Hedge Funds Similar to Premier Path Wealth Partners

13F Portfolio OverlapQ2 2026Premier Path Wealth Partners portfolio →

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Most similar hedge funds by 13F overlap

Premier Path Wealth Partners, LLC is an institutional investor managing $870M across 400 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 Premier Path Wealth Partners are Sage Investment Advisers, Acumen Wealth Advisors, First Long Island Investors, with shared positions in $BNY, $C, $ETN, $LMT, $PH, $BLK. The full ranking of 25 similar funds is below.

#1Sage Investment Advisers LLCPassive

Slight overlap · 5 shared positions

$BNY $C $ETN $LMT $PH

$149M

98 positions

#2Acumen Wealth Advisors, LLCPassive

Slight overlap · 5 shared positions

$C $BLK $ETN $USB $PH

$472M

493 positions

#3First Long Island Investors, LLCActive

Slight overlap · 5 shared positions

$BLK $ETN $LMT $USB $PH

$1.4B

73 positions

#4Alley Investment Management Company, LLCActive

Slight overlap · 5 shared positions

$BLK $ETN $LMT $USB $PH

$856M

89 positions

#5Delta Accumulation, LLCActive

Slight overlap · 4 shared positions

$BNY $C $BLK $LMT

$2.5B

156 positions

#6CONNING INC.Passive

Slight overlap · 4 shared positions

$BNY $BLK $LMT $USB

$3.3B

327 positions

#7STABLEFORD CAPITAL II LLCPassive

Slight overlap · 4 shared positions

$BNY $C $ETN $USB

$289M

147 positions

#8McGlone Suttner Wealth Management, Inc.Active

Slight overlap · 4 shared positions

$BNY $BLK $USB $PH

$852M

196 positions

#9Prasad Wealth Partners, LLCPassive

Slight overlap · 4 shared positions

$ALPS $C $ETN $PH

$416M

160 positions

#10Summit Financial Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$ALPS $ETN $LMT $USB

$782M

225 positions

#11OMNI 360 Wealth, Inc.Active

Slight overlap · 4 shared positions

$BNY $ETN $LMT $PH

$216M

135 positions

#12Bedell Frazier Investment Counselling, LLC

Slight overlap · 4 shared positions

$C $BLK $ETN $LMT

$495M

128 positions

#13FIRST FINANCIAL BANKSHARES INCActive

Slight overlap · 4 shared positions

$C $BLK $ETN $LMT

$5.3B

210 positions

#14SNS Financial Group, LLCPassive

Slight overlap · 4 shared positions

$C $BLK $ETN $LMT

$5.2B

549 positions

#15VAUGHAN DAVID INVESTMENTS LLC/ILActive

Slight overlap · 4 shared positions

$C $BLK $ETN $USB

$5.0B

245 positions

#16Sterling Investment Counsel, LLCActive

Slight overlap · 4 shared positions

$C $BLK $ETN $PH

$425M

197 positions

#17DMKC Advisory Services, LLCActive

Slight overlap · 4 shared positions

$C $ETN $LMT $USB

$530M

92 positions

#18MORTON COMMUNITY BANKPassive

Slight overlap · 4 shared positions

$C $ETN $LMT $USB

$491M

120 positions

#19CITIZENS FINANCIAL GROUP INC/RIPassive

Slight overlap · 4 shared positions

$C $ETN $BNY $PH

$8.3B

1,047 positions

#20United Asset Strategies, Inc.Passive

Slight overlap · 4 shared positions

$C $ETN $LMT $PH

$1.4B

259 positions

#21TL Private WealthSmart money

Slight overlap · 4 shared positions

$C $ETN $LMT $PH

$273M

54 positions

#22Jackson Wealth Management, LLCActive

Slight overlap · 4 shared positions

$BLK $ETN $LMT $PH

$170M

86 positions

#23Pflug Koory, LLCPassive

Slight overlap · 4 shared positions

$C $LMT $USB $PH

$250M

426 positions

#24WESBANCO BANK INCPassive

Slight overlap · 4 shared positions

$ETN $LMT $USB $PH

$4.0B

676 positions

#25Gleason Group, Inc.Active

Slight overlap · 4 shared positions

$C $BLK $PH $ETN

$1.1B

449 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.