Hedge Funds Similar to Private Advisor Group

13F Portfolio OverlapQ2 2026Private Advisor Group portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Private Advisor Group, LLC is an institutional investor managing $21.8B across 2,512 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Private Advisor Group are Garden State Investment Advisory Services, True Vision MN, PRIMORIS WEALTH ADVISORS, with shared positions in $STT, $PLTR, $CRWD, $BAH. The full ranking of 25 similar funds is below.

#1Garden State Investment Advisory Services LLCPassive

Slight overlap · 4 shared positions

$STT $PLTR $CRWD $BAH

$553M

365 positions

#2True Vision MN LLC

Slight overlap · 3 shared positions

$STT $PLTR $CRWD

$194M

98 positions

#3PRIMORIS WEALTH ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$STT $PLTR $CRWD

$219M

125 positions

#4Fairscale Capital, LLCActive

Slight overlap · 3 shared positions

$STT $PLTR $CRWD

$167M

441 positions

#5Stonebridge Financial Group, LLC/CAPassive

Slight overlap · 3 shared positions

$STT $PLTR $CRWD

$722M

310 positions

#6Tempo Wealth, LLCPassive

Slight overlap · 3 shared positions

$STT $PLTR $CRWD

$675M

237 positions

#7GenTrust, LLCActive

Slight overlap · 3 shared positions

$STT $PLTR $CRWD

$2.6B

201 positions

#8Ameritas Advisory Services, LLCPassive

Slight overlap · 3 shared positions

$STT $PLTR $CRWD

$5.0B

1,942 positions

#9WCG Wealth Advisors LLCPassive

Slight overlap · 3 shared positions

$STT $PLTR $CRWD

$4.2B

555 positions

#10Fortress Financial Solutions, LLC

Slight overlap · 3 shared positions

$STT $PLTR $CRWD

$96M

56 positions

#11Compass Wealth Management, LLC/GAActive

Slight overlap · 3 shared positions

$STT $PLTR $CRWD

$251M

74 positions

#12AlphaStar Capital Management, LLCActive

Slight overlap · 3 shared positions

$STT $PLTR $CRWD

$1.6B

280 positions

#13Capital Advisors Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$STT $PLTR $CRWD

$851M

231 positions

#14Convergence Financial, LLCPassive

Slight overlap · 3 shared positions

$STT $PLTR $CRWD

$1.3B

272 positions

#15CAP Partners, LLCPassive

Slight overlap · 3 shared positions

$STT $PLTR $CRWD

$204M

155 positions

#16WILLNER & HELLER, LLCPassive

Slight overlap · 3 shared positions

$STT $PLTR $CRWD

$160M

165 positions

#17Realta Investment AdvisorsPassive

Slight overlap · 3 shared positions

$STT $PLTR $CRWD

$322M

378 positions

#18Foguth Wealth Management, LLC.Active

Slight overlap · 3 shared positions

$STT $PLTR $CRWD

$879M

213 positions

#19Summit Financial, LLCPassive

Slight overlap · 3 shared positions

$PLTR $STT $CRWD

$9.1B

1,580 positions

#20FLAGSHIP WEALTH ADVISORS, LLCPassive

Slight overlap · 4 shared positions

$CRWD $STT $BAH $PLTR

$447M

484 positions

#21American Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$STT $BAH $CRWD

$831M

169 positions

#22IHT Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$STT $PLTR $CRWD

$4.7B

1,237 positions

#23Gerber Kawasaki Wealth & Investment ManagementActive

Slight overlap · 3 shared positions

$STT $CRWD $PLTR

$3.7B

366 positions

#24Ballast Rock Private Wealth LLCPassive

Slight overlap · 3 shared positions

$STT $PLTR $CRWD

$217M

192 positions

#25Financial Connections Group, Inc.

Slight overlap · 3 shared positions

$PLTR $CRWD $BAH

$288M

251 positions

Compare Private Advisor Group’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Private Advisor Group’s holdings

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.