162M
59 positions
#24Westend Capital Management, LLCPassive
Some overlap · 4 shared positions
$PWR$GE$BA$FCX
$333M
254 positions
#2511 Capital Partners LPActive
Some overlap · 3 shared positions
$PWR$GEV$GE
$348M
20 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.