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Hedge Funds Similar to Palacios Wealth

13F Portfolio OverlapQ2 2026Palacios Wealth portfolio →
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Most similar hedge funds by 13F overlap

Palacios Wealth Management, LLC is an institutional investor managing $169M across 76 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Palacios Wealth are Processus Wealth, ITHAKA GROUP, BRANDYWINE MANAGERS, with shared positions in $CRWD, $AMGN, $PLTR, $C, $UBER, $MDB. The full ranking of 25 similar funds is below.

#1Processus Wealth & Capital Management, LLCActive
Some overlap · 4 shared positions
$CRWD$AMGN$PLTR$C
$172M
36 positions
#2ITHAKA GROUP LLCActive
Some overlap · 3 shared positions
$CRWD$UBER$PLTR
$551M
40 positions
#3BRANDYWINE MANAGERS, LLCSmart money
Some overlap · 5 shared positions
$CRWD$UBER$MDB$CRM$TWLO
$202M
46 positions
#4Newbridge Financial Services Group, Inc.Passive
Some overlap · 4 shared positions
$CRWD$PLTR$UBER$NBIS
$868M
1,314 positions
#5Destiny Wealth Partners, LLCActive
Some overlap · 3 shared positions
$CRWD$UBER$PLTR
$709M
186 positions
#6GFG Capital, LLCPassive
Some overlap · 3 shared positions
$CRWD$UBER$QCOM
$381M
89 positions
#7Parsonex Advisory Services, Inc.Passive
Some overlap · 4 shared positions
$CRWD$UBER$CRM$SCHW
$115M
50 positions
#8Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$CRWD$UBER$MDB$C
$115M
89 positions
#9Titan Wealth (CI) LtdPassive
Some overlap · 4 shared positions
$CRWD$UBER$PLTR$CRM
$269M
51 positions
#10Sterling Investment Advisors, Ltd.Passive
Some overlap · 4 shared positions
$CRWD$AMGN$PLTR$PFE
$599M
225 positions
#11Trifecta Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$CRWD$UBER$PLTR$AMGN$MS
$808M
315 positions
#12Disciplined Equity Management, Inc.Smart money
Some overlap · 4 shared positions
$CRWD$PLTR$VZ$PFE
$227M
47 positions
#13GUERRA PAN ADVISORS, LLCPassive
Some overlap · 4 shared positions
$CRWD$UBER$MS$CRM
$176M
113 positions
#14MARSHALL INVESTMENT MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$CRWD$AMGN$VZ$PLTR
$241M
497 positions
#15Avalon Global Asset Management LLCActive
Some overlap · 3 shared positions
$CRWD$PLTR$MDB
$917M
38 positions
#16Directional Asset ManagementPassive
Some overlap · 6 shared positions
$CRWD$AMGN$UBER$MS$VZ$SCHW
$124M
90 positions
#17Boothe Investment Group, Inc.Active
Some overlap · 5 shared positions
$CRWD$UBER$C$VZ$PFE
$351M
39 positions
#18Kessler Investment Group, LLCPassive
Some overlap · 3 shared positions
$CRWD$PLTR$CRM
$207M
82 positions
#19Wedbush Fund Advisers, LLCActive
Some overlap · 5 shared positions
$CRWD$PLTR$NBIS$MDB$CRM
$1.1B
103 positions
#201248 Management, LLCActive
Some overlap · 5 shared positions
$CRWD$C$AMGN$CRM$SCHW
$256M
149 positions
#21Corps Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$CRWD$PLTR$VZ
$124M
99 positions
#22BLODGETT WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$CRWD$UBER$PLTR$CRM
$147M
66 positions
#23Wisconsin Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$CRWD$PLTR$UBER$TWLO$CRM
$119M
84 positions
#24PRINCETON CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$CRWD$C$QCOM
$443M
145 positions
#25AGP FRANKLIN, LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$MDB$C
$231M
93 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.