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 Portfolio Resources Advisor Group,

13F Portfolio OverlapQ1 2026Portfolio Resources Advisor Group, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Portfolio Resources Advisor Group, Inc. is an institutional investor managing $101M across 148 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 Resources Advisor Group, are Interactive Financial Advisors, Archer Investment ,, WESCAP Group,, with shared positions in $SE, $USB, $IAU, $SOLV, $MS, $HUM. The full ranking of 25 similar funds is below.

#1Interactive Financial AdvisorsActive

Some overlap · 8 shared positions

$SE $USB $IAU $SOLV $MS $HUM

$153M

78 positions

#2Archer Investment Management, LLCPassive

Some overlap · 8 shared positions

$SE $MKL $IAU $USB $SOLV $MS

$238M

108 positions

#3WESCAP Management Group, Inc.Active

Some overlap · 6 shared positions

$SE $USB $IAU $COP $HUM $SCHW

$508M

107 positions

#4Catalyst Investment Management LLCPassive

Some overlap · 7 shared positions

$SE $MKL $IAU $MS $HUM $KKR

$90M

65 positions

#5FINANCIAL MANAGEMENT NETWORK INCPassive

Some overlap · 7 shared positions

$SE $USB $IAU $COP $HUM $KKR

$653M

191 positions

#6Topel & Distasi Wealth Management, LLCActive

Some overlap · 6 shared positions

$SE $USB $MKL $COP $SNOW $SCHW

$193M

58 positions

#7TD PRIVATE CLIENT WEALTH LLCPassive

Some overlap · 8 shared positions

$SE $USB $COP $PLD $MS $HUM

$4.8B

1,649 positions

#8Center For Asset Management LLCPassive

Some overlap · 4 shared positions

$SE $USB $IAU $MO

$201M

144 positions

#9STOLZ & ASSOCIATES, PSSmart money

Some overlap · 3 shared positions

$SE $USB $IAU

$143M

30 positions

#10Asempa Wealth AdvisorsPassive

Some overlap · 5 shared positions

$SE $MKL $IAU $HUM $KKR

$115M

115 positions

#11BLUELINE ADVISORS LLCActive

Some overlap · 6 shared positions

$SE $USB $COP $HUM $KKR $SCHW

$129M

217 positions

#12Sincerus Advisory, LLCActive

Some overlap · 5 shared positions

$SE $USB $IAU $HUM $SCHW

$132M

76 positions

#13TME FINANCIAL, INC.Passive

Some overlap · 6 shared positions

$SE $USB $IAU $MS $SNOW $KKR

$144M

65 positions

#14Dodds Wealth, LLCSmart money

Some overlap · 6 shared positions

$SE $USB $WELL $KKR $IAU $SCHW

$407M

51 positions

#15Ifrah Financial Services, Inc.Passive

Some overlap · 4 shared positions

$SE $MKL $IAU $SCHW

$378M

200 positions

#16Disciplined Investments, LLCPassive

Some overlap · 6 shared positions

$SE $USB $IAU $COP $SNOW $SCHW

$279M

141 positions

#17Foundation Wealth Management, LLC\PAActive

Some overlap · 7 shared positions

$SE $USB $MKL $COP $IAU $SNOW

$284M

91 positions

#18Westfuller Advisors, LLCPassive

Some overlap · 7 shared positions

$SE $MKL $SOLV $MS $SNOW $KKR

$232M

756 positions

#19MMA ASSET MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$SE $USB $COP $SNOW $MO

$284M

179 positions

#20Beacon Bridge Wealth Partners, LLCPassive

Some overlap · 8 shared positions

$SE $RL $IAU $COP $SOLV $MS

$299M

101 positions

#21Sterling Financial Planning, Inc.Active

Some overlap · 8 shared positions

$SE $IAU $COP $HUM $SNOW $KKR

$337M

117 positions

#225T Wealth, LLCPassive

Some overlap · 6 shared positions

$SE $IAU $SOLV $RL $SNOW $KKR

$253M

129 positions

#23Horst & Graben Wealth Management LLCPassive

Some overlap · 5 shared positions

$SE $IAU $DLR $MKL $HUM

$729M

195 positions

#24Madson Wealth Advisors IncPassive

Some overlap · 5 shared positions

$SE $IAU $SOLV $MS $HUM

$120M

84 positions

#25Gibbs Wealth ManagementPassive

Some overlap · 5 shared positions

$SE $USB $SOLV $PM $ADI

$762M

433 positions

Compare Portfolio Resources Advisor Group,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Portfolio Resources Advisor Group,’s holdings

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.