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 Paragon Advisors

13F Portfolio OverlapQ2 2026Paragon Advisors portfolio →

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Most similar hedge funds by 13F overlap

Paragon Advisors, LLC is an institutional investor managing $476M across 77 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 Paragon Advisors are Ascension Advisors, Benchmark Investment Advisors, Ducere Wealth, with shared positions in $BTC, $APH, $EPD, $ANET, $CRWD, $ASML. The full ranking of 25 similar funds is below.

#1Ascension Capital Advisors, Inc.Active

Notable overlap · 3 shared positions

$BTC $APH $EPD

$356M

97 positions

#2Benchmark Investment Advisors LLCPassive

Notable overlap · 9 shared positions

$ANET $CRWD $ASML $APH $FIX $NOW

$228M

70 positions

#3Ducere Wealth Management LLCPassive

Notable overlap · 9 shared positions

$APH $ASML $MPWR $CRWD $ANET $LNG

$333M

135 positions

#4Knollwood Investment Advisory, LLCPassive

Notable overlap · 9 shared positions

$CRWD $ANET $APH $LNG $NOW $VRT

$1.1B

270 positions

#5Snider Financial GroupPassive

Notable overlap · 7 shared positions

$ANET $CRWD $MPWR $ASML $VEEV $CTAS

$393M

103 positions

#6GUERRA PAN ADVISORS, LLCPassive

Notable overlap · 5 shared positions

$ASML $ANET $CRWD $VRT $NOW

$179M

118 positions

#7ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Notable overlap · 9 shared positions

$CRWD $MPWR $ANET $VRT $APH $MELI

$4.4B

109 positions

#8Forefront Wealth Partners, LLCPassive

Some overlap · 8 shared positions

$ASML $CRWD $ANET $ALAB $NOW $VRT

$323M

177 positions

#9ITHAKA GROUP LLCActive

Some overlap · 7 shared positions

$ANET $CRWD $APH $NOW $VRT $MELI

$551M

40 positions

#10Faithward Advisors, LLCPassive

Some overlap · 6 shared positions

$ASML $ANET $CRWD $VRT $PLTR $NET

$819M

339 positions

#11Sunstone Asset Management, L.P.Passive

Some overlap · 5 shared positions

$ASML $ANET $APH $NOW $NET

$92M

57 positions

#12Alaethes Wealth, LLCPassive

Some overlap · 4 shared positions

$ASML $ANET $CRWD $LNG

$345M

111 positions

#13TimesSquare Capital Management, LLCActive

Some overlap · 8 shared positions

$ALAB $MPWR $LNG $VEEV $FIX $APH

$6.8B

158 positions

#14Left Brain Wealth Management, LLCPassive

Some overlap · 6 shared positions

$ANET $CRWD $MPWR $APH $VRT $ALAB

$332M

99 positions

#15Bluebird Wealth Management LLCPassive

Some overlap · 6 shared positions

$ANET $CRWD $ASML $NOW $VRT $MELI

$115M

89 positions

#16Capital Impact Advisors, LLCActive

Some overlap · 6 shared positions

$ALAB $ANET $MPWR $VEEV $APP $PLTR

$1.8B

29 positions

#17CIM, LLCPassive

Some overlap · 6 shared positions

$ASML $ANET $FIX $APH $CTAS $PGR

$773M

171 positions

#18Retireful, LLCPassive

Some overlap · 5 shared positions

$ALAB $ANET $CRWD $FIX $VRT

$107M

81 positions

#19STRATEGIC PLANNING GROUP, LLCActive

Some overlap · 6 shared positions

$ASML $ANET $VEEV $FIX $CTAS $PGR

$918M

75 positions

#20MARIETTA INVESTMENT PARTNERS LLCPassive

Some overlap · 6 shared positions

$ANET $ASML $APH $FIX $MELI $PLTR

$582M

170 positions

#21Asio Capital, LLCActive

Some overlap · 5 shared positions

$ASML $CRWD $APH $ANET $MELI

$781M

109 positions

#22Advocacy Wealth Management, LLCActive

Some overlap · 5 shared positions

$ASML $ANET $APH $NOW $VRT

$2.8B

151 positions

#23Winslow Capital Management, LLCActive

Some overlap · 5 shared positions

$ASML $ANET $APH $VRT $APP

$29.1B

66 positions

#24PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 7 shared positions

$CRWD $ALAB $FIX $NOW $VRT $APP

$174M

92 positions

#25RDA Financial NetworkPassive

Some overlap · 6 shared positions

$ASML $ANET $CRWD $NET $NOW $PGR

$459M

286 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.