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Hedge Funds Similar to Prestige Wealth Group

13F Portfolio OverlapQ2 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 $551M across 1,102 U.S. equity positions as of Q2 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 Walsky Investment, Alliance Wealth Group, Towercrest, with shared positions in $CL, $STT, $ETN, $NEE, $LIN, $PEG. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$CL$STT$ETN$NEE
$108M
52 positions
#2Alliance Wealth Management GroupActive
Some overlap · 4 shared positions
$CL$LIN$NEE$PEG
$514M
103 positions
#3Towercrest Capital ManagementActive
Some overlap · 3 shared positions
$CL$LIN$NEE
$700M
105 positions
#4StrongBox Wealth, LLCPassive
Some overlap · 5 shared positions
$STT$CL$LIN$ETN$NEE
$351M
267 positions
#5Robinhood Asset Management, LLCActive
Some overlap · 6 shared positions
$STT$CL$LIN$ETN$NEE$KLAC
$1.9B
83 positions
#6AAFMAA Wealth Management & Trust LLCActive
Some overlap · 4 shared positions
$STT$LIN$ETN$NEE
$291M
94 positions
#7Parcion Private Wealth LLCPassive
Some overlap · 4 shared positions
$STT$LIN$ETN$KLAC
$1.8B
529 positions
#8SECURITY NATIONAL BANK OF SO DAKPassive
Some overlap · 3 shared positions
$STT$CL$LIN
$217M
287 positions
#9LightSquare Wealth Management, LLCActive
Some overlap · 4 shared positions
$STT$VRT$ETN$NEE
$145M
104 positions
#10Farmers & Merchants Trust Co of Chambersburg PAPassive
Some overlap · 4 shared positions
$STT$ETN$NEE$PEG
$402M
440 positions
#11FIRST NATIONAL TRUST COPassive
Some overlap · 3 shared positions
$STT$LIN$NEE
$2.9B
382 positions
#12Financial Enhancement Group LLCPassive
Some overlap · 3 shared positions
$STT$LIN$NEE
$871M
139 positions
#13Cordatus Wealth Management LLCPassive
Some overlap · 3 shared positions
$STT$LIN$NEE
$451M
160 positions
#14Marathon Mission, Inc.Active
Some overlap · 3 shared positions
$STT$VRT$ETN
$198M
56 positions
#15Prentice Wealth Management LLCActive
Some overlap · 3 shared positions
$STT$LIN$NEE
$493M
124 positions
#16Clarus Wealth AdvisorsActive
Some overlap · 3 shared positions
$STT$VRT$NEE
$275M
86 positions
#17FAS Wealth Partners, Inc.Passive
Some overlap · 3 shared positions
$STT$ETN$NEE
$1.9B
520 positions
#18PROFFITT & GOODSON INCActive
Some overlap · 3 shared positions
$STT$ETN$NEE
$728M
298 positions
#19THAMES CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$STT$VRT$KLAC
$1.2B
56 positions
#20Markin Asset Management, LPActive
Some overlap · 3 shared positions
$STT$VRT$KLAC
$117M
47 positions
#21Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 3 shared positions
$STT$ETN$KLAC
$487M
628 positions
#22COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$STT$ETN$KLAC
$427M
162 positions
#23INVENIO WEALTH PARTNERS LLCActive
Some overlap · 3 shared positions
$STT$ETN$KLAC
$280M
87 positions
#24GLOBALT Investments LLC / GAActive
Some overlap · 3 shared positions
$STT$ETN$KLAC
$2.9B
212 positions
#25CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$STT$ETN$KLAC
$1.3B
99 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.