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Hedge Funds Similar to PRINCIPAL SECURITIES,

13F Portfolio OverlapQ1 2026PRINCIPAL SECURITIES, portfolio →
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Most similar hedge funds by 13F overlap

PRINCIPAL SECURITIES, INC. is an institutional investor managing $6.8B across 1,411 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 PRINCIPAL SECURITIES, are Storen Legacy Partners,, Williams & Novak,, 4WEALTH ADVISORS,, with shared positions in $DHR, $SE, $COP, $MS, $USB, $GILD. The full ranking of 25 similar funds is below.

#1Storen Legacy Partners, LLCPassive
Some overlap · 4 shared positions
$DHR$SE$COP$MS
$319M
102 positions
#2Williams & Novak, LLCPassive
Some overlap · 4 shared positions
$DHR$SE$USB$MS
$134M
143 positions
#34WEALTH ADVISORS, INC.Passive
Some overlap · 4 shared positions
$DHR$SE$COP$USB
$117M
142 positions
#4Ballast Financial Advisors LLCActive
Slight overlap · 4 shared positions
$DHR$COP$USB$MS
$98M
68 positions
#5FIDUCIARY ADVISORS, INC.Active
Slight overlap · 4 shared positions
$DHR$COP$USB$SE
$133M
121 positions
#6APS Management Group, Inc.Passive
Slight overlap · 4 shared positions
$DHR$COP$GILD$MS
$117M
72 positions
#7Vantage Financial Partners, LLC
Slight overlap · 4 shared positions
$DHR$SE$MS$COP
$493M
212 positions
#8Geneos Wealth Management Inc.Passive
Slight overlap · 4 shared positions
$DHR$SE$REGN$MS
$4.3B
2,465 positions
#9Oakmont Advisory Group, LLCPassive
Slight overlap · 5 shared positions
$DHR$COP$USB$GILD$MS
$98M
119 positions
#10ARQ WEALTH ADVISORS, LLCPassive
Slight overlap · 4 shared positions
$DHR$USB$MS$REGN
$555M
191 positions
#11Parallax Volatility Advisers, L.P.Active
Slight overlap · 4 shared positions
$DHR$SE$COP$USB
$38.6B
1,428 positions
#12Cambridge Financial Group, LLCPassive
Slight overlap · 4 shared positions
$DHR$COP$USB$MS
$295M
168 positions
#13J.W. COLE ADVISORS, INC.Passive
Slight overlap · 5 shared positions
$DHR$COP$USB$MS$REGN
$3.0B
785 positions
#14Beacon Bridge Wealth Partners, LLCPassive
Slight overlap · 4 shared positions
$DHR$SE$MS$COP
$299M
101 positions
#15Firestone Capital ManagementPassive
Slight overlap · 4 shared positions
$DHR$COP$REGN$USB
$480M
160 positions
#16Goldstein Advisors, LLCActive
Slight overlap · 4 shared positions
$DHR$SE$REGN$MS
$900M
228 positions
#17Aznar Financial Advisors, LLC
Slight overlap · 3 shared positions
$DHR$SE$USB
$104M
31 positions
#18NFP Retirement, Inc.Active
Slight overlap · 5 shared positions
$DHR$SE$COP$USB$GILD
$1.7B
310 positions
#19Bryn Mawr Trust Advisors, LLCPassive
Slight overlap · 4 shared positions
$DHR$SE$COP$REGN
$2.1B
438 positions
#20Dentgroup LLC
Slight overlap · 3 shared positions
$DHR$SE$TECK
$146M
93 positions
#21TD PRIVATE CLIENT WEALTH LLCPassive
Slight overlap · 5 shared positions
$SE$COP$USB$MS$GILD
$4.8B
1,649 positions
#22Madson Wealth Advisors IncPassive
Slight overlap · 3 shared positions
$DHR$SE$MS
$120M
84 positions
#23Catalyst Investment Management LLCPassive
Slight overlap · 3 shared positions
$DHR$SE$MS
$90M
65 positions
#24US BANCORP \DE\Passive
Slight overlap · 3 shared positions
$DHR$SE$USB
$82.4B
4,164 positions
#25CALTON & ASSOCIATES, INC.Passive
Slight overlap · 5 shared positions
$COP$SE$USB$MS$REGN
$696M
438 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.