13F Pro

Hedge Funds Similar to Perfromance Wealth Partners

13F Portfolio OverlapQ2 2026Perfromance Wealth Partners portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Perfromance Wealth Partners, LLC is an institutional investor managing $4.0B across 235 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 Perfromance Wealth Partners are OFI INVEST ASSET, Taylor Financial Group, Firsthand, with shared positions in $PH, $GLW, $PLTR, $CME, $LMT, $BE. The full ranking of 25 similar funds is below.

#1OFI INVEST ASSET MANAGEMENTActive
Slight overlap · 4 shared positions
$PH$GLW$PLTR$CME
$10.0B
365 positions
#2Taylor Financial Group, Inc.Active
Slight overlap · 4 shared positions
$PH$GLW$PLTR$LMT
$182M
103 positions
#3Firsthand Capital Management, Inc.Active
Slight overlap · 4 shared positions
$BE$GLW$PLTR$FSLR
$63M
54 positions
#4Boit C F DavidPassive
Slight overlap · 4 shared positions
$PH$GLW$LMT$ABT
$238M
85 positions
#5Tribune Investment Group LPActive
Slight overlap · 3 shared positions
$PH$BE$GLW
$247M
34 positions
#6TABR Capital Management, LLCActive
Slight overlap · 3 shared positions
$PH$BE$GLW
$117M
54 positions
#7Geneva Partners, LLCPassive
Slight overlap · 3 shared positions
$PH$BE$GLW
$375M
75 positions
#8Innovative Asset Advisors Group, LLCPassive
Slight overlap · 4 shared positions
$BE$GLW$PLTR$LMT
$229M
287 positions
#9MARIETTA INVESTMENT PARTNERS LLCPassive
Slight overlap · 3 shared positions
$PH$BE$PLTR
$582M
170 positions
#10LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$PH$BE$PLTR
$218M
80 positions
#11Endowment Wealth Management, Inc.Passive
Slight overlap · 3 shared positions
$PH$BE$PLTR
$259M
181 positions
#12KRS Capital Management, LLCActive
Slight overlap · 3 shared positions
$PH$GLW$PLTR
$215M
124 positions
#13Stratos Wealth Partners, LTD.Passive
Slight overlap · 3 shared positions
$PH$GLW$PLTR
$9.9B
1,690 positions
#14WASHINGTON TRUST BANKPassive
Slight overlap · 3 shared positions
$PH$GLW$PLTR
$1.4B
206 positions
#15Corient IA LLCPassive
Slight overlap · 3 shared positions
$PH$GLW$PLTR
$108M
249 positions
#16Alley Investment Management Company, LLCActive
Slight overlap · 4 shared positions
$PH$CME$LMT$ABT
$856M
89 positions
#17R Squared LtdPassive
Slight overlap · 3 shared positions
$PH$BE$CME
$190M
509 positions
#18MARSHALL WACE, LLPActive
Slight overlap · 4 shared positions
$BE$GLW$CME$ABT
$126.7B
3,103 positions
#19WEALTHEDGE INVESTMENT ADVISORS, LLCPassive
Slight overlap · 4 shared positions
$BE$GLW$LMT$ABT
$294M
143 positions
#20Cascades Capital Asset Management, LLCPassive
Slight overlap · 3 shared positions
$PH$GLW$LMT
$270M
167 positions
#21Pflug Koory, LLCPassive
Slight overlap · 3 shared positions
$PH$GLW$LMT
$250M
426 positions
#22Lafayette Investments, Inc.Active
Slight overlap · 3 shared positions
$PH$GLW$LMT
$542M
162 positions
#23Minneapolis Portfolio Management Group, LLCActive
Slight overlap · 3 shared positions
$PH$GLW$LMT
$1.1B
34 positions
#24LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$PH$GLW$LMT
$320M
82 positions
#25Abbot Financial Management, Inc.Passive
Slight overlap · 3 shared positions
$PH$GLW$LMT
$293M
141 positions

Compare Perfromance Wealth Partners’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Perfromance Wealth Partners’s holdings

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.