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Hedge Funds Similar to Princeton Global Asset

13F Portfolio OverlapQ3 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 $692M across 829 U.S. equity positions as of Q3 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, Reliant Investment, CAMDEN NATIONAL BANK, with shared positions in $PWR, $BX, $CRH, $APH, $ETN, $VRT. The full ranking of 25 similar funds is below.

#1ARS Investment Partners, LLCActive
Notable overlap · 7 shared positions
$PWR$BX$CRH$APH$ETN$VRT
$2.3B
181 positions
#2Reliant Investment Management, LLCPassive
Notable overlap · 5 shared positions
$PWR$CRH$APH$ETN$LIN
$271M
55 positions
#3CAMDEN NATIONAL BANKPassive
Notable overlap · 7 shared positions
$PWR$LIN$CB$VRTX$NEE$PKG
$767M
184 positions
#4FOSTER DYKEMA CABOT & PARTNERS, LLCActive
Notable overlap · 4 shared positions
$PWR$APH$ETN$VRTX
$1.7B
324 positions
#511 Capital Partners LPActive
Notable overlap · 4 shared positions
$PWR$BX$APH$LIN
$368M
22 positions
#6Rithm Capital Corp.Active
Notable overlap · 5 shared positions
$PWR$ETR$ETN$VRT$NEE
$81M
38 positions
#7Bouvel Investment Partners, LLCPassive
Notable overlap · 5 shared positions
$ETR$APH$PWR$ETN$VRT
$433M
85 positions
#8CONNORS INVESTOR SERVICES INCPassive
Notable overlap · 6 shared positions
$PWR$ETN$TPR$LIN$CB$TJX
$1.2B
153 positions
#9Tower View Wealth Management LLCPassive
Some overlap · 3 shared positions
$PWR$APH$ETN
$231M
193 positions
#106th Street Advisors, LLCActive
Some overlap · 4 shared positions
$PWR$ETR$APH$VMC
$173M
61 positions
#11Lionsbridge Wealth Management LLCActive
Some overlap · 4 shared positions
$PWR$APH$ETN$TJX
$90M
63 positions
#12GARRISON BRADFORD & ASSOCIATES INCActive
Some overlap · 3 shared positions
$PWR$BX$TJX
$92M
35 positions
#13Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$PWR$ETN$NEE$XEL$TJX
$1.6B
184 positions
#14Arrow Capital Pty LtdActive
Some overlap · 3 shared positions
$PWR$ETR$CRH
$118M
25 positions
#15CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 4 shared positions
$PWR$LIN$BX$NEE
$78M
44 positions
#16South Street Advisors LLCActive
Some overlap · 4 shared positions
$PWR$APH$TJX$ETN
$769M
84 positions
#17COUNTRY TRUST BANKActive
Some overlap · 6 shared positions
$APH$LIN$BX$CB$VRTX$NEE
$5.7B
628 positions
#18DAVIS R M INCActive
Some overlap · 6 shared positions
$APH$ETN$LIN$CB$NEE$TJX
$6.3B
280 positions
#19ADELL HARRIMAN & CARPENTER INCActive
Some overlap · 3 shared positions
$PWR$BX$ETN
$2.0B
158 positions
#20NEVILLE RODIE & SHAW INCActive
Some overlap · 4 shared positions
$PWR$VRT$NEE$BX
$1.5B
239 positions
#21CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$PWR$APH$LIN$TJX
$435M
70 positions
#22Williams Jones Wealth Management, LLC.Active
Some overlap · 6 shared positions
$APH$ETN$PWR$VRT$TJX$BX
$8.9B
547 positions
#23New England Research & Management, Inc.Passive
Some overlap · 4 shared positions
$PWR$VRT$CB$NEE
$259M
131 positions
#24Strong Retirement Solutions LLCPassive
Some overlap · 4 shared positions
$PWR$APH$LIN$NEE
$178M
84 positions
#25DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$PWR$ETN$CB
$121M
100 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.