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Hedge Funds Similar to Paragon Private Wealth ,

13F Portfolio OverlapQ1 2026Paragon Private Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Paragon Private Wealth Management, LLC is an institutional investor managing $320M across 218 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 Paragon Private Wealth , are BALDWIN WEALTH PARTNERS /MA, REXFORD, Pettee Investors,, with shared positions in $KLAC, $IBM, $PWR, $WM, $OTIS, $URI. The full ranking of 25 similar funds is below.

#1BALDWIN WEALTH PARTNERS LLC/MAActive
Some overlap · 6 shared positions
$KLAC$IBM$PWR$WM$OTIS$URI
$1.4B
222 positions
#2REXFORD CAPITAL INCPassive
Some overlap · 6 shared positions
$KLAC$STX$AMAT$WM$AXP$GLW
$140M
316 positions
#3Pettee Investors, Inc.Passive
Some overlap · 6 shared positions
$STX$IBM$WM$AMAT$AXP$URI
$194M
115 positions
#4EPG Wealth Management LLCPassive
Some overlap · 6 shared positions
$REGN$PWR$STX$AMAT$DE$URI
$369M
320 positions
#5Raiffeisen Bank International AGActive
Some overlap · 6 shared positions
$PWR$KLAC$AMAT$IBM$AXP$WM
$7.0B
824 positions
#6Applied Finance Capital Management, LLCPassive
Some overlap · 5 shared positions
$KLAC$IBM$PWR$AMAT$URI
$1.3B
218 positions
#7PeakShares LLCPassive
Some overlap · 5 shared positions
$REGN$KLAC$IBM$WM$GLW
$109M
116 positions
#8Sun Financial IncPassive
Some overlap · 5 shared positions
$KLAC$REGN$PWR$DE$AXP
$200M
159 positions
#9ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 6 shared positions
$KLAC$PWR$AMAT$AXP$TRGP$URI
$112M
102 positions
#10Optimize Financial IncPassive
Some overlap · 4 shared positions
$KLAC$STX$IBM$AMAT
$203M
297 positions
#11Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$STX$IBM$WM$DE$GLW
$215M
125 positions
#12PATTON ALBERTSON MILLER GROUP, LLCPassive
Some overlap · 5 shared positions
$KLAC$PWR$AMAT$IBM$URI
$842M
212 positions
#13Old Port AdvisorsPassive
Some overlap · 5 shared positions
$STX$IBM$WM$GLW$GSAT
$434M
239 positions
#14CULLINAN ASSOCIATES INCActive
Some overlap · 5 shared positions
$IBM$KLAC$AMAT$DE$AXP
$1.2B
207 positions
#15ARS Investment Partners, LLCActive
Some overlap · 5 shared positions
$STX$REGN$PWR$TRGP$IBM
$1.9B
182 positions
#16Orange Investment Advisors, Inc.Active
Some overlap · 5 shared positions
$KLAC$IBM$AXP$PWR$URI
$771M
145 positions
#17Smart Portfolios, LLCPassive
Some overlap · 4 shared positions
$OTIS$IBM$REGN$GSAT
$100M
99 positions
#18Sage Capital Management, LLCPassive
Some overlap · 5 shared positions
$IBM$QUBT$OTIS$GSAT$AXP
$213M
163 positions
#19Trinity Legacy Partners, LLCPassive
Some overlap · 5 shared positions
$STX$WM$DE$AXP$GSAT
$462M
106 positions
#20Progressive Investment Management CorpActive
Some overlap · 5 shared positions
$KLAC$AMAT$GLW$DE$URI
$379M
58 positions
#21Anther Capital LtdActive
Some overlap · 4 shared positions
$KLAC$STX$AMAT$GLW
$3.8B
31 positions
#22ATLAS CAPITAL ADVISORS LLCPassive
Some overlap · 6 shared positions
$REGN$AMAT$DE$KLAC$PWR$STX
$875M
989 positions
#23Insight Wealth Strategies, LLCPassive
Some overlap · 4 shared positions
$KLAC$STX$REGN$AXP
$896M
177 positions
#24BNB Wealth Management, LLCPassive
Some overlap · 5 shared positions
$KLAC$AMAT$REGN$URI$GLW
$156M
90 positions
#25Genus Capital Management Inc.Passive
Some overlap · 4 shared positions
$KLAC$IBM$STX$GLW
$873M
189 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.