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Hedge Funds Similar to Prepared Retirement Institute

13F Portfolio OverlapQ2 2026Prepared Retirement Institute portfolio →
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Most similar hedge funds by 13F overlap

Prepared Retirement Institute LLC is an institutional investor managing $235M across 94 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 Prepared Retirement Institute are EAGLE HARBOR ASSET, ClearAlpha Technologies, BERKSHIRE ASSET, with shared positions in $NOTV, $COF, $ABT, $TEL, $ASML, $PPL. The full ranking of 25 similar funds is below.

#1EAGLE HARBOR ASSET MANAGEMENT INC /ADVPassive
Some overlap · 3 shared positions
$NOTV$COF$ABT
$133M
141 positions
#2ClearAlpha Technologies LPPassive
Some overlap · 4 shared positions
$TEL$ABT$COF$ASML
$58M
79 positions
#3BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$TEL$ABT$PPL$MCD
$2.5B
270 positions
#4Plan Group Financial, LLCPassive
Some overlap · 3 shared positions
$NOTV$SLV$PPL
$510M
228 positions
#5Harvest Investment Advisors, LLCActive
Some overlap · 4 shared positions
$ALL$ABT$MS$GD
$202M
58 positions
#6S Harris Financial Group, LLCActive
Some overlap · 4 shared positions
$ALL$MS$COF$ASML
$129M
124 positions
#7Strategic Wealth Advisors LLCActive
Some overlap · 5 shared positions
$ALL$MS$MCD$COF$GD
$117M
260 positions
#8Tudor Financial Inc.Passive
Some overlap · 3 shared positions
$ALL$ABT$SLV
$222M
152 positions
#9Interactive Financial AdvisorsActive
Some overlap · 3 shared positions
$ALL$SLV$MS
$164M
74 positions
#10Nordwand Advisors, LLCPassive
Some overlap · 3 shared positions
$TEL$MS$ABT
$652M
146 positions
#11GUYASUTA INVESTMENT ADVISORS INCActive
Some overlap · 3 shared positions
$TEL$ASML$MCD
$1.9B
270 positions
#12Alley Investment Management Company, LLCActive
Some overlap · 4 shared positions
$ABT$MS$COF$ASML
$856M
89 positions
#13Networth Advisors, LLCActive
Some overlap · 3 shared positions
$ALL$MS$COF
$172M
383 positions
#14William B. Walkup & Associates, Inc.Passive
Some overlap · 3 shared positions
$ALL$MS$COF
$208M
258 positions
#15Asio Capital, LLCActive
Some overlap · 4 shared positions
$TEL$MS$COF$ASML
$816M
131 positions
#16Chicago Wealth Management, Inc.Active
Some overlap · 3 shared positions
$ALL$MS$COF
$282M
63 positions
#17BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 4 shared positions
$ALL$ABT$MCD$CAH
$263M
90 positions
#18URS Advisory LLCActive
Some overlap · 4 shared positions
$SLV$ALL$COF$MCD
$180M
61 positions
#19Oliver Luxxe Assets LLCPassive
Some overlap · 3 shared positions
$TEL$MS$COF
$638M
194 positions
#20POWER WEALTH MANAGEMENT LLCActive
Some overlap · 3 shared positions
$TEL$SLV$COF
$291M
118 positions
#21LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 3 shared positions
$ALL$ABT$CEG
$248M
91 positions
#22Insight Inv LLCPassive
Some overlap · 3 shared positions
$ALL$MS$GD
$210M
108 positions
#23Consolidated Planning CorpActive
Some overlap · 4 shared positions
$MS$CAH$ABT$TEL
$735M
186 positions
#24GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 3 shared positions
$ALL$MS$ASML
$2.3B
224 positions
#25PARTNERS WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$ALL$MS$MSTR
$102M
108 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.