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 Parkway Wealth Group,

13F Portfolio OverlapQ1 2026Parkway Wealth Group, portfolio →

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Most similar hedge funds by 13F overlap

Parkway Wealth Management Group, LLC is an institutional investor managing $791M across 137 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 Parkway Wealth Group, are BFI Infinity Ltd., Williamson Legacy Group,, FORTEM FINANCIAL GROUP,, with shared positions in $QUBT, $RL, $MCK, $WDC, $STX, $MU. The full ranking of 25 similar funds is below.

#1BFI Infinity Ltd.Active

Some overlap · 3 shared positions

$QUBT $RL $MCK

$178M

61 positions

#2Williamson Legacy Group, LLCPassive

Some overlap · 9 shared positions

$WDC $STX $MU $LRCX $TER $HWM

$133M

81 positions

#3FORTEM FINANCIAL GROUP, LLCPassive

Some overlap · 6 shared positions

$YMM $LRCX $TER $HWM $TPR $PLTR

$399M

173 positions

#4TABR Capital Management, LLCActive

Some overlap · 9 shared positions

$STX $WDC $TER $TPR $LRCX $MU

$109M

54 positions

#5Madrona Financial Services, LLCActive

Some overlap · 3 shared positions

$QUBT $YMM $MU

$457M

123 positions

#6POINCIANA ADVISORS GROUP, LLCPassive

Some overlap · 8 shared positions

$LRCX $TER $HWM $TPR $RL $T

$127M

130 positions

#7Cavalier Investments, LLCSmart money

Some overlap · 7 shared positions

$WDC $T $IESC $LRCX $HWM $ALB

$3.7B

112 positions

#8CHAPIN DAVIS, INC.Passive

Some overlap · 7 shared positions

$WDC $STX $LRCX $TER $HWM $ALB

$449M

261 positions

#9Winslow Capital Management, LLCActive

Some overlap · 6 shared positions

$HLT $MU $HWM $MCK $GE $PLTR

$25.6B

60 positions

#10RPg Family Wealth Advisory, LLCPassive

Some overlap · 5 shared positions

$QUBT $HWM $GE $PLTR $SE

$479M

140 positions

#11Pinpoint Asset Management (Singapore) Pte. Ltd.Active

Some overlap · 3 shared positions

$YMM $STX $TER

$433M

150 positions

#12Stone Wealth PartnersPassive

Some overlap · 6 shared positions

$WDC $STX $MU $LRCX $TER $ALB

$111M

59 positions

#13National Wealth Management Group, LLCPassive

Some overlap · 8 shared positions

$WDC $LRCX $GE $QUBT $STX $PLTR

$269M

215 positions

#14FLORIDA FINANCIAL ADVISORS, LLCPassive

Some overlap · 6 shared positions

$WDC $STX $MU $LRCX $TPR $CIEN

$418M

317 positions

#15Three Seasons Wealth, LLCPassive

Some overlap · 6 shared positions

$STX $MU $WDC $LRCX $TER $ALB

$262M

187 positions

#16Dedeker Financial LLCPassive

Some overlap · 6 shared positions

$WDC $STX $MU $LRCX $CIEN $PLTR

$115M

50 positions

#17Decker Retirement Planning Inc.Passive

Some overlap · 6 shared positions

$WDC $STX $MU $LRCX $ALB $PLTR

$221M

284 positions

#18E Fund Management Co., Ltd.Passive

Some overlap · 6 shared positions

$YMM $MU $LRCX $CIEN $PLTR $TXN

$3.4B

489 positions

#19Range Financial Group LLCPassive

Some overlap · 6 shared positions

$WDC $STX $MU $LRCX $TPR $SE

$298M

190 positions

#20ATLAS CAPITAL ADVISORS LLCPassive

Some overlap · 7 shared positions

$MU $WDC $RL $MCK $LRCX $T

$875M

989 positions

#21Walser Wealth Management Company, A Ltd Liability CoActive

Some overlap · 3 shared positions

$YMM $MU $CIEN

$223M

187 positions

#22Western Financial Corp/CAActive

Some overlap · 6 shared positions

$WDC $STX $MU $LRCX $GE $SE

$255M

127 positions

#23NAVELLIER & ASSOCIATES INCPassive

Some overlap · 6 shared positions

$STX $LRCX $HWM $MU $CIEN $PLTR

$960M

326 positions

#24WESPAC Advisors, LLCPassive

Some overlap · 6 shared positions

$MU $TER $HWM $T $ALB $GE

$183M

178 positions

#25Trivest Advisors LtdSmart money

Some overlap · 5 shared positions

$WDC $STX $MU $LRCX $TER

$1.4B

29 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.