13F Pro

Hedge Funds Similar to Premier Path Wealth Partners,

13F Portfolio OverlapQ1 2026Premier Path Wealth Partners, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Premier Path Wealth Partners, LLC is an institutional investor managing $767M across 398 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 Path Wealth Partners, are ATX Financial Planning,, Merited Wealth,, Cassia Partners,, with shared positions in $LEN, $MS, $WT, $MAR, $VLTO, $BAC. The full ranking of 25 similar funds is below.

#1ATX Financial Planning, LLCActive
Some overlap · 4 shared positions
$LEN$MS$WT$MAR
$132M
81 positions
#2Merited Wealth, LLCPassive
Some overlap · 3 shared positions
$LEN$MS$VLTO
$121M
79 positions
#3Cassia Capital Partners, LLCActive
Some overlap · 4 shared positions
$LEN$WT$BAC$SHOP
$194M
67 positions
#4STAGE HARBOR FINANCIAL, LLCActive
Some overlap · 3 shared positions
$LEN$MS$MAR
$151M
61 positions
#5Physician Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$LEN$MS$MAR
$719M
2,057 positions
#6Reyes Financial Architecture, Inc.Active
Some overlap · 3 shared positions
$LEN$WT$ALPS
$122M
348 positions
#7BFI Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$LEN$WT$AMN
$104M
75 positions
#8GERMAN AMERICAN BANCORP, INC.Active
Some overlap · 3 shared positions
$LEN$MS$BAC
$1.2B
148 positions
#9Winthrop Advisory Group LLCActive
Some overlap · 4 shared positions
$LEN$WT$MS$BAC
$1.2B
195 positions
#10Holos Integrated Wealth LLCPassive
Some overlap · 3 shared positions
$LEN$WT$LMT
$198M
412 positions
#11Clarendon Private LLCPassive
Some overlap · 3 shared positions
$LEN$MS$BAC
$130M
119 positions
#12Triton Financial Group IncPassive
Some overlap · 3 shared positions
$LEN$WT$PLTR
$57M
62 positions
#13PlanVest Financial, IncPassive
Some overlap · 3 shared positions
$LEN$WT$MS
$131M
565 positions
#14Ballast Rock Private Wealth LLCPassive
Some overlap · 3 shared positions
$LEN$WT$ALPS
$181M
177 positions
#15Financial Council, LLCActive
Some overlap · 4 shared positions
$LEN$MAR$GE$BAC
$259M
101 positions
#16CENTRAL VALLEY ADVISORS, LLCPassive
Some overlap · 4 shared positions
$LEN$WT$BAC$PLTR
$366M
187 positions
#17LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$LEN$GE$LMT
$279M
80 positions
#18Ehrenkranz Partners L.P.Smart money
Some overlap · 3 shared positions
$LEN$GE$MS
$126M
47 positions
#19Resolute Advisors LLCActive
Some overlap · 3 shared positions
$LEN$MAR$SHOP
$242M
90 positions
#20Dominguez Wealth Management Solutions, Inc.Active
Some overlap · 3 shared positions
$LEN$LMT$BAC
$165M
67 positions
#21TLWMSmart money
Some overlap · 3 shared positions
$LEN$MS$BAC
$555M
69 positions
#22Sandbox Financial Partners, LLCActive
Some overlap · 3 shared positions
$LEN$GE$MS
$356M
117 positions
#23Koss-Olinger Consulting, LLCActive
Some overlap · 3 shared positions
$LEN$GE$PLTR
$1.2B
254 positions
#24Sageworth Trust CoActive
Some overlap · 4 shared positions
$LEN$PLTR$GE$MAR
$2.3B
172 positions
#25Glen Eagle Advisors, LLCPassive
Some overlap · 4 shared positions
$LEN$WT$MS$LMT
$714M
1,021 positions

Compare Premier Path Wealth Partners,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Premier Path Wealth Partners,’s holdings

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.