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 Pallas Advisors

13F Portfolio OverlapQ2 2026Pallas Advisors portfolio →

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Most similar hedge funds by 13F overlap

Pallas Capital Advisors LLC is an institutional investor managing $3.2B across 1,034 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 Pallas Advisors are Kimelman & Baird, PRIMORIS WEALTH ADVISORS, Smith, Salley & Associates, with shared positions in $LIN, $TJX, $MRVL, $DOV, $EMR, $UBER. The full ranking of 25 similar funds is below.

#1Kimelman & Baird, LLCActive

Some overlap · 6 shared positions

$LIN $TJX $MRVL $DOV $EMR $UBER

$1.3B

261 positions

#2PRIMORIS WEALTH ADVISORS, LLCPassive

Some overlap · 3 shared positions

$BRKR $TJX $MRVL

$219M

125 positions

#3Smith, Salley & AssociatesPassive

Slight overlap · 5 shared positions

$LIN $TJX $PNC $MRVL $ABT

$2.3B

275 positions

#4Choate Investment AdvisorsActive

Slight overlap · 5 shared positions

$LIN $TJX $DOV $ABT $UBER

$5.7B

472 positions

#5LORD, ABBETT & CO. LLCPassive

Slight overlap · 4 shared positions

$FIX $LIN $TJX $PH

$34.9B

558 positions

#6GLR Partners, LLCPassive

Slight overlap · 4 shared positions

$FIX $LIN $MRVL $PH

$215M

111 positions

#7GLENMEDE TRUST CO NAPassive

Slight overlap · 5 shared positions

$TJX $PNC $MRVL $ABT $PH

$22.7B

1,487 positions

#8Community Financial Services Group, LLCPassive

Slight overlap · 5 shared positions

$LIN $PNC $EMR $ABT $PH

$686M

532 positions

#9STRATEGIC PLANNING GROUP, LLCActive

Slight overlap · 3 shared positions

$FIX $LIN $TJX

$918M

75 positions

#10Schear Investment Advisers, LLCPassive

Slight overlap · 4 shared positions

$LIN $TJX $PNC $MRVL

$299M

83 positions

#11ZEVIN ASSET MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$LIN $TJX $PNC $EMR

$713M

97 positions

#12Essential Partners LLCPassive

Slight overlap · 4 shared positions

$FIX $DOV $PNC $TJX

$217M

2,853 positions

#13PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive

Slight overlap · 4 shared positions

$LIN $TJX $PNC $ABT

$844M

219 positions

#14NWK Group, Inc.Active

Slight overlap · 4 shared positions

$FIX $TJX $MRVL $EMR

$324M

71 positions

#15FORBES J M & CO LLPActive

Slight overlap · 4 shared positions

$LIN $TJX $EMR $ABT

$1.3B

159 positions

#16Vertrix Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$LIN $TJX $EMR $ABT

$297M

103 positions

#17CHILTON CAPITAL MANAGEMENT LLCActive

Slight overlap · 4 shared positions

$LIN $TJX $DOV $VTR

$3.2B

592 positions

#18Benchmark Investment Advisors LLCPassive

Slight overlap · 4 shared positions

$FIX $MRVL $PH $UBER

$228M

70 positions

#19Munro PartnersActive

Slight overlap · 3 shared positions

$FIX $LIN $MRVL

$4.5B

61 positions

#20HENDLEY & CO INCActive

Slight overlap · 4 shared positions

$LIN $TJX $ABT $PH

$283M

47 positions

#21GREAT LAKES ADVISORS, LLCPassive

Slight overlap · 4 shared positions

$LIN $TJX $ABT $PH

$13.1B

825 positions

#22Wahed Invest LLCActive

Slight overlap · 5 shared positions

$LIN $MRVL $TJX $ABT $UBER

$958M

227 positions

#23TigerOak Management, L.L.C.Active

Slight overlap · 4 shared positions

$LIN $TJX $MRVL $UBER

$356M

139 positions

#24Bluebird Wealth Management LLCPassive

Slight overlap · 4 shared positions

$LIN $TJX $VST $UBER

$115M

89 positions

#25BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$LIN $TJX $ABT $UBER

$8.0B

1,334 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.