How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Parkside Financial Bank &

13F Portfolio OverlapQ1 2026Parkside Financial Bank & portfolio →

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Most similar hedge funds by 13F overlap

Parkside Financial Bank & Trust is an institutional investor managing $1.3B across 2,688 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 Parkside Financial Bank & are Altiora Financial Group,, Zhang Financial, Fonville Wealth, with shared positions in $SNOW, $BRZE, $SE, $CTVA, $IAU, $NEE. The full ranking of 25 similar funds is below.

#1Altiora Financial Group, LLCActive

Some overlap · 6 shared positions

$SNOW $BRZE $SE $CTVA $IAU $NEE

$607M

110 positions

#2Zhang Financial LLCActive

Some overlap · 5 shared positions

$SNOW $BRZE $KKR $CTVA $IAU

$2.9B

367 positions

#3Fonville Wealth Management LLCPassive

Some overlap · 5 shared positions

$SNOW $BRZE $KKR $SE $IAU

$525M

138 positions

#4Sagace Wealth Management LLCPassive

Some overlap · 5 shared positions

$SNOW $BRZE $KKR $IAU $NEE

$149M

70 positions

#5Donalies Financial Planning, LLCActive

Some overlap · 5 shared positions

$SNOW $BRZE $KKR $IAU $NEE

$117M

74 positions

#6Colter Lewis Investment Partners LLCPassive

Some overlap · 5 shared positions

$SNOW $ACN $IAU $AXP $NEE

$106M

111 positions

#7Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Some overlap · 4 shared positions

$SNOW $BRZE $KKR $SE

$111M

63 positions

#8Westfuller Advisors, LLCPassive

Some overlap · 5 shared positions

$SNOW $BRZE $KKR $SE $AXP

$232M

756 positions

#9Cauble & Harre Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$SNOW $ACN $KKR $IAU

$126M

74 positions

#10TRB Wealth Management, LLCPassive

Some overlap · 4 shared positions

$SNOW $BRZE $KKR $SE

$704M

285 positions

#11Bigelow Investment Advisors, LLCPassive

Some overlap · 5 shared positions

$SNOW $KKR $IAU $AXP $NEE

$250M

153 positions

#12Paladin Advisory Group, LLCPassive

Some overlap · 4 shared positions

$SNOW $BRZE $KKR $SE

$131M

241 positions

#13Kuhn & Co Investment CounselPassive

Some overlap · 4 shared positions

$SNOW $ACN $KKR $NEE

$155M

142 positions

#14Sterling Financial Planning, Inc.Active

Some overlap · 4 shared positions

$SNOW $KKR $SE $IAU

$337M

117 positions

#15CHRISTINE MESSMER PCActive

Some overlap · 4 shared positions

$SNOW $BRZE $KKR $NEE

$156M

80 positions

#16Tillman Hartley LLCActive

Some overlap · 5 shared positions

$SNOW $CTVA $IAU $BRZE $AXP

$398M

88 positions

#17Hoxton Planning & Management, LLCPassive

Some overlap · 4 shared positions

$SNOW $BRZE $SE $IAU

$333M

216 positions

#18Retirement Wealth Solutions LLCPassive

Some overlap · 4 shared positions

$SNOW $SE $BRZE $IAU

$159M

822 positions

#19Morningstar Investment Management LLCPassive

Some overlap · 4 shared positions

$SNOW $SE $ACN $AXP

$1.6B

315 positions

#20Discipline Wealth Solutions, LLCActive

Some overlap · 4 shared positions

$SNOW $BRZE $IAU $NEE

$950M

192 positions

#21Maltin Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$SNOW $KKR $CTVA $IAU

$262M

136 positions

#22Savant Capital, LLCActive

Some overlap · 4 shared positions

$SNOW $BRZE $SE $NEE

$20.7B

1,500 positions

#23Andrews Advisory Associates, LLCActive

Some overlap · 4 shared positions

$SNOW $KKR $IAU $NEE

$190M

82 positions

#24Foundation Wealth Management, LLCSmart money

Some overlap · 4 shared positions

$SNOW $SE $CTVA $IAU

$148M

44 positions

#25Milestone Investment Advisors LLCActive

Some overlap · 5 shared positions

$SNOW $BRZE $KKR $NEE $CTVA

$414M

139 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.