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Hedge Funds Similar to Parisi Gray Wealth

13F Portfolio OverlapQ2 2026Parisi Gray Wealth portfolio →
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Most similar hedge funds by 13F overlap

Parisi Gray Wealth Management is an institutional investor managing $487M across 155 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 Parisi Gray Wealth are Heard, Bosman Wealth, Avalon Global Asset, with shared positions in $PLTR, $MRVL, $BE, $AXP, $QCOM, $VRT. The full ranking of 25 similar funds is below.

#1Heard Capital LLCActive
Some overlap · 5 shared positions
$PLTR$MRVL$BE$AXP$QCOM
$2.3B
21 positions
#2Bosman Wealth Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$MRVL$BE$VRT
$161M
56 positions
#3Avalon Global Asset Management LLCActive
Some overlap · 5 shared positions
$PLTR$MRVL$CRWD$VRT$LOW
$917M
38 positions
#4Riggs Asset Managment Co. Inc.Passive
Some overlap · 6 shared positions
$PLTR$CRWD$BE$MRVL$VRT$AXP
$560M
132 positions
#5UNICOM Systems, Inc.Active
Some overlap · 4 shared positions
$PLTR$BE$MRVL$ASML
$1.5B
39 positions
#6CORNERSTONE ENTERPRISES, LLCActive
Some overlap · 3 shared positions
$PLTR$MRVL$CRWD
$219M
42 positions
#7Prospect Financial Services LLCPassive
Some overlap · 5 shared positions
$PLTR$CRWD$MRVL$VRT$LOW
$197M
115 positions
#8Sargent Investment Group, LLCPassive
Some overlap · 4 shared positions
$PLTR$VRT$QCOM$AXP
$832M
279 positions
#9United Capital Management of KS, Inc.Passive
Some overlap · 3 shared positions
$PLTR$MRVL$ASML
$763M
98 positions
#10Owen LaRue, LLCPassive
Some overlap · 3 shared positions
$PLTR$CRWD$AXP
$288M
141 positions
#11N10 ASSETS, LLCActive
Some overlap · 4 shared positions
$PLTR$MRVL$VRT$AXP
$231M
34 positions
#12Goldstream Capital Management LtdActive
Some overlap · 6 shared positions
$MRVL$CRWD$BE$VRT$QCOM$ASML
$132M
45 positions
#13KERR FINANCIAL PLANNING CorpPassive
Some overlap · 4 shared positions
$PLTR$MRVL$CRWD$VRT
$90M
545 positions
#14N10 WEALTH, LLCActive
Some overlap · 4 shared positions
$PLTR$MRVL$VRT$AXP
$282M
43 positions
#15Bannerstone Capital Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$BE$VRT$AXP
$119M
113 positions
#16FFG Partners, LLCActive
Some overlap · 3 shared positions
$PLTR$VRT$ASML
$352M
42 positions
#17FORTRESS PRIVATE LEDGER, LLCPassive
Some overlap · 3 shared positions
$PLTR$MRVL$VRT
$368M
279 positions
#18CONNORS INVESTOR SERVICES INCPassive
Some overlap · 3 shared positions
$PLTR$LOW$AXP
$1.2B
153 positions
#19Orion Investment CoActive
Some overlap · 3 shared positions
$PLTR$QCOM$ASML
$343M
73 positions
#20ELLERSON GROUP INC /ADVPassive
Some overlap · 3 shared positions
$PLTR$DHR$ASML
$169M
64 positions
#21Canvas Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$CRWD$ASML
$717M
251 positions
#22Z3 Capital Partners, LLCPassive
Some overlap · 3 shared positions
$PLTR$MRVL$QCOM
$476M
192 positions
#23Realta Investment AdvisorsPassive
Some overlap · 4 shared positions
$PLTR$CRWD$VRT$AXP
$322M
378 positions
#24Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$CRWD$VRT$ASML
$819M
339 positions
#25Broadleaf Partners, LLCPassive
Some overlap · 5 shared positions
$MRVL$PLTR$BE$VRT$ASML
$517M
86 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.