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Hedge Funds Similar to Premier Financial Group

13F Portfolio OverlapQ1 2026Premier Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Premier Financial Group is an institutional investor managing $587M across 44 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 Premier Financial Group are Planning Center,, DiNuzzo Private Wealth,, Oceanside Advisors, with shared positions in $NEE, $NKE, $KKR, $SLV. The full ranking of 25 similar funds is below.

#1Planning Center, Inc.Smart money
Highly similar · 3 shared positions
$NEE$NKE$KKR
$987M
78 positions
#2DiNuzzo Private Wealth, Inc.Active
Substantial overlap · 3 shared positions
$NEE$NKE$KKR
$928M
1,345 positions
#3Oceanside Advisors LLCActive
Substantial overlap · 3 shared positions
$NEE$NKE$SLV
$175M
53 positions
#4Mills Wealth Advisors LLCActive
Substantial overlap · 3 shared positions
$NEE$NKE$SLV
$286M
80 positions
#5DOPKINS WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$NKE$NEE$SLV
$249M
92 positions
#6Wealth Management NebraskaSmart money
Notable overlap · 3 shared positions
$NKE$NEE$KKR
$987M
100 positions
#7ELEVATE WEALTH ADVISORY, INCActive
Notable overlap · 3 shared positions
$NKE$NEE$KKR
$158M
125 positions
#8HMV Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$NKE$NEE$KKR
$213M
81 positions
#9G2 CAPITAL MANAGEMENT, LLC / OHSmart money
Notable overlap · 3 shared positions
$NKE$SLV$KKR
$411M
73 positions
#10Schubert & CoActive
Notable overlap · 3 shared positions
$NKE$NEE$KKR
$123M
69 positions
#11Evanson Asset Management, LLCActive
Notable overlap · 4 shared positions
$NKE$NEE$SLV$KKR
$1.9B
321 positions
#12Apella Capital, LLCActive
Some overlap · 3 shared positions
$NKE$NEE$KKR
$6.7B
685 positions
#13Donalies Financial Planning, LLCActive
Some overlap · 3 shared positions
$NKE$NEE$KKR
$117M
74 positions
#14Apeiron RIA LLCPassive
Some overlap · 3 shared positions
$NKE$SLV$KKR
$431M
204 positions
#15VeraBank, N.A.Active
Some overlap · 3 shared positions
$NKE$NEE$KKR
$546M
173 positions
#16Glass Jacobson Investment Advisors llcPassive
Some overlap · 3 shared positions
$NKE$NEE$KKR
$290M
607 positions
#17OMNI 360 Wealth, Inc.Passive
Some overlap · 3 shared positions
$NKE$NEE$KKR
$194M
125 positions
#18MERCER GLOBAL ADVISORS INC /ADVPassive
Some overlap · 3 shared positions
$NKE$NEE$KKR
$67.6B
3,217 positions
#19Approach Retirement Advisors, LLCActive
Some overlap · 3 shared positions
$NKE$NEE$KKR
$120M
79 positions
#20Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 3 shared positions
$NKE$NEE$SLV
$414M
694 positions
#21Investmark Advisory Group LLCPassive
Some overlap · 3 shared positions
$NKE$NEE$KKR
$234M
142 positions
#22Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$NEE$NKE$SLV
$477M
70 positions
#23CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$NKE$NEE$SLV
$309M
132 positions
#24EXENCIAL WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$NKE$NEE$KKR
$3.2B
563 positions
#25MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$NEE$NKE$KKR
$1.1B
105 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.