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 PKS Advisory Services,

13F Portfolio OverlapQ1 2026PKS Advisory Services, portfolio →

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Most similar hedge funds by 13F overlap

PKS Advisory Services, LLC is an institutional investor managing $430M across 228 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 PKS Advisory Services, are Lionsbridge Wealth, Csenge Advisory Group, J.W. COLE ADVISORS,, with shared positions in $DIA, $MDY, $COP, $REGN, $USB, $AGQ. The full ranking of 25 similar funds is below.

#1Lionsbridge Wealth Management LLCPassive

Some overlap · 7 shared positions

$DIA $MDY $COP $REGN $USB $AGQ

$99M

59 positions

#2Csenge Advisory GroupPassive

Some overlap · 9 shared positions

$MDY $FITB $DIA $REGN $FCFS $MS

$2.2B

747 positions

#3J.W. COLE ADVISORS, INC.Passive

Some overlap · 9 shared positions

$DIA $COP $REGN $GEV $MS $USB

$3.0B

785 positions

#4MLP3, LLCPassive

Some overlap · 7 shared positions

$DIA $MDY $GEV $SLV $MS $AGQ

$91M

86 positions

#5Guardian Asset Advisors, LLCActive

Some overlap · 6 shared positions

$DIA $COP $REGN $GEV $MCD $SHW

$171M

102 positions

#6Conservest Capital Advisors, Inc.Active

Some overlap · 7 shared positions

$DIA $MDY $COP $MS $WT $SLV

$1.1B

127 positions

#7FLAGSTAR ADVISORS INC.Passive

Some overlap · 8 shared positions

$DIA $MDY $MS $USB $SHW $WT

$276M

174 positions

#8Center for Wealth Management AdvisoryActive

Some overlap · 7 shared positions

$__PARK_1390777 $FITB $COP $MS $USB $SHW

$139M

62 positions

#9Fortis Group Advisors, LLCPassive

Some overlap · 7 shared positions

$DIA $FITB $REGN $SLV $USB $SHW

$605M

582 positions

#10Worth Asset Management, LLCPassive

Some overlap · 6 shared positions

$DIA $GEV $SLV $MS $USB $WT

$268M

182 positions

#11L & S Advisors IncPassive

Some overlap · 4 shared positions

$DIA $__PARK_1390777 $GEV $VZ

$795M

233 positions

#12Cambridge Financial Group, LLCPassive

Some overlap · 5 shared positions

$DIA $COP $GEV $MS $USB

$295M

168 positions

#13Summit Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$DIA $MS $MDY $USB $AGQ $WT

$632M

271 positions

#14FIFTH THIRD SECURITIES, INC.Passive

Some overlap · 9 shared positions

$COP $MDY $SLV $MS $USB $SHW

$1.5B

341 positions

#15Guardian Capital, LLCPassive

Some overlap · 6 shared positions

$DIA $REGN $GEV $MS $MCD $SHW

$105M

81 positions

#16Lewis Asset Management, LLCPassive

Some overlap · 4 shared positions

$DIA $MDY $REGN $MCD

$245M

199 positions

#17Madison Park Capital Advisors, LLCActive

Slight overlap · 4 shared positions

$DIA $MDY $REGN $AGQ

$127M

62 positions

#18MBE Wealth Management, LLCActive

Slight overlap · 8 shared positions

$COP $SLV $REGN $FCFS $MS $MCD

$241M

141 positions

#19MIRAE ASSET SECURITIES (USA) INC.Active

Slight overlap · 4 shared positions

$DIA $MDY $MCD $USB

$2.7B

153 positions

#20Shulman DeMeo Asset Management LLCSmart money

Slight overlap · 5 shared positions

$DIA $MDY $MS $VZ $__PARK_1390777

$471M

140 positions

#21Redwood Family Wealth LLCPassive

Slight overlap · 4 shared positions

$DIA $NUV $COP $WT

$102M

102 positions

#22Bay Rivers GroupPassive

Slight overlap · 4 shared positions

$DIA $MDY $USB $SHW

$240M

109 positions

#23Meridian Financial Advisors, LLCPassive

Slight overlap · 7 shared positions

$MDY $COP $MS $USB $AGQ $WT

$183M

141 positions

#24Northern Capital Management, Inc.Smart money

Slight overlap · 5 shared positions

$DIA $SLV $SHW $COP $WT

$199M

51 positions

#25J HAGAN CAPITAL, INC.Active

Slight overlap · 4 shared positions

$DIA $FITB $SLV $SHW

$185M

83 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.