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Hedge Funds Similar to Paladin Advisory Group

13F Portfolio OverlapQ2 2026Paladin Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Paladin Advisory Group, LLC is an institutional investor managing $151M across 243 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 Paladin Advisory Group are Powerhouse Assets, FLAGSTAR ADVISORS, Atlantic Edge Private Wealth, with shared positions in $MDY, $STT, $APH, $AAAU, $ETN, $VLO. The full ranking of 25 similar funds is below.

#1Powerhouse Assets LLCSmart money
Notable overlap · 3 shared positions
$MDY$STT$APH
$125M
54 positions
#2FLAGSTAR ADVISORS INC.Active
Notable overlap · 3 shared positions
$MDY$STT$AAAU
$330M
184 positions
#3Atlantic Edge Private Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$MDY$STT$ETN$VLO
$487M
628 positions
#4COLTON GROOME FINANCIAL ADVISORS, LLCActive
Notable overlap · 3 shared positions
$AAAU$STT$ETN
$427M
162 positions
#5LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$STT$MDY$WFC
$1.2B
232 positions
#6Lionsbridge Wealth Management LLCActive
Some overlap · 4 shared positions
$MDY$APH$ETN$MS
$90M
63 positions
#7Tandem Wealth Advisors LLCActive
Some overlap · 4 shared positions
$MDY$STT$CB$ETN
$251M
48 positions
#8Portland Global Advisors LLCActive
Some overlap · 4 shared positions
$MDY$CB$ETN$APH
$1.1B
154 positions
#9Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive
Some overlap · 4 shared positions
$MDY$APH$CB$WFC
$849M
165 positions
#10OFS Enterprise LLCActive
Some overlap · 4 shared positions
$MDY$USB$ETN$WFC
$382M
104 positions
#11Pacific Center for Financial ServicesActive
Some overlap · 5 shared positions
$MDY$ETN$VLO$WFC$STT
$477M
506 positions
#12RETIREMENT INCOME SOLUTIONS, INCSmart money
Some overlap · 3 shared positions
$MDY$STT$ETN
$581M
172 positions
#13Corsicana & Co.Passive
Some overlap · 3 shared positions
$MDY$STT$VLO
$206M
309 positions
#14LightSquare Wealth Management, LLCActive
Some overlap · 4 shared positions
$STT$APH$CB$ETN
$145M
104 positions
#15Winter & Associates, Inc.Active
Some overlap · 3 shared positions
$MDY$STT$MNST
$139M
81 positions
#16May Barnhard Investments LLCActive
Some overlap · 3 shared positions
$STT$MDY$APH
$243M
87 positions
#17Friday FinancialActive
Some overlap · 4 shared positions
$STT$MDY$AAAU$MS
$506M
119 positions
#18Tandem Investment Partners LLCActive
Some overlap · 3 shared positions
$MDY$CB$ITW
$129M
76 positions
#19SMITH, MOORE & CO.Passive
Some overlap · 3 shared positions
$MDY$ETN$ITW
$1.5B
586 positions
#20STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 3 shared positions
$MDY$USB$WFC
$392M
279 positions
#21SONATA CAPITAL GROUP INCActive
Some overlap · 3 shared positions
$MDY$ETN$WFC
$314M
128 positions
#22Stonebrook Private Inc.Passive
Some overlap · 4 shared positions
$STT$CB$ETN$ITW
$548M
271 positions
#23IFG Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$MS$USB
$730M
161 positions
#24American National Bank of TexasActive
Some overlap · 3 shared positions
$STT$MDY$TT
$109M
52 positions
#25Firestone Capital ManagementActive
Some overlap · 3 shared positions
$MDY$TT$MS
$537M
168 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.