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Hedge Funds Similar to PREVAIL INNOVATIVE WEALTH ADVISORS

13F Portfolio OverlapQ2 2026PREVAIL INNOVATIVE WEALTH ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC is an institutional investor managing $671M across 197 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 PREVAIL INNOVATIVE WEALTH ADVISORS are BDFS, Robbins Farley, Vantage Investment Partners, with shared positions in $MPWR, $ANET, $ORLY, $NEE, $ETN, $CRS. The full ranking of 25 similar funds is below.

#1BDFS Capital LLCActive
Notable overlap · 8 shared positions
$MPWR$ANET$ORLY$NEE$ETN$CRS
$230M
116 positions
#2Robbins FarleyPassive
Notable overlap · 5 shared positions
$ANET$NEE$UBER$PWR$ETN
$260M
157 positions
#3Vantage Investment Partners, LLC
Notable overlap · 6 shared positions
$ORLY$UBER$NEE$ETN$WAB$AMT
$1.4B
64 positions
#4Davidson Capital Management Inc.Active
Notable overlap · 6 shared positions
$MPWR$ANET$PWR$ORLY$VRT$NEE
$624M
96 positions
#5Rithm Capital Corp.Active
Notable overlap · 7 shared positions
$NEE$PWR$MTZ$VRT$ETN$NVT
$81M
38 positions
#6Altshuler Shaham LtdActive
Some overlap · 5 shared positions
$UBER$WFC$NEE$ANET$AMT
$8.1B
497 positions
#7Retireful, LLCPassive
Some overlap · 6 shared positions
$ANET$MKSI$MTZ$VRT$NVT$STRL
$107M
81 positions
#8SSI INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$NEE$UBER$MKSI$WFC
$1.7B
248 positions
#9GKV Capital Management Co., Inc.Passive
Some overlap · 5 shared positions
$ANET$ORLY$PWR$MPWR$C
$310M
83 positions
#10SHAKER INVESTMENTS LLC/OHPassive
Some overlap · 7 shared positions
$ANET$MPWR$VRT$ETN$UBER$STRL
$278M
87 positions
#11DigitalBridge Group, Inc.Active
Some overlap · 5 shared positions
$ANET$AMT$PWR$VRT$GLPI
$1.7B
61 positions
#12CTC Alternative Strategies, Ltd.Passive
Some overlap · 5 shared positions
$UBER$MPWR$PWR$ORLY$VRT
$69M
83 positions
#13Left Brain Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ANET$MPWR$UBER$VRT$NLY
$332M
99 positions
#14TimesSquare Capital Management, LLCActive
Some overlap · 5 shared positions
$MPWR$MKSI$ORLY$VRT$CRS
$6.8B
158 positions
#15Eos Management, L.P.Active
Some overlap · 6 shared positions
$ORLY$ANET$LHX$VRT$UBER$ETN
$252M
35 positions
#16AMJ Financial Wealth ManagementActive
Some overlap · 4 shared positions
$ORLY$ANET$PWR$ETN
$424M
86 positions
#17FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 5 shared positions
$NEE$AMT$LHX$ETN$C
$5.3B
210 positions
#18Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$NLY$NEE$AMT$WFC$C
$334M
127 positions
#19SFE Investment CounselPassive
Some overlap · 5 shared positions
$NEE$PWR$ETN$LHX$UBER
$742M
152 positions
#20Strategic Wealth Investment Group, LLCPassive
Some overlap · 4 shared positions
$NEE$ORLY$UBER$ETN
$825M
104 positions
#21SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$WFC$UBER$ANET$VRT$C
$255M
144 positions
#22ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 5 shared positions
$MPWR$PWR$VRT$ANET$UBER
$4.4B
109 positions
#23Advocacy Wealth Management, LLCActive
Some overlap · 4 shared positions
$ANET$UBER$VRT$ETN
$2.8B
151 positions
#24Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$ANET$UBER$VRT$ETN$C
$115M
89 positions
#25Legacy Bridge, LLCPassive
Some overlap · 5 shared positions
$ANET$VRT$ETN$PWR$STRL
$324M
322 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.