Hedge Funds Similar to Portfolio Resources Advisor Group

13F Portfolio OverlapQ3 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 $121M across 194 U.S. equity positions as of Q3 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 Pensionfund PDN, AEW L P, Adelante, with shared positions in $WELL, $DLR, $PLD, $IAU. The full ranking of 25 similar funds is below.

#1Pensionfund PDNActive

Notable overlap · 3 shared positions

$WELL $DLR $PLD

$170M

72 positions

#2AEW CAPITAL MANAGEMENT L PActive

Notable overlap · 3 shared positions

$WELL $DLR $PLD

$1.7B

39 positions

#3Adelante Capital Management LLCActive

Notable overlap · 3 shared positions

$WELL $DLR $PLD

$1.5B

42 positions

#4HEITMAN REAL ESTATE SECURITIES LLCActive

Notable overlap · 3 shared positions

$WELL $DLR $PLD

$1.6B

57 positions

#5COHEN & STEERS, INC.Active

Notable overlap · 3 shared positions

$WELL $DLR $PLD

$63.2B

442 positions

#6Resolution Capital LtdActive

Notable overlap · 3 shared positions

$WELL $DLR $PLD

$5.4B

39 positions

#7Pensionfund SabicActive

Notable overlap · 3 shared positions

$WELL $DLR $PLD

$83M

73 positions

#8Timbercreek Asset Management Ltd.Active

Notable overlap · 3 shared positions

$WELL $DLR $PLD

$722M

83 positions

#9CENTERSQUARE INVESTMENT MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$WELL $DLR $PLD

$11.7B

80 positions

#10Vert Asset Management LLCActive

Notable overlap · 3 shared positions

$WELL $DLR $PLD

$365M

44 positions

#11Uniplan Investment Counsel, Inc.Passive

Notable overlap · 3 shared positions

$WELL $DLR $PLD

$1.1B

175 positions

#12DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Notable overlap · 3 shared positions

$WELL $DLR $PLD

$10.6B

162 positions

#13Green Street Investors, LLCActive

Notable overlap · 3 shared positions

$WELL $DLR $PLD

$212M

29 positions

#14LASALLE INVESTMENT MANAGEMENT SECURITIES LLCActive

Notable overlap · 3 shared positions

$WELL $PLD $DLR

$2.8B

44 positions

#15LDR Capital Management LLCActive

Notable overlap · 3 shared positions

$DLR $WELL $PLD

$81M

44 positions

#16CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive

Notable overlap · 3 shared positions

$WELL $PLD $DLR

$7.2B

101 positions

#17APG Asset Management US Inc.Smart money

Notable overlap · 3 shared positions

$DLR $WELL $PLD

$14.3B

61 positions

#18Safe Harbor Family Capital, LLCSmart money

Notable overlap · 3 shared positions

$DLR $PLD $WELL

$150M

57 positions

#19American Investment Services, Inc.Active

Some overlap · 3 shared positions

$473M

133 positions

#20Vanderbilt UniversitySmart money

Some overlap · 3 shared positions

$WELL $PLD $DLR

$728M

74 positions

#21Gross & Hartman Investments LLCActive

Some overlap · 3 shared positions

$PLD $DLR $WELL

$226M

80 positions

#22DoubleLine ETF Adviser LPPassive

Some overlap · 3 shared positions

$WELL $PLD $DLR

$242M

170 positions

#23ARBOR CAPITAL MANAGEMENT INC /ADVPassive

Some overlap · 3 shared positions

$WELL $PLD $DLR

1 positions

#24Alpha Zero LLCActive

Some overlap · 3 shared positions

$IAU $WELL $PLD

$264M

107 positions

#25Daiwa Securities Group Inc.Active

Some overlap · 3 shared positions

$WELL $DLR $PLD

$51.1B

1,194 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.