What hedge funds are most similar to PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC?

The funds with the most similar 13F portfolios to PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC are Somerset, MATTERN ,, BRADY FAMILY WEALTH,, based on overlapping conviction holdings in the latest SEC filings.

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 PARR MCKNIGHT WEALTH GROUP,

13F Portfolio OverlapQ1 2026PARR MCKNIGHT WEALTH GROUP, portfolio →

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Most similar hedge funds by 13F overlap

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC is an institutional investor managing $763M across 214 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 PARR MCKNIGHT WEALTH GROUP, are Somerset, MATTERN ,, BRADY FAMILY WEALTH,, with shared positions in $ADI, $LOW, $ITW, $NEE, $CEG, $WEC. The full ranking of 25 similar funds is below.

#1Somerset Trust CoPassive

Notable overlap · 12 shared positions

$ADI $LOW $ITW $NEE $CEG $WEC

$326M

174 positions

#2MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 11 shared positions

$LOW $ECL $NEE $CEG $WEC $LIN

$835M

170 positions

#3BRADY FAMILY WEALTH, LLCPassive

Some overlap · 8 shared positions

$ADI $LOW $ITW $TJX $PSX $AMGN

$321M

110 positions

#4Blossom Wealth ManagementPassive

Some overlap · 9 shared positions

$ADI $ECL $TJX $WEC $NEE $AMGN

$67M

74 positions

#5Nicholson Wealth Management Group, LLCPassive

Some overlap · 9 shared positions

$ADI $NEE $WEC $LIN $PSX $AMGN

$172M

114 positions

#6BKM Wealth Management, LLCPassive

Some overlap · 8 shared positions

$ADI $LOW $WEC $NEE $LIN $AMGN

$274M

148 positions

#7JGP Wealth Management, LLCPassive

Some overlap · 7 shared positions

$ADI $LOW $ITW $NEE $AMGN $LHX

$961M

223 positions

#8Community Financial Services Group, LLCPassive

Some overlap · 9 shared positions

$LOW $VLTO $NEE $ECL $LIN $MCD

$568M

460 positions

#9BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$ADI $LOW $TJX $NEE $LIN $AMGN

$7.8B

1,278 positions

#10ZEVIN ASSET MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$ADI $ECL $VLTO $TJX $LIN $PLD

$723M

93 positions

#11PFW Advisors LLCActive

Some overlap · 11 shared positions

$NEE $ITW $PSX $MCD $ABT $LIN

$318M

118 positions

#12Mattern Wealth Management LLCActive

Some overlap · 8 shared positions

$ADI $LOW $NEE $PSX $MCD $LHX

$513M

158 positions

#13Kesler, Norman & Wride, LLCPassive

Some overlap · 7 shared positions

$ADI $LOW $NEE $PSX $AMGN $LHX

$581M

245 positions

#14Petros Family Wealth, LLCPassive

Some overlap · 7 shared positions

$ADI $LOW $TJX $NEE $PSX $AMGN

$140M

131 positions

#15TICINO WEALTHPassive

Some overlap · 7 shared positions

$ADI $ITW $LOW $PSX $AMGN $MCD

$288M

138 positions

#16Cincinnati Specialty Underwriters Insurance COActive

Some overlap · 7 shared positions

$ADI $TJX $NEE $WEC $MCD $ABT

$412M

46 positions

#17Notis-McConarty EdwardActive

Some overlap · 7 shared positions

$ADI $TJX $NEE $LOW $AMGN $ABT

$219M

68 positions

#18Smith, Salley & AssociatesPassive

Some overlap · 6 shared positions

$ADI $LOW $TJX $NEE $LIN $ABT

$2.0B

267 positions

#19Covea FinanceActive

Some overlap · 7 shared positions

$ADI $LOW $TJX $CEG $LHX $ABT

$2.9B

146 positions

#20PIONEER TRUST BANK N A/ORPassive

Some overlap · 7 shared positions

$LOW $ITW $TJX $NEE $MCD $ABT

$412M

83 positions

#21Minot DeBlois Advisors LLCPassive

Some overlap · 6 shared positions

$ADI $ECL $TJX $NEE $ABT $AXP

$110M

226 positions

#22Clear Trail Advisors, LLCPassive

Some overlap · 7 shared positions

$ADI $TJX $NEE $AMGN $MCD $AXP

$601M

149 positions

#23Baker Chad RActive

Some overlap · 5 shared positions

$ADI $LOW $VLTO $TJX $ABT

$530M

56 positions

#24Stonebridge Financial Group, LLCPassive

Some overlap · 8 shared positions

$ADI $NEE $LIN $LHX $MCD $LOW

$1.2B

262 positions

#25Greystone Financial Group, LLCPassive

Some overlap · 7 shared positions

$LOW $TJX $LIN $AMGN $MCD $ABT

$353M

78 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.