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 Paragon Advisors,

13F Portfolio OverlapQ1 2026Paragon Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Paragon Advisors, LLC is an institutional investor managing $371M across 76 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 Paragon Advisors, are Northwest Financial Advisors, Benchmark Investment Advisors, RHL GROUP,, with shared positions in $AGQ, $JHG, $BAH, $GEV, $ANET, $ASML. The full ranking of 25 similar funds is below.

#1Northwest Financial AdvisorsPassive

Notable overlap · 4 shared positions

$AGQ $JHG $BAH $GEV

$52M

66 positions

#2Benchmark Investment Advisors LLCPassive

Notable overlap · 11 shared positions

$ANET $ASML $CRWD $LRCX $PLTR $APH

$172M

76 positions

#3RHL GROUP, LLCActive

Notable overlap · 6 shared positions

$AGQ $BAH $PLTR $SHW $AMN $CRWD

$117M

240 positions

#4Dogwood Wealth Management LLCPassive

Notable overlap · 4 shared positions

$AGQ $JHG $AMN $MPWR

$230M

860 positions

#5Prasad Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$JHG $AGQ $PLTR $MELI $LRCX

$367M

146 positions

#6IAM Advisory, LLCActive

Notable overlap · 6 shared positions

$AGQ $SHW $AMN $GEV $VRT $PLTR

$446M

95 positions

#7VIAWEALTH, LLCPassive

Notable overlap · 3 shared positions

$JHG $AGQ $ANET

$180M

159 positions

#8WESPAC Advisors SoCal, LLCPassive

Notable overlap · 8 shared positions

$JHG $PLTR $SHW $AMN $GEV $VRT

$470M

119 positions

#9Knollwood Investment Advisory, LLCPassive

Notable overlap · 10 shared positions

$LNG $CRWD $NOW $PLTR $ANET $LRCX

$992M

303 positions

#10Valtrion Capital Management, LLCActive

Notable overlap · 5 shared positions

$AGQ $CRWD $NOW $SHW $PLTR

$106M

93 positions

#11Prosperity Wealth Management, Inc.

Notable overlap · 7 shared positions

$AGQ $ANET $PLTR $ASML $VRT $SHW

$300M

251 positions

#12Comprehensive Financial Planning, Inc./PAPassive

Notable overlap · 5 shared positions

$JHG $CRWD $PLTR $SHW $BAH

$144M

387 positions

#13Dedeker Financial LLCPassive

Notable overlap · 4 shared positions

$AGQ $PLTR $FIX $LRCX

$115M

50 positions

#14Three Seasons Wealth, LLCPassive

Notable overlap · 4 shared positions

$AGQ $LRCX $ANET $NOW

$262M

187 positions

#15Genesis Financial Group, LLCPassive

Notable overlap · 5 shared positions

$AGQ $PLTR $GEV $ALAB $JHG

$158M

103 positions

#16AXS Investments LLCActive

Notable overlap · 7 shared positions

$AGQ $JHG $PLTR $VRT $ASML $APP

$248M

189 positions

#17ITHAKA GROUP LLCActive

Notable overlap · 8 shared positions

$NOW $ANET $CRWD $PLTR $APH $VRT

$482M

38 positions

#18Three Cord True Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$JHG $AGQ $AMN

$180M

39 positions

#19Secure Asset Management, LLCPassive

Notable overlap · 5 shared positions

$JHG $LRCX $PLTR $CRWD $FIX

$632M

327 positions

#20Boomfish Wealth Group, LLCPassive

Notable overlap · 5 shared positions

$JHG $ASML $ANET $NOW $MELI

$187M

87 positions

#21Runnymede Capital Advisors, Inc.Passive

Notable overlap · 3 shared positions

$AGQ $LRCX $SHW

$116M

75 positions

#22Asio Capital, LLCActive

Notable overlap · 7 shared positions

$JHG $ASML $CRWD $APH $LRCX $MELI

$712M

110 positions

#23Mason & Associates IncActive

Notable overlap · 6 shared positions

$JHG $PLTR $SHW $CRWD $ASML $VRT

$516M

160 positions

#24TruWealth Advisors, LLCActive

Notable overlap · 4 shared positions

$JHG $BAH $LRCX $AMN

$2.1B

182 positions

#25REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$AGQ $APH $LNG $SHW

$697M

218 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.