Hedge Funds Similar to Parkshore Wealth

13F Portfolio OverlapQ2 2026Parkshore Wealth portfolio →

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Most similar hedge funds by 13F overlap

Parkshore Wealth Management, Inc. is an institutional investor managing $348M across 72 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 Parkshore Wealth are Maj Invest Holding A/S, GREATMARK INVESTMENT PARTNERS, DCM Advisors, with shared positions in $AXP, $AMP, $CSX, $LMT, $MPC, $SBUX. The full ranking of 25 similar funds is below.

#1Maj Invest Holding A/SActive

Notable overlap · 4 shared positions

$AXP $AMP $CSX $LMT

$2.2B

40 positions

#2GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 3 shared positions

$906M

153 positions

#3DCM Advisors, LLCActive

Some overlap · 3 shared positions

$253M

38 positions

#4Vertrix Wealth Management, LLCPassive

Some overlap · 3 shared positions

$AXP $LMT $SBUX

$297M

103 positions

#5FOUNDERS CAPITAL MANAGEMENT, LLCSmart money

Some overlap · 3 shared positions

$670M

79 positions

#6MOUNT VERNON ASSOCIATES INC /MD/Active

Some overlap · 3 shared positions

$AXP $CSX $SBUX

$153M

62 positions

#7Clear Trail Advisors, LLCPassive

Some overlap · 3 shared positions

$655M

161 positions

#8Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 3 shared positions

$111M

62 positions

#9Phoenix Wealth AdvisorsActive

Some overlap · 3 shared positions

$297M

129 positions

#10GHE, LLCSmart money

Some overlap · 3 shared positions

$AXP $MPC $SBUX

$265M

57 positions

#11Norman Fields, Gottscho Capital Management, LLCActive

Some overlap · 3 shared positions

$AXP $SBUX $LMT

$330M

64 positions

#12Aspire Growth Partners LLCPassive

Some overlap · 3 shared positions

$172M

128 positions

#13Farmers & Merchants Trust Co of Long BeachPassive

Some overlap · 3 shared positions

$465M

200 positions

#14PFG Private Wealth Management, LLCActive

Some overlap · 3 shared positions

$231M

75 positions

#15Godshalk Welsh Capital Management, Inc.Passive

Some overlap · 3 shared positions

$AXP $CSX $SBUX

$186M

137 positions

#16Miller Capital Partners, Inc.Active

Some overlap · 3 shared positions

$257M

258 positions

#17Wealth Intelligence, LLCActive

Some overlap · 3 shared positions

$215M

59 positions

#18Greystone Financial Group, LLCPassive

Some overlap · 3 shared positions

$LMT $SBUX $AXP

$358M

74 positions

#19CRAWFORD INVESTMENT COUNSEL INCActive

Some overlap · 3 shared positions

$6.0B

306 positions

#20Journey Advisory Group, LLCPassive

Some overlap · 3 shared positions

$1.3B

282 positions

#21Orange Investment Advisors, Inc.Passive

Some overlap · 3 shared positions

$AXP $MPC $SBUX

$823M

143 positions

#22Kentucky Farm Bureau Mutual Insurance CoActive

Some overlap · 3 shared positions

$360M

69 positions

#23Center for Financial Planning, Inc.Smart money

Some overlap · 3 shared positions

$1.1B

666 positions

#24Mendel Capital Management LLCActive

Some overlap · 3 shared positions

$LMT $AXP $SBUX

$222M

99 positions

Some overlap · 3 shared positions

$337M

159 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.