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 PGIM Custom Harvest

13F Portfolio OverlapQ1 2026PGIM Custom Harvest portfolio →

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Most similar hedge funds by 13F overlap

PGIM Custom Harvest LLC is an institutional investor managing $6.4B across 276 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 PGIM Custom Harvest are OF OKLAHOMA, Wheelhouse Advisory Group, AMI INVESTMENT, with shared positions in $MAR, $HSY, $DHR, $HUM, $SCHW, $UNH. The full ranking of 25 similar funds is below.

#1TRUST CO OF OKLAHOMAPassive

Notable overlap · 3 shared positions

$MAR $HSY $DHR

$343M

139 positions

#2Wheelhouse Advisory Group LLCActive

Notable overlap · 3 shared positions

$MAR $HSY $HUM

$302M

51 positions

#3AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 4 shared positions

$MAR $SCHW $HSY $UNH

$445M

77 positions

#4RCW Management, LLCPassive

Notable overlap · 5 shared positions

$MAR $HSY $SCHW $HUM $GLDM

$98M

68 positions

#5Beacon Capital Management, Inc.Active

Notable overlap · 4 shared positions

$MAR $HSY $SCHW $AGQ

$1.8B

57 positions

#6HARBOR INVESTMENT ADVISORY, LLCPassive

Notable overlap · 3 shared positions

$MAR $SCHW $GLDM

$1.3B

1,233 positions

#7Compass Financial Group, INC/SDActive

Notable overlap · 4 shared positions

$MAR $HSY $SLV $HUM

$715M

105 positions

#8Pioneer Family Office, LLCSmart money

Notable overlap · 4 shared positions

$MAR $AXP $SHW $UNH

$156M

122 positions

#9Magnolia Wealth Management, LLCActive

Notable overlap · 5 shared positions

$MAR $DHR $SCHW $SLV $UNH

$172M

212 positions

#10Junk Investment Group, LLCPassive

Notable overlap · 3 shared positions

$MAR $HSY $HUM

$191M

88 positions

#11Marotta Asset ManagementActive

Notable overlap · 3 shared positions

$MAR $SCHW $BEN

$543M

103 positions

#12Richmond Brothers, Inc.Smart money

Notable overlap · 4 shared positions

$MAR $HSY $SCHW $AGQ

$150M

36 positions

#13Financial Freedom, LLCPassive

Notable overlap · 5 shared positions

$MAR $HSY $SCHW $SLV $SHW

$201M

426 positions

#14Bravias Capital Group, LLCActive

Notable overlap · 6 shared positions

$MAR $DHR $SLV $GLDM $AGQ $SHW

$153M

96 positions

#15Vermillion Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$MAR $SCHW $HUM $GLDM

$255M

1,563 positions

#16Madden Advisory Services, Inc.Passive

Notable overlap · 7 shared positions

$MAR $HSY $SCHW $SLV $HUM $GLDM

$254M

108 positions

#17Osbon Capital Management LLCPassive

Notable overlap · 3 shared positions

$MAR $HUM $SHW

$123M

493 positions

#18SWAN Capital LLCPassive

Notable overlap · 3 shared positions

$MAR $SCHW $HUM

$272M

554 positions

#19Advantage Trust CoActive

Notable overlap · 6 shared positions

$MAR $SCHW $HSY $SLV $HUM $SHW

$223M

123 positions

#20PENOBSCOT WEALTH MANAGEMENTActive

Notable overlap · 7 shared positions

$MAR $HSY $DHR $SCHW $RL $GLDM

$338M

107 positions

#21NRI Wealth Management LC

Notable overlap · 3 shared positions

$MAR $AGQ $SHW

$196M

31 positions

#22Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$MAR $SCHW $AXP

$589M

138 positions

#23ESG Planning DBA Harper InvestingPassive

Notable overlap · 5 shared positions

$MAR $HSY $DHR $SHW $UNH

$229M

75 positions

#24ARMSTRONG ADVISORY GROUP, INCActive

Notable overlap · 3 shared positions

$MAR $HUM $AGQ

$1.5B

958 positions

#25Praetorian Wealth Management, Inc.Active

Some overlap · 4 shared positions

$MAR $HSY $SCHW $HUM

$526M

77 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.