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 Princeton Global Asset

13F Portfolio OverlapQ1 2026Princeton Global Asset portfolio →

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Most similar hedge funds by 13F overlap

Princeton Global Asset Management LLC is an institutional investor managing $698M across 831 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 Princeton Global Asset are ARS Investment Partners,, Blue Chip Partners,, CAMDEN NATIONAL BANK, with shared positions in $PWR, $CRH, $MS, $LRCX, $ETN, $MPC. The full ranking of 25 similar funds is below.

#1ARS Investment Partners, LLCActive

Notable overlap · 7 shared positions

$PWR $CRH $MS $LRCX $ETN $MPC

$1.9B

182 positions

#2Blue Chip Partners, LLCActive

Notable overlap · 7 shared positions

$PWR $MS $ETN $TMUS $NEE $XEL

$1.4B

170 positions

#3CAMDEN NATIONAL BANKPassive

Some overlap · 6 shared positions

$PWR $LIN $CB $VRTX $TMUS $NEE

$739M

164 positions

#4Brentview Investment Management LLCPassive

Some overlap · 6 shared positions

$MS $CRH $LRCX $LIN $TMUS $NEE

$231M

63 positions

#5Bouvel Investment Partners, LLCPassive

Some overlap · 5 shared positions

$ETR $MS $PWR $ETN $VRT

$345M

78 positions

#6CONNORS INVESTOR SERVICES INCActive

Some overlap · 6 shared positions

$PWR $MS $ETN $LIN $CB $KO

$1.1B

149 positions

#7MORTON COMMUNITY BANKPassive

Some overlap · 6 shared positions

$MS $ETR $LRCX $ETN $NEE $XEL

$460M

115 positions

#8VIKING FUND MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$ETR $MS $BAC $NEE $KO $XEL

$976M

142 positions

#9REAVES W H & CO INCActive

Some overlap · 5 shared positions

$PWR $ETR $MPC $NEE $XEL

$6.0B

90 positions

#10Evelyn Partners Investment Management LLPActive

Some overlap · 6 shared positions

$CRH $LIN $CB $BAC $NEE $KO

$3.7B

410 positions

#11Boston Common Asset Management, LLCActive

Some overlap · 6 shared positions

$MS $CRH $CB $BAC $TMUS $VRT

$1.6B

186 positions

#12Socorro Asset Management LPPassive

Some overlap · 6 shared positions

$MS $LRCX $BAC $NEE $KO $XEL

$221M

32 positions

#13Groupe la FrancaisePassive

Some overlap · 8 shared positions

$ETN $CRH $LIN $TMUS $KO $PWR

$7.3B

455 positions

#14ABN AMRO Bank N.V.Active

Some overlap · 6 shared positions

$PWR $LIN $BAC $CRH $MS $VRTX

$9.3B

228 positions

#15Munro PartnersActive

Some overlap · 6 shared positions

$PWR $ETN $LIN $NEE $VRT $CRH

$3.0B

59 positions

#16New England Research & Management, Inc.Passive

Some overlap · 5 shared positions

$PWR $MS $CB $NEE $KO

$237M

143 positions

#17River Wealth Advisors LLCPassive

Some overlap · 6 shared positions

$ETN $LRCX $BAC $CB $TMUS $CSL

$871M

205 positions

#18NIXON PEABODY TRUST COActive

Some overlap · 6 shared positions

$MS $PWR $BAC $NEE $VRT $KO

$1.3B

161 positions

#19MOODY LYNN & LIEBERSON, LLCPassive

Some overlap · 5 shared positions

$MS $ETN $LIN $VRTX $KO

$1.8B

250 positions

#20Rithm Capital Corp.Active

Some overlap · 4 shared positions

$PWR $ETN $NEE $VRT

$67M

38 positions

#21SCHOLTZ & COMPANY, LLCPassive

Some overlap · 4 shared positions

$PWR $MS $ETN $NEE

$195M

49 positions

#22BRAUN STACEY ASSOCIATES INCActive

Some overlap · 6 shared positions

$PWR $ETR $LRCX $TMUS $VRT $KO

$3.0B

112 positions

#23Mattson Financial Services, LLCPassive

Some overlap · 6 shared positions

$MS $ETN $LRCX $BAC $PWR $KO

$419M

232 positions

#24Clear Trail Advisors, LLCPassive

Some overlap · 5 shared positions

$MS $ETN $CB $MPC $NEE

$601M

149 positions

#25Reliant Investment Management, LLCPassive

Some overlap · 3 shared positions

$PWR $ETN $LIN

$207M

53 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.