What hedge funds are most similar to Palacios Wealth Management, LLC?

The funds with the most similar 13F portfolios to Palacios Wealth Management, LLC are Processus Wealth & ,, Boothe Investment Group,, ITHAKA GROUP, based on overlapping conviction holdings in the latest SEC filings.

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 Palacios Wealth ,

13F Portfolio OverlapQ1 2026Palacios Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Palacios Wealth Management, LLC is an institutional investor managing $160M across 75 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 Palacios Wealth , are Processus Wealth & ,, Boothe Investment Group,, ITHAKA GROUP, with shared positions in $CRWD, $TMO, $AMGN, $PLTR, $BAC, $C. The full ranking of 25 similar funds is below.

#1Processus Wealth & Capital Management, LLCActive

Notable overlap · 7 shared positions

$CRWD $TMO $AMGN $PLTR $BAC $C

$147M

35 positions

#2Boothe Investment Group, Inc.Active

Notable overlap · 7 shared positions

$AMD $CRWD $UBER $IBM $C $VZ

$311M

40 positions

#3ITHAKA GROUP LLCActive

Notable overlap · 4 shared positions

$AMD $CRWD $UBER $PLTR

$482M

38 positions

#4Southpoint Capital Advisors LPActive

Notable overlap · 3 shared positions

$TMO $AMD $UBER

$4.9B

41 positions

#5Warm Springs Advisors Inc.Active

Notable overlap · 6 shared positions

$AMD $CRWD $TMO $BAC $NBIS $CRM

$118M

48 positions

#6PeakShares LLCPassive

Notable overlap · 9 shared positions

$AMD $UBER $PLTR $CRWD $TMO $IBM

$109M

116 positions

#7Aventura Private Wealth, LLCPassive

Notable overlap · 7 shared positions

$TMO $PLTR $BAC $AMD $MS $CRWD

$273M

904 positions

#8GLENVIEW CAPITAL MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$TMO $AMD $UBER

$4.0B

44 positions

#9Trifecta Capital Advisors, LLCPassive

Some overlap · 8 shared positions

$CRWD $UBER $PLTR $AMD $TMO $AMGN

$646M

274 positions

#10London & Capital Asset Management LtdActive

Some overlap · 3 shared positions

$TMO $AMD $IBM

$9.2B

223 positions

#11Blue Line Capital, LLC / ILPassive

Some overlap · 7 shared positions

$CRWD $UBER $AMGN $PLTR $TMO $MU

$88M

65 positions

#12McGuire Investment Group, LLCActive

Some overlap · 6 shared positions

$AMD $TMO $PLTR $MS $AMGN $SCHW

$885M

121 positions

#13FAGAN ASSOCIATES, INC.Passive

Some overlap · 6 shared positions

$AMD $UBER $PLTR $BAC $IBM $SCHW

$719M

135 positions

#14Generali Investments Towarzystwo Funduszy InwestycyjnychPassive

Some overlap · 7 shared positions

$AMD $CRWD $BAC $C $MU $MDB

$194M

146 positions

#15RPG Investment Advisory, LLCPassive

Some overlap · 5 shared positions

$AMD $CRWD $PLTR $BAC $CRM

$829M

92 positions

#16Torrey Growth & Income AdvisorsActive

Some overlap · 7 shared positions

$AMD $PLTR $UBER $BAC $VZ $CRM

$239M

110 positions

#17Henson-Edgewater Management, LLCPassive

Some overlap · 7 shared positions

$AMD $PLTR $BAC $CRWD $VZ $MU

$157M

66 positions

#18OSSIAMActive

Some overlap · 6 shared positions

$AMD $PLTR $UBER $CRWD $AMGN $MDB

$5.7B

388 positions

#19Optiver Holding B.V.Active

Some overlap · 7 shared positions

$AMD $PLTR $CRWD $MS $BAC $MU

$289.5B

2,301 positions

#20StoneCrest Wealth Management, Inc.Passive

Some overlap · 7 shared positions

$TMO $CRWD $PLTR $UBER $MU $NBIS

$236M

73 positions

#21Newbridge Financial Services Group, Inc.Passive

Some overlap · 6 shared positions

$CRWD $PLTR $AMD $UBER $TMO $IBM

$608M

1,182 positions

#22Atlas Wealth LLCPassive

Some overlap · 6 shared positions

$CRWD $AMGN $BAC $TMO $IBM $MS

$334M

115 positions

#23Quilter PlcActive

Some overlap · 4 shared positions

$AMD $TMO $BAC $MU

$5.7B

124 positions

#24Cornerstone Select Advisors, LLCPassive

Some overlap · 9 shared positions

$CRWD $PLTR $AMGN $BAC $IBM $VZ

$160M

124 positions

#25Schear Investment Advisers, LLCPassive

Some overlap · 6 shared positions

$AMD $CRWD $AMGN $MS $C $MU

$227M

77 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.