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 Parcion Private Wealth

13F Portfolio OverlapQ2 2026Parcion Private Wealth portfolio →

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Most similar hedge funds by 13F overlap

Parcion Private Wealth LLC is an institutional investor managing $1.8B across 529 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 Parcion Private Wealth are Upper Left Wealth, Compass Wealth, Walkner Condon Financial Advisors, with shared positions in $GLDM, $STT, $IAU, $FBTC, $CMI, $KLAC. The full ranking of 25 similar funds is below.

#1Upper Left Wealth Management, LLCActive

Notable overlap · 4 shared positions

$GLDM $STT $IAU $FBTC

$180M

73 positions

#2Compass Wealth Management, LLC/GAActive

Notable overlap · 4 shared positions

$GLDM $STT $IAU $CMI

$251M

74 positions

#3Walkner Condon Financial Advisors LLCPassive

Notable overlap · 4 shared positions

$GLDM $STT $IAU $KLAC

$871M

344 positions

#4Hudson Oak Wealth Advisory LLCActive

Notable overlap · 3 shared positions

$GLDM $STT $IAU

$130M

52 positions

#5RCW Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $STT $IAU

$112M

68 positions

#6COLTON GROOME FINANCIAL ADVISORS, LLCActive

Notable overlap · 7 shared positions

$STT $KLAC $ETN $AMGN $TJX $BLK

$414M

164 positions

#7ELEMENT POINTE ADVISORS, LLCSmart money

Notable overlap · 4 shared positions

$GLDM $STT $FBTC $COIN

$621M

90 positions

#8LifeGoal Investments, LLCPassive

Notable overlap · 4 shared positions

$STT $GLDM $FBTC $BLK

$218M

155 positions

#9Argos Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $KLAC $IAU

$378M

224 positions

#10Graetz Wealth LLCActive

Notable overlap · 4 shared positions

$STT $GLDM $IAU $MPWR

$125M

84 positions

#11Copia Wealth Management

Notable overlap · 5 shared positions

$GLDM $STT $IAU $ETHA $AMGN

$166M

570 positions

#12American National Bank of TexasActive

Notable overlap · 3 shared positions

$GLDM $STT $AMGN

$110M

56 positions

#13Cassaday & Co Wealth Management LLCActive

Notable overlap · 3 shared positions

$GLDM $STT $ETN

$5.3B

1,313 positions

#14SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 5 shared positions

$GLDM $IAU $ETN $TJX $CME

$222M

100 positions

#15Accretive Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$GLDM $IAU $TJX $BLK $CME

$412M

181 positions

#16Strategic Financial Services, Inc.

Notable overlap · 4 shared positions

$GLDM $KLAC $TJX $BLK

$2.1B

152 positions

#17NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 4 shared positions

$GLDM $IAU $KLAC $LIN

$838M

122 positions

#18American Investment Services, Inc.Active

Notable overlap · 4 shared positions

$GLDM $IAU $AMGN $EQIX

$473M

133 positions

#19Piedmont Capital Management, LLCActive

Notable overlap · 3 shared positions

$STT $GLDM $AMGN

$198M

58 positions

#20Chatterton & Associates Inc.Passive

Notable overlap · 3 shared positions

$GLDM $KLAC $ETN

$170M

101 positions

#21LYNX CAPITAL GROUP LTD /ADVPassive

Notable overlap · 4 shared positions

$STT $IAU $TJX $BLK

$248M

91 positions

#22Midwest Capital Advisors, LLCActive

Some overlap · 4 shared positions

$STT $IAU $KLAC $TJX

$246M

210 positions

#23Mission Creek Capital Partners, Inc.Passive

Some overlap · 5 shared positions

$GLDM $ETN $LIN $AMGN $CME

$569M

231 positions

#24January Capital Advisors LLC

Some overlap · 3 shared positions

$GLDM $IAU $AMGN

$74M

52 positions

#25FLOW TRADERS U.S. LLCPassive

Some overlap · 4 shared positions

$STT $IAU $KLAC $FBTC

$2.4B

979 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.