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 Parcion Private Wealth

13F Portfolio OverlapQ1 2026Parcion Private Wealth portfolio →

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Most similar hedge funds by 13F overlap

Parcion Private Wealth LLC is an institutional investor managing $1.6B across 435 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 Parcion Private Wealth are Integrity Wealth Solutions, Greenline Partners,, Quantum Financial Advisors,, with shared positions in $GLDM, $AMN, $IAU, $AMGN, $KO, $REGN. The full ranking of 25 similar funds is below.

#1Integrity Wealth Solutions LLCPassive

Notable overlap · 3 shared positions

$GLDM $AMN $IAU

$255M

130 positions

#2Greenline Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $AMN $IAU

$930M

144 positions

#3Quantum Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$GLDM $AMN $AMGN $KO

$891M

231 positions

#4Hudson Oak Wealth Advisory LLCActive

Notable overlap · 3 shared positions

$AMN $GLDM $IAU

$115M

52 positions

#5Wilkerson Advisory Group LLCPassive

Notable overlap · 3 shared positions

$GLDM $AMN $REGN

$291M

617 positions

#6Team Financial Group, LLCActive

Notable overlap · 3 shared positions

$GLDM $AMN $REGN

$220M

273 positions

#7Accretive Wealth Partners, LLCPassive

Notable overlap · 6 shared positions

$GLDM $IAU $KO $TJX $MPC $MCD

$356M

180 positions

#8SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 5 shared positions

$GLDM $IAU $ETN $TJX $MPC

$199M

97 positions

#9Werba Rubin Papier Wealth ManagementPassive

Notable overlap · 3 shared positions

$GLDM $AMN $IAU

$718M

278 positions

#10Argos Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$GLDM $IAU $KLAC

$348M

202 positions

#11American Investment Services, Inc.Active

Some overlap · 4 shared positions

$GLDM $IAU $AMGN $EQIX

$448M

132 positions

#12Hamilton Point Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$AMN $IAU $AMGN $ETN $TJX $CMI

$649M

186 positions

#13China Universal Asset Management Co., Ltd.Passive

Some overlap · 6 shared positions

$GLDM $IAU $KLAC $REGN $AMGN $LIN

$1.3B

502 positions

#14SNS Financial Group, LLCActive

Some overlap · 3 shared positions

$GLDM $AMN $ABT

$1.2B

208 positions

#15MFA WEALTH ADVISORS, LLCActive

Some overlap · 5 shared positions

$AMN $IAU $KO $KLAC $TJX

$508M

88 positions

#16Upper Left Wealth Management, LLCPassive

Some overlap · 3 shared positions

$GLDM $IAU $FBTC

$169M

68 positions

#17Capital Planning Advisors, LLCPassive

Some overlap · 4 shared positions

$GLDM $AMN $ABT $ETN

$692M

146 positions

#18Wallington Asset Management, LLCActive

Some overlap · 6 shared positions

$AMN $IAU $AMGN $TJX $LIN $CMI

$752M

61 positions

#19ABLE Financial Group, LLCPassive

Some overlap · 4 shared positions

$AMN $IAU $KLAC $EQIX

$511M

206 positions

#20Timber Creek Capital Management LLCPassive

Some overlap · 3 shared positions

$GLDM $IAU $LIN

$412M

78 positions

#21NavPoint Financial, Inc.Active

Some overlap · 4 shared positions

$GLDM $IAU $MCD $KO

$247M

71 positions

#22Austin Wealth Management, LLCPassive

Some overlap · 3 shared positions

$GLDM $AMN $IAU

$440M

118 positions

#23OakTrust Wealth Advisors, LLCActive

Some overlap · 6 shared positions

$GLDM $AMN $REGN $TJX $MCD $AMGN

$110M

68 positions

#24Quent Long Short Global Small Cap Fund, LP

Some overlap · 3 shared positions

$AMN $IAU $GLDM

$1.2B

299 positions

#25SAGE RHINO CAPITAL LLCPassive

Some overlap · 3 shared positions

$AMN $IAU $COIN

$535M

330 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.