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Hedge Funds Similar to Paragon Ltd

13F Portfolio OverlapQ1 2026Paragon Ltd portfolio →
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Most similar hedge funds by 13F overlap

Paragon Capital Management Ltd is an institutional investor managing $476M across 199 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 Paragon Ltd are GEN Financial ,, Buska Wealth ,, a16z Perennial ,, with shared positions in $HUM, $REGN, $AMN, $DDOG, $HON, $OKTA. The full ranking of 25 similar funds is below.

#1GEN Financial Management, INC.Active
Substantial overlap · 5 shared positions
$HUM$REGN$AMN$DDOG$HON
$162M
51 positions
#2Buska Wealth Management, LLCActive
Notable overlap · 3 shared positions
$HUM$OKTA$ET
$249M
74 positions
#3a16z Perennial Management, L.P.Smart money
Notable overlap · 8 shared positions
$ABNB$COIN$OKTA$IOT$AFRM$RBLX
$1.2B
152 positions
#4Keystone Financial Group, Inc.Active
Notable overlap · 6 shared positions
$HUM$TXN$AMGN$HON$RBLX$WT
$192M
134 positions
#5Seneca Financial Advisors LLCActive
Notable overlap · 3 shared positions
$HUM$DDOG$AMGN
$341M
64 positions
#6Ariston Services GroupActive
Notable overlap · 3 shared positions
$HUM$DDOG$ET
$167M
71 positions
#7CONQUIS FINANCIAL LLCSmart money
Notable overlap · 3 shared positions
$HUM$DDOG$AMGN
$121M
54 positions
#8Reality Financial Planning Services, LLCSmart money
Notable overlap · 3 shared positions
$HUM$WT$TXN
$104M
20 positions
#9Mittelman Wealth ManagementActive
Notable overlap · 3 shared positions
$HUM$AGQ$IBM
$160M
52 positions
#10INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive
Notable overlap · 3 shared positions
$HUM$REGN$AMGN
$314M
130 positions
#11Aurdan Capital Management, LLCActive
Notable overlap · 3 shared positions
$HUM$AMGN$HON
$333M
88 positions
#12KilterHowling LLCSmart money
Notable overlap · 3 shared positions
$HUM$AFRM$IBM
$198M
49 positions
#13360 Financial, Inc.Active
Notable overlap · 3 shared positions
$HUM$AMGN$HON
$332M
80 positions
#14Granite FO LLCActive
Notable overlap · 3 shared positions
$HUM$MDY$UNIT
$169M
170 positions
#15Wheelhouse Advisory Group LLCActive
Notable overlap · 3 shared positions
$HUM$AMN$DDOG
$302M
51 positions
#16Noble Family Wealth, LLCActive
Notable overlap · 3 shared positions
$HUM$UNIT$WT
$484M
76 positions
#17Cascades Capital Asset Management, LLCPassive
Notable overlap · 3 shared positions
$HUM$OKTA$WT
$239M
158 positions
#18Sherman Wealth Management LLCPassive
Notable overlap · 5 shared positions
$HUM$AGQ$UNIT$WT$AMN
$116M
80 positions
#19ECLECTIC ASSOCIATES INC /ADVActive
Notable overlap · 4 shared positions
$HUM$DDOG$UNIT$WT
$753M
159 positions
#20Trust Point Inc.Active
Notable overlap · 4 shared positions
$HUM$UNIT$WT$HON
$1.2B
521 positions
#21FLYWHEEL PRIVATE WEALTH LLCPassive
Notable overlap · 4 shared positions
$HUM$AMN$UNIT$AMGN
$176M
104 positions
#22Western Pacific Wealth Management, LPActive
Notable overlap · 3 shared positions
$HUM$CRM$ABNB
$98M
197 positions
#23Bristlecone Value Partners, LLCPassive
Notable overlap · 4 shared positions
$HUM$DDOG$WT$AMGN
$114M
68 positions
#24Family CFO IncActive
Notable overlap · 3 shared positions
$HUM$AFRM$UNIT
$223M
41 positions
#25Guilbault Capital LLCPassive
Notable overlap · 4 shared positions
$REGN$HUM$AGQ$IBM
$91M
67 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.