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 Parsonex Advisory Services

13F Portfolio OverlapQ2 2026Parsonex Advisory Services portfolio →

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Most similar hedge funds by 13F overlap

Parsonex Advisory Services, Inc. is an institutional investor managing $115M across 50 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 Parsonex Advisory Services are Advocacy Wealth, BRANDYWINE MANAGERS, Kessler Investment Group, with shared positions in $UBER, $TTWO, $SCHW, $ETN, $ICE, $ASML. The full ranking of 25 similar funds is below.

#1Advocacy Wealth Management, LLCActive

Notable overlap · 6 shared positions

$UBER $TTWO $SCHW $ETN $ICE $ASML

$2.8B

151 positions

#2BRANDYWINE MANAGERS, LLCSmart money

Notable overlap · 4 shared positions

$CRWD $UBER $CRM $ISRG

$202M

46 positions

#3Kessler Investment Group, LLCPassive

Notable overlap · 4 shared positions

$CRWD $CRM $KLAC $PM

$234M

81 positions

#4CapitalatWork S.A.Active

Notable overlap · 6 shared positions

$UBER $SCHW $CRM $TTWO $ICE $DIS

$4.0B

93 positions

#51248 Management, LLCActive

Notable overlap · 6 shared positions

$CRWD $SCHW $CRM $KLAC $BSX $NDAQ

$256M

149 positions

#6RHL GROUP, LLCActive

Notable overlap · 3 shared positions

$CRWD $ETN $LIN

$120M

271 positions

#7Juno Financial Group LLCActive

Notable overlap · 5 shared positions

$CRWD $UBER $SCHW $ETN $PM

$282M

73 positions

#8Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Notable overlap · 5 shared positions

$TTWO $ISRG $ICE $UBER $LIN

$373M

28 positions

#9Rockingstone Advisors LLCPassive

Notable overlap · 6 shared positions

$CRWD $SPOT $ISRG $UBER $PM $LIN

$249M

115 positions

#10Bluebird Wealth Management LLCPassive

Notable overlap · 6 shared positions

$CRWD $UBER $SPOT $ETN $ASML $LIN

$115M

89 positions

#11Goodman Financial CorpPassive

Notable overlap · 4 shared positions

$SCHW $UBER $SPOT $ETN

$647M

73 positions

#12Sandhill Capital Partners LLCActive

Notable overlap · 4 shared positions

$UBER $SCHW $ISRG $LIN

$1.2B

98 positions

#13ITHAKA GROUP LLCActive

Notable overlap · 3 shared positions

$CRWD $ISRG $UBER

$551M

40 positions

#14First Washington CORPActive

Notable overlap · 5 shared positions

$ETN $CRWD $ICE $UBER $NDAQ

$418M

51 positions

#15GUERRA PAN ADVISORS, LLCPassive

Notable overlap · 5 shared positions

$CRWD $UBER $ISRG $CRM $ASML

$179M

118 positions

#16BLUE SQUARE ASSET MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$CRWD $ISRG $ASML $KLAC

$247M

74 positions

#17J. Stern & Co. LLPActive

Notable overlap · 6 shared positions

$ETN $ICE $CRM $DIS $ISRG $LIN

$1.1B

51 positions

#18Exane Asset ManagementActive

Notable overlap · 4 shared positions

$TTWO $SPOT $CRWD $CRM

$277M

28 positions

#19Reliant Investment Management, LLCPassive

Notable overlap · 3 shared positions

$CRWD $ETN $LIN

$281M

55 positions

#20Employees Provident Fund BoardActive

Notable overlap · 7 shared positions

$CRWD $ISRG $UBER $BSX $CRM $DIS

$17.4B

68 positions

#21Generali Investments Towarzystwo Funduszy InwestycyjnychPassive

Some overlap · 6 shared positions

$CRWD $ISRG $BSX $CRM $TTWO $DIS

$249M

151 positions

#22Miller Financial Services LLCPassive

Some overlap · 4 shared positions

$ETN $CRWD $UBER $ISRG

$124M

142 positions

#23HARRIS ASSOCIATES L PActive

Some overlap · 3 shared positions

$SCHW $ICE $CRM

$75.4B

162 positions

#24Altrafin AGActive

Some overlap · 3 shared positions

$ICE $CRWD $UBER

$255M

44 positions

#25Greenfield Seitz Capital Management, LLCPassive

Some overlap · 5 shared positions

$ETN $UBER $ISRG $ASML $LIN

$336M

107 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.