13F Pro

Hedge Funds Similar to Pallas Advisors

13F Portfolio OverlapQ1 2026Pallas Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Pallas Capital Advisors LLC is an institutional investor managing $2.7B across 862 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 Pallas Advisors are WT Wealth, CASTLE WEALTH, OneAscent Wealth, with shared positions in $JHG, $WT, $SHW, $TJX, $USB, $NKE. The full ranking of 25 similar funds is below.

#1WT Wealth ManagementPassive
Some overlap · 5 shared positions
$JHG$WT$SHW$TJX$USB
$336M
138 positions
#2CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$JHG$NKE$WT$USB
$309M
132 positions
#3OneAscent Wealth Management LLCActive
Some overlap · 5 shared positions
$JHG$WT$SHW$USB$BAC
$302M
157 positions
#4First Financial Group CorpActive
Some overlap · 4 shared positions
$JHG$WT$NKE$SHW
$122M
80 positions
#5Harbour Wealth Management Group, Inc.Passive
Some overlap · 5 shared positions
$JHG$WT$SHW$TJX$KO
$133M
89 positions
#6HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 7 shared positions
$JHG$SHW$TJX$USB$KO$EMR
$280M
107 positions
#7CGN Advisors LLCPassive
Some overlap · 4 shared positions
$JHG$WT$USB$TJX
$1.3B
317 positions
#8Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$JHG$WT$NKE$FIX$KO
$477M
70 positions
#9Mason & Associates IncActive
Some overlap · 3 shared positions
$JHG$WT$SHW
$516M
160 positions
#10Three Magnolias Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$JHG$WT$SHW
$157M
103 positions
#11Symphony Financial Services, Inc.Passive
Some overlap · 3 shared positions
$JHG$WT$SHW
$195M
99 positions
#12Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 3 shared positions
$JHG$WT$SHW
$144M
387 positions
#13Governors Lane LPPassive
Some overlap · 3 shared positions
$JHG$NKE$SHW
$1.6B
190 positions
#14INTEGRITY WEALTH ADVISORS, INC.Active
Some overlap · 4 shared positions
$JHG$WT$SHW$BAC
$168M
73 positions
#15CHANNEL WEALTH LLCPassive
Some overlap · 3 shared positions
$JHG$WT$LIN
$413M
174 positions
#16Paragon Advisors, LLCActive
Some overlap · 4 shared positions
$JHG$SHW$FIX$LNG
$371M
76 positions
#17Accel Wealth ManagementPassive
Some overlap · 3 shared positions
$JHG$NKE$SHW
$383M
290 positions
#18Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 4 shared positions
$JHG$SHW$TJX$USB
$192M
70 positions
#191 NORTH WEALTH SERVICES LLCPassive
Some overlap · 4 shared positions
$JHG$WT$USB$EMR
$277M
270 positions
#20Clearwater Capital Advisors, LLCActive
Some overlap · 3 shared positions
$JHG$WT$USB
$1.2B
177 positions
#21Destiny Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$JHG$NKE$DOV
$914M
1,148 positions
#22Value Investment Professionals, LLCPassive
Some overlap · 3 shared positions
$JHG$WT$DOV
$89M
81 positions
#23Addison Capital CoPassive
Some overlap · 4 shared positions
$JHG$WT$LNG$DOV
$562M
182 positions
#24AIFG Consultants Ltd.
Some overlap · 3 shared positions
$JHG$WT$BAC
$58M
54 positions
#25Sanchez Wealth Management GroupActive
Some overlap · 3 shared positions
$JHG$WT$ABT
$462M
53 positions

Compare Pallas 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 Pallas 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.