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Hedge Funds Similar to Park Edge Advisors

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

Park Edge Advisors, LLC is an institutional investor managing $475M across 154 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 Edge Advisors are Sharkey, Howes & Javer, Verus Financial Partners, ROGCO, with shared positions in $LECO, $DOV, $IAU, $APH, $GLW, $TJX. The full ranking of 25 similar funds is below.

#1Sharkey, Howes & JaverActive
Notable overlap · 4 shared positions
$LECO$DOV$IAU$APH
$829M
163 positions
#2Verus Financial Partners, Inc.Smart money
Some overlap · 5 shared positions
$DOV$IAU$GLW$TJX$PM
$1.2B
127 positions
#3ROGCO, LPActive
Some overlap · 4 shared positions
$LECO$IAU$MS$EMR
$327M
224 positions
#4WESPAC Advisors, LLCPassive
Some overlap · 4 shared positions
$DOV$IAU$COHR$WELL
$205M
200 positions
#5Burton Enright WelchSmart money
Some overlap · 3 shared positions
$LECO$DOV$WFC
$852M
136 positions
#6Orcam Financial GroupActive
Some overlap · 4 shared positions
$DOV$IAU$TJX$EMR
$205M
105 positions
#7SWP FINANCIAL LLCActive
Some overlap · 4 shared positions
$DOV$IAU$GLW$WFC
$216M
78 positions
#8Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$DOV$IAU$GLW$PM
$212M
171 positions
#9Neumann Capital Management, LLCActive
Some overlap · 5 shared positions
$DOV$GLW$MS$WFC$GILD
$151M
58 positions
#10Advance Capital Management, Inc.Smart money
Some overlap · 5 shared positions
$LECO$WELL$APH$TJX$IAU
$3.1B
197 positions
#11Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$DOV$IAU$WFC$PM
$637M
125 positions
#12Catalyst Investment Management LLCPassive
Some overlap · 3 shared positions
$DOV$IAU$MS
$110M
73 positions
#13OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 3 shared positions
$DOV$IAU$APH
$560M
145 positions
#14Colter Lewis Investment Partners LLCActive
Some overlap · 3 shared positions
$DOV$IAU$WELL
$225M
114 positions
#15Cogent Private Wealth, Inc.Passive
Some overlap · 3 shared positions
$DOV$IAU$WFC
$160M
117 positions
#16Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$IAU$PM
$166M
570 positions
#17Newton One Investments LLCActive
Some overlap · 4 shared positions
$DOV$MS$EMR$PM
$397M
146 positions
#18Optivise Advisory Services LLCPassive
Some overlap · 4 shared positions
$DOV$APH$WFC$PM
$197M
228 positions
#19Heritage Investment Group, Inc.Active
Some overlap · 3 shared positions
$DOV$COHR$WFC
$744M
135 positions
#20Bernicke Wealth Management, Ltd.Smart money
Some overlap · 3 shared positions
$DOV$ALPS$WFC
$861M
111 positions
#21Endowment Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$DOV$IAU$TJX$APH
$259M
181 positions
#22SIMON QUICK ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DOV$MS$EMR
$2.5B
421 positions
#23Powerhouse Assets LLCSmart money
Some overlap · 3 shared positions
$DOV$TJX$APH
$123M
57 positions
#24Inscription Capital, LLCPassive
Some overlap · 3 shared positions
$DOV$IAU$APH
$1.1B
791 positions
#25XY Planning Network, Inc.Passive
Some overlap · 4 shared positions
$DOV$WFC$PM$MS
$797M
340 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.