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Hedge Funds Similar to Paralel Advisors

13F Portfolio OverlapQ1 2026Paralel Advisors portfolio →
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Most similar hedge funds by 13F overlap

Paralel Advisors LLC is an institutional investor managing $2.4B across 107 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 Paralel Advisors are McGowan Group Asset ,, Birch ,, SRH ADVISORS,, with shared positions in $UTF, $EPD, $EBAY, $SCHW, $CAH, $EVR. The full ranking of 25 similar funds is below.

#1McGowan Group Asset Management, Inc.Passive
Some overlap · 3 shared positions
$UTF$EPD$EBAY
$785M
154 positions
#2Birch Capital Management, LLCActive
Some overlap · 3 shared positions
$EPD$SCHW$CAH
$191M
78 positions
#3SRH ADVISORS, LLCActive
Some overlap · 4 shared positions
$UTF$EVR$SWK$DKNG
$349M
278 positions
#4GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 3 shared positions
$SCHW$TRV$PYPL
$854M
145 positions
#5YACKTMAN ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$SCHW$EBAY$PYPL
$7.5B
76 positions
#6Giverny Capital Inc.Active
Some overlap · 3 shared positions
$SCHW$IBP$KEYS
$2.7B
51 positions
#7EQUITY INVESTMENT CORPActive
Some overlap · 3 shared positions
$TRV$SCHW$PYPL
$5.1B
71 positions
#8Comprehensive Financial Management LLCSmart money
Some overlap · 3 shared positions
$EBAY$PYPL$SCHW
$3.0B
38 positions
#9Great Hill Capital LLCSmart money
Some overlap · 4 shared positions
$SWK$QXO$PYPL$SCHW
$1.5B
47 positions
#10Heron Bay Capital ManagementActive
Some overlap · 3 shared positions
$SCHW$IBP$MCK
$1.1B
78 positions
#11Gilman Hill Asset Management, LLCPassive
Some overlap · 5 shared positions
$SWK$EPD$SCHW$LAMR$VTR
$663M
225 positions
#12Quinn Opportunity Partners LLCPassive
Some overlap · 4 shared positions
$SCHW$PYPL$CART$NYT
$1.9B
360 positions
#13THOMPSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$EBAY$SCHW$PYPL
$773M
499 positions
#14BECKER CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$SCHW$CIEN$MCK
$3.4B
298 positions
#15Crown Oak Advisors, LLCSmart money
Some overlap · 3 shared positions
$SCHW$SWK$KEYS
$199M
23 positions
#16KWMG, LLCActive
Some overlap · 3 shared positions
$SCHW$TRV$CAH
$1.2B
147 positions
#17Lakewood Asset Management LLCPassive
Some overlap · 3 shared positions
$EBAY$EPD$MCK
$156M
107 positions
#18Carmel Capital Partners, LLCPassive
Some overlap · 4 shared positions
$SCHW$TRV$QXO$EME
$277M
118 positions
#19PRENTISS SMITH & CO INCPassive
Some overlap · 3 shared positions
$SCHW$EME$NYT
$172M
65 positions
#20Ariston Services GroupActive
Some overlap · 3 shared positions
$SCHW$TRV$MCK
$167M
71 positions
#21HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 3 shared positions
$SCHW$EVR$EME
$182M
329 positions
#22OAK ASSOCIATES LTD /OH/Active
Some overlap · 3 shared positions
$SCHW$AKAM$MCK
$1.5B
140 positions
#23Windsor Advisory Group, LLCActive
Some overlap · 3 shared positions
$EPD$IBP$CAH
$120M
82 positions
#24Steigerwald, Gordon & Koch Inc.Passive
Slight overlap · 3 shared positions
$TRV$VTR$MCK
$974M
782 positions
#25BARLOW WEALTH PARTNERS, INC.Active
Slight overlap · 3 shared positions
$SCHW$EME$MCK
$900M
137 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.