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 Paladin Advisory Group,

13F Portfolio OverlapQ1 2026Paladin Advisory Group, portfolio →

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Most similar hedge funds by 13F overlap

Paladin Advisory Group, LLC is an institutional investor managing $131M across 241 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 Paladin Advisory Group, are Lionsbridge Wealth, LifeGoal Investments,, HANOVER ADVISORS, with shared positions in $SNOW, $MDY, $AGQ, $BRZE, $USB, $TXN. The full ranking of 25 similar funds is below.

#1Lionsbridge Wealth Management LLCPassive

Notable overlap · 5 shared positions

$SNOW $MDY $AGQ $BRZE $USB

$99M

59 positions

#2LifeGoal Investments, LLCPassive

Notable overlap · 6 shared positions

$SNOW $TXN $MS $DDOG $MU $USB

$175M

112 positions

#3HANOVER ADVISORS INCActive

Notable overlap · 5 shared positions

$SNOW $MDY $DDOG $KKR $BAC

$246M

118 positions

#4O'ROURKE & COMPANY, IncPassive

Some overlap · 7 shared positions

$SNOW $AGQ $DDOG $KKR $BRZE $IBM

$253M

171 positions

#5PENNEY FINANCIAL, LLCSmart money

Some overlap · 5 shared positions

$SNOW $MS $DDOG $BRZE $KKR

$261M

48 positions

#6GENESIS PRIVATE WEALTH, LLCPassive

Some overlap · 4 shared positions

$SNOW $TXN $DDOG $BRZE

$318M

182 positions

#7Tandem Financial, LLCPassive

Some overlap · 4 shared positions

$SNOW $AAAU $USB $MS

$314M

98 positions

#8FC Advisory LLCActive

Some overlap · 6 shared positions

$SNOW $MS $DDOG $BRZE $CB $USB

$342M

115 positions

#9Maltin Wealth Management, Inc.Passive

Some overlap · 6 shared positions

$SNOW $MDY $AGQ $KKR $BAC $USB

$262M

136 positions

#10Red Tortoise LLCPassive

Some overlap · 5 shared positions

$SNOW $MS $DDOG $KKR $SE

$240M

591 positions

#11Oldfather Financial Services, LLC

Some overlap · 6 shared positions

$MDY $SNOW $IBM $USB $ETN $BAC

$336M

98 positions

#12Smith Partners Wealth Management, LLCPassive

Some overlap · 5 shared positions

$SNOW $TXN $DDOG $SE $USB

$112M

76 positions

#13Pinion Investment Advisors, LLCActive

Some overlap · 5 shared positions

$SNOW $AAAU $MS $SE $BAC

$428M

181 positions

#14OFS Enterprise LLCActive

Some overlap · 6 shared positions

$MDY $SNOW $IBM $USB $ETN $BAC

$340M

94 positions

#15Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Some overlap · 6 shared positions

$SNOW $TXN $BRZE $KKR $UNH $SE

$111M

63 positions

#16Madrid Wealth Management, LLCPassive

Some overlap · 6 shared positions

$SNOW $MS $KKR $CB $IBM $USB

$133M

70 positions

#17CLEAR INVESTMENT RESEARCH, LLCPassive

Some overlap · 6 shared positions

$SNOW $TXN $MS $AGQ $BAC $SE

$64M

241 positions

#18MCF Advisors LLCPassive

Some overlap · 5 shared positions

$SNOW $MS $MDY $KKR $SE

$2.3B

1,338 positions

#19Scott Capital Advisors, LLCActive

Some overlap · 6 shared positions

$SNOW $MS $KKR $DDOG $USB $BAC

$493M

58 positions

#20Beckerman Institutional, LLCPassive

Some overlap · 4 shared positions

$SNOW $MS $TXN $BAC

$188M

121 positions

#21Silver Coast Investments LLCActive

Some overlap · 5 shared positions

$SNOW $MS $DDOG $BRZE $USB

$313M

119 positions

#22Murphy, Middleton, Hinkle & Parker, Inc.Passive

Some overlap · 7 shared positions

$MDY $TXN $SNOW $KKR $BAC $TT

$216M

133 positions

#23IFG Advisors, LLCActive

Some overlap · 6 shared positions

$MDY $SNOW $MU $KKR $SE $MS

$611M

149 positions

#24Stonebridge Financial Group, LLCPassive

Some overlap · 5 shared positions

$TXN $SNOW $MS $DDOG $CB

$1.2B

262 positions

#25Syverson Strege & CoActive

Some overlap · 6 shared positions

$SNOW $TXN $MU $BAC $IBM $USB

$416M

169 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.