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Hedge Funds Similar to Paller Financial Services

13F Portfolio OverlapQ1 2026Paller Financial Services portfolio →
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Most similar hedge funds by 13F overlap

Paller Financial Services Inc is an institutional investor managing $134M across 44 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 Paller Financial Services are Madison Park Advisors,, GFS Advisors,, Kraft, Davis & Associates,, with shared positions in $MDY, $ARKO, $AGQ, $APP, $SLV, $QUBT. The full ranking of 25 similar funds is below.

#1Madison Park Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$MDY$ARKO$AGQ
$127M
62 positions
#2GFS Advisors, LLCPassive
Notable overlap · 4 shared positions
$ARKO$MDY$APP$SLV
$785M
159 positions
#3Kraft, Davis & Associates, LLCPassive
Some overlap · 3 shared positions
$QUBT$AGQ$OTIS
$469M
151 positions
#4SMITH, MOORE & CO.Passive
Some overlap · 3 shared positions
$MDY$AGQ$SLV
$1.4B
558 positions
#5PACIFIC SUN FINANCIAL CORPPassive
Some overlap · 5 shared positions
$OTIS$SLV$ARKO$MDY$QUBT
$206M
201 positions
#6Nova Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$QUBT$AGQ$SLV
$154M
545 positions
#7MGB Wealth Management, LLC
Some overlap · 4 shared positions
$APP$SLV$OTIS$AGQ
$350M
308 positions
#8DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$MDY$OTIS$IRM
$400M
202 positions
#9KRAEMATON INVESTMENT ADVISORS, INCPassive
Some overlap · 3 shared positions
$ARKO$QUBT$AGQ
$123M
99 positions
#10GTS SECURITIES LLCPassive
Some overlap · 3 shared positions
$AGQ$MDY$ARKO
$2.8B
1,482 positions
#11Roan Capital PartnersPassive
Some overlap · 3 shared positions
$MDY$SLV$AGQ
$108M
77 positions
#12Intrepid Financial Planning Group LLCPassive
Some overlap · 3 shared positions
$MDY$ARKO$AGQ
$248M
125 positions
#13Sage Capital Management, LLCPassive
Some overlap · 4 shared positions
$QUBT$OTIS$AGQ$IRM
$213M
163 positions
#14Wealth Watch Advisors, INCPassive
Some overlap · 4 shared positions
$SLV$MDY$AGQ$ARKO
$239M
126 positions
#15MLP3, LLCPassive
Some overlap · 3 shared positions
$AGQ$SLV$MDY
$91M
86 positions
#16WJ Financial Advisors LLCPassive
Some overlap · 3 shared positions
$MDY$SLV$RVT
$124M
128 positions
#17Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$ARKO$QUBT$SLV
$146M
532 positions
#18Global View Capital Management LLCActive
Some overlap · 4 shared positions
$AGQ$SLV$ARKO$OTIS
$377M
140 positions
#19Sugar Maple Asset Management, LLCPassive
Some overlap · 3 shared positions
$AGQ$SLV$APP
$165M
84 positions
#20CLEAR INVESTMENT RESEARCH, LLCPassive
Some overlap · 3 shared positions
$APP$SLV$AGQ
$64M
241 positions
#21Accel Wealth ManagementPassive
Some overlap · 3 shared positions
$APP$SLV$AGQ
$383M
290 positions
#22ATX Financial Planning, LLCPassive
Slight overlap · 3 shared positions
$AGQ$ARKO$OTIS
$132M
81 positions
#23Beacon Harbor Wealth Advisors, Inc.Passive
Slight overlap · 3 shared positions
$APP$SLV$PLD
$477M
70 positions
#24TopTier Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$SLV$MDY$OTIS
$163M
795 positions
#25NTV ASSET MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$SLV$OTIS$ARKO$QUBT
$910M
311 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.