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Hedge Funds Similar to Private Advisory Group

13F Portfolio OverlapQ1 2026Private Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Private Advisory Group LLC is an institutional investor managing $1.5B across 275 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 Advisory Group are Werlinich Asset ,, Gunderson, Polar Plc, with shared positions in $MU, $VRT, $ASML, $AMD, $ANET, $CEG. The full ranking of 25 similar funds is below.

#1Werlinich Asset Management, LLCActive
Some overlap · 6 shared positions
$MU$VRT$ASML$AMD$ANET$CEG
$206M
56 positions
#2Gunderson Capital Management Inc.Passive
Some overlap · 6 shared positions
$MU$ASML$NVO$AMD$HAL$MP
$239M
46 positions
#3Polar Capital Holdings PlcActive
Some overlap · 6 shared positions
$VRT$MU$NET$AMD$INTC$ANET
$28.2B
242 positions
#4SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$VRT$ASML$AMD$MU$CEG$ANET
$229M
137 positions
#5Value Aligned Research Advisors, LLCActive
Some overlap · 5 shared positions
$MU$VRT$ASML$INTC$AMD
$20.7B
107 positions
#6Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$MU$VRT$ASML$MP$ANET
$172M
76 positions
#7Goldstream Capital Management LtdActive
Some overlap · 4 shared positions
$MU$VRT$NET$ASML
$120M
30 positions
#8Telligent Fund, LPActive
Some overlap · 5 shared positions
$MU$VRT$AMD$INTC$ANET
$94M
24 positions
#9JAG CAPITAL MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$VRT$ASML$MU$AMD$INTC
$889M
149 positions
#10Wealth Management Partners, LLCPassive
Some overlap · 6 shared positions
$VRT$MU$KKR$ASML$AMD$NET
$350M
147 positions
#11Quadrature Capital LtdPassive
Some overlap · 5 shared positions
$MU$ASML$AMD$UNH$INTC
$8.4B
1,313 positions
#12Tairen Capital LtdActive
Some overlap · 5 shared positions
$MU$ASML$AMD$HAL$INTC
$924M
44 positions
#13Winslow Capital Management, LLCActive
Some overlap · 6 shared positions
$ASML$AMD$INTU$ANET$VRT$MU
$25.6B
60 positions
#14SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 5 shared positions
$VRT$MU$CEG$ANET$RKT
$688M
180 positions
#15Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Active
Some overlap · 5 shared positions
$MU$VRT$CEG$INTC$AMD
$1.2B
51 positions
#16Markin Volterra Fund LPActive
Some overlap · 4 shared positions
$MU$VRT$ASML$AMD
$65M
34 positions
#17Maytus Capital Management, LLCPassive
Some overlap · 5 shared positions
$NET$ASML$Z$INTU$INTC
$562M
62 positions
#18Tripletail Wealth Management, LLCPassive
Some overlap · 5 shared positions
$VRT$MU$MP$ANET$KKR
$73M
255 positions
#19FFG Partners, LLCActive
Some overlap · 4 shared positions
$MU$VRT$ASML$NVO
$253M
36 positions
#20BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$MU$VRT$ASML$MP
$437M
115 positions
#21CIM, LLCPassive
Some overlap · 5 shared positions
$ASML$NVO$INTU$ANET$MU
$692M
168 positions
#22Leonteq Securities AGPassive
Some overlap · 5 shared positions
$MU$AMD$UNH$INTC$KKR
$2.7B
1,279 positions
#23STF Management LP
Some overlap · 6 shared positions
$MU$AMD$INTU$INTC$CEG$ASML
$107M
101 positions
#24Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$VRT$NET$ASML$ANET
$701M
261 positions
#25DARA CAPITAL US, INC.Passive
Some overlap · 5 shared positions
$MU$AMD$VRT$NET$INTU
$105M
119 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.