What hedge funds are most similar to Perennial Investment Advisors, LLC?

The funds with the most similar 13F portfolios to Perennial Investment Advisors, LLC are Faithward Advisors, Ameritas Advisory Services, Kultura, based on overlapping conviction holdings in the latest SEC filings.

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 OverlapQ2 2026Perennial Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

Perennial Investment Advisors, LLC is an institutional investor managing $1.5B across 585 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 Perennial Investment Advisors are Faithward Advisors, Ameritas Advisory Services, Kultura, with shared positions in $OUNZ, $PLTR, $NBIS, $ASML, $IAU, $CRWD. The full ranking of 25 similar funds is below.

#1Faithward Advisors, LLCPassive

Some overlap · 7 shared positions

$OUNZ $PLTR $NBIS $ASML $IAU $CRWD

$819M

339 positions

#2Ameritas Advisory Services, LLCPassive

Slight overlap · 4 shared positions

$OUNZ $PLTR $IAU $CRWD

$5.0B

1,942 positions

#3Kultura Capital Management LPActive

Slight overlap · 4 shared positions

$PLTR $NBIS $ASML $CRWD

$553M

66 positions

#4Blue Line Capital, LLC / ILPassive

Slight overlap · 3 shared positions

$OUNZ $PLTR $CRWD

$120M

92 positions

#5Mountain Capital Investment Advisors Inc.Smart money

Slight overlap · 4 shared positions

$PLTR $NBIS $ASML $CRWD

$702M

95 positions

#6Daybright Advisory Services, Inc.Active

Slight overlap · 5 shared positions

$PLTR $OUNZ $CRWD $ASML $KLAC

$419M

145 positions

#7Guild Investment Management, Inc.Passive

Slight overlap · 4 shared positions

$OUNZ $ASML $KLAC $CRWD

$146M

59 positions

#8Balboa Wealth PartnersPassive

Slight overlap · 4 shared positions

$PLTR $NBIS $ASML $CRWD

$734M

476 positions

#9PARK AVENUE SECURITIES LLCPassive

Slight overlap · 5 shared positions

$NBIS $PLTR $ASML $IAU $KLAC

$16.0B

1,776 positions

#10PRAKASH INVESTMENT ADVISORS LLCPassive

Slight overlap · 4 shared positions

$PLTR $NBIS $CRWD $KLAC

$174M

92 positions

#11Greenline Wealth Management LLCPassive

Slight overlap · 4 shared positions

$PLTR $NBIS $CRWD $KLAC

$122M

131 positions

#12SLT Holdings LLCPassive

Slight overlap · 4 shared positions

$PLTR $NBIS $ASML $CRWD

$160M

150 positions

#13EverSource Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$PLTR $ASML $IAU $CRWD

$3.0B

4,392 positions

#14Summit Financial, LLCPassive

Slight overlap · 4 shared positions

$PLTR $IAU $CRWD $ASML

$9.1B

1,580 positions

#15Harvest Fund Management Co., Ltd

Slight overlap · 4 shared positions

$PLTR $ASML $IAU $KLAC

$3.0B

455 positions

#16KKM Financial LLCPassive

Slight overlap · 4 shared positions

$PLTR $ASML $CRWD $KLAC

$730M

169 positions

#17Murphy & Mullick Capital Management CorpPassive

Slight overlap · 4 shared positions

$PLTR $ASML $CRWD $KLAC

$161M

666 positions

#18KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$PLTR $ASML $CRWD $KLAC

$351M

166 positions

#19Benchmark Investment Advisors LLCPassive

Slight overlap · 4 shared positions

$PLTR $ASML $CRWD $KLAC

$228M

70 positions

#20Knollwood Investment Advisory, LLCPassive

Slight overlap · 4 shared positions

$PLTR $IAU $CRWD $KLAC

$1.1B

270 positions

#21Silverleafe Capital Partners, LLCActive

Slight overlap · 4 shared positions

$PLTR $IAU $NBIS $KLAC

$367M

99 positions

#22Integrity Wealth Solutions LLCActive

Slight overlap · 4 shared positions

$PLTR $NBIS $IAU $CRWD

$271M

129 positions

#23FLOW TRADERS U.S. LLCPassive

Slight overlap · 4 shared positions

$PLTR $ASML $IAU $KLAC

$2.4B

979 positions

#24Drake & Associates, LLCActive

Slight overlap · 3 shared positions

$OUNZ $ASML $CRWD

$594M

108 positions

#25Dogwood Wealth Management LLCPassive

Slight overlap · 3 shared positions

$OUNZ $ASML $CRWD

$253M

851 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.