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 Paladin Partners

13F Portfolio OverlapQ3 2026Paladin Partners portfolio →

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Most similar hedge funds by 13F overlap

Paladin Partners, LLC is an institutional investor managing $162M across 201 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Paladin Partners are BRADY FAMILY WEALTH, Arlington Financial Advisors, EVEXIA WEALTH, with shared positions in $BLK, $AMGN, $ADP, $BR, $CB, $ISRG. The full ranking of 25 similar funds is below.

#1BRADY FAMILY WEALTH, LLCPassive

Some overlap · 5 shared positions

$BLK $AMGN $ADP $BR $CB

$346M

113 positions

#2Arlington Financial Advisors, LLCActive

Some overlap · 6 shared positions

$BLK $AMGN $ISRG $ASML $CB $WDC

$796M

112 positions

#3EVEXIA WEALTH LLCPassive

Some overlap · 6 shared positions

$BLK $BR $CB $ASML $KLAC $MS

$369M

77 positions

#4Sarasin & Partners LLPActive

Some overlap · 3 shared positions

$BLK $AMGN $ISRG

$8.9B

111 positions

#5BLUE SQUARE ASSET MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$BLK $AMGN $ISRG $ASML $KLAC $CRWD

$247M

74 positions

#6SOUTHERN CAPITAL ADVISORS, LLCActive

Some overlap · 3 shared positions

$BLK $AMGN $ISRG

$266M

88 positions

#7Beaumont Asset Management, L.L.C.Smart money

Some overlap · 3 shared positions

$BLK $AMGN $ADP

$289M

80 positions

#8TRUST CO OF VIRGINIA /VAPassive

Some overlap · 4 shared positions

$BLK $AMGN $ADP $CB

$1.3B

220 positions

#9LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Some overlap · 5 shared positions

$BLK $AMGN $ADP $CB $CRWD

$155M

88 positions

#10VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 3 shared positions

$BLK $AMGN $CB

$203M

58 positions

#11Modera Wealth Management, LLCActive

Some overlap · 4 shared positions

$BLK $AMGN $ADP $ASML

$9.4B

650 positions

#12Temasek Holdings (Private) LtdActive

Some overlap · 3 shared positions

$BLK $ISRG $ASML

$37.3B

196 positions

#13SlateStone Wealth, LLCPassive

Some overlap · 5 shared positions

$BLK $AMGN $ADP $ASML $CB

$1.3B

296 positions

#14CONNING INC.Passive

Some overlap · 5 shared positions

$BLK $AMGN $ADP $PFG $MS

$3.3B

327 positions

#15Alley Investment Management Company, LLCActive

Some overlap · 4 shared positions

$BLK $AMGN $ASML $MS

$856M

89 positions

#16Somerset Trust CoPassive

Some overlap · 5 shared positions

$BLK $AMGN $ADP $CB $MS

$354M

186 positions

#17Tandem Investment Advisors, Inc.Passive

Some overlap · 3 shared positions

$BLK $BR $ISRG

$1.5B

68 positions

#18Prana Capital Management, LPActive

Some overlap · 4 shared positions

$BLK $CB $FCNCA $FISV

$3.3B

122 positions

#19BKM Wealth Management, LLCPassive

Some overlap · 4 shared positions

$BLK $AMGN $ASML $CB

$309M

154 positions

#20SAMLYN CAPITAL, LLCActive

Some overlap · 4 shared positions

$BLK $ASML $WDC $MS

$6.1B

79 positions

#21MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$BLK $AMGN $ADP $CB

$857M

166 positions

#22Petros Family Wealth, LLCPassive

Some overlap · 4 shared positions

$BLK $AMGN $ISRG $KLAC

$164M

134 positions

#23Haverford Trust CoActive

Some overlap · 3 shared positions

$BLK $ASML $MCK

$11.6B

424 positions

#24First Long Island Investors, LLCActive

Some overlap · 3 shared positions

$BLK $AMGN $ADP

$1.4B

73 positions

#25FAYEZ SAROFIM & COActive

Some overlap · 6 shared positions

$BLK $ISRG $ADP $ASML $CB $MS

$42.5B

300 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.