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Hedge Funds Similar to Patriot Financial Group Insurance Agency,

13F Portfolio OverlapQ1 2026Patriot Financial Group Insurance Agency, portfolio →
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Most similar hedge funds by 13F overlap

Patriot Financial Group Insurance Agency, LLC is an institutional investor managing $974M across 491 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 Patriot Financial Group Insurance Agency, are ProVise Group,, CRUX WEALTH ADVISORS, Tranquilli Financial Advisor, with shared positions in $WFC, $PM, $HUM, $BKNG, $SCHW, $COP. The full ranking of 25 similar funds is below.

#1ProVise Management Group, LLCPassive
Some overlap · 7 shared positions
$WFC$PM$HUM$BKNG$SCHW$COP
$1.4B
261 positions
#2CRUX WEALTH ADVISORSPassive
Some overlap · 7 shared positions
$PM$WFC$HUM$BKNG$SCHW$COP
$261M
181 positions
#3Tranquilli Financial Advisor LLCPassive
Some overlap · 7 shared positions
$WFC$PM$SNOW$BKNG$SCHW$COP
$171M
132 positions
#4White Lighthouse Investment Management Inc.Active
Some overlap · 7 shared positions
$IAU$HUM$DHR$SNOW$SCHW$COP
$721M
145 positions
#5Sciencast Management LPPassive
Some overlap · 6 shared positions
$WFC$DHR$SNOW$PLTR$LRCX$VZ
$785M
243 positions
#6Van Diest Capital, LLCPassive
Some overlap · 6 shared positions
$WFC$PM$LRCX$BKNG$SCHW$COP
$127M
190 positions
#7Keystone Financial ServicesPassive
Some overlap · 7 shared positions
$IAU$PM$BKNG$SCHW$COP$WFC
$341M
119 positions
#8SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$WFC$PM$IAU$HUM$VZ
$274M
131 positions
#9LifePlan Financial, LLCPassive
Some overlap · 6 shared positions
$IAU$DHR$SNOW$COP$CCZ$VZ
$135M
83 positions
#10Hurlow Wealth Management Group, Inc.Active
Some overlap · 6 shared positions
$IAU$SNOW$HUM$SCHW$COP$GE
$420M
120 positions
#11FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$WFC$PM$BKNG$SCHW$COP$CCZ
$319M
251 positions
#12CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 6 shared positions
$WFC$PM$BKNG$SCHW$COP$CCZ
$758M
179 positions
#13TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$WFC$PM$BKNG$SCHW$COP$CCZ
$132M
96 positions
#14HF Advisory Group, LLCPassive
Some overlap · 6 shared positions
$WFC$PM$BKNG$SCHW$COP$VZ
$293M
166 positions
#15SPWM Advisors LLCPassive
Some overlap · 6 shared positions
$PM$WFC$BKNG$SCHW$COP$CCZ
$115M
93 positions
#16Burk Holdings LLCPassive
Some overlap · 5 shared positions
$IAU$SNOW$HUM$DHR$SCHW
$233M
676 positions
#17Urban Wealth Management, LLCPassive
Some overlap · 6 shared positions
$IAU$HUM$PLTR$VZ$DHR$WFC
$98M
93 positions
#18CLEAR INVESTMENT RESEARCH, LLCPassive
Some overlap · 6 shared positions
$IAU$SNOW$PLTR$SCHW$DHR$WFC
$64M
241 positions
#19MACQUARIE GROUP LTDActive
Some overlap · 6 shared positions
$PM$WFC$LRCX$NEM$VZ$CCZ
$16.8B
813 positions
#20CORNERCAP INVESTMENT COUNSEL INC
Some overlap · 6 shared positions
$WFC$LRCX$BKNG$SCHW$COP$NEM
$203M
151 positions
#21Glass Jacobson Investment Advisors llcPassive
Some overlap · 5 shared positions
$IAU$SNOW$DHR$PLTR$COP
$290M
607 positions
#22WOODWARD DIVERSIFIED CAPITAL, LLCPassive
Some overlap · 6 shared positions
$WFC$LRCX$PM$COP$SCHW$VZ
$220M
181 positions
#23PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$IAU$SNOW$DHR$SCHW$COP
$1.4B
283 positions
#24Firestone Capital ManagementPassive
Some overlap · 5 shared positions
$IAU$HUM$DHR$SCHW$COP
$480M
160 positions
#25Lynx Investment AdvisoryPassive
Some overlap · 5 shared positions
$IAU$SNOW$HUM$COP$VZ
$209M
181 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.