13F Pro

Hedge Funds Similar to Permanens

13F Portfolio OverlapQ1 2026Permanens portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Permanens Capital L.P. is an institutional investor managing $776M across 88 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 Permanens are VPR, MAINSTAY /ADV, Impact Investors,, with shared positions in $IAU, $MELI, $ARCC, $WT, $MUFG, $INTU. The full ranking of 25 similar funds is below.

#1VPR Management LLCActive
Notable overlap · 3 shared positions
$IAU$MELI$ARCC
$250M
65 positions
#2MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 3 shared positions
$IAU$WT$ARCC
$1.3B
143 positions
#3Impact Investors, IncPassive
Notable overlap · 3 shared positions
$IAU$MUFG$INTU
$144M
106 positions
#4TWIN FOCUS CAPITAL PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IAU$COP$MUFG
$871M
173 positions
#5RAM Investment Partners, LLCActive
Notable overlap · 3 shared positions
$IAU$UNH$DHR
$569M
121 positions
#6GenWealth Group, Inc.Active
Notable overlap · 4 shared positions
$IAU$WT$AGQ$COP
$584M
85 positions
#7WESCAP Management Group, Inc.Active
Notable overlap · 3 shared positions
$IAU$WT$COP
$508M
107 positions
#8LifePlan Financial, LLCPassive
Notable overlap · 4 shared positions
$IAU$COP$DHR$CCZ
$135M
83 positions
#9ANDERSON HOAGLAND & COPassive
Notable overlap · 3 shared positions
$IAU$CCJ$WT
$1.2B
136 positions
#10Sterling Financial Planning, Inc.Active
Notable overlap · 3 shared positions
$IAU$WT$COP
$337M
117 positions
#11Plum Street Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$COP$MUFG$IAUM
$289M
98 positions
#12Maltin Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$IAU$WT$AGQ
$262M
136 positions
#13EQUITABLE TRUST COPassive
Some overlap · 4 shared positions
$IAU$SAP$DHR$SHOP
$2.2B
463 positions
#14Burk Holdings LLCPassive
Some overlap · 3 shared positions
$IAU$WT$DHR
$233M
676 positions
#15Signet Investment Advisory Group, Inc.Passive
Some overlap · 3 shared positions
$IAU$COP$UNH
$218M
69 positions
#16Kaydan Wealth Management, Inc.Active
Some overlap · 3 shared positions
$IAU$WT$AGQ
$299M
109 positions
#17AVAII WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$IAU$WT$UNH$AGQ
$287M
158 positions
#18Chemistry Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$COP$UNH
$569M
204 positions
#19Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$IAU$IAUM$AGQ
$459M
290 positions
#20NavPoint Financial, Inc.Active
Some overlap · 5 shared positions
$IAU$IAUM$COP$UNH$MELI
$247M
71 positions
#21AlTi Global, Inc.Active
Some overlap · 5 shared positions
$IAU$IAUM$WT$CCJ$UNH
$4.6B
437 positions
#22Cushing Capital Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$IAUM$DHR$AGQ
$130M
96 positions
#23MBA Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$WT$AGQ
$260M
146 positions
#24LifeWealth Investments, LLCPassive
Some overlap · 4 shared positions
$IAU$WT$COP$ULTA
$335M
141 positions
#25Farrell Financial LLCPassive
Some overlap · 3 shared positions
$IAU$WT$COP
$167M
76 positions

Compare Permanens’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 Permanens’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.