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Hedge Funds Similar to PALLADIEM

13F Portfolio OverlapQ2 2026PALLADIEM portfolio →
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Most similar hedge funds by 13F overlap

PALLADIEM, LLC is an institutional investor managing $103M across 136 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 PALLADIEM are Argos Wealth Advisors, Verde Servicos Internacionais S.A., NOTTINGHAM ADVISORS, with shared positions in $GLDM, $GLTR, $KLAC, $FIX, $ASML, $IBIT. The full ranking of 25 similar funds is below.

#1Argos Wealth Advisors, LLCActive
Substantial overlap · 6 shared positions
$GLDM$GLTR$KLAC$FIX$ASML$IBIT
$378M
224 positions
#2Verde Servicos Internacionais S.A.Active
Notable overlap · 3 shared positions
$GLDM$SLV$IBIT
$273M
49 positions
#3NOTTINGHAM ADVISORS, INC.Active
Notable overlap · 5 shared positions
$GLDM$KLAC$MUFG$SLV$ICE
$838M
122 positions
#4Avid Wealth Partners LLCActive
Notable overlap · 4 shared positions
$GLDM$IBIT$FIX$ASML
$207M
77 positions
#5Financial Planning Navigators CORPActive
Notable overlap · 3 shared positions
$GLDM$ASML$NVS
$267M
70 positions
#6Copley Financial Group, Inc.Active
Notable overlap · 3 shared positions
$GLDM$KLAC$ASML
$165M
118 positions
#7Chatterton & Associates Inc.Passive
Notable overlap · 3 shared positions
$GLDM$KLAC$ASML
$170M
101 positions
#8SBI Okasan Asset Management Co.Ltd.Smart money
Notable overlap · 3 shared positions
$GLDM$ADI$BWXT
$3.0B
320 positions
#9Kraft, Davis & Associates, LLCActive
Notable overlap · 3 shared positions
$GLDM$KLAC$ASML
$479M
155 positions
#10Collaborative Wealth Managment Inc.Active
Notable overlap · 3 shared positions
$GLDM$GLTR$IBIT
$238M
170 positions
#11MBL Wealth, LLCPassive
Notable overlap · 3 shared positions
$GLDM$DUK$IBIT
$1.5B
386 positions
#12Walkner Condon Financial Advisors LLCPassive
Notable overlap · 3 shared positions
$GLDM$GLTR$KLAC
$871M
344 positions
#13Shira Ridge Wealth ManagementActive
Some overlap · 3 shared positions
$GLDM$KLAC$GLW
$287M
83 positions
#14Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$GLDM$SLV$IBIT$DUK
$166M
570 positions
#15Timber Creek Capital Management LLCPassive
Some overlap · 5 shared positions
$GLDM$ASML$NVS$AZN$ICE
$490M
80 positions
#16Noble Wealth Partners LLCPassive
Some overlap · 3 shared positions
$GLDM$IBIT$MUFG
$115M
76 positions
#17Cadent Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$SLV$ASML$POWL$GLW$FIX$AZN
$485M
201 positions
#18AA Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$GLDM$KLAC$ASML$DUK
$832M
230 positions
#19Stegent Equity Advisors, Inc.Passive
Some overlap · 3 shared positions
$GLTR$NVS$KLAC
$140M
112 positions
#20ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 3 shared positions
$GLDM$IBIT$ASML
$621M
90 positions
#21FIG FINANCIAL ADVISORY SERVICES INC /ADVActive
Some overlap · 3 shared positions
$GLTR$RBC$GLW
$171M
74 positions
#22Hobbs Group Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$GLW$GLTR
$380M
164 positions
#23Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$GLDM$KLAC$IBIT$ADI
$258M
228 positions
#24Heritage Family Offices, LLPPassive
Some overlap · 4 shared positions
$GLDM$KLAC$IBIT$ADI
$259M
233 positions
#25Yorktown Management & Research Co IncPassive
Some overlap · 5 shared positions
$FIX$KLAC$FN$RBC$AXON
$163M
249 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.