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Hedge Funds Similar to PRIVATE CLIENT SERVICES

13F Portfolio OverlapQ3 2026PRIVATE CLIENT SERVICES portfolio →
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Most similar hedge funds by 13F overlap

PRIVATE CLIENT SERVICES, LLC is an institutional investor managing $372M across 232 U.S. equity positions as of Q3 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 FCF Advisors, KOM Wealth Group, CENTRAL, with shared positions in $EXEL, $KLAC, $FFIV, $NXT, $APP, $PHYS. The full ranking of 25 similar funds is below.

#1FCF Advisors LLCPassive
Some overlap · 5 shared positions
$EXEL$KLAC$FFIV$NXT$APP
$544M
58 positions
#2KOM Wealth Management Group, LLCActive
Some overlap · 4 shared positions
$PHYS$KLAC$PLTR$PM
$201M
96 positions
#3CENTRAL TRUST CoPassive
Some overlap · 4 shared positions
$PHYS$IAU$KLAC$PM
$5.5B
1,568 positions
#4Davidson Capital Management Inc.Active
Some overlap · 3 shared positions
$EXEL$FIX$KLAC
$604M
99 positions
#5Benchmark Investment Advisors LLCActive
Some overlap · 4 shared positions
$FIX$KLAC$APP$PLTR
$228M
70 positions
#6RiverGlades Family Offices LLCActive
Some overlap · 4 shared positions
$KLAC$FIX$IAU$PM
$218M
108 positions
#7Lifestyle Asset Management, Inc.Active
Some overlap · 4 shared positions
$FIX$EXEL$APP$KLAC
$414M
129 positions
#8Monument Capital ManagementPassive
Some overlap · 3 shared positions
$EXEL$FIX$KLAC
$480M
255 positions
#9Strategic Global Advisors, LLCPassive
Some overlap · 4 shared positions
$KLAC$FIX$CART$EXEL
$702M
129 positions
#10Bannerstone Capital Management, LLCPassive
Some overlap · 4 shared positions
$FIX$KLAC$AMG$PLTR
$119M
113 positions
#11Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$FIX$FFIV$APP$PM
$513M
70 positions
#12FULLER & THALER ASSET MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$EXEL$AYI$AMG$FIX
$36.7B
504 positions
#13Valued Retirements, Inc.Passive
Some overlap · 3 shared positions
$PHYS$IAU$KLAC
$111M
101 positions
#14Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$PHYS$IAU$PM
$248M
77 positions
#15Philadelphia Investment Partners, LLCPassive
Some overlap · 4 shared positions
$KLAC$IAU$PLTR$PM
$161M
189 positions
#16Cypress Capital Management LLC (WY)Active
Some overlap · 3 shared positions
$PHYS$PLTR$PM
$120M
213 positions
#17Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$PHYS$PLTR$PM
$277M
87 positions
#18Laurion Capital Management LPPassive
Some overlap · 4 shared positions
$FIX$APP$KLAC$PLTR
$3.9B
420 positions
#19PRAKASH INVESTMENT ADVISORS LLCActive
Some overlap · 4 shared positions
$FIX$APP$KLAC$PLTR
$165M
86 positions
#20GOLDEN ROAD ADVISORS LLCSmart money
Some overlap · 4 shared positions
$KLAC$IAU$PLTR$PM
$206M
67 positions
#21Ifrah Financial Services, Inc.Passive
Some overlap · 3 shared positions
$FIX$KLAC$IAU
$396M
205 positions
#22PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$FIX$KLAC$IAU
$389M
77 positions
#23Graetz Wealth LLCActive
Some overlap · 4 shared positions
$EXEL$IAU$APP$PLTR
$127M
84 positions
#24Stirlingshire Investments, Inc.Passive
Some overlap · 3 shared positions
$KLAC$EXEL$NXT
$135M
221 positions
#25Argos Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$KLAC$IAU$FIX$PLTR
$378M
224 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.