How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to PRECEDENT WEALTH PARTNERS,

13F Portfolio OverlapQ1 2026PRECEDENT WEALTH PARTNERS, portfolio →

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Most similar hedge funds by 13F overlap

PRECEDENT WEALTH PARTNERS, LLC is an institutional investor managing $500M across 166 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 PRECEDENT WEALTH PARTNERS, are Linscomb Wealth,, Dickmeyer Boyce Financial ,, Cassia Partners,, with shared positions in $WT, $LRCX, $WSM, $KKR, $KMI, $LMT. The full ranking of 25 similar funds is below.

#1Linscomb Wealth, Inc.Active

Notable overlap · 10 shared positions

$WT $LRCX $WSM $KKR $KMI $LMT

$2.2B

337 positions

#2Dickmeyer Boyce Financial Management, Inc.Passive

Notable overlap · 7 shared positions

$WT $AMGN $KKR $LMT $DDOG $DUK

$170M

125 positions

#3Cassia Capital Partners, LLCActive

Notable overlap · 6 shared positions

$WT $MCD $BAC $DUK $VZ $FDX

$194M

67 positions

#4Powers Advisory Group, LLCActive

Notable overlap · 6 shared positions

$WT $MCD $LMT $TGT $DUK $VZ

$284M

125 positions

#5Axis Wealth Partners, LLCPassive

Notable overlap · 6 shared positions

$WT $KKR $MO $VZ $MCD $BAC

$188M

174 positions

#6WIN ADVISORS, INCPassive

Notable overlap · 4 shared positions

$WT $LRCX $LMT $FDX

$219M

78 positions

#7tru Independence LLCPassive

Notable overlap · 5 shared positions

$WT $MCD $BAC $LMT $HSY

$202M

102 positions

#8Marathon Mission, Inc.Active

Notable overlap · 4 shared positions

$WT $HLT $SSL $LRCX

$200M

57 positions

#9ORBA Wealth Advisors, L.L.C.Passive

Notable overlap · 5 shared positions

$WT $LRCX $MDY $KKR $BAC

$84M

65 positions

#10Glen Eagle Advisors, LLCPassive

Notable overlap · 5 shared positions

$WT $KKR $MDY $LRCX $LMT

$714M

1,021 positions

#11RVW Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $HLT $SSL $MDY

$1.3B

176 positions

#12Catalyst Investment Management LLCPassive

Notable overlap · 5 shared positions

$WT $KKR $LMT $WSM $BAC

$90M

65 positions

#13MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 5 shared positions

$WT $AMGN $DDOG $FDX $LMT

$240M

234 positions

#14Rare Wolf Capital LLCPassive

Notable overlap · 4 shared positions

$WT $LRCX $LMT $DDOG

$154M

127 positions

#15Etesian Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$WT $KKR $MCD $BAC

$313M

138 positions

#16BEACON FINANCIAL GROUPPassive

Notable overlap · 4 shared positions

$WT $KMI $KKR $DUK

$1.0B

348 positions

#17Joseph Group Capital ManagementPassive

Notable overlap · 5 shared positions

$WT $LRCX $AMGN $KKR $KR

$400M

379 positions

#18Bristlecone Value Partners, LLCPassive

Notable overlap · 4 shared positions

$WT $AMGN $BAC $DDOG

$114M

68 positions

#19Phillip James Consulting Co.Passive

Notable overlap · 3 shared positions

$WT $LRCX $TGT

$132M

378 positions

#20Compass Financial Services IncActive

Notable overlap · 3 shared positions

$WT $BTSG $KKR

$231M

56 positions

#21Exit Wealth Advisors, LLC.Active

Notable overlap · 3 shared positions

$WT $LRCX $MO

$195M

131 positions

#22United Advisor Group, LLCPassive

Notable overlap · 4 shared positions

$WT $DUK $VZ $DDOG

$811M

508 positions

#23Stonebridge Financial Group, LLCPassive

Notable overlap · 4 shared positions

$WT $MCD $AMGN $DDOG

$1.2B

262 positions

#24WADDELL & ASSOCIATES, LLCActive

Notable overlap · 3 shared positions

$WT $MDY $FDX

$1.8B

451 positions

#25Glassman Wealth ServicesSmart money

Notable overlap · 5 shared positions

$WT $DDOG $KKR $MDY $LRCX

$736M

187 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.