What hedge funds are most similar to Paragon Private Wealth Management, LLC?

The funds with the most similar 13F portfolios to Paragon Private Wealth Management, LLC are Cerro Pacific Wealth Advisors, Leisure, Riverview, based on overlapping conviction holdings in the latest SEC filings.

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 Private Wealth

13F Portfolio OverlapQ3 2026Paragon Private Wealth portfolio →

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Most similar hedge funds by 13F overlap

Paragon Private Wealth Management, LLC is an institutional investor managing $326M across 192 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 Paragon Private Wealth are Cerro Pacific Wealth Advisors, Leisure, Riverview, with shared positions in $STX, $KLAC, $GLW, $DE, $ADI, $BLK. The full ranking of 25 similar funds is below.

#1Cerro Pacific Wealth Advisors LLCPassive

Notable overlap · 7 shared positions

$STX $KLAC $GLW $DE $ADI $BLK

$458M

171 positions

#2Leisure Capital ManagementActive

Notable overlap · 6 shared positions

$STX $KLAC $GLW $DE $AXP $ITW

$320M

157 positions

#3Riverview Trust CoActive

Notable overlap · 6 shared positions

$STX $KLAC $DE $BLK $GLW $ITW

$84M

166 positions

#4REXFORD CAPITAL INCPassive

Some overlap · 6 shared positions

$KLAC $STX $GLW $AXP $WM $GD

$163M

301 positions

#5Gunderson Capital Management Inc.Active

Some overlap · 5 shared positions

$STX $KLAC $PWR $ADI $ANET

$359M

54 positions

#6EPG Wealth Management LLCPassive

Some overlap · 8 shared positions

$STX $PWR $KLAC $URI $DE $BLK

$417M

318 positions

#7Community Financial Services Group, LLCPassive

Some overlap · 7 shared positions

$KLAC $GLW $WM $BLK $AXP $ADI

$655M

539 positions

#8Hilltop National BankPassive

Some overlap · 7 shared positions

$STX $KLAC $GLW $PWR $AXP $ANET

$465M

786 positions

#9ARGUS INVESTORS' COUNSEL, INC.Passive

Some overlap · 8 shared positions

$KLAC $PWR $URI $BLK $AXP $GD

$129M

106 positions

#10Geneva Partners, LLCPassive

Some overlap · 4 shared positions

$STX $KLAC $GLW $PWR

$334M

81 positions

#11WASHINGTON TRUST CoPassive

Some overlap · 5 shared positions

$KLAC $GLW $PWR $BLK $ADI

$3.2B

291 positions

#12BALDWIN WEALTH PARTNERS LLC/MAPassive

Some overlap · 5 shared positions

$KLAC $PWR $URI $WM $ADI

$1.5B

234 positions

#13CCM INVESTMENT ADVISERS LLCPassive

Some overlap · 3 shared positions

$STX $KLAC $WM

$1.3B

88 positions

#14Aull & Monroe Investment Management CorpPassive

Some overlap · 5 shared positions

$STX $GLW $DE $WM $ITW

$231M

125 positions

#15Polar Capital Holdings PlcActive

Some overlap · 4 shared positions

$STX $KLAC $GLW $ANET

$42.4B

245 positions

#16BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$KLAC $PWR $DE $AXP $ANET

$436M

104 positions

#17WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 6 shared positions

$KLAC $WM $BLK $GD $ADI $ITW

$390M

103 positions

#18Salvus Wealth Management, LLCPassive

Some overlap · 6 shared positions

$STX $GLW $BLK $AXP $ADI $ANET

$175M

132 positions

#19BERKSHIRE CAPITAL HOLDINGS INCActive

Some overlap · 3 shared positions

$STX $KLAC $GLW

$462M

122 positions

#20Markin Volterra Fund LPActive

Some overlap · 5 shared positions

$KLAC $STX $GLW $PWR $ANET

$147M

69 positions

#21STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive

Some overlap · 5 shared positions

$KLAC $GLW $DE $ANET $ITW

$146.1B

107 positions

#22Teamwork Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$KLAC $PWR $DE $AXP $ANET

$908M

182 positions

#23Covenant Asset Management, LLCPassive

Some overlap · 5 shared positions

$KLAC $PWR $AXP $ADI $ANET

$746M

169 positions

#24NAPLES GLOBAL ADVISORS, LLCPassive

Some overlap · 6 shared positions

$KLAC $GLW $STX $AXP $BLK $ADI

$1.6B

466 positions

#25Lebenthal Global Advisors, LLCPassive

Some overlap · 7 shared positions

$PWR $KLAC $URI $AXP $BLK $ADI

$741M

204 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.