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 Perennial Investment Advisors,

13F Portfolio OverlapQ1 2026Perennial Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Perennial Investment Advisors, LLC is an institutional investor managing $1.3B across 511 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 Perennial Investment Advisors, are National Wealth Group,, Ausdal Financial Partners,, Strategic Family Wealth Counselors, L.L.C., with shared positions in $MAR, $REGN, $WT, $PLTR, $SE, $SLV. The full ranking of 25 similar funds is below.

#1National Wealth Management Group, LLCPassive

Some overlap · 7 shared positions

$MAR $REGN $WT $PLTR $SE $SLV

$269M

215 positions

#2Ausdal Financial Partners, Inc.Passive

Some overlap · 6 shared positions

$REGN $WT $PLTR $MAR $TMO $BAH

$2.3B

985 positions

#3Strategic Family Wealth Counselors, L.L.C.Passive

Some overlap · 5 shared positions

$REGN $MAR $WT $SE $BAH

$381M

163 positions

#4Rubicon Advisors, GPPassive

Some overlap · 6 shared positions

$REGN $WT $PLTR $MAR $BAH $SLV

$115M

76 positions

#5Modern Wealth Management, LLCPassive

Some overlap · 6 shared positions

$WT $REGN $OUNZ $GSAT $SE $BAH

$5.8B

877 positions

#6Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 6 shared positions

$MAR $WT $PLTR $SLV $GSAT $BAH

$144M

387 positions

#7CREATIVE FINANCIAL DESIGNS INC /ADVPassive

Some overlap · 5 shared positions

$REGN $MAR $WT $SLV $BAH

$1.6B

2,162 positions

#8Marietta Wealth Management, LLCPassive

Some overlap · 4 shared positions

$REGN $MAR $WT $TMO

$841M

129 positions

#9CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 4 shared positions

$REGN $MAR $WT $SLV

$149M

96 positions

#10KRAEMATON INVESTMENT ADVISORS, INCPassive

Some overlap · 4 shared positions

$REGN $WT $MAR $PLTR

$123M

99 positions

#11Endowment Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$REGN $WT $GSAT $PLTR $SE

$226M

165 positions

#12Nova Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$MAR $WT $PLTR $GSAT $SLV

$154M

545 positions

#13NORTHBRIDGE FINANCIAL GROUP, LLCPassive

Some overlap · 4 shared positions

$REGN $WT $MAR $PLTR

$232M

168 positions

#14Tandem Investment Partners LLCPassive

Some overlap · 4 shared positions

$REGN $MAR $WT $TMO

$118M

73 positions

#15Bravias Capital Group, LLCActive

Some overlap · 4 shared positions

$MAR $REGN $WT $SLV

$153M

96 positions

#16PeakShares LLCPassive

Some overlap · 4 shared positions

$REGN $MAR $PLTR $TMO

$109M

116 positions

#17LifeWealth Investments, LLCPassive

Slight overlap · 4 shared positions

$REGN $WT $MAR $SLV

$335M

141 positions

#18FOREFRONT WEALTH MANAGEMENT INC.

Slight overlap · 3 shared positions

$REGN $MAR $WT

$139M

71 positions

#19Argo Wealth Advisory, LLCActive

Slight overlap · 3 shared positions

$REGN $MAR $WT

$170M

48 positions

#20Symphony Financial Services, Inc.Passive

Slight overlap · 3 shared positions

$REGN $MAR $WT

$195M

99 positions

#21XML Financial, LLCPassive

Slight overlap · 3 shared positions

$REGN $MAR $WT

$1.2B

421 positions

#22Investment Partners Asset Management, Inc.Passive

Slight overlap · 4 shared positions

$REGN $WT $TMO $GSAT

$162M

163 positions

#23HBW Advisory Services LLCPassive

Slight overlap · 4 shared positions

$REGN $WT $TMO $GSAT

$949M

444 positions

#24J.W. COLE ADVISORS, INC.Passive

Slight overlap · 4 shared positions

$REGN $WT $MAR $PLTR

$3.0B

785 positions

#25Centurion Wealth Management LLCPassive

Slight overlap · 5 shared positions

$WT $REGN $TMO $GSAT $SE

$444M

316 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.