What hedge funds are most similar to Prudent Man Advisors, LLC?

The funds with the most similar 13F portfolios to Prudent Man Advisors, LLC are ATALANTA SOSNOFF ,, Glass Wealth, Scott & Selber,, 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 Prudent Man Advisors,

13F Portfolio OverlapQ1 2026Prudent Man Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Prudent Man Advisors, LLC is an institutional investor managing $334M across 134 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 Prudent Man Advisors, are ATALANTA SOSNOFF ,, Glass Wealth, Scott & Selber,, with shared positions in $MU, $BAC, $AMAT, $SCHW, $MS, $LRCX. The full ranking of 25 similar funds is below.

#1ATALANTA SOSNOFF CAPITAL, LLCActive

Some overlap · 7 shared positions

$MU $BAC $AMAT $SCHW $MS $LRCX

$4.7B

104 positions

#2Glass Wealth Management Co LLCActive

Some overlap · 8 shared positions

$BAC $AMAT $LRCX $MS $EMR $LHX

$258M

67 positions

#3Scott & Selber, Inc.Active

Some overlap · 6 shared positions

$BRZE $MU $BAC $AMAT $SCHW $LRCX

$387M

91 positions

#4PROSPERITY BANCSHARES INCPassive

Some overlap · 7 shared positions

$BRZE $SCHW $MS $KKR $BAC $MU

$125M

414 positions

#5AssuredPartners Investment Advisors, LLCPassive

Some overlap · 7 shared positions

$MU $BAC $MS $GLW $LRCX $KKR

$919M

402 positions

#6OmniStar Financial Group, Inc.Passive

Some overlap · 5 shared positions

$BRZE $GLW $BAC $PM $MS

$193M

108 positions

#7Hosking Partners LLPActive

Some overlap · 6 shared positions

$GLW $MU $BAC $MS $SCHW $FCX

$2.8B

99 positions

#8TABR Capital Management, LLCActive

Some overlap · 7 shared positions

$BRZE $SCHW $LRCX $MU $OKE $AMAT

$109M

54 positions

#9Westfuller Advisors, LLCPassive

Some overlap · 7 shared positions

$BRZE $MS $VLTO $LRCX $KKR $SBUX

$232M

756 positions

#10UNIVEST FINANCIAL CorpActive

Some overlap · 6 shared positions

$BRZE $MU $AMAT $LHX $PM $SCHW

$1.8B

254 positions

#11Unify Financial AdvisorsPassive

Some overlap · 5 shared positions

$BRZE $VLTO $SCHW $SBUX $MU

$96M

89 positions

#12Worth Asset Management, LLCPassive

Some overlap · 5 shared positions

$VLTO $MU $AMAT $LRCX $MS

$268M

182 positions

#13WOLFF WIESE MAGANA LLCPassive

Some overlap · 6 shared positions

$MU $SCHW $MS $AMAT $PWR $ABT

$181M

983 positions

#14Longaeva Partners L.P.Active

Some overlap · 6 shared positions

$BAC $SCHW $MS $AMAT $KKR $SBUX

$2.7B

204 positions

#15LAFFER TENGLER INVESTMENTS, INC.Passive

Some overlap · 7 shared positions

$LRCX $PWR $BAC $EMR $LHX $SBUX

$677M

182 positions

#16Pinnacle Wealth Management Group, Inc.Passive

Some overlap · 4 shared positions

$BRZE $VLTO $MS $TMUS

$204M

120 positions

#17Oregon Pacific Wealth Management, LLCActive

Some overlap · 6 shared positions

$AMAT $SCHW $BRZE $PM $SBUX $KKR

$96M

105 positions

#18ARS Investment Partners, LLCActive

Some overlap · 6 shared positions

$MU $LRCX $MS $PWR $FCX $NOC

$1.9B

182 positions

#19United Asset Strategies, Inc.Passive

Some overlap · 5 shared positions

$VLTO $BAC $SCHW $PM $SBUX

$1.3B

257 positions

#20Blume Capital Management, Inc.Passive

Some overlap · 5 shared positions

$MU $BAC $AMAT $SCHW $FCX

$588M

337 positions

#21Cornerstone Select Advisors, LLCPassive

Some overlap · 5 shared positions

$MU $BAC $GLW $LRCX $LHX

$160M

124 positions

#22Decker Retirement Planning Inc.Passive

Some overlap · 6 shared positions

$MU $SCHW $LRCX $MS $KKR $VLTO

$221M

284 positions

#23Rokos Capital Management LLPActive

Some overlap · 6 shared positions

$MU $LRCX $GLW $AMAT $LHX $MS

$13.2B

176 positions

#24J.P. Marvel Investment Advisors, LLCActive

Some overlap · 5 shared positions

$GLW $BAC $LRCX $MS $ABT

$705M

60 positions

#25SWS PartnersActive

Some overlap · 4 shared positions

$VLTO $GLW $PM $MU

$405M

112 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.