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Hedge Funds Similar to Perissos Private Wealth ,

13F Portfolio OverlapQ1 2026Perissos Private Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Perissos Private Wealth Management, LLC is an institutional investor managing $115M across 71 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 Perissos Private Wealth , are Prota Financial,, Artesa Financial Group,, SENTINEL WEALTH ,, with shared positions in $BXSL, $ALPS, $REGN, $TMO, $DHR, $SLV. The full ranking of 25 similar funds is below.

#1Prota Financial, LLCActive
Some overlap · 4 shared positions
$BXSL$ALPS$REGN$TMO
$138M
67 positions
#2Artesa Financial Group, LLCActive
Some overlap · 6 shared positions
$DHR$ALPS$SLV$EPD$MU$OKE
$105M
55 positions
#3SENTINEL WEALTH MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$DHR$EPD$OKE$SNOW
$125M
39 positions
#4Stronghold Wealth Management L.L.C.Passive
Some overlap · 4 shared positions
$BXSL$DHR$SNOW$TMO
$66M
119 positions
#5BEAM WEALTH ADVISORS, INC.Active
Some overlap · 7 shared positions
$SLV$ALPS$SNOW$EPD$DHR$REGN
$402M
108 positions
#6Williams & Novak, LLCPassive
Some overlap · 3 shared positions
$DHR$SLV$MU
$134M
143 positions
#7Guilbault Capital LLCPassive
Some overlap · 3 shared positions
$BXSL$REGN$AGQ
$91M
67 positions
#8Valtrion Capital Management, LLCActive
Some overlap · 5 shared positions
$DHR$ALPS$BXSL$AFL$AGQ
$106M
93 positions
#9Capstone Wealth Management Group LLCPassive
Some overlap · 5 shared positions
$SLV$ALPS$BXSL$REGN$AGQ
$163M
123 positions
#10TRUE Private Wealth AdvisorsPassive
Some overlap · 3 shared positions
$DHR$ALPS$MU
$1.0B
266 positions
#11BASSO CAPITAL MANAGEMENT, L.P.Active
Some overlap · 4 shared positions
$SLV$OKE$EPD$BXSL
$163M
137 positions
#12Keystone Financial Group, Inc.Active
Some overlap · 3 shared positions
$DHR$SLV$ALPS
$192M
134 positions
#13Gainplan LLCActive
Some overlap · 4 shared positions
$DHR$SLV$TMO$AGQ
$133M
59 positions
#14RS CRUM INC.Active
Some overlap · 5 shared positions
$ALPS$EPD$OKE$SNOW$MU
$517M
102 positions
#15Sovereign Investment Advisors, LLCActive
Some overlap · 4 shared positions
$ALPS$OKE$EPD$SNOW
$472M
106 positions
#16Goldstein Advisors, LLCActive
Some overlap · 3 shared positions
$DHR$OKE$REGN
$900M
228 positions
#17Everest Management Corp.Active
Some overlap · 3 shared positions
$DHR$OKE$MU
$197M
72 positions
#18James J. Burns & Company, LLCActive
Some overlap · 3 shared positions
$DHR$SLV$AGQ
$737M
155 positions
#19Cushing Capital Partners, LLCPassive
Some overlap · 4 shared positions
$SLV$DHR$AFL$AGQ
$130M
96 positions
#20STANSBERRY ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$ALPS$DHR$BXSL
$973M
141 positions
#21TT Capital Management LLCActive
Some overlap · 4 shared positions
$ALPS$BXSL$OKE$EPD
$121M
73 positions
#22Wealthstar Advisors, LLCActive
Some overlap · 3 shared positions
$DHR$SLV$MU
$213M
111 positions
#23Burk Holdings LLCPassive
Some overlap · 3 shared positions
$DHR$OKE$SNOW
$233M
676 positions
#24COFG Advisors, LLCPassive
Some overlap · 3 shared positions
$DHR$OKE$MU
$404M
241 positions
#25ARTHUR M. COHEN & ASSOCIATES, LLCActive
Some overlap · 4 shared positions
$DHR$ISRG$TMO$AGQ
$563M
127 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.