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 Per Stirling ,

13F Portfolio OverlapQ1 2026Per Stirling , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Per Stirling Capital Management, LLC. is an institutional investor managing $905M across 310 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 Per Stirling , are MBA Advisors, Sanchez Wealth Group, GREAT VALLEY ADVISOR GROUP,, with shared positions in $WT, $JHG, $SOLV, $IAU, $AGQ, $SNOW. The full ranking of 25 similar funds is below.

#1MBA Advisors LLCPassive

Notable overlap · 6 shared positions

$WT $JHG $SOLV $IAU $AGQ $SNOW

$260M

146 positions

#2Sanchez Wealth Management GroupActive

Notable overlap · 7 shared positions

$WT $JHG $SOLV $REGN $AGQ $MS

$462M

53 positions

#3GREAT VALLEY ADVISOR GROUP, INC.Passive

Notable overlap · 7 shared positions

$WT $BAH $JHG $TECK $REGN $SNOW

$5.5B

999 positions

#4Centerpoint Advisory GroupPassive

Notable overlap · 7 shared positions

$WT $BAH $SOLV $MS $HUM $REGN

$133M

108 positions

#5Prism Advisors, Inc.Active

Notable overlap · 5 shared positions

$WT $SOLV $MS $AGQ $NKE

$375M

75 positions

#6First Financial Group CorpActive

Notable overlap · 6 shared positions

$WT $JHG $IAU $NKE $HUM $SNOW

$122M

80 positions

#7Vigilare Wealth ManagementActive

Notable overlap · 5 shared positions

$WT $JHG $AGQ $HUM $SNOW

$296M

109 positions

#8Alpha Zero LLCActive

Notable overlap · 4 shared positions

$WT $SOLV $JHG $IAU

$198M

79 positions

#9OakTrust Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$WT $BAH $HUM $REGN $AMN

$110M

68 positions

#10RVW Wealth, LLCActive

Notable overlap · 6 shared positions

$WT $SOLV $REGN $MS $AMN $HUM

$1.3B

176 positions

#11Stonebridge Financial Group, LLCPassive

Notable overlap · 5 shared positions

$WT $MS $IAU $JHG $SNOW

$1.2B

262 positions

#12Provident Wealth Management, LLCActive

Notable overlap · 8 shared positions

$WT $MS $TECK $REGN $SNOW $AMN

$331M

134 positions

#13KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$WT $SOLV $MS

$743M

262 positions

#14Carmel Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $BAH $AGQ

$277M

118 positions

#15tru Independence LLCPassive

Notable overlap · 4 shared positions

$WT $JHG $AGQ $HUM

$202M

102 positions

#16BLUELINE ADVISORS LLCActive

Notable overlap · 4 shared positions

$WT $JHG $TECK $HUM

$129M

217 positions

#17Onyx Bridge Wealth Group LLCPassive

Notable overlap · 7 shared positions

$WT $BAH $AGQ $SOLV $HUM $REGN

$930M

373 positions

#18Magnolia Private Wealth, LLCPassive

Notable overlap · 4 shared positions

$WT $JHG $IAU $AMN

$150M

134 positions

#19Aprio Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$JHG $BAH $AGQ $WT $MS $HUM

$1.8B

613 positions

#20UPTICK PARTNERS, LLCPassive

Notable overlap · 6 shared positions

$WT $MS $HUM $IAU $SNOW $AMN

$502M

293 positions

#21Fermata Advisors, LLCPassive

Notable overlap · 5 shared positions

$WT $MS $IAU $REGN $JHG

$444M

232 positions

#22Value Investment Professionals, LLCPassive

Notable overlap · 3 shared positions

$WT $JHG $REGN

$89M

81 positions

#23COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 4 shared positions

$WT $JHG $HUM $REGN

$157M

92 positions

#24Ritter Daniher Financial Advisory LLC / DEActive

Notable overlap · 5 shared positions

$WT $JHG $MS $HUM $REGN

$589M

590 positions

#25Clearwater Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$WT $JHG $SNOW $AGQ

$1.2B

177 positions

Compare Per Stirling ,’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 Per Stirling ,’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.