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Hedge Funds Similar to PRUDENTIAL PLC

13F Portfolio OverlapQ1 2026PRUDENTIAL PLC portfolio →
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Most similar hedge funds by 13F overlap

PRUDENTIAL PLC is an institutional investor managing $17.1B across 680 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 PRUDENTIAL PLC are Foundation Wealth , \PA, CAISSE DES DEPOTS ET CONSIGNATIONS, Hilton ,, with shared positions in $USB, $COP, $AZN, $SE, $SUNB, $TTE. The full ranking of 25 similar funds is below.

#1Foundation Wealth Management, LLC\PAActive
Notable overlap · 4 shared positions
$USB$COP$AZN$SE
$284M
91 positions
#2CAISSE DES DEPOTS ET CONSIGNATIONSSmart money
Notable overlap · 6 shared positions
$AZN$SUNB$TTE$LIN$GE$LRCX
$6.1B
217 positions
#3Hilton Capital Management, LLC
Notable overlap · 4 shared positions
$USB$COP$AZN$WMB
$1.3B
129 positions
#4WESCAP Management Group, Inc.Active
Notable overlap · 3 shared positions
$USB$COP$SE
$508M
107 positions
#5Strategic Financial Services, Inc.Active
Notable overlap · 5 shared positions
$USB$COP$KLAC$GE$LRCX
$2.1B
152 positions
#6Longview Financial Advisors LLCActive
Notable overlap · 5 shared positions
$USB$COP$SE$LRCX$PLTR
$184M
157 positions
#7NEPC LLC
Notable overlap · 3 shared positions
$USB$COP$DOV
$5.0B
51 positions
#8DecisionPoint Financial, LLCActive
Notable overlap · 3 shared positions
$USB$COP$DOV
$464M
679 positions
#9Fortress Financial Solutions, LLCPassive
Notable overlap · 3 shared positions
$USB$COP$PLTR
$96M
56 positions
#10Intesa Sanpaolo S.p.A.
Notable overlap · 3 shared positions
$AZN$MU$TTE
$1.7B
219 positions
#11TAGStone Capital, Inc.Active
Notable overlap · 3 shared positions
$USB$COP$SE
$283M
137 positions
#12Davidson Capital Management Inc.Active
Notable overlap · 3 shared positions
$USB$COP$KLAC
$552M
93 positions
#13American Financial Advisors, LLCActive
Notable overlap · 5 shared positions
$USB$COP$SE$GE$SHW
$750M
159 positions
#14Essex LLCActive
Notable overlap · 4 shared positions
$USB$COP$LIN$GE
$566M
175 positions
#15Evelyn Partners Investment Management Services Ltd
Notable overlap · 3 shared positions
$AZN$DOV$LIN
$850M
281 positions
#16Integrity Investment Advisors, LLCActive
Notable overlap · 4 shared positions
$COP$USB$SHW$PLTR
$184M
74 positions
#17Gladwyn Financial Advisors, Inc.Active
Notable overlap · 4 shared positions
$COP$USB$SE$GE
$144M
86 positions
#18Coyle Financial Counsel LLCActive
Notable overlap · 4 shared positions
$COP$USB$SE$DOV
$473M
113 positions
#19Hurlow Wealth Management Group, Inc.Active
Notable overlap · 4 shared positions
$USB$COP$LIN$GE
$420M
120 positions
#20Insight Wealth Partners, LLC
Notable overlap · 3 shared positions
$USB$COP$PLTR
$713M
120 positions
#21KEYVANTAGE WEALTH, LLCActive
Notable overlap · 3 shared positions
$USB$COP$LRCX
$227M
92 positions
#22BLUELINE ADVISORS LLCActive
Notable overlap · 4 shared positions
$USB$COP$SE$SHW
$129M
217 positions
#23WS MANAGEMENT LLLP
Notable overlap · 3 shared positions
$USB$COP$MU
$1.1B
56 positions
#24Dodds Wealth, LLCSmart money
Notable overlap · 3 shared positions
$USB$SE$DOV
$407M
51 positions
#25W.H. Cornerstone Investments Inc.Passive
Notable overlap · 4 shared positions
$COP$USB$SHW$LIN
$160M
129 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.