What hedge funds are most similar to PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC?

The funds with the most similar 13F portfolios to PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC are Somerset, MATTERN, BKM Wealth, based on overlapping conviction holdings in the latest SEC filings.

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 PARR MCKNIGHT WEALTH GROUP

13F Portfolio OverlapQ2 2026PARR MCKNIGHT WEALTH GROUP portfolio →

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Most similar hedge funds by 13F overlap

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC is an institutional investor managing $844M across 219 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 PARR MCKNIGHT WEALTH GROUP are Somerset, MATTERN, BKM Wealth, with shared positions in $ADI, $LOW, $LIN, $BLK, $NEE, $WEC. The full ranking of 25 similar funds is below.

#1Somerset Trust CoPassive

Notable overlap · 12 shared positions

$ADI $LOW $LIN $BLK $NEE $WEC

$354M

186 positions

#2MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 12 shared positions

$LOW $ADI $ECL $LIN $BLK $NEE

$857M

166 positions

#3BKM Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$ADI $LIN $LOW $BLK $NEE $WEC

$309M

154 positions

#4JGP Wealth Management, LLCActive

Notable overlap · 10 shared positions

$ADI $LOW $NEE $AMGN $ITW $LHX

$1.1B

242 positions

#5BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 9 shared positions

$ADI $LOW $BLK $AMGN $PSX $TJX

$346M

113 positions

#6BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$ADI $LOW $LIN $NEE $AMGN $TJX

$8.0B

1,334 positions

#7Stonebridge Financial Group, LLCPassive

Notable overlap · 9 shared positions

$ADI $LIN $NEE $LOW $AXP $BLK

$1.4B

275 positions

#8Kesler, Norman & Wride, LLCPassive

Notable overlap · 8 shared positions

$ADI $BLK $NEE $LOW $AMGN $PSX

$631M

271 positions

#9Community Financial Services Group, LLCPassive

Notable overlap · 9 shared positions

$ADI $LIN $NEE $AXP $BLK $LOW

$655M

539 positions

#10Petros Family Wealth, LLCPassive

Notable overlap · 9 shared positions

$ADI $LOW $BLK $NEE $AMGN $PSX

$164M

134 positions

#11Minot DeBlois Advisors LLCPassive

Notable overlap · 7 shared positions

$ADI $ECL $AXP $NEE $TJX $ADP

$116M

240 positions

#12Notis-McConarty EdwardActive

Notable overlap · 8 shared positions

$ADI $AXP $NEE $TJX $ADP $ABT

$231M

67 positions

#13PFW Advisors LLCActive

Notable overlap · 10 shared positions

$BLK $NEE $LIN $ADI $ITW $ECL

$337M

122 positions

#14Cushing Capital Partners, LLCPassive

Notable overlap · 8 shared positions

$LOW $LIN $ADI $NEE $PSX $ITW

$163M

113 positions

#15Blossom Wealth ManagementActive

Notable overlap · 8 shared positions

$ADI $ECL $WEC $AMGN $QCOM $TJX

$71M

72 positions

#16Legacy Financial Strategies, LLCActive

Notable overlap · 8 shared positions

$LOW $ECL $LIN $NEE $ITW $GWW

$615M

145 positions

#17Smith, Salley & AssociatesPassive

Some overlap · 7 shared positions

$ADI $LOW $LIN $NEE $TJX $PNC

$2.3B

275 positions

#18Norway Savings BankPassive

Some overlap · 7 shared positions

$ADI $BLK $LOW $NEE $TJX $AMGN

$244M

103 positions

#19Stone Summit Wealth LLCPassive

Some overlap · 7 shared positions

$LOW $ECL $AXP $LIN $NEE $QCOM

$370M

137 positions

#20TICINO WEALTHPassive

Some overlap · 7 shared positions

$ADI $LOW $AMGN $PSX $BLK $QCOM

$324M

136 positions

#21WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 7 shared positions

$ADI $LOW $BLK $AMGN $PSX $ITW

$390M

103 positions

#22Mattern Wealth Management LLCActive

Some overlap · 9 shared positions

$ADI $LOW $PSX $NEE $BLK $LHX

$609M

183 positions

#23First Long Island Investors, LLCActive

Some overlap · 8 shared positions

$LOW $BLK $NEE $AMGN $QCOM $ITW

$1.4B

73 positions

#24Marion Wealth ManagementPassive

Some overlap · 7 shared positions

$ADI $BLK $PSX $NEE $TJX $LIN

$508M

160 positions

#25Stokes Capital Advisors, LLCPassive

Some overlap · 8 shared positions

$AXP $LIN $NEE $QCOM $WMB $TJX

$455M

118 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.