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Hedge Funds Similar to Prime Investment Advisors,

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

Prime Capital Investment Advisors, LLC is an institutional investor managing $8.6B across 1,046 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 Prime Investment Advisors, are Cascade Financial Partners,, Elmwood Wealth ,, AlphaCore, with shared positions in $WT, $NTRB, $AMN, $HUM, $DDOG, $SE. The full ranking of 25 similar funds is below.

#1Cascade Financial Partners, LLCActive
Some overlap · 7 shared positions
$WT$NTRB$AMN$HUM$DDOG$SE
$970M
263 positions
#2Elmwood Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$WT$DDOG$XYZ$HUM$SCHW$SE
$362M
178 positions
#3AlphaCore Capital LLCPassive
Some overlap · 5 shared positions
$WT$DHR$DDOG$AMN$HUM
$4.2B
1,202 positions
#4AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 5 shared positions
$WT$DDOG$NTRB$SCHW$SE
$206M
97 positions
#5Catalyst Investment Management LLCPassive
Some overlap · 5 shared positions
$WT$DHR$HUM$SE$SCHW
$90M
65 positions
#6Bowman & Co S.C.
Some overlap · 6 shared positions
$WT$DDOG$NTRB$AMN$GEV$ETN
$237M
118 positions
#7Burk Holdings LLCPassive
Some overlap · 6 shared positions
$WT$DHR$AMN$HUM$SCHW$DDOG
$233M
676 positions
#8Rice Partnership, LLCActive
Some overlap · 5 shared positions
$WT$DHR$XYZ$GEV$ETN
$732M
178 positions
#9TD Capital Management LLCActive
Some overlap · 4 shared positions
$WT$DHR$HUM$DDOG
$1.1B
853 positions
#10Kestra Investment Management, LLCActive
Some overlap · 5 shared positions
$WT$DDOG$XYZ$AMN$SCHW
$5.8B
439 positions
#11Compass Financial Services IncActive
Some overlap · 4 shared positions
$WT$DHR$HUM$BTSG
$231M
56 positions
#12Gateway Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$WT$NTRB$AMN$HUM$SE
$2.6B
925 positions
#13SENTINEL WEALTH MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$WT$DHR$SCHW$SE
$125M
39 positions
#14Falcon Wealth PlanningActive
Some overlap · 5 shared positions
$WT$NTRB$AMN$SCHW$SE
$1.5B
236 positions
#15REGIMEN WEALTH, LLCActive
Some overlap · 4 shared positions
$WT$DDOG$AMN$HUM
$342M
70 positions
#16Eaton Financial Holdings Company, LLCPassive
Some overlap · 4 shared positions
$WT$DDOG$PLTR$XYZ
$305M
125 positions
#17Evanson Asset Management, LLCActive
Some overlap · 4 shared positions
$WT$DDOG$SCHW$AMN
$1.9B
321 positions
#18Capital Planning Advisors, LLCPassive
Some overlap · 5 shared positions
$WT$AMN$GEV$SE$ETN
$692M
146 positions
#19MOLLER WEALTH PARTNERSActive
Some overlap · 4 shared positions
$WT$DDOG$SCHW$GEV
$507M
67 positions
#20Onyx Bridge Wealth Group LLCPassive
Some overlap · 5 shared positions
$WT$XYZ$HUM$AMN$PLTR
$930M
373 positions
#21Lunt Capital Management, Inc.Active
Some overlap · 3 shared positions
$WT$DHR$XYZ
$260M
97 positions
#22AssuredPartners Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$WT$DHR$XYZ
$919M
402 positions
#23TAGStone Capital, Inc.Passive
Some overlap · 5 shared positions
$WT$DDOG$HUM$SE$DHR
$283M
137 positions
#24CAHILL FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$WT$AMN$HUM$SCHW$DDOG
$924M
286 positions
#25Kane Co Wealth Management, Inc.Active
Some overlap · 3 shared positions
$WT$DDOG$AMN
$119M
51 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.