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 Paladin Wealth,

13F Portfolio OverlapQ1 2026Paladin Wealth, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Paladin Wealth, LLC is an institutional investor managing $172M across 134 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 Paladin Wealth, are Brown Financial Advisors, Gradient Investments, Safe Harbor Wealth Advisors,, with shared positions in $JHG, $GLDM, $MS, $TGT, $TMO, $MDT. The full ranking of 25 similar funds is below.

#1Brown Financial AdvisorsPassive

Substantial overlap · 20 shared positions

$JHG $GLDM $MS $TGT $TMO $MDT

$264M

209 positions

#2Gradient Investments LLCPassive

Notable overlap · 19 shared positions

$JHG $GLDM $MS $TMO $TGT $KO

$6.5B

420 positions

#3Safe Harbor Wealth Advisors, LLC

Notable overlap · 18 shared positions

$JHG $GLDM $MS $TGT $ETN $MDT

$103M

96 positions

#4Mattson Financial Services, LLCPassive

Notable overlap · 17 shared positions

$JHG $MS $TGT $ETN $MDT $KO

$419M

232 positions

#5Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$JHG $COP $TMO $LOW $PWR $ETN

$407M

601 positions

#6NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$JHG $ETN $KO $MCD $ABT $ECL

$367M

141 positions

#7VIAWEALTH, LLCPassive

Notable overlap · 6 shared positions

$JHG $MDT $AGQ $COP $UNH $PANW

$180M

159 positions

#8INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$JHG $GLDM $ABT $CNS

$803M

181 positions

#9Buck Wealth Strategies, LLCActive

Notable overlap · 5 shared positions

$JHG $GLDM $MS $KO $UNH

$810M

166 positions

#10ATWOOD & PALMER INCPassive

Notable overlap · 4 shared positions

$JHG $TMO $LOW $URI

$1.8B

531 positions

#11Split Rock Private Trading & Wealth Management, LLCActive

Notable overlap · 4 shared positions

$JHG $MS $AGQ $PWR

$129M

46 positions

#12Generation Capital Management LLCPassive

Notable overlap · 4 shared positions

$JHG $AGQ $UNH $MCD

$137M

74 positions

#13PARTNERS WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$JHG $KO $AGQ $MS

$97M

109 positions

#14Englebert Financial Advisers, LLCActive

Notable overlap · 4 shared positions

$JHG $MDT $UNH $PANW

$88M

55 positions

#15Asio Capital, LLCActive

Notable overlap · 8 shared positions

$JHG $TMO $LOW $COP $UNH $LRCX

$712M

110 positions

#16IVC Wealth Advisors LLCPassive

Notable overlap · 4 shared positions

$JHG $ETN $MCD $COP

$230M

173 positions

#17ALBION FINANCIAL GROUP /UTActive

Notable overlap · 7 shared positions

$JHG $COP $TMO $PWR $SBUX $MS

$1.5B

737 positions

#18NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 3 shared positions

$JHG $GLDM $MS

$777M

112 positions

#19Marshall Financial Group, LLCPassive

Notable overlap · 4 shared positions

$JHG $AGQ $LRCX $MCD

$625M

293 positions

#20Accel Wealth ManagementPassive

Notable overlap · 3 shared positions

$JHG $MS $AGQ

$383M

290 positions

#21Weaver Consulting GroupPassive

Notable overlap · 3 shared positions

$JHG $MS $TMO

$420M

275 positions

#22Advisory Resource GroupPassive

Notable overlap · 3 shared positions

$JHG $MS $COP

$581M

172 positions

#23Clearview Wealth Advisors LLC

Notable overlap · 3 shared positions

$JHG $GLDM $MCD

$158M

103 positions

#24Haverford Trust CoActive

Notable overlap · 7 shared positions

$JHG $TMO $ETN $KO $MDT $LOW

$10.9B

419 positions

#25CASTLE WEALTH MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$JHG $LOW $TMO $ETN

$309M

132 positions

Compare Paladin Wealth,’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 Paladin Wealth,’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.