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Hedge Funds Similar to Paradigm, Strategies in Wealth ,

13F Portfolio OverlapQ1 2026Paradigm, Strategies in Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Paradigm, Strategies in Wealth Management, LLC is an institutional investor managing $147M across 55 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 Paradigm, Strategies in Wealth , are First International Bank of Israel Ltd., Houlihan Financial Resource Group, Ltd., Breachway Investments, with shared positions in $SSL, $HLT, $GSAT, $DIA, $MDY, $MO. The full ranking of 25 similar funds is below.

#1First International Bank of Israel Ltd.Active
Some overlap · 4 shared positions
$SSL$HLT$GSAT$DIA
$340M
59 positions
#2Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 3 shared positions
$SSL$HLT$MDY
$257M
109 positions
#3Breachway Investments LLCActive
Some overlap · 5 shared positions
$SSL$HLT$MDY$MO$T
$104M
96 positions
#4Summit Asset Management, LLCActive
Some overlap · 3 shared positions
$SSL$HLT$DIA
$719M
172 positions
#5RVW Wealth, LLCActive
Some overlap · 4 shared positions
$SSL$HLT$MDY$NOC
$1.3B
176 positions
#6Windsor Capital Management, LLCActive
Some overlap · 3 shared positions
$SSL$HLT$DIA
$355M
123 positions
#7MEMBERS WEALTH LLCActive
Some overlap · 4 shared positions
$SSL$HLT$UNH$MDY
$167M
113 positions
#8Sound View Wealth Advisors Group, LLCPassive
Some overlap · 3 shared positions
$SSL$HLT$DIA
$1.5B
422 positions
#9SONATA CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$SSL$MDY$HLT
$271M
123 positions
#10Klingman & Associates, LLCActive
Some overlap · 3 shared positions
$HLT$SSL$MDY
$2.1B
332 positions
#11Praetorian Wealth Management, Inc.Active
Some overlap · 3 shared positions
$SSL$HLT$NOC
$526M
77 positions
#12ADIRONDACK TRUST COPassive
Some overlap · 3 shared positions
$MDY$HLT$SSL
$298M
544 positions
#13NOVEM GROUPPassive
Some overlap · 3 shared positions
$HLT$SSL$GSAT
$873M
437 positions
#14SUMMITRY LLCPassive
Some overlap · 3 shared positions
$HLT$SSL$T
$2.3B
266 positions
#15Guidance Point Advisors, LLCActive
Some overlap · 4 shared positions
$HLT$SSL$DIA$MDY
$422M
96 positions
#16LFA - Lugano Financial Advisors SAActive
Some overlap · 3 shared positions
$HLT$SSL$DIA
$197M
223 positions
#17HARBOR ADVISORY CORP /MA/Passive
Some overlap · 3 shared positions
$SSL$HLT$MDY
$333M
79 positions
#18Madden Advisory Services, Inc.Passive
Some overlap · 3 shared positions
$SSL$HLT$MDY
$254M
108 positions
#19MIRAE ASSET SECURITIES (USA) INC.Active
Some overlap · 3 shared positions
$MDY$HLT$DIA
$2.7B
153 positions
#20Jefferson Bridge Capital, LLCPassive
Some overlap · 3 shared positions
$SSL$HLT$UNH
$101M
53 positions
#21Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$MDY$DIA$GSAT
$99M
59 positions
#22Intrepid Financial Planning Group LLCPassive
Some overlap · 3 shared positions
$MDY$DIA$GSAT
$248M
125 positions
#23Ground Swell Capital, LLCActive
Some overlap · 3 shared positions
$MDY$GSAT$DIA
$51M
122 positions
#24CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 3 shared positions
$MDY$MO$T
$150M
86 positions
#25Serenus Wealth Advisors, LLCSmart money
Some overlap · 3 shared positions
$MDY$DIA$MO
$501M
68 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.