What hedge funds are most similar to Prestige Wealth Management Group LLC?

The funds with the most similar 13F portfolios to Prestige Wealth Management Group LLC are MB, LEVIS & ASSOCIATES,, IAM Advisory,, Fiduciary Planning, based on overlapping conviction holdings in the latest SEC filings.

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 Prestige Wealth Group

13F Portfolio OverlapQ1 2026Prestige Wealth Group portfolio →

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Most similar hedge funds by 13F overlap

Prestige Wealth Management Group LLC is an institutional investor managing $509M across 1,123 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 Prestige Wealth Group are MB, LEVIS & ASSOCIATES,, IAM Advisory,, Fiduciary Planning, with shared positions in $WT, $DDOG, $PLD, $TXN, $BMY, $PEG. The full ranking of 25 similar funds is below.

#1MB, LEVIS & ASSOCIATES, LLCPassive

Substantial overlap · 3 shared positions

$WT $DDOG $PLD

$240M

234 positions

#2IAM Advisory, LLCActive

Substantial overlap · 3 shared positions

$WT $TXN $BMY

$446M

95 positions

#3Fiduciary Planning LLCActive

Substantial overlap · 3 shared positions

$WT $PEG $BAC

$331M

76 positions

#4Legacy Financial Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $BAC $TXN

$715M

404 positions

#5Leibman Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$WT $PLD $BMY

$136M

49 positions

#6Duncan Williams Asset Management, LLCActive

Notable overlap · 3 shared positions

$WT $TXN $UNH

$361M

154 positions

#7Stonekeep Investments, LLCActive

Notable overlap · 3 shared positions

$WT $DDOG $UNH

$154M

66 positions

#8Rare Wolf Capital LLCPassive

Notable overlap · 3 shared positions

$WT $DDOG $UNH

$154M

127 positions

#9Bristlecone Value Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $BAC $DDOG

$114M

68 positions

#10RATIONAL ADVISORS, INC.Active

Notable overlap · 4 shared positions

$WT $BAC $DDOG $WELL

$980M

179 positions

#11Magnolia Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$WT $DDOG $TXN

$150M

134 positions

#12Eaton Financial Holdings Company, LLCPassive

Notable overlap · 3 shared positions

$WT $BAC $DDOG

$305M

125 positions

#13Roan Capital PartnersPassive

Notable overlap · 3 shared positions

$WT $DDOG $BMY

$108M

77 positions

#14PRECEDENT WEALTH PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$WT $BAC $DDOG

$500M

166 positions

#15Stonebridge Financial Group, LLCPassive

Notable overlap · 3 shared positions

$WT $DDOG $TXN

$1.2B

262 positions

#16Bouchey Financial Group LtdActive

Some overlap · 3 shared positions

$WT $BAC $DDOG

$1.4B

173 positions

#17Transcendent Capital Group LLCPassive

Some overlap · 3 shared positions

$WT $TXN $BMY

$219M

112 positions

#18ORBA Wealth Advisors, L.L.C.Passive

Some overlap · 3 shared positions

$WT $BAC $UNH

$84M

65 positions

#19Avid Wealth Partners LLCActive

Some overlap · 3 shared positions

$WT $DDOG $BAC

$212M

71 positions

#20Impact Capital Partners LLCPassive

Some overlap · 3 shared positions

$WT $PLD $UNH

$331M

276 positions

#21Elmwood Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$WT $DDOG $UNH

$362M

178 positions

#22Neumann Capital Management, LLCActive

Some overlap · 4 shared positions

$WT $BAC $BMY $PEG

$340M

102 positions

#23Beckerman Institutional, LLCPassive

Some overlap · 3 shared positions

$WT $TXN $BAC

$188M

121 positions

#24Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$WT $TXN $PLD $UNH

$477M

70 positions

#25Friedenthal FinancialPassive

Some overlap · 3 shared positions

$WT $CL $WELL

$199M

244 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.