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Hedge Funds Similar to PACES FERRY WEALTH ADVISORS,

13F Portfolio OverlapQ1 2026PACES FERRY WEALTH ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

PACES FERRY WEALTH ADVISORS, LLC is an institutional investor managing $241M 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 PACES FERRY WEALTH ADVISORS, are Guinness Asset LTD, HARBER ASSET, Monetary Solutions, Ltd, with shared positions in $AFL, $TXN, $ROP, $CRM, $OKTA, $MS. The full ranking of 25 similar funds is below.

#1Guinness Asset Management LTDActive
Notable overlap · 4 shared positions
$AFL$TXN$ROP$CRM
$5.8B
143 positions
#2HARBER ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$TXN$OKTA$CRM
$156M
41 positions
#3Monetary Solutions, LtdActive
Some overlap · 3 shared positions
$OKTA$MS$KKR
$103M
318 positions
#4Alpha Zero LLCActive
Some overlap · 3 shared positions
$OKTA$ISRG$FTNT
$198M
79 positions
#5TriaGen Wealth Management LLCPassive
Some overlap · 3 shared positions
$OKTA$MS$EW
$366M
171 positions
#6NZS Capital, LLCActive
Some overlap · 3 shared positions
$TXN$ISRG$ROP
$3.0B
58 positions
#7WNY Asset Management, LLCPassive
Some overlap · 4 shared positions
$OKTA$TXN$MS$CRM
$967M
249 positions
#8Investment Planning Advisors, Inc.Active
Some overlap · 3 shared positions
$OKTA$MS$KKR
$363M
107 positions
#9Occidental Asset Management, LLCPassive
Some overlap · 3 shared positions
$OKTA$MS$CRM
$844M
284 positions
#10Sidoxia Capital Management, LLCPassive
Some overlap · 3 shared positions
$OKTA$ROP$KKR
$116M
83 positions
#11TORRAY LLCPassive
Some overlap · 4 shared positions
$TXN$MS$KKR$VRTX
$682M
88 positions
#12Stonebridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$TXN$AFL$MS
$1.2B
262 positions
#13Maple Capital Management, Inc.Active
Some overlap · 3 shared positions
$TXN$ISRG$MS
$1.5B
119 positions
#14Maytus Capital Management, LLCPassive
Some overlap · 3 shared positions
$TXN$CRM$FTNT
$562M
62 positions
#15CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$TXN$CRM$FTNT$MNST
$140M
72 positions
#16Grantham, Mayo, Van Otterloo & Co. LLCActive
Some overlap · 3 shared positions
$TXN$ISRG$CRM
$39.1B
628 positions
#17Alamar Capital Management, LLCPassive
Some overlap · 4 shared positions
$OKTA$ISRG$CTVA$FTNT
$164M
84 positions
#18MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$TXN$MS$KKR
$1.1B
105 positions
#19APS Management Group, Inc.Passive
Some overlap · 3 shared positions
$TXN$MS$KKR
$117M
72 positions
#20Weaver Consulting GroupPassive
Some overlap · 4 shared positions
$OKTA$MS$KKR$EW
$420M
275 positions
#21KRAEMATON INVESTMENT ADVISORS, INCPassive
Some overlap · 4 shared positions
$AFL$ISRG$KKR$CRM
$123M
99 positions
#22Paladin Advisory Group, LLCPassive
Some overlap · 3 shared positions
$TXN$MS$KKR
$131M
241 positions
#23Williams & Novak, LLCPassive
Some overlap · 3 shared positions
$TXN$MS$CRM
$134M
143 positions
#24BOWEN HANES & CO INCActive
Some overlap · 3 shared positions
$TXN$ISRG$VRTX
$4.1B
151 positions
#25ROSENBLUM SILVERMAN SUTTON S F INC /CAActive
Some overlap · 3 shared positions
$OKTA$MS$CRM
$382M
76 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.