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Hedge Funds Similar to Paladin Wealth

13F Portfolio OverlapQ3 2026Paladin Wealth portfolio →
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Most similar hedge funds by 13F overlap

Paladin Wealth, LLC is an institutional investor managing $185M across 156 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 Wealth are Mattson Financial Services, Gradient Investments, Brown Financial Advisors, with shared positions in $MS, $TGT, $ETN, $URI, $MDT, $APH. The full ranking of 25 similar funds is below.

#1Mattson Financial Services, LLCPassive
Notable overlap · 16 shared positions
$MS$TGT$ETN$URI$MDT$APH
$478M
235 positions
#2Gradient Investments LLCPassive
Notable overlap · 16 shared positions
$GLDM$MS$TGT$ETN$URI$APH
$7.0B
457 positions
#3Brown Financial AdvisorsPassive
Notable overlap · 14 shared positions
$GLDM$MS$TGT$MDT$ETN$LOW
$286M
212 positions
#4MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 6 shared positions
$MS$TGT$MDT$LOW$SBUX$NEE
$1.2B
100 positions
#5Cullen Capital Management, LLCActive
Some overlap · 6 shared positions
$MS$TGT$MDT$LOW$COP$NEE
$10.2B
208 positions
#6Orange Investment Advisors, Inc.Passive
Some overlap · 7 shared positions
$MS$MDT$URI$APH$PWR$SBUX
$802M
137 positions
#7Robbins FarleyPassive
Some overlap · 6 shared positions
$ETN$CRWD$PWR$MLM$NEE$ECL
$262M
158 positions
#8DUNCKER STREETT & CO INCPassive
Some overlap · 6 shared positions
$APH$CRWD$PWR$TGT$LOW$URI
$591M
521 positions
#9InTrack Investment Management IncPassive
Some overlap · 6 shared positions
$ETN$GLDM$MLM$LOW$MCD$NEE
$207M
106 positions
#10TriCert Investment Counsel Inc.Passive
Some overlap · 5 shared positions
$MS$ETN$SBUX$MLM$MDT
$1.1B
88 positions
#11Lionsbridge Wealth Management LLCActive
Some overlap · 5 shared positions
$MS$APH$ETN$PWR$COP
$90M
63 positions
#12Mission Creek Capital Partners, Inc.Passive
Some overlap · 5 shared positions
$GLDM$ETN$PWR$ECL$NEE
$569M
231 positions
#13FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 6 shared positions
$ETN$MDT$COP$MCD$NEE$NOW
$5.3B
210 positions
#14Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$ETN$MS$CRWD$PWR$NEE
$1.6B
184 positions
#15Avalon Global Asset Management LLCActive
Some overlap · 5 shared positions
$URI$ETN$CRWD$LOW$NOW
$917M
38 positions
#16Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MS$CRWD$LOW$SBUX$MCD
$292M
99 positions
#17Reliant Investment Management, LLCPassive
Some overlap · 5 shared positions
$ETN$APH$CRWD$PWR$COP
$271M
55 positions
#18EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$MS$TGT$SBUX$COP$NEE
$1.3B
58 positions
#19Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$MS$CRWD$SBUX$MCD$NOW
$360M
73 positions
#20Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$MS$TGT$MDT$SBUX$NEE
$158M
78 positions
#21YHB Investment Advisors, Inc.Passive
Some overlap · 6 shared positions
$URI$APH$ECL$ETN$NEE$MCD
$1.6B
314 positions
#22NIXON PEABODY TRUST COActive
Some overlap · 5 shared positions
$MS$ETN$PWR$NEE$NOW
$1.5B
191 positions
#23Renaissance Investment Group LLCPassive
Some overlap · 5 shared positions
$URI$APH$CRWD$MLM$NEE
$508M
84 positions
#24Farmers National BankPassive
Some overlap · 6 shared positions
$ETN$SBUX$MCD$MDT$NEE$ECL
$479M
180 positions
#25Cunning Capital Partners, LPActive
Some overlap · 4 shared positions
$MS$URI$CRWD$PWR
$248M
55 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.