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Hedge Funds Similar to Park Edge Advisors,

13F Portfolio OverlapQ1 2026Park Edge Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Park Edge Advisors, LLC is an institutional investor managing $475M across 154 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 Park Edge Advisors, are CM WEALTH ADVISORS, ROGCO,, MBA Advisors, with shared positions in $LECO, $MDLZ, $IAU, $NOC, $IBM, $EMR. The full ranking of 25 similar funds is below.

#1CM WEALTH ADVISORS LLCActive
Notable overlap · 4 shared positions
$LECO$MDLZ$IAU$NOC
$470M
146 positions
#2ROGCO, LPActive
Some overlap · 5 shared positions
$LECO$IAU$IBM$EMR$MS
$300M
205 positions
#3MBA Advisors LLCPassive
Some overlap · 5 shared positions
$WT$IAU$ALPS$IBM$GE
$260M
146 positions
#4Eagle Strategies LLCPassive
Some overlap · 6 shared positions
$WT$ALPS$IAU$MS$GEV$IBM
$837M
258 positions
#5Capital Investment Counsel, LLCPassive
Some overlap · 6 shared positions
$WT$ALPS$MS$EMR$IBM$NOC
$730M
147 positions
#6Fermata Advisors, LLCPassive
Some overlap · 4 shared positions
$WT$IAU$ALPS$MS
$444M
232 positions
#7First Financial Group CorpActive
Some overlap · 5 shared positions
$WT$IAU$GE$IBM$GEV
$122M
80 positions
#8Riverbend Wealth Management, LLCPassive
Some overlap · 5 shared positions
$WT$ALPS$IAU$MS$GEV
$175M
152 positions
#9Old Port AdvisorsPassive
Some overlap · 4 shared positions
$WT$IAU$ALPS$IBM
$434M
239 positions
#10Reyes Financial Architecture, Inc.Passive
Some overlap · 5 shared positions
$WT$ALPS$LEN$TJX$IBM
$122M
348 positions
#11Cartenna Capital, LPPassive
Some overlap · 3 shared positions
$LECO$COHR$GE
$2.7B
47 positions
#12ShoreHaven Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$WT$IAU$MDLZ$MS
$278M
103 positions
#13DIAMANT ASSET MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$LECO$TJX$GE
$137M
76 positions
#14Stonebridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$WT$IAU$MS$EMR
$1.2B
262 positions
#15Glen Eagle Advisors, LLCPassive
Some overlap · 5 shared positions
$WT$TJX$LEN$MS$NOC
$714M
1,021 positions
#16JPL Wealth Management, LLCPassive
Some overlap · 6 shared positions
$WT$MDLZ$MS$EMR$IBM$NOC
$435M
1,554 positions
#17NVWM, LLCPassive
Some overlap · 5 shared positions
$WT$TJX$IAU$MS$GEV
$449M
747 positions
#18ANDERSON HOAGLAND & COPassive
Some overlap · 5 shared positions
$IAU$WT$IBM$GE$GEV
$1.2B
136 positions
#19Summit Place Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$WT$IAU$GE$GEV
$208M
106 positions
#20Hamilton Wealth, LLCActive
Some overlap · 3 shared positions
$WT$IAU$ALPS
$1.4B
114 positions
#21Boyce & Associates Wealth Consulting, Inc.Active
Some overlap · 3 shared positions
$WT$IAU$ALPS
$132M
80 positions
#22Strategic Financial Concepts, LLCPassive
Some overlap · 4 shared positions
$WT$IAU$ALPS$MS
$405M
298 positions
#23PATTEN & PATTEN INC/TNPassive
Some overlap · 4 shared positions
$LECO$WT$TJX$MDLZ
$1.7B
338 positions
#24Nova Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$IAU$WT$ALPS$MDLZ
$154M
545 positions
#25COWA, LLCActive
Some overlap · 4 shared positions
$IAU$WT$ALPS$IBM
$371M
158 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.