13F Pro

Hedge Funds Similar to PACES FERRY WEALTH ADVISORS

13F Portfolio OverlapQ2 2026PACES FERRY WEALTH ADVISORS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

PACES FERRY WEALTH ADVISORS, LLC is an institutional investor managing $270M across 142 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 PACES FERRY WEALTH ADVISORS are Gladstone LLP, DB Fitzpatrick, WILLNER & HELLER, with shared positions in $AFL, $FTNT, $PM, $EW, $CRM, $ISRG. The full ranking of 25 similar funds is below.

#1Gladstone Capital Management LLPActive
Notable overlap · 3 shared positions
$AFL$FTNT$PM
$1.0B
40 positions
#2DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$AFL$FTNT$EW$CRM
$124M
100 positions
#3WILLNER & HELLER, LLCPassive
Some overlap · 4 shared positions
$ISRG$FTNT$STT$MS
$160M
165 positions
#4KRAEMATON INVESTMENT ADVISORS, INCPassive
Some overlap · 3 shared positions
$AFL$ISRG$CRM
$134M
103 positions
#5Stolper CoPassive
Some overlap · 3 shared positions
$AFL$MS$PM
$387M
91 positions
#6Alyeska Investment Group, L.P.Passive
Some overlap · 5 shared positions
$ISRG$MNST$ULTA$CRM$PM
$38.9B
652 positions
#7GROESBECK INVESTMENT MANAGEMENT CORP /NJ/Active
Some overlap · 5 shared positions
$FTNT$ULTA$EW$MS$VRTX
$63M
100 positions
#8MERIDIAN MANAGEMENT COActive
Some overlap · 4 shared positions
$ISRG$FTNT$ULTA$CRM
$446M
84 positions
#9Medallion Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$FTNT$STT$ISRG$EW
$317M
1,220 positions
#10Donoghue Forlines LLCPassive
Some overlap · 4 shared positions
$FTNT$STT$MNST$MS
$387M
114 positions
#11Adams Wealth ManagementActive
Some overlap · 4 shared positions
$ISRG$STT$FTNT$PM
$522M
147 positions
#12Orion Capital Management LLCPassive
Some overlap · 4 shared positions
$ISRG$FTNT$MS$CRM
$323M
511 positions
#13Knuff & Co LLCPassive
Some overlap · 4 shared positions
$FTNT$AFL$MNST$VRTX
$395M
142 positions
#14WOODSTOCK CORPActive
Some overlap · 3 shared positions
$ISRG$FTNT$STT
$1.2B
163 positions
#15Jacksonville Wealth Management, LLCActive
Slight overlap · 3 shared positions
$ISRG$FTNT$AFL
$177M
76 positions
#16CacheTech Inc.Passive
Slight overlap · 3 shared positions
$ISRG$STT$FTNT
$618M
169 positions
#17BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Slight overlap · 4 shared positions
$FTNT$ISRG$MS$VRTX
$2.7B
812 positions
#18AUXIER ASSET MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$AFL$MNST$PM
$745M
184 positions
#19Haven Capital Group, Inc.Active
Slight overlap · 3 shared positions
$ROP$ISRG$EW
$125M
37 positions
#20Silver Coast Investments LLCActive
Slight overlap · 3 shared positions
$AFL$MS$CRM
$336M
121 positions
#21Alamar Capital Management, LLCActive
Slight overlap · 3 shared positions
$ISRG$FTNT$MNST
$198M
88 positions
#22CARDEROCK CAPITAL MANAGEMENT INCPassive
Slight overlap · 3 shared positions
$ISRG$FTNT$MNST
$456M
67 positions
#23Quantitative Investment Management, LLCPassive
Slight overlap · 4 shared positions
$ISRG$ULTA$ROP$VRTX
$917M
346 positions
#24Guinness Atkinson Asset Management IncPassive
Slight overlap · 3 shared positions
$ROP$AFL$CRM
$223M
107 positions
#25KELLY LAWRENCE W & ASSOCIATES INC/CAActive
Slight overlap · 3 shared positions
$ROP$AFL$CRM
$468M
128 positions

Compare PACES FERRY WEALTH ADVISORS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View PACES FERRY WEALTH ADVISORS’s holdings

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.