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Hedge Funds Similar to PRAIRIEVIEW WEALTH PARTNERS,

13F Portfolio OverlapQ1 2026PRAIRIEVIEW WEALTH PARTNERS, portfolio →
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Most similar hedge funds by 13F overlap

PRAIRIEVIEW WEALTH PARTNERS, LLC is an institutional investor managing $122M across 30 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 PRAIRIEVIEW WEALTH PARTNERS, are Note Advisors,, APS Group,, Global X Japan , Ltd., with shared positions in $DHR, $DDOG, $GILD, $TXN, $AXP, $WWD. The full ranking of 25 similar funds is below.

#1Note Advisors, LLCActive
Notable overlap · 3 shared positions
$DHR$DDOG$GILD
$200M
85 positions
#2APS Management Group, Inc.Passive
Some overlap · 3 shared positions
$DHR$TXN$GILD
$117M
72 positions
#3Global X Japan Co., Ltd.Active
Some overlap · 4 shared positions
$DHR$GILD$TXN$AXP
$1.9B
378 positions
#4guardian investment managementActive
Some overlap · 3 shared positions
$DHR$TXN$AXP
$127M
60 positions
#5JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DHR$DDOG$TXN
$551M
78 positions
#6Alliance Wealth Advisors, LLC /UTPassive
Some overlap · 3 shared positions
$DHR$GILD$TXN
$462M
228 positions
#7Meridian Wealth Partners, LLCActive
Some overlap · 3 shared positions
$DHR$DDOG$TXN
$729M
118 positions
#8J. Team Financial, Inc.Passive
Some overlap · 3 shared positions
$DHR$TXN$GILD
$89M
84 positions
#9CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$DDOG$TXN$GILD
$157M
130 positions
#10BARON SILVER STEVENS FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$DHR$DDOG$GILD
$689M
134 positions
#11GENESIS PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$DDOG$TXN$GILD
$318M
182 positions
#12Alphadyne Asset Management LPPassive
Some overlap · 4 shared positions
$TXN$DHR$GILD$AXP
$5.8B
876 positions
#13Findlay Park Partners LLPActive
Some overlap · 3 shared positions
$DHR$TXN$WWD
$7.2B
56 positions
#14Gleason Group, Inc.Active
Some overlap · 3 shared positions
$DDOG$DHR$GILD
$1.0B
229 positions
#15San Luis Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$DDOG$DHR$GILD
$604M
175 positions
#16TD Capital Management LLCActive
Some overlap · 3 shared positions
$DHR$TXN$DDOG
$1.1B
853 positions
#17HEADINVEST, LLCPassive
Some overlap · 3 shared positions
$DHR$TXN$AXP
$488M
225 positions
#18Sky Investment Group LLCPassive
Some overlap · 3 shared positions
$DHR$TXN$AXP
$583M
140 positions
#19GeoWealth Management, LLCActive
Some overlap · 3 shared positions
$DDOG$DHR$TXN
$2.8B
853 positions
#20Cherry Tree Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$DDOG$AXP$DHR
$473M
582 positions
#21Kelman-Lazarov, Inc.Active
Slight overlap · 3 shared positions
$DDOG$TXN$AXP
$698M
140 positions
#22KEYVANTAGE WEALTH, LLCActive
Slight overlap · 3 shared positions
$TXN$GILD$DDOG
$227M
92 positions
#23TAGStone Capital, Inc.Passive
Slight overlap · 3 shared positions
$DDOG$AXP$DHR
$283M
137 positions
#24Flagship Private Wealth, LLCPassive
Slight overlap · 3 shared positions
$TXN$DHR$AXP
$246M
108 positions
#25PURSUE WEALTH PARTNERS LLCPassive
Slight overlap · 3 shared positions
$DDOG$AXP$GILD
$167M
101 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.