What hedge funds are most similar to Private Advisor Group, LLC?

The funds with the most similar 13F portfolios to Private Advisor Group, LLC are Per Stirling ,, WT Wealth, GREAT VALLEY ADVISOR GROUP,, based on overlapping conviction holdings in the latest SEC filings.

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 Advisor Group,

13F Portfolio OverlapQ1 2026Private Advisor Group, portfolio →

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Most similar hedge funds by 13F overlap

Private Advisor Group, LLC is an institutional investor managing $21.3B across 2,704 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 Advisor Group, are Per Stirling ,, WT Wealth, GREAT VALLEY ADVISOR GROUP,, with shared positions in $WT, $JHG, $HUM, $MS, $SNOW, $USB. The full ranking of 25 similar funds is below.

#1Per Stirling Capital Management, LLC.Passive

Some overlap · 5 shared positions

$WT $JHG $HUM $MS $SNOW

$905M

310 positions

#2WT Wealth ManagementPassive

Some overlap · 6 shared positions

$WT $JHG $SNOW $USB $SHW $GLDM

$336M

138 positions

#3GREAT VALLEY ADVISOR GROUP, INC.Passive

Some overlap · 6 shared positions

$WT $JHG $SNOW $HUM $SHW $GLDM

$5.5B

999 positions

#4CRA Financial Services, LLCPassive

Some overlap · 5 shared positions

$WT $JHG $HUM $USB $BRZE

$770M

296 positions

#5Ameritas Advisory Services, LLCPassive

Some overlap · 5 shared positions

$WT $JHG $HUM $SNOW $SHW

$2.6B

1,075 positions

#6Retirement Management Systems Inc.Active

Some overlap · 5 shared positions

$WT $JHG $MS $SNOW $SHW

$415M

51 positions

#7First Financial Group CorpActive

Some overlap · 5 shared positions

$WT $JHG $SNOW $HUM $SHW

$122M

80 positions

#8UPTICK PARTNERS, LLCPassive

Some overlap · 5 shared positions

$WT $HUM $MS $SNOW $GLDM

$502M

293 positions

#9Ritter Daniher Financial Advisory LLC / DEActive

Some overlap · 4 shared positions

$WT $JHG $HUM $MS

$589M

590 positions

#10Vigilare Wealth ManagementActive

Some overlap · 4 shared positions

$WT $JHG $HUM $SNOW

$296M

109 positions

#11Strategic Financial Concepts, LLCPassive

Some overlap · 5 shared positions

$WT $HUM $MS $USB $SHW

$405M

298 positions

#12Axis Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$WT $HUM $SNOW $USB $BRZE

$188M

174 positions

#13BLUELINE ADVISORS LLCActive

Some overlap · 5 shared positions

$WT $JHG $USB $SHW $HUM

$129M

217 positions

#14BIP Wealth, LLCActive

Some overlap · 5 shared positions

$WT $HUM $USB $JHG $BRZE

$2.5B

453 positions

#15Clear Creek Financial Management, LLCPassive

Some overlap · 4 shared positions

$WT $JHG $HUM $SHW

$1.3B

608 positions

#16Main Street Financial Solutions, LLC

Some overlap · 5 shared positions

$WT $HUM $USB $BRZE $GLDM

$1.3B

560 positions

#17Stonebridge Financial Group, LLCPassive

Some overlap · 4 shared positions

$WT $JHG $MS $SNOW

$1.2B

262 positions

#18Leo Wealth, LLCPassive

Some overlap · 4 shared positions

$WT $JHG $HUM $MS

$1.4B

452 positions

#19Beckerman Institutional, LLCPassive

Some overlap · 5 shared positions

$WT $MS $SNOW $HUM $GLDM

$188M

121 positions

#20Professional Financial Advisors, LLCActive

Some overlap · 5 shared positions

$WT $MS $SNOW $USB $BRZE

$491M

137 positions

#21Wealthcare Advisory Partners LLCPassive

Some overlap · 5 shared positions

$WT $JHG $SNOW $HUM $GLDM

$5.1B

1,073 positions

#22Clearwater Capital Advisors, LLCActive

Some overlap · 4 shared positions

$WT $JHG $SNOW $USB

$1.2B

177 positions

#23Joseph Group Capital ManagementPassive

Some overlap · 5 shared positions

$WT $HUM $BRZE $FITB $GLDM

$400M

379 positions

#24Pinnacle Financial Group, LLC / ILPassive

Some overlap · 5 shared positions

$WT $HUM $MS $BRZE $USB

$365M

111 positions

#25Ruggaard & Associates LLCPassive

Some overlap · 4 shared positions

$WT $JHG $MS $BRZE

$252M

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.