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Hedge Funds Similar to Parkside Investments

13F Portfolio OverlapQ2 2026Parkside Investments portfolio →
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Most similar hedge funds by 13F overlap

Parkside Investments, LLC is an institutional investor managing $902M across 91 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 Parkside Investments are Fortis Advisors, SCHARF INVESTMENTS, Blume, with shared positions in $C, $ESI, $GLW, $UNP, $FCX, $TMO. The full ranking of 25 similar funds is below.

#1Fortis Advisors, LLCPassive
Notable overlap · 17 shared positions
$C$ESI$GLW$UNP$FCX$TMO
$214M
122 positions
#2SCHARF INVESTMENTS, LLCActive
Notable overlap · 6 shared positions
$UNP$BN$TMO$DIS$CME$CVS
$3.0B
79 positions
#3Blume Capital Management, Inc.Passive
Notable overlap · 6 shared positions
$C$FCX$DIS$FDX$CVS$UNP
$684M
359 positions
#4True Vision MN LLC
Notable overlap · 4 shared positions
$UNP$IAU$GNRC$FCX
$194M
98 positions
#5EDGAR LOMAX CO/VAActive
Notable overlap · 6 shared positions
$NEE$SO$CVS$UNP$FDX$COP
$1.3B
58 positions
#6Financial Sense Advisors, Inc.Passive
Notable overlap · 5 shared positions
$FCX$NEE$COP$IAU$GLW
$508M
137 positions
#7WealthBridge Investment Counsel Inc.Active
Notable overlap · 5 shared positions
$C$TMO$DIS$FDX$COP
$375M
44 positions
#8Provident Living Financial Services, Inc.Active
Notable overlap · 4 shared positions
$C$FCX$CVS$SOFI
$101M
50 positions
#9Massachusetts Wealth ManagementPassive
Notable overlap · 4 shared positions
$C$GLW$COP$FCX
$262M
98 positions
#10Adalta Capital Management LLCPassive
Notable overlap · 4 shared positions
$UNP$BN$BX$SO
$228M
103 positions
#11Myriad Asset Management US LPActive
Notable overlap · 5 shared positions
$FCX$C$UNP$TMO$GLW
$72M
52 positions
#12CACTI ASSET MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$GLW$CVS$DIS$BX
$2.0B
76 positions
#13SWP Investment Management LLCPassive
Notable overlap · 5 shared positions
$C$NEE$BX$FCX$UNP
$145M
43 positions
#14Athena Wealth Management, LLCActive
Notable overlap · 6 shared positions
$C$FCX$COP$NEE$TMO$FDX
$134M
104 positions
#15First Fiduciary Investment Counsel, Inc.Passive
Notable overlap · 5 shared positions
$UNP$NEE$DIS$SO$BX
$529M
75 positions
#16Myriad Asset Management Advisors LLCActive
Notable overlap · 5 shared positions
$FCX$C$UNP$TMO$GLW
$424M
49 positions
#17RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$GLW$SO$NEE$FDX$COP
$1.1B
90 positions
#18Werlinich Asset Management, LLCActive
Notable overlap · 3 shared positions
$GLW$UNP$BX
$262M
58 positions
#19PEAK FINANCIAL ADVISORS LLCPassive
Notable overlap · 5 shared positions
$ESI$CVS$BWA$FDX$YMM
$242M
78 positions
#20Landmark Wealth Management, LLCActive
Notable overlap · 3 shared positions
$GLW$C$FCX
$418M
151 positions
#21Regal Partners LtdActive
Notable overlap · 3 shared positions
$UNP$FCX$DIS
$1.8B
122 positions
#22MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive
Notable overlap · 4 shared positions
$GLW$SU$BX$COP
$167M
84 positions
#23NEW SOUTH CAPITAL MANAGEMENT INCActive
Notable overlap · 4 shared positions
$ESI$TMO$BN$FDX
$2.3B
48 positions
#24Summit Place Financial Advisors, LLCPassive
Notable overlap · 5 shared positions
$IAU$DIS$YMM$BX$WBD
$228M
110 positions
#25MOSAIC FINANCIAL GROUP, LLCPassive
Notable overlap · 6 shared positions
$UNP$COP$SU$WBD$BX$FCX
$156M
134 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.