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Hedge Funds Similar to Parallel Advisors

13F Portfolio OverlapQ2 2026Parallel Advisors portfolio →
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Most similar hedge funds by 13F overlap

Parallel Advisors, LLC is an institutional investor managing $6.6B across 3,930 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 Parallel Advisors are Citizens Business Bank, Trifecta Advisors, Forefront Wealth Partners, with shared positions in $CVBF, $PLTR, $TMO, $UBER, $PWR, $TJX. The full ranking of 25 similar funds is below.

#1Citizens Business BankActive
Some overlap · 5 shared positions
$CVBF$PLTR$TMO$UBER$PWR
$664M
139 positions
#2Trifecta Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$PLTR$TJX$CRWD$TMO$UBER$ISRG
$776M
493 positions
#3Forefront Wealth Partners, LLCPassive
Slight overlap · 5 shared positions
$PLTR$CRWD$TMO$UBER$ISRG
$323M
177 positions
#4ABN AMRO Bank N.V.Active
Slight overlap · 5 shared positions
$PLTR$TJX$CRWD$UBER$PWR
$7.7B
231 positions
#5Black Diamond Financial, LLCActive
Slight overlap · 3 shared positions
$CORT$PLTR$PWR
$1.1B
198 positions
#6Prosperity Financial Group, Inc.Passive
Slight overlap · 5 shared positions
$PLTR$TJX$UBER$ISRG$PWR
$323M
184 positions
#7Henson-Edgewater Management, LLCActive
Slight overlap · 5 shared positions
$PLTR$TJX$CRWD$UBER$ISRG
$192M
66 positions
#8Strong Retirement Solutions LLCPassive
Slight overlap · 5 shared positions
$CRWD$TMO$UBER$ISRG$PWR
$167M
82 positions
#9MERIDIAN MANAGEMENT COActive
Slight overlap · 5 shared positions
$CRWD$TMO$UBER$ISRG$PWR
$446M
84 positions
#10Wilian Securities, LLCPassive
Slight overlap · 5 shared positions
$CRWD$TMO$UBER$ISRG$PWR
$169M
89 positions
#11Brick & Kyle, AssociatesActive
Slight overlap · 5 shared positions
$PLTR$TMO$UBER$ISRG$CRWD
$303M
96 positions
#12PeakShares LLCActive
Slight overlap · 4 shared positions
$PLTR$TJX$CRWD$UBER
$134.4B
122 positions
#13Meadowbrook Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$PLTR$TJX$CRWD$UBER
$93M
81 positions
#14RENAISSANCE TECHNOLOGIES LLCPassive
Slight overlap · 4 shared positions
$PLTR$CORT$CRWD$TJX
$72.6B
3,140 positions
#15OSSIAMPassive
Slight overlap · 4 shared positions
$PLTR$CRWD$TMO$ISRG
$7.5B
680 positions
#16Harvest Portfolios Group Inc.Active
Slight overlap · 4 shared positions
$PLTR$CRWD$TMO$ISRG
$7.1B
267 positions
#17WILLNER & HELLER, LLCPassive
Slight overlap · 4 shared positions
$PLTR$CRWD$TMO$ISRG
$160M
165 positions
#18Murphy & Mullick Capital Management CorpPassive
Slight overlap · 4 shared positions
$PLTR$CRWD$UBER$ISRG
$161M
666 positions
#19ITHAKA GROUP LLCActive
Slight overlap · 4 shared positions
$PLTR$CRWD$UBER$ISRG
$551M
40 positions
#20Lionshead Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$PLTR$CRWD$TMO$PWR
$154M
112 positions
#21PW Nova Financial Services LLCPassive
Slight overlap · 4 shared positions
$PLTR$CRWD$UBER$PWR
$466M
208 positions
#22Garden State Investment Advisory Services LLCPassive
Slight overlap · 4 shared positions
$PLTR$CRWD$UBER$PWR
$553M
365 positions
#23Greenline Wealth Management LLCPassive
Slight overlap · 4 shared positions
$PLTR$CRWD$TJX$PWR
$122M
131 positions
#24Renaissance Investment Group LLCPassive
Slight overlap · 4 shared positions
$TJX$CRWD$TMO$ISRG
$508M
84 positions
#25Slow Capital, Inc.Active
Slight overlap · 4 shared positions
$TJX$CRWD$UBER$ISRG
$857M
111 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.