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 Prudent Man Investment ,

13F Portfolio OverlapQ1 2026Prudent Man Investment , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Prudent Man Investment Management, Inc. is an institutional investor managing $297M across 169 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 Prudent Man Investment , are OKABENA INVESTMENT SERVICES, ANGELES WEALTH ,, Junk Investment Group,, with shared positions in $NTRB, $BRZE, $DOV, $TMO, $WM, $WFC. The full ranking of 25 similar funds is below.

#1OKABENA INVESTMENT SERVICES INCPassive

Some overlap · 5 shared positions

$NTRB $BRZE $DOV $TMO $WM

$519M

144 positions

#2ANGELES WEALTH MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$NTRB $BRZE $DOV $WFC

$1.8B

524 positions

#3Junk Investment Group, LLCPassive

Some overlap · 3 shared positions

$NTRB $PNC $DOV

$191M

88 positions

#4Rayburn West Financial Services LLCPassive

Some overlap · 6 shared positions

$PNC $LMT $AXP $BAC $WFC $MCD

$170M

82 positions

#5Breakwater Investment ManagementPassive

Some overlap · 3 shared positions

$NTRB $BRZE $DOV

$269M

506 positions

#6Leelyn Smith, LLCPassive

Some overlap · 5 shared positions

$NTRB $LMT $BRZE $TMO $MCD

$713M

154 positions

#7Pacific Center for Financial ServicesActive

Some overlap · 5 shared positions

$NTRB $BRZE $WFC $ASML $DIS

$394M

513 positions

#8Ransom Advisory, Ltd

Some overlap · 9 shared positions

$PNC $AXP $LMT $BAC $TMO $WFC

$254M

433 positions

#9NWF Advisory Services Inc.Passive

Some overlap · 5 shared positions

$NTRB $AXP $DOV $BAC $DIS

$886M

411 positions

#10BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Some overlap · 7 shared positions

$PNC $LMT $BAC $WFC $WM $LOW

$2.3B

264 positions

#11Baring Financial LLCPassive

Some overlap · 5 shared positions

$NTRB $LMT $NKE $ASML $WM

$163M

72 positions

#12WEIK CAPITAL MANAGEMENTActive

Some overlap · 7 shared positions

$LMT $PNC $AXP $BRZE $DIS $WFC

$251M

90 positions

#13McClarren Financial Advisors, Inc.Active

Some overlap · 3 shared positions

$NTRB $BRZE $DIS

$169M

79 positions

#14MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 6 shared positions

$PNC $LMT $TMO $WFC $NKE $LOW

$1.1B

105 positions

#15Atlas Wealth LLCPassive

Some overlap · 6 shared positions

$PNC $LMT $BAC $TMO $WM $MCD

$334M

115 positions

#16Raab & Moskowitz Asset Management LLCPassive

Some overlap · 5 shared positions

$NTRB $BRZE $BAC $WM $MCD

$450M

187 positions

#17Safe Harbor Fiduciary, LLCPassive

Some overlap · 4 shared positions

$PNC $BRZE $BAC $TMO

$105M

56 positions

#18Fingerlakes Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$NTRB $DOV $LMT $LOW $MCD

$151M

97 positions

#19LEAVELL INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 4 shared positions

$NTRB $DOV $LMT $MCD

$2.4B

603 positions

#20Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Some overlap · 5 shared positions

$BRZE $NTRB $DOV $NKE $IDCC

$111M

63 positions

#21CDM FINANCIAL COUNSELING SERVICES, INC.Active

Some overlap · 5 shared positions

$NTRB $AXP $TMO $ASML $MCD

$105M

80 positions

#22Strategic Investment Solutions, Inc. /ILPassive

Some overlap · 5 shared positions

$BRZE $NTRB $DOV $NKE $MCD

$414M

694 positions

#23Northstar Group, Inc.Active

Some overlap · 5 shared positions

$BRZE $AXP $DOV $DIS $MCD

$707M

166 positions

#24MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$BRZE $LMT $AXP $DOV

$144M

99 positions

#25Chronos Wealth Management, LLCActive

Some overlap · 4 shared positions

$PNC $LMT $XEL $ASML

$207M

38 positions

Compare Prudent Man Investment ,’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 Prudent Man Investment ,’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.