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 PRIMORIS WEALTH ADVISORS,

13F Portfolio OverlapQ1 2026PRIMORIS WEALTH ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

PRIMORIS WEALTH ADVISORS, LLC is an institutional investor managing $143M across 96 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 PRIMORIS WEALTH ADVISORS, are MAPLELANE ,, Markin Volterra Fund, McGuire Investment Group,, with shared positions in $LRCX, $MU, $AMD, $BA, $PLTR, $HON. The full ranking of 25 similar funds is below.

#1MAPLELANE CAPITAL, LLCActive

Notable overlap · 4 shared positions

$LRCX $MU $AMD $BA

$2.8B

64 positions

#2Markin Volterra Fund LPActive

Notable overlap · 4 shared positions

$MU $LRCX $PLTR $AMD

$65M

34 positions

#3McGuire Investment Group, LLCActive

Notable overlap · 5 shared positions

$LRCX $AMD $PLTR $HON $MS

$885M

121 positions

#4Tairen Capital LtdActive

Notable overlap · 3 shared positions

$MU $AMD $LRCX

$924M

44 positions

#5Decker Retirement Planning Inc.Passive

Notable overlap · 4 shared positions

$LRCX $MU $MS $PLTR

$221M

284 positions

#6CROSSLINK CAPITAL INCSmart money

Notable overlap · 3 shared positions

$LRCX $MU $CRWD

$1.0B

21 positions

#7Henson-Edgewater Management, LLCPassive

Notable overlap · 7 shared positions

$PLTR $AMD $LRCX $MU $TJX $BA

$157M

66 positions

#8Optiver Holding B.V.Active

Notable overlap · 5 shared positions

$MU $PLTR $AMD $CRWD $MS

$289.5B

2,301 positions

#9McBroom & Associates, LLCActive

Notable overlap · 4 shared positions

$LRCX $PLTR $PM $TJX

$180M

36 positions

#10Brentview Investment Management LLCPassive

Notable overlap · 6 shared positions

$LRCX $NEE $PM $TJX $WM $MS

$231M

63 positions

#11ARS Investment Partners, LLCActive

Notable overlap · 4 shared positions

$LRCX $MU $BA $MS

$1.9B

182 positions

#12Gunderson Capital Management Inc.Passive

Notable overlap · 4 shared positions

$AMD $PLTR $MU $SO

$239M

46 positions

#13Totem Point Management, LLCActive

Notable overlap · 3 shared positions

$LRCX $AMD $MU

$78M

17 positions

#14Rafferty Asset Management, LLCActive

Notable overlap · 4 shared positions

$AMD $MU $LRCX $PLTR

$24.6B

1,057 positions

#15KRS Capital Management, LLCActive

Notable overlap · 7 shared positions

$AMD $LRCX $MU $PLTR $TJX $CRWD

$163M

115 positions

#16Telligent Fund, LPActive

Notable overlap · 3 shared positions

$MU $PLTR $AMD

$94M

24 positions

#17Science & Technology Partners, L.P.Active

Notable overlap · 3 shared positions

$LRCX $PLTR $MU

$382M

43 positions

#18Runnymede Capital Advisors, Inc.Passive

Notable overlap · 3 shared positions

$MU $LRCX $AMD

$116M

75 positions

#19KKM Financial LLCPassive

Notable overlap · 4 shared positions

$MU $AMD $LRCX $BA

$563M

168 positions

#20Robocap Asset Management LtdActive

Notable overlap · 4 shared positions

$MU $AMD $CRWD $HON

$94M

23 positions

#21Bosman Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$MU $PLTR $AMD

$114M

52 positions

#22DARA CAPITAL US, INC.Passive

Notable overlap · 4 shared positions

$MU $LRCX $AMD $CRWD

$105M

119 positions

#23Schear Investment Advisers, LLCPassive

Notable overlap · 5 shared positions

$MU $AMD $TJX $CRWD $MS

$227M

77 positions

#24Ethos Capital Management, Inc.Active

Notable overlap · 4 shared positions

$PLTR $MU $AMD $HON

$117M

56 positions

#25Green Alpha Advisors, LLCPassive

Notable overlap · 3 shared positions

$LRCX $MU $CRWD

$102M

107 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.