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 PARK AVENUE SECURITIES

13F Portfolio OverlapQ2 2026PARK AVENUE SECURITIES portfolio →

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Most similar hedge funds by 13F overlap

PARK AVENUE SECURITIES LLC is an institutional investor managing $16.0B across 1,776 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 PARK AVENUE SECURITIES are Faithward Advisors, FDx Advisors, China Universal Asset , Ltd., with shared positions in $IAU, $KLAC, $NBIS, $ASML, $PLTR, $ANET. The full ranking of 25 similar funds is below.

#1Faithward Advisors, LLCPassive

Some overlap · 6 shared positions

$IAU $KLAC $NBIS $ASML $PLTR $ANET

$819M

339 positions

#2FDx Advisors, Inc.Passive

Some overlap · 5 shared positions

$IAU $ALAB $NBIS $WDC $ASML

$332M

179 positions

#3China Universal Asset Management Co., Ltd.Passive

Some overlap · 5 shared positions

$IAU $KLAC $WDC $ASML $PLTR

$1.7B

513 positions

#4PRAKASH INVESTMENT ADVISORS LLCPassive

Slight overlap · 5 shared positions

$ALAB $KLAC $NBIS $WDC $PLTR

$174M

92 positions

#5CLEAR WAVE WEALTH MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$IAU $ALAB $NBIS $WDC

$541M

191 positions

#6DMC Group, LLCPassive

Slight overlap · 4 shared positions

$IAU $ALAB $KLAC $ASML

$146M

128 positions

#7Greenline Wealth Management LLCPassive

Slight overlap · 5 shared positions

$ALAB $KLAC $NBIS $PLTR $ANET

$122M

131 positions

#8Harvest Fund Management Co., LtdActive

Slight overlap · 5 shared positions

$IAU $KLAC $WDC $ASML $PLTR

$3.0B

455 positions

#9Wealth Management Partners, LLCPassive

Slight overlap · 4 shared positions

$IAU $ALAB $ASML $PLTR

$425M

154 positions

#10Pacific Point Advisors, LLCPassive

Slight overlap · 4 shared positions

$IAU $ALAB $ASML $ANET

$219M

129 positions

#11Bosman Wealth Management, LLCPassive

Slight overlap · 5 shared positions

$ALAB $WDC $NBIS $PLTR $ANET

$161M

56 positions

#12SEEDS INVESTOR LLCPassive

Slight overlap · 4 shared positions

$IAU $KLAC $WDC $ASML

$973M

379 positions

#13Toroso Investments, LLCPassive

Slight overlap · 5 shared positions

$ALAB $KLAC $ASML $PLTR $ANET

$57.8B

2,594 positions

#14FLOW TRADERS U.S. LLCPassive

Slight overlap · 4 shared positions

$IAU $KLAC $ASML $PLTR

$2.4B

979 positions

#15Alaethes Wealth, LLCPassive

Slight overlap · 4 shared positions

$IAU $KLAC $ASML $ANET

$345M

111 positions

#16Impact Investors, IncPassive

Slight overlap · 4 shared positions

$IAU $KLAC $ASML $ANET

$137M

88 positions

#17QUEST INVESTMENT MANAGEMENT LLCActive

Slight overlap · 4 shared positions

$IAU $KLAC $PLTR $ANET

$856M

115 positions

#18Legacy Bridge, LLCPassive

Slight overlap · 5 shared positions

$NBIS $WDC $ASML $PLTR $ANET

$324M

322 positions

#19Exit Wealth Advisors, LLC.Passive

Slight overlap · 4 shared positions

$IAU $WDC $ASML $ANET

$220M

150 positions

#20Silverleafe Capital Partners, LLCActive

Slight overlap · 4 shared positions

$IAU $KLAC $PLTR $NBIS

$367M

99 positions

#21E Fund Management Co., Ltd.Active

Slight overlap · 5 shared positions

$ALAB $KLAC $ASML $WDC $PLTR

$4.5B

488 positions

#22BSW Wealth PartnersActive

Slight overlap · 4 shared positions

$IAU $ASML $PLTR $KLAC

$899M

331 positions

#23Argos Wealth Advisors, LLCActive

Slight overlap · 4 shared positions

$IAU $KLAC $ASML $PLTR

$378M

224 positions

#24Perennial Investment Advisors, LLCPassive

Slight overlap · 5 shared positions

$NBIS $PLTR $ASML $IAU $KLAC

$1.5B

585 positions

#25BERKSHIRE CAPITAL HOLDINGS INCActive

Slight overlap · 5 shared positions

$ALAB $KLAC $NBIS $WDC $ASML

$462M

122 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.