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Hedge Funds Similar to Presper Financial Architects,

13F Portfolio OverlapQ1 2026Presper Financial Architects, portfolio →
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Most similar hedge funds by 13F overlap

Presper Financial Architects, LLC is an institutional investor managing $168M across 50 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 Presper Financial Architects, are Carson Advisory, FUKOKU MUTUAL LIFE INSURANCE, BONNESS ENTERPRISES, with shared positions in $IBM, $T, $BAH, $KO, $VZ, $NEE. The full ranking of 25 similar funds is below.

#1Carson Advisory Inc.Passive
Some overlap · 7 shared positions
$IBM$T$BAH$KO$VZ$NEE
$193M
188 positions
#2FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 6 shared positions
$IBM$T$KO$VZ$NEE$SO
$1.5B
235 positions
#3BONNESS ENTERPRISES INCActive
Some overlap · 5 shared positions
$IBM$T$KO$VZ$PGR
$273M
39 positions
#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$IBM$T$KO$VZ$SO
$220M
148 positions
#5Widmann Financial Services, Inc.Passive
Some overlap · 5 shared positions
$IBM$T$KO$VZ$SO
$168M
121 positions
#6Drexel Morgan & Co.Active
Some overlap · 5 shared positions
$IBM$T$KO$VZ$DIS
$682M
60 positions
#7Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 5 shared positions
$IBM$T$KO$NEE$DIS
$974M
782 positions
#8Farmers National BankPassive
Some overlap · 5 shared positions
$IBM$T$KO$NEE$DIS
$453M
185 positions
#9WealthTrust Axiom LLCPassive
Some overlap · 5 shared positions
$IBM$T$VZ$ED$NEE
$406M
290 positions
#10Investment Partners Asset Management, Inc.Passive
Some overlap · 5 shared positions
$IBM$T$KO$VZ$SO
$162M
163 positions
#11POM Investment Strategies, LLCPassive
Some overlap · 5 shared positions
$IBM$T$VZ$ED$SO
$80M
433 positions
#12GREENWOOD CAPITAL ASSOCIATES LLCPassive
Some overlap · 5 shared positions
$IBM$HBAN$KO$NEE$TJX
$908M
286 positions
#13Welch Group, LLCPassive
Some overlap · 6 shared positions
$IBM$KO$VZ$ED$NEE$SO
$2.7B
310 positions
#14CORRADO ADVISORS, LLCPassive
Some overlap · 5 shared positions
$IBM$T$VZ$NEE$DIS
$192M
115 positions
#15DB&C Advisors, LLCPassive
Some overlap · 5 shared positions
$IBM$HBAN$KO$VZ$SO
$77M
67 positions
#16Argyle Capital Management, LLCPassive
Some overlap · 4 shared positions
$IBM$T$KO$VZ
$308M
137 positions
#17SILVERLAKE WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$IBM$T$KO$VZ
$479M
377 positions
#18Cladis Investment Advisory, LLCPassive
Some overlap · 5 shared positions
$IBM$T$VZ$NEE$DIS
$182M
159 positions
#19Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$IBM$T$KO$VZ
$170M
82 positions
#20BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$IBM$KO$VZ$NEE$TJX$SO
$199M
110 positions
#21CapWealth Advisors, LLCActive
Some overlap · 4 shared positions
$IBM$T$KO$NEE
$1.3B
118 positions
#22CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 4 shared positions
$IBM$T$KO$DIS
$150M
86 positions
#23M.E. ALLISON & CO., INC.Passive
Some overlap · 5 shared positions
$IBM$T$BAH$KO$VZ
$151M
193 positions
#24Estabrook Capital ManagementPassive
Some overlap · 4 shared positions
$IBM$T$VZ$NEE
$685M
380 positions
#25Jackson Hole Capital Partners, LLCPassive
Some overlap · 6 shared positions
$IBM$T$KO$FE$VZ$SO
$605M
313 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.