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 PRIVATE CLIENT SERVICES,

13F Portfolio OverlapQ1 2026PRIVATE CLIENT SERVICES, portfolio →

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Most similar hedge funds by 13F overlap

PRIVATE CLIENT SERVICES, LLC is an institutional investor managing $381M across 229 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 PRIVATE CLIENT SERVICES, are High Falls Advisors,, TSA Wealth Managment, Amplius Wealth Advisors,, with shared positions in $MDLZ, $DDOG, $IAU, $AMG, $REGN, $APP. The full ranking of 25 similar funds is below.

#1High Falls Advisors, Inc

Some overlap · 3 shared positions

$MDLZ $DDOG $IAU

$494M

144 positions

#2TSA Wealth Managment LLCPassive

Some overlap · 3 shared positions

$MDLZ $DDOG $IAU

$309M

105 positions

#3Amplius Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$MDLZ $AMG $IAU

$1.2B

175 positions

#4Financial Partners Group, IncPassive

Some overlap · 3 shared positions

$MDLZ $REGN $APP

$836M

227 positions

#5Polaris Investment Advisors, LLCPassive

Some overlap · 3 shared positions

$MDLZ $DDOG $IAU

$137M

70 positions

#6Avid Wealth Partners LLCActive

Some overlap · 3 shared positions

$MDLZ $DDOG $FIX

$212M

71 positions

#7Fiduciary Planning LLCActive

Some overlap · 4 shared positions

$MDLZ $PLTR $COP $HON

$331M

76 positions

#8Aft, Forsyth & Sober, LLCActive

Some overlap · 3 shared positions

$MDLZ $COP $PLTR

$328M

62 positions

#9Veridan Wealth LLCActive

Some overlap · 3 shared positions

$MDLZ $DDOG $IAU

$270M

80 positions

#10One Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$MDLZ $DDOG $IAU

$803M

304 positions

#11Night Squared LPPassive

Some overlap · 3 shared positions

$MDLZ $FIX $DDOG

$681M

72 positions

#125T Wealth, LLCPassive

Some overlap · 4 shared positions

$MDLZ $DDOG $REGN $IAU

$253M

129 positions

#13Cardinal Strategic Wealth GuidanceSmart money

Some overlap · 3 shared positions

$MDLZ $HON $PLTR

$379M

63 positions

#14Nova Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$MDLZ $PLTR $IAU

$154M

545 positions

#15CURTIS WEALTH MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$MDLZ $DDOG $IAU

$107M

50 positions

#16ONE Advisory Partners, LLCActive

Some overlap · 3 shared positions

$MDLZ $DDOG $IAU

$324M

72 positions

#17Keebeck Wealth ManagementPassive

Some overlap · 3 shared positions

$MDLZ $DDOG $IAU

$889M

426 positions

#18Meridian Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$MDLZ $HON $IAU

$756M

202 positions

#19GLOBEFLEX CAPITAL L PPassive

Slight overlap · 3 shared positions

$NXT $FIX $EXEL

$661M

387 positions

#20FIRETHORN WEALTH PARTNERS, LLCPassive

Slight overlap · 4 shared positions

$MDLZ $DDOG $HON $IAU

$273M

190 positions

#21Excelsior Advisor Network LLCPassive

Slight overlap · 3 shared positions

$MDLZ $DDOG $IAU

$263M

226 positions

#22ShoreHaven Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$MDLZ $IAU $DDOG

$278M

103 positions

#23Davis Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$MDLZ $DDOG $IAU

$120M

72 positions

#24Shared Vision Wealth Group LLCActive

Slight overlap · 4 shared positions

$MDLZ $DDOG $IAU $COP

$245M

95 positions

#25QUEST INVESTMENT MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$MDLZ $PLTR $IAU

$857M

122 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.