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Hedge Funds Similar to Perfromance Wealth Partners,

13F Portfolio OverlapQ1 2026Perfromance Wealth Partners, portfolio →
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Most similar hedge funds by 13F overlap

Perfromance Wealth Partners, LLC is an institutional investor managing $3.4B across 212 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 Perfromance Wealth Partners, are M3 Wealth ,, CHATHAM GROUP,, Tempus Wealth Planning,, with shared positions in $GEV, $HUM, $PH, $LMT, $GE, $MCD. The full ranking of 25 similar funds is below.

#1M3 Wealth Management, LLCPassive
Some overlap · 4 shared positions
$GEV$HUM$PH$LMT
$130M
35 positions
#2CHATHAM CAPITAL GROUP, INC.Passive
Some overlap · 4 shared positions
$GEV$HUM$GE$MCD
$689M
198 positions
#3Tempus Wealth Planning, LLCPassive
Some overlap · 3 shared positions
$GEV$HUM$GE
$435M
270 positions
#4TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$GEV$HUM$GE
$200M
110 positions
#5MOSELEY INVESTMENT MANAGEMENT INCPassive
Some overlap · 6 shared positions
$HUM$GEV$KKR$PLTR$AMD$LMT
$314M
163 positions
#6Vigilare Wealth ManagementActive
Some overlap · 4 shared positions
$HUM$GEV$GE$PLTR
$296M
109 positions
#7KDT Advisors, LLCPassive
Some overlap · 5 shared positions
$HUM$GEV$KKR$PLTR$MCD
$63M
69 positions
#8Global Financial Private Client, LLCPassive
Some overlap · 4 shared positions
$HUM$GEV$BAC$MCD
$306M
236 positions
#9Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$GEV$KKR$PH
$208M
63 positions
#10Newport Trust Company, LLCSmart money
Some overlap · 3 shared positions
$GEV$HUM$GE
$40.7B
64 positions
#11Kaizen Financial StrategiesPassive
Some overlap · 6 shared positions
$HUM$GEV$KKR$GE$PLTR$AMD
$236M
174 positions
#12HOERTKORN RICHARD CHARLESActive
Some overlap · 5 shared positions
$GEV$BAC$GE$AMD$MCD
$122M
75 positions
#13Allred Capital Management, LLCPassive
Some overlap · 4 shared positions
$HUM$GEV$GE$AMD
$275M
155 positions
#14Gunderson Capital Management Inc.Passive
Some overlap · 4 shared positions
$GEV$GE$PLTR$AMD
$239M
46 positions
#15Telligent Fund, LPActive
Some overlap · 4 shared positions
$GEV$GE$PLTR$AMD
$94M
24 positions
#16Headland Capital, LLCActive
Some overlap · 4 shared positions
$GEV$BAC$PLTR$MCD
$355M
61 positions
#17London & Capital Asset Management LtdActive
Some overlap · 4 shared positions
$GEV$GE$AMD$CME
$9.2B
223 positions
#18October Effect LtdPassive
Some overlap · 4 shared positions
$GEV$GE$AMD$LMT
$87M
64 positions
#19CapWealth Advisors, LLCActive
Some overlap · 4 shared positions
$GEV$BAC$GE$PLTR
$1.3B
118 positions
#20Settian Capital LPActive
Some overlap · 3 shared positions
$GEV$PH$GE
$143M
26 positions
#21Terra Nova Asset Management LLCPassive
Some overlap · 3 shared positions
$GEV$PH$GE
$135M
83 positions
#22Legacy Bridge, LLCPassive
Some overlap · 3 shared positions
$GEV$PH$PLTR
$262M
320 positions
#23BLUE JEAN FINANCIAL LLCPassive
Some overlap · 3 shared positions
$GEV$BAC$GE
$121M
68 positions
#24Next Level Private LLCPassive
Some overlap · 3 shared positions
$GEV$BAC$GE
$443M
175 positions
#25CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 3 shared positions
$GEV$BAC$PLTR
$60M
36 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.