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 Parkshore Wealth ,

13F Portfolio OverlapQ1 2026Parkshore Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Parkshore Wealth Management, Inc. is an institutional investor managing $299M across 69 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 Parkshore Wealth , are WMG Financial Advisors,, Meritas Wealth ,, Burton Enright Welch, with shared positions in $AMN, $BAC, $BRZE, $CSX, $IBM, $INTC. The full ranking of 25 similar funds is below.

#1WMG Financial Advisors, LLCActive

Substantial overlap · 3 shared positions

$AMN $BAC $BRZE

$240M

100 positions

#2Meritas Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$AMN $CSX $IBM

$221M

60 positions

#3Burton Enright WelchActive

Substantial overlap · 4 shared positions

$AMN $BAC $BRZE $INTC

$736M

134 positions

#4Creative Capital Management Investments LLCActive

Substantial overlap · 3 shared positions

$AMN $GE $BRZE

$348M

324 positions

#5KEB ASSET MANAGEMENT, LLCActive

Substantial overlap · 3 shared positions

$AMN $IBM $GE

$522M

97 positions

#6Fort Vancouver Investment Management, LLCActive

Substantial overlap · 3 shared positions

$AMN $SNOW $GEV

$197M

59 positions

#7Kondo Wealth Advisors, Inc.Active

Substantial overlap · 3 shared positions

$AMN $SNOW $BAC

$266M

69 positions

#8POINCIANA ADVISORS GROUP, LLCPassive

Substantial overlap · 5 shared positions

$AMN $BAC $SNOW $INTC $GE

$127M

130 positions

#9HMV Wealth Advisors, LLCActive

Substantial overlap · 3 shared positions

$AMN $MPC $LMT

$213M

81 positions

#10Burk Holdings LLCPassive

Substantial overlap · 4 shared positions

$AMN $SNOW $BAC $IBM

$233M

676 positions

#11ENZI WEALTHActive

Substantial overlap · 5 shared positions

$AMN $INTC $AMP $IBM $LMT

$288M

71 positions

#12Moisand Fitzgerald Tamayo, LLCActive

Substantial overlap · 3 shared positions

$AMN $SNOW $AXP

$931M

518 positions

#13BWM Planning, LLCActive

Substantial overlap · 4 shared positions

$AMN $SNOW $INTC $BRZE

$379M

87 positions

#14Nvest Wealth Strategies, Inc.Active

Notable overlap · 3 shared positions

$AMN $GE $GEV

$143M

395 positions

#15RW Investment Management LLCActive

Notable overlap · 3 shared positions

$AMN $LMT $MPC

$1.0B

113 positions

#16New England Capital Financial Advisors LLCActive

Notable overlap · 4 shared positions

$AMN $GE $AXP $GEV

$365M

425 positions

#17Ballast Financial Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $BAC $BRZE

$98M

68 positions

#18Marquette Asset Management, LLCActive

Notable overlap · 3 shared positions

$AMN $IBM $MSI

$669M

795 positions

#19Werba Rubin Papier Wealth ManagementPassive

Notable overlap · 3 shared positions

$AMN $SNOW $BRZE

$718M

278 positions

#20Private Wealth Management Group, LLCPassive

Notable overlap · 3 shared positions

$AMN $IBM $BAC

$381M

1,426 positions

#21Allegiance Financial Group Advisory Services LLCActive

Notable overlap · 5 shared positions

$AMN $GE $INTC $GEV $MPC

$503M

198 positions

#22Harbor Group, Inc.Active

Notable overlap · 6 shared positions

$AMN $GE $GEV $CSX $LMT $BRZE

$692M

116 positions

#23Truepoint, Inc.Active

Notable overlap · 4 shared positions

$AMN $BRZE $GE $GEV

$4.5B

148 positions

#24ATLas Financial Planning LLCActive

Notable overlap · 3 shared positions

$AMN $BAC $BRZE

$112M

69 positions

#25RETIREMENT FINANCIAL SOLUTIONS, LLCActive

Notable overlap · 3 shared positions

$AMN $BRZE $IBM

$350M

53 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.