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 Platform Technology Partners

13F Portfolio OverlapQ1 2026Platform Technology Partners portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Platform Technology Partners is an institutional investor managing $519M across 344 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 Platform Technology Partners are Linscomb Wealth,, PRECEDENT WEALTH PARTNERS,, Lantz Financial, with shared positions in $WT, $LRCX, $KKR, $LMT, $AMGN, $WMB. The full ranking of 25 similar funds is below.

#1Linscomb Wealth, Inc.Active

Some overlap · 9 shared positions

$WT $LRCX $KKR $LMT $AMGN $WMB

$2.2B

337 positions

#2PRECEDENT WEALTH PARTNERS, LLCPassive

Some overlap · 7 shared positions

$WT $LRCX $KKR $MCD $AMGN $LMT

$500M

166 positions

#3Lantz Financial LLCPassive

Some overlap · 4 shared positions

$FHI $WT $CB $LMT

$484M

239 positions

#4Quantum Portfolio Management LLCPassive

Some overlap · 4 shared positions

$FHI $LRCX $WT $WMB

$230M

264 positions

#5INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Some overlap · 6 shared positions

$APO $KKR $BA $WMB $DUK $NEE

$1.4B

149 positions

#6CROBANPassive

Some overlap · 6 shared positions

$WT $NEE $KKR $AMGN $DUK $LMT

$213M

73 positions

#7Shaolin Capital Management LLCPassive

Some overlap · 5 shared positions

$APO $NEE $KKR $BA $DUK

$2.7B

491 positions

#8ADVENT CAPITAL MANAGEMENT /DE/Passive

Some overlap · 5 shared positions

$APO $NEE $KKR $BA $DUK

$3.6B

215 positions

#9REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$FHI $WT $WMB $BA

$697M

218 positions

#10Cypress Capital, LLCActive

Some overlap · 5 shared positions

$WT $LRCX $MCD $AMGN $LMT

$351M

95 positions

#11Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTDPassive

Some overlap · 4 shared positions

$APO $WT $KKR $NEE

$506M

57 positions

#12InTrack Investment Management IncPassive

Some overlap · 5 shared positions

$APO $NEE $CB $MCD $DUK

$175M

108 positions

#13LCNB CORPPassive

Some overlap · 5 shared positions

$WT $LRCX $AMGN $DUK $MCD

$297M

186 positions

#14BROOKS, MOORE & ASSOCIATES, INC.Passive

Some overlap · 5 shared positions

$WT $NEE $CB $DUK $LMT

$199M

110 positions

#15Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTDActive

Some overlap · 4 shared positions

$APO $WT $KKR $NEE

$1.5B

55 positions

#16Concord Asset Management, LLC/VAActive

Some overlap · 5 shared positions

$WT $NEE $LRCX $AMGN $LMT

$592M

117 positions

#17Signature Equity Partners, LLCPassive

Some overlap · 3 shared positions

$FHI $BA $DUK

$186M

1,550 positions

#18LAFFER TENGLER INVESTMENTS, INC.Passive

Some overlap · 5 shared positions

$LRCX $NEE $WMB $PLD $MCD

$677M

182 positions

#19CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Some overlap · 5 shared positions

$WT $BA $CB $MCD $LMT

$184M

66 positions

#20Clearview Wealth Advisors LLC

Some overlap · 5 shared positions

$APO $MCD $LMT $CB $KKR

$158M

103 positions

#21PIER 88 INVESTMENT PARTNERS LLCPassive

Some overlap · 4 shared positions

$APO $NEE $KKR $BA

$402M

112 positions

#22Stegent Equity Advisors, Inc.Passive

Some overlap · 3 shared positions

$FHI $MCD $LMT

$117M

101 positions

#23ORBA Wealth Advisors, L.L.C.Passive

Some overlap · 4 shared positions

$WT $LRCX $NEE $KKR

$84M

65 positions

#24SCHNIEDERS CAPITAL MANAGEMENT, LLC.Passive

Some overlap · 5 shared positions

$APO $NEE $MCD $AMGN $DUK

$629M

206 positions

#25Dickmeyer Boyce Financial Management, Inc.Passive

Some overlap · 5 shared positions

$WT $KKR $AMGN $DUK $LMT

$170M

125 positions

Compare Platform Technology Partners’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 Platform Technology Partners’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.