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 Prasad Wealth Partners,

13F Portfolio OverlapQ1 2026Prasad Wealth Partners, portfolio →

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Most similar hedge funds by 13F overlap

Prasad Wealth Partners, LLC is an institutional investor managing $367M across 146 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 Prasad Wealth Partners, are RiverTree Advisors,, Three Cord True Wealth ,, Generation, with shared positions in $JHG, $ALPS, $FCFS, $SHOP, $LEN, $AGQ. The full ranking of 25 similar funds is below.

#1RiverTree Advisors, LLCPassive

Notable overlap · 5 shared positions

$JHG $ALPS $FCFS $SHOP $LEN

$158M

60 positions

#2Three Cord True Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$JHG $AGQ $SHOP

$180M

39 positions

#3Generation Capital Management LLCPassive

Notable overlap · 4 shared positions

$JHG $AGQ $C $MU

$137M

74 positions

#4Tower Wealth Partners, Inc.Active

Notable overlap · 4 shared positions

$JHG $SHOP $AGQ $IBM

$181M

87 positions

#5Northwest Financial AdvisorsPassive

Notable overlap · 3 shared positions

$JHG $AGQ $IBM

$52M

66 positions

#6MJP ASSOCIATES INC /ADVPassive

Notable overlap · 3 shared positions

$JHG $AGQ $IBM

$824M

231 positions

#7Orion Capital Management LLCPassive

Notable overlap · 4 shared positions

$JHG $PLTR $ETN $IBM

$290M

485 positions

#8Comprehensive Financial Planning, Inc./PAPassive

Notable overlap · 5 shared positions

$JHG $PLTR $LEN $MU $SLV

$144M

387 positions

#9Three Magnolias Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $PLTR $SHOP

$157M

103 positions

#10PFS Partners, LLCActive

Notable overlap · 4 shared positions

$JHG $MU $IBM $SLV

$218M

590 positions

#11Seed Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$JHG $PLTR $TEL

$145M

98 positions

#12Rise Advisors, LLCActive

Notable overlap · 4 shared positions

$JHG $MU $ETN $IBM

$284M

94 positions

#13Accel Wealth ManagementPassive

Notable overlap · 6 shared positions

$JHG $AGQ $PLTR $MU $IBM $SLV

$383M

290 positions

#14Vista Private Wealth Partners. LLCPassive

Notable overlap · 3 shared positions

$JHG $MU $IBM

$291M

87 positions

#15Paragon Advisors, LLCActive

Notable overlap · 5 shared positions

$JHG $AGQ $PLTR $MELI $LRCX

$371M

76 positions

#16First Financial Group CorpActive

Notable overlap · 3 shared positions

$JHG $IBM $LRCX

$122M

80 positions

#17CASTLE WEALTH MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$JHG $ALPS $ETN $SLV

$309M

132 positions

#18IVC Wealth Advisors LLCPassive

Notable overlap · 3 shared positions

$JHG $ETN $IBM

$230M

173 positions

#19NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 3 shared positions

$JHG $SLV $LEN

$777M

112 positions

#20Sanchez Wealth Management GroupActive

Notable overlap · 4 shared positions

$JHG $AGQ $ETN $LRCX

$462M

53 positions

#21MIDLAND WEALTH ADVISORS LLCSmart money

Notable overlap · 3 shared positions

$JHG $IBM $LEN

$1.9B

160 positions

#22Signature Wealth Management Partners, LLCPassive

Notable overlap · 4 shared positions

$JHG $AGQ $IBM $PLTR

$199M

116 positions

#23LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$JHG $PH $AGQ $MU $PLTR $SLV

$174M

65 positions

#24Summit Financial Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$AGQ $ALPS $ETN $IBM $FITB

$705M

193 positions

#25Dogwood Wealth Management LLCPassive

Notable overlap · 3 shared positions

$JHG $AGQ $LEN

$230M

860 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.