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 Procyon Advisors,

13F Portfolio OverlapQ1 2026Procyon Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Procyon Advisors, LLC is an institutional investor managing $2.3B across 588 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 Procyon Advisors, are Unison Advisors, KRAEMATON INVESTMENT ADVISORS,, Riverbend Wealth ,, with shared positions in $KKR, $WT, $REGN, $VLO, $LEN, $USB. The full ranking of 25 similar funds is below.

#1Unison Advisors LLCActive

Some overlap · 5 shared positions

$KKR $WT $REGN $VLO $LEN

$1.3B

175 positions

#2KRAEMATON INVESTMENT ADVISORS, INCPassive

Some overlap · 5 shared positions

$KKR $WT $USB $REGN $PLTR

$123M

99 positions

#3Riverbend Wealth Management, LLCPassive

Some overlap · 4 shared positions

$KKR $WT $USB $AXP

$175M

152 positions

#4Anson Capital, Inc.Passive

Some overlap · 4 shared positions

$KKR $WT $USB $REGN

$146M

90 positions

#5IAM Advisory, LLCActive

Some overlap · 5 shared positions

$WT $USB $REGN $PANW $PLTR

$446M

95 positions

#6HBW Advisory Services LLCPassive

Some overlap · 4 shared positions

$KKR $WT $REGN $USB

$949M

444 positions

#7Prospect Financial Services LLCPassive

Some overlap · 4 shared positions

$KKR $USB $WT $PLTR

$164M

104 positions

#8HUNTINGTON NATIONAL BANKPassive

Some overlap · 5 shared positions

$WT $USB $PH $ORLY $VLO

$18.1B

4,598 positions

#9Causey Wealth LLCPassive

Some overlap · 3 shared positions

$KKR $WT $USB

$236M

81 positions

#10Curran Financial Partners, LLCActive

Some overlap · 3 shared positions

$KKR $WT $USB

$559M

127 positions

#11Grange Capital, LLCActive

Some overlap · 4 shared positions

$KKR $WT $PANW $PLTR

$100M

46 positions

#12XML Financial, LLCPassive

Some overlap · 4 shared positions

$KKR $USB $WT $REGN

$1.2B

421 positions

#13Kestra Advisory Services, LLCPassive

Some overlap · 4 shared positions

$WT $KKR $REGN $PH

$26.4B

3,116 positions

#14Drucker Wealth 3.0, LLCPassive

Some overlap · 4 shared positions

$KKR $USB $REGN $PM

$573M

266 positions

#15LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$KKR $WT $LEN $PLTR

$595M

360 positions

#16Centurion Wealth Management LLCPassive

Some overlap · 4 shared positions

$WT $USB $KKR $REGN

$444M

316 positions

#17Oxinas Partners Wealth Management LLCPassive

Some overlap · 4 shared positions

$KKR $WT $PLTR $USB

$219M

145 positions

#18Aspire Capital Advisors LLCActive

Some overlap · 4 shared positions

$KKR $WT $REGN $PLTR

$444M

122 positions

#19McGlone Suttner Wealth Management, Inc.Active

Some overlap · 4 shared positions

$KKR $USB $PH $PM

$755M

189 positions

#20CREATIVE FINANCIAL DESIGNS INC /ADVPassive

Some overlap · 4 shared positions

$KKR $USB $WT $REGN

$1.6B

2,162 positions

#21Long Run Wealth Advisors, LLC

Some overlap · 4 shared positions

$KKR $WT $PANW $PM

$531M

106 positions

#22Financial Security Advisor, Inc.Active

Some overlap · 5 shared positions

$WT $REGN $PH $AXP $PM

$544M

160 positions

#23Lebenthal Global Advisors, LLCPassive

Some overlap · 4 shared positions

$KKR $USB $AXP $PM

$688M

192 positions

#24Coordinated Financial Services, Inc.Passive

Some overlap · 4 shared positions

$KKR $USB $LEN $REGN

$174M

176 positions

#25Ausdal Financial Partners, Inc.Passive

Slight overlap · 5 shared positions

$WT $REGN $PANW $LEN $PLTR

$2.3B

985 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.