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Hedge Funds Similar to PSI Advisors,

13F Portfolio OverlapQ1 2026PSI Advisors, portfolio →
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Most similar hedge funds by 13F overlap

PSI Advisors, LLC is an institutional investor managing $418M across 156 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 PSI Advisors, are Provident Wealth ,, Prota Financial,, Presidio ,, with shared positions in $REGN, $MS, $WT, $MCD, $GILD, $FND. The full ranking of 25 similar funds is below.

#1Provident Wealth Management, LLCActive
Notable overlap · 4 shared positions
$REGN$MS$WT$MCD
$331M
134 positions
#2Prota Financial, LLCActive
Notable overlap · 3 shared positions
$REGN$MS$GILD
$138M
67 positions
#3Presidio Capital Management, LLCActive
Notable overlap · 3 shared positions
$REGN$MS$MCD
$344M
79 positions
#4Mainsail Financial Group, LLCActive
Notable overlap · 4 shared positions
$REGN$FND$VZ$EPD
$240M
62 positions
#5Endowment Wealth Management, Inc.Passive
Notable overlap · 4 shared positions
$REGN$MS$WT$UBER
$226M
165 positions
#6Echo Wealth Management, LLCActive
Notable overlap · 3 shared positions
$MS$REGN$UBER
$174M
47 positions
#7SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Some overlap · 4 shared positions
$MS$REGN$MCD$VZ
$482M
173 positions
#8Wealth Group LtdSmart money
Some overlap · 3 shared positions
$REGN$MS$DHR
$439M
94 positions
#9Powers Advisory Group, LLCActive
Some overlap · 7 shared positions
$MS$REGN$WT$MCD$VZ$DE
$284M
125 positions
#10CMC Financial GroupActive
Some overlap · 4 shared positions
$REGN$ET$WT$EPD
$51M
38 positions
#11Stillwater Wealth Management GroupPassive
Some overlap · 4 shared positions
$MS$REGN$MCD$VZ
$162M
77 positions
#12Copley Financial Group, Inc.Active
Some overlap · 4 shared positions
$REGN$MS$GILD$MCD
$166M
115 positions
#13Fermata Advisors, LLCPassive
Some overlap · 3 shared positions
$REGN$MS$WT
$444M
232 positions
#14Directional Asset ManagementPassive
Some overlap · 4 shared positions
$MS$ET$VZ$UBER
$109M
90 positions
#15Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$REGN$WT$VZ$DHR
$118M
73 positions
#16Flagship Capital Management Inc.Active
Some overlap · 4 shared positions
$MS$REGN$VZ$UBER
$136M
48 positions
#17Oxford Wealth Group, LLCPassive
Some overlap · 3 shared positions
$REGN$CIEN$MS
$183M
88 positions
#18KOM Wealth Management Group, LLCActive
Some overlap · 3 shared positions
$MS$REGN$DHR
$147M
89 positions
#19Smith Thornton Advisors LLCPassive
Some overlap · 3 shared positions
$MS$REGN$VZ
$199M
130 positions
#20Aprio Wealth Management, LLCPassive
Some overlap · 4 shared positions
$REGN$MS$WT$MCD
$1.8B
613 positions
#21Inlight Wealth Management, LLCActive
Some overlap · 3 shared positions
$REGN$WT$VZ
$270M
50 positions
#22Meridian Financial Partners LLCActive
Some overlap · 4 shared positions
$MS$WT$VZ$AMD
$263M
121 positions
#23OakTrust Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$REGN$WT$MCD
$110M
68 positions
#24XML Financial, LLCPassive
Some overlap · 4 shared positions
$MS$REGN$WT$VZ
$1.2B
421 positions
#25WealthPLAN Partners, LLCPassive
Some overlap · 4 shared positions
$MS$REGN$WT$VZ
$518M
221 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.