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 Principle Wealth Partners

13F Portfolio OverlapQ1 2026Principle Wealth Partners portfolio →

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Most similar hedge funds by 13F overlap

Principle Wealth Partners LLC is an institutional investor managing $1.7B across 380 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 Principle Wealth Partners are Ranch Advisors, CDM FINANCIAL COUNSELING SERVICES,, Finward Bancorp, with shared positions in $HUM, $KKR, $IBM, $AMGN, $SO, $GD. The full ranking of 25 similar funds is below.

#1Ranch Capital Advisors Inc.Passive

Some overlap · 7 shared positions

$HUM $KKR $IBM $AMGN $SO $GD

$277M

154 positions

#2CDM FINANCIAL COUNSELING SERVICES, INC.Active

Some overlap · 6 shared positions

$HUM $KKR $SHW $MCD $MAR $KO

$105M

80 positions

#3Finward BancorpPassive

Some overlap · 6 shared positions

$HUM $MCD $KKR $MAR $SO $KO

$125M

104 positions

#4High Net Worth Advisory Group LLCPassive

Some overlap · 5 shared positions

$HUM $KKR $MAR $BAH $AMGN

$429M

244 positions

#5W ADVISORS, LLCPassive

Some overlap · 6 shared positions

$HUM $KKR $MAR $MCD $KO $SO

$195M

141 positions

#6RIDGECREST WEALTH PARTNERS, LLCPassive

Some overlap · 5 shared positions

$HUM $KKR $IBM $AMGN $KO

$181M

96 positions

#7Cannon Wealth Management Services, LLCPassive

Some overlap · 6 shared positions

$HUM $KKR $BAH $KO $SO $MCD

$148M

85 positions

#8Frederick Financial Consultants, LLCPassive

Some overlap · 4 shared positions

$HUM $SHW $IBM $MAR

$201M

109 positions

#9INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive

Some overlap · 5 shared positions

$HUM $MCD $AMGN $CMI $KO

$314M

130 positions

#10Oak Harvest Investment ServicesPassive

Some overlap · 6 shared positions

$HUM $ALPS $KKR $MCD $MAR $AMGN

$958M

176 positions

#11Blossom Wealth ManagementPassive

Some overlap · 5 shared positions

$HUM $IBM $MCD $AMGN $KO

$67M

74 positions

#12Junk Investment Group, LLCPassive

Some overlap · 6 shared positions

$HUM $KKR $MAR $IBM $AMGN $KO

$191M

88 positions

#13SWAN Capital LLCPassive

Some overlap · 5 shared positions

$HUM $KKR $MAR $SO $MCD

$272M

554 positions

#14Financial Planning Hawaii, Inc.Passive

Some overlap · 5 shared positions

$HUM $KKR $AMGN $GD $CMI

$170M

123 positions

#15Accretive Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$HUM $KKR $MCD $GD $KO

$356M

180 positions

#16CPA Asset Management LLCActive

Some overlap · 5 shared positions

$HUM $MCD $KKR $ALPS $AMGN

$298M

99 positions

#17Hamrick Investment Counsel, llcPassive

Some overlap · 4 shared positions

$HUM $ALPS $IBM $AMGN

$180M

359 positions

#18Jackson, Grant Investment Advisers, Inc.Active

Some overlap · 7 shared positions

$HUM $MCD $KO $MAR $IBM $KKR

$300M

398 positions

#19Plotkin Financial Advisors, LLCActive

Some overlap · 4 shared positions

$HUM $SHW $IBM $KO

$199M

100 positions

#20Cornerstone Advisory, LLCPassive

Some overlap · 4 shared positions

$HUM $KKR $BAH $MAR

$1.1B

262 positions

#21CoreFirst Bank & TrustPassive

Some overlap · 4 shared positions

$HUM $MCD $KKR $AMGN

$189M

290 positions

#22BURNS J W & CO INC/NYActive

Some overlap · 4 shared positions

$HUM $MCD $KKR $AMGN

$873M

183 positions

#23RM Financial Services, LLCActive

Some overlap · 6 shared positions

$HUM $KKR $IBM $BAH $MAR $CMI

$116M

75 positions

#24FRG Family Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$HUM $SHW $KKR $MAR $KO

$611M

156 positions

#25WARNER FINANCIAL, INCActive

Some overlap · 4 shared positions

$HUM $KKR $IBM $BAH

$292M

135 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.