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Hedge Funds Similar to Portfolio Design Labs,

13F Portfolio OverlapQ1 2026Portfolio Design Labs, portfolio →
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Most similar hedge funds by 13F overlap

Portfolio Design Labs, LLC is an institutional investor managing $562M across 232 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 Portfolio Design Labs, are Allred ,, Safe Harbor Fiduciary,, Landmark Wealth ,, with shared positions in $AGQ, $TJX, $GE, $KO, $AMD, $GEV. The full ranking of 25 similar funds is below.

#1Allred Capital Management, LLCPassive
Some overlap · 6 shared positions
$AGQ$TJX$GE$KO$AMD$GEV
$275M
155 positions
#2Safe Harbor Fiduciary, LLCPassive
Some overlap · 5 shared positions
$AGQ$TJX$AMD$BAC$KO
$105M
56 positions
#3Landmark Wealth Management, LLCPassive
Some overlap · 5 shared positions
$AGQ$GE$BAC$GEV$T
$373M
148 positions
#4MLP3, LLCPassive
Some overlap · 5 shared positions
$AGQ$GE$KO$PM$GEV
$91M
86 positions
#5Dai-ichi Life Insurance Company, LtdActive
Some overlap · 7 shared positions
$TJX$PM$LIN$KO$BAC$GEV
$3.5B
464 positions
#6October Effect LtdPassive
Some overlap · 5 shared positions
$AGQ$GE$AMD$GEV$PM
$87M
64 positions
#7Gerald Baker Financial Group LLCPassive
Some overlap · 4 shared positions
$AGQ$PM$WELL$KO
$253M
107 positions
#8AMERIFLEX GROUP, INC.Passive
Some overlap · 5 shared positions
$AGQ$GE$KO$AMD$GEV
$198M
1,112 positions
#9Clearstead Trust, LLCPassive
Some overlap · 4 shared positions
$AGQ$TJX$LIN$AMD
$613M
981 positions
#10Bedell Frazier Investment Counselling, LLCPassive
Some overlap · 4 shared positions
$AGQ$LIN$KO$BAC
$495M
128 positions
#11PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$AGQ$GE$BAC$GEV
$166M
72 positions
#12NS Partners LtdActive
Some overlap · 7 shared positions
$PM$TMUS$GE$KO$BAC$GEV
$2.2B
71 positions
#13Atlas Brown,Inc.Passive
Some overlap · 5 shared positions
$AGQ$TJX$GE$BAC$GEV
$332M
226 positions
#14High Point Wealth Management, LLCPassive
Some overlap · 4 shared positions
$AGQ$WELL$PM$BAC
$104M
250 positions
#15Brentview Investment Management LLCPassive
Some overlap · 5 shared positions
$TJX$WELL$PM$TMUS$LIN
$231M
63 positions
#16Cornerstone Advisors, LLCActive
Some overlap · 6 shared positions
$WELL$PM$TMUS$LIN$GE$GEV
$2.7B
99 positions
#17Ridgepath Capital Management LLCActive
Some overlap · 4 shared positions
$AGQ$PM$GE$GEV
$201M
51 positions
#18Prosperity Financial Group, Inc.Passive
Some overlap · 3 shared positions
$AGQ$TJX$AMD
$271M
186 positions
#19O'ROURKE & COMPANY, IncPassive
Some overlap · 3 shared positions
$AGQ$WELL$KO
$253M
171 positions
#20Finward BancorpPassive
Some overlap · 3 shared positions
$AGQ$WELL$KO
$125M
104 positions
#21McLaughlin Asset Management, Inc.Passive
Some overlap · 6 shared positions
$TJX$TMUS$LIN$GE$KO$GEV
$105M
91 positions
#22Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$TJX$WELL$PM$TMUS$BAC
$1.4B
170 positions
#23Gunderson Capital Management Inc.Passive
Some overlap · 4 shared positions
$AGQ$GE$AMD$GEV
$239M
46 positions
#24Valtrion Capital Management, LLCActive
Some overlap · 3 shared positions
$AGQ$PM$KO
$106M
93 positions
#25Retirement Planning Co of New England, Inc.Passive
Some overlap · 3 shared positions
$AGQ$PM$BAC
$246M
248 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.