Hedge Funds Similar to Private Advisor Group

13F Portfolio OverlapQ2 2026Private Advisor Group portfolio →

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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

$215M

126 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

$821M

245 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

$118M

66 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

$1.7B

276 positions

#13Capital Advisors Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$STT $PLTR $CRWD

$888M

233 positions

#14Convergence Financial, LLCPassive

Slight overlap · 3 shared positions

$STT $PLTR $CRWD

$714M

262 positions

#15CAP Partners, LLCPassive

Slight overlap · 3 shared positions

$STT $PLTR $CRWD

$218M

169 positions

#16WILLNER & HELLER, LLCPassive

Slight overlap · 3 shared positions

$STT $PLTR $CRWD

$158M

170 positions

#17Realta Investment AdvisorsPassive

Slight overlap · 3 shared positions

$STT $PLTR $CRWD

$342M

362 positions

#18Foguth Wealth Management, LLC.Active

Slight overlap · 3 shared positions

$STT $PLTR $CRWD

$986M

227 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

$214M

202 positions

#25Financial Connections Group, Inc.

Slight overlap · 3 shared positions

$PLTR $CRWD $BAH

$288M

251 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.