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 Parisi Gray Wealth

13F Portfolio OverlapQ1 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 Q1 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 McGuire Investment Group,, Henson-Edgewater ,, Kingsman Wealth ,, with shared positions in $PLTR, $WT, $LRCX, $AMD, $HON, $ITW. The full ranking of 25 similar funds is below.

#1McGuire Investment Group, LLCActive

Notable overlap · 6 shared positions

$PLTR $WT $LRCX $AMD $HON $ITW

$885M

121 positions

#2Henson-Edgewater Management, LLCPassive

Some overlap · 6 shared positions

$PLTR $LRCX $AMD $CRWD $GE $GEV

$157M

66 positions

#3Kingsman Wealth Management, Inc.Active

Some overlap · 6 shared positions

$PLTR $LRCX $GEV $VRT $GE $AMD

$178M

70 positions

#4Three Magnolias Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$WT $PLTR $LOW

$157M

103 positions

#5Goldenstone Wealth Management LLCActive

Some overlap · 8 shared positions

$WT $LRCX $AMD $VRT $ITW $MRVL

$137M

89 positions

#6Bannerstone Capital Management, LLCPassive

Some overlap · 5 shared positions

$PLTR $LRCX $AMD $GE $AXP

$108M

97 positions

#7United Advisor Group, LLCPassive

Some overlap · 3 shared positions

$WT $PLTR $AMD

$811M

508 positions

#8Owen LaRue, LLCPassive

Some overlap · 5 shared positions

$PLTR $GEV $CRWD $GE $AMD

$261M

128 positions

#9BURR FINANCIAL SERVICES, LLCActive

Some overlap · 6 shared positions

$PLTR $LRCX $AMD $MRVL $GEV $GE

$126M

25 positions

#10Bosman Wealth Management, LLCPassive

Some overlap · 5 shared positions

$PLTR $GEV $AMD $MRVL $VRT

$114M

52 positions

#11IAM Advisory, LLCActive

Some overlap · 6 shared positions

$WT $GEV $PLTR $AMD $HON $VRT

$446M

95 positions

#12Newbridge Financial Services Group, Inc.Passive

Some overlap · 8 shared positions

$PLTR $GEV $AMD $DHR $IBM $CRWD

$608M

1,182 positions

#13CORNERSTONE ENTERPRISES, LLCActive

Some overlap · 4 shared positions

$PLTR $GEV $IBM $CRWD

$201M

35 positions

#14New Millennium Group LLC

Some overlap · 5 shared positions

$PLTR $GEV $GE $VRT $AMD

$231M

407 positions

#15Gunderson Capital Management Inc.Passive

Some overlap · 4 shared positions

$PLTR $GEV $AMD $GE

$239M

46 positions

#16Carroll Investors, IncActive

Some overlap · 4 shared positions

$PLTR $AMD $VRT $GE

$187M

31 positions

#17Lionshead Wealth Management, LLCPassive

Some overlap · 3 shared positions

$WT $PLTR $AMD

$136M

108 positions

#18BERKSHIRE CAPITAL HOLDINGS INCActive

Some overlap · 5 shared positions

$PLTR $GEV $VRT $MRVL $CRWD

$277M

114 positions

#19Triton Financial Group IncPassive

Some overlap · 3 shared positions

$PLTR $WT $GEV

$57M

62 positions

#20Sargent Investment Group, LLCPassive

Some overlap · 4 shared positions

$PLTR $IBM $VRT $GE

$759M

269 positions

#21Sloy Dahl & Holst, LLCSmart money

Some overlap · 3 shared positions

$PLTR $WT $LRCX

$728M

112 positions

#22Rare Wolf Capital LLCPassive

Some overlap · 4 shared positions

$WT $PLTR $LRCX $AMD

$154M

127 positions

#23Markin Volterra Fund LPActive

Some overlap · 6 shared positions

$PLTR $LRCX $GEV $AMD $VRT $MRVL

$65M

34 positions

#24GPS Wealth Strategies Group, LLC

Some overlap · 5 shared positions

$WT $PLTR $LRCX $CRWD $AMD

$117M

582 positions

#25First Financial Group CorpActive

Some overlap · 6 shared positions

$WT $GEV $GE $CRWD $LRCX $IBM

$122M

80 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.