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 Prism Advisors,

13F Portfolio OverlapQ1 2026Prism Advisors, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Prism Advisors, Inc. is an institutional investor managing $375M across 75 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 Prism Advisors, are Sanchez Wealth Group, RVW Wealth,, KNIGHTSBRIDGE ASSET ,, with shared positions in $WT, $SOLV, $AGQ, $MS, $AMD, $NKE. The full ranking of 25 similar funds is below.

#1Sanchez Wealth Management GroupActive

Notable overlap · 4 shared positions

$WT $SOLV $AGQ $MS

$462M

53 positions

#2RVW Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $SOLV $MS

$1.3B

176 positions

#3KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$WT $SOLV $MS

$743M

262 positions

#4Avant Capital LLCPassive

Notable overlap · 3 shared positions

$WT $AGQ $MS

$142M

76 positions

#5IAM Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $AGQ $AMD

$446M

95 positions

#6SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$WT $NKE $AMD

$139M

37 positions

#7Reyes Financial Architecture, Inc.Passive

Notable overlap · 3 shared positions

$WT $AGQ $MCD

$122M

348 positions

#8Legacy Financial Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $MS $NKE

$715M

404 positions

#9Freedom Investment Management, Inc.Active

Notable overlap · 3 shared positions

$WT $NKE $MUFG

$337M

106 positions

#10Glen Eagle Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $AGQ $MS

$714M

1,021 positions

#11Laurel Wealth Planning LLCActive

Notable overlap · 4 shared positions

$NKE $WT $MUFG $AGQ

$190M

59 positions

#12Goldenstone Wealth Management LLCActive

Notable overlap · 4 shared positions

$WT $NKE $MS $AMD

$137M

89 positions

#13Vantage Point Financial LLCPassive

Notable overlap · 3 shared positions

$WT $NKE $MCD

$285M

176 positions

#14Savant Capital, LLCActive

Notable overlap · 3 shared positions

$SOLV $NKE $WT

$20.7B

1,500 positions

#15Arta Finance Wealth Management LLCPassive

Notable overlap · 3 shared positions

$WT $AGQ $AMD

$202M

95 positions

#16Stenger Family Office, LLCPassive

Notable overlap · 3 shared positions

$WT $MS $MCD

$566M

117 positions

#17Per Stirling Capital Management, LLC.Passive

Notable overlap · 5 shared positions

$WT $SOLV $MS $AGQ $NKE

$905M

310 positions

#18Key FInancial IncPassive

Notable overlap · 3 shared positions

$WT $AGQ $MCD

$562M

1,394 positions

#19DiNuzzo Private Wealth, Inc.Active

Notable overlap · 3 shared positions

$NKE $AMD $MCD

$928M

1,345 positions

#20Professional Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $MS $AGQ

$491M

137 positions

#21Lauer Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $AGQ $AMD

$126M

67 positions

#22Beaird Harris Wealth Management, LLCActive

Notable overlap · 3 shared positions

$NKE $WT $AGQ

$1.5B

686 positions

#23tru Independence LLCPassive

Notable overlap · 3 shared positions

$WT $AGQ $MCD

$202M

102 positions

#24Encompass More Asset ManagementPassive

Notable overlap · 3 shared positions

$WT $AGQ $RCL

$597M

251 positions

#25Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 3 shared positions

$WT $MS $MCD

$365M

111 positions

Compare Prism Advisors,’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 Prism Advisors,’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.