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Hedge Funds Similar to Parallel Advisors,

13F Portfolio OverlapQ1 2026Parallel Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Parallel Advisors, LLC is an institutional investor managing $5.6B across 3,831 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 Parallel Advisors, are Citizens Business Bank, RiverFront Investment Group,, Econ Financial Services, with shared positions in $CVBF, $PLTR, $USB, $TMO, $UBER, $XYZ. The full ranking of 25 similar funds is below.

#1Citizens Business BankPassive
Some overlap · 5 shared positions
$CVBF$PLTR$USB$TMO$UBER
$610M
135 positions
#2RiverFront Investment Group, LLCActive
Slight overlap · 4 shared positions
$XYZ$PLTR$USB$JHG
$6.5B
384 positions
#3Econ Financial Services CorpPassive
Slight overlap · 4 shared positions
$XYZ$PLTR$USB$UBER
$215M
74 positions
#4CGN Advisors LLCPassive
Slight overlap · 4 shared positions
$XYZ$USB$TJX$JHG
$1.3B
317 positions
#5Destiny Wealth Partners, LLCPassive
Slight overlap · 4 shared positions
$XYZ$PLTR$JHG$UBER
$914M
1,148 positions
#6Trifecta Capital Advisors, LLCPassive
Slight overlap · 5 shared positions
$PLTR$TJX$ISRG$TMO$UBER
$646M
274 positions
#7Nan Shan Life Insurance Co., Ltd.Active
Slight overlap · 4 shared positions
$XYZ$USB$ISRG$UBER
$2.8B
87 positions
#8Acumen Wealth Advisors, LLCPassive
Slight overlap · 5 shared positions
$USB$TJX$ISRG$TMO$UBER
$372M
439 positions
#9Grantham, Mayo, Van Otterloo & Co. LLCActive
Slight overlap · 5 shared positions
$USB$TJX$ISRG$TMO$UBER
$39.1B
628 positions
#10Yoder Wealth Management, Inc.Passive
Slight overlap · 3 shared positions
$XYZ$PLTR$USB
$219M
124 positions
#11Helium Advisors LLCPassive
Slight overlap · 4 shared positions
$XYZ$JHG$USB$TMO
$105M
93 positions
#12Gallagher Capital Advisors, LLCActive
Slight overlap · 4 shared positions
$PLTR$USB$ISRG$UBER
$148M
65 positions
#13SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Slight overlap · 4 shared positions
$PLTR$USB$ISRG$UBER
$1.3B
158 positions
#14Murphy & Mullick Capital Management CorpPassive
Slight overlap · 4 shared positions
$PLTR$USB$ISRG$UBER
$135M
726 positions
#15Blue Line Capital, LLC / ILPassive
Slight overlap · 4 shared positions
$PLTR$USB$TMO$UBER
$88M
65 positions
#16Hyperion Asset Management LtdActive
Slight overlap · 3 shared positions
$XYZ$PLTR$ISRG
$3.1B
18 positions
#17Rice Partnership, LLCActive
Slight overlap · 3 shared positions
$XYZ$USB$TJX
$732M
178 positions
#18INDEPENDENT FINANCIAL GROUP, LLCPassive
Slight overlap · 4 shared positions
$PLTR$USB$JHG$TMO
$3.3B
1,386 positions
#19KMG FIDUCIARY PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$XYZ$USB$JHG
$1.4B
261 positions
#20Vann Equity Management LLCPassive
Slight overlap · 4 shared positions
$PLTR$TJX$ISRG$TMO
$140M
158 positions
#21Prosperity Financial Group, Inc.Passive
Slight overlap · 4 shared positions
$PLTR$TJX$ISRG$UBER
$271M
186 positions
#22PeakShares LLCPassive
Slight overlap · 4 shared positions
$PLTR$TJX$TMO$UBER
$109M
116 positions
#23SPIREPOINT PRIVATE CLIENT, LLCPassive
Slight overlap · 4 shared positions
$PLTR$TJX$TMO$UBER
$1.1B
322 positions
#24Ameritas Investment Partners, Inc.Passive
Slight overlap · 4 shared positions
$USB$PLTR$JHG$ISRG
$3.3B
3,113 positions
#25ROSENBLUM SILVERMAN SUTTON S F INC /CAActive
Slight overlap · 4 shared positions
$USB$XYZ$JHG$TMO
$382M
76 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.