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Hedge Funds Similar to Patriot Financial Group Insurance Agency

13F Portfolio OverlapQ2 2026Patriot Financial Group Insurance Agency portfolio →
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Most similar hedge funds by 13F overlap

Patriot Financial Group Insurance Agency, LLC is an institutional investor managing $974M across 491 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 Patriot Financial Group Insurance Agency are Keystone Financial Services, FSB PREMIER WEALTH, ProVise Group, with shared positions in $PM, $WFC, $BKNG, $IAU, $SCHW, $COP. The full ranking of 25 similar funds is below.

#1Keystone Financial ServicesActive
Notable overlap · 10 shared positions
$PM$WFC$BKNG$IAU$SCHW$COP
$388M
131 positions
#2FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Notable overlap · 9 shared positions
$PM$WFC$BKNG$SCHW$COP$BDX
$355M
257 positions
#3ProVise Management Group, LLCPassive
Notable overlap · 9 shared positions
$PM$WFC$BKNG$SCHW$COP$BDX
$1.5B
282 positions
#4Tranquilli Financial Advisor LLCPassive
Notable overlap · 9 shared positions
$PM$WFC$BKNG$SCHW$COP$BDX
$186M
135 positions
#5Voya Financial Advisors, Inc.Smart money
Notable overlap · 9 shared positions
$PM$WFC$BKNG$SCHW$BDX$CCZ
$1.1B
208 positions
#6Independence Wealth Advisors, LLCActive
Notable overlap · 9 shared positions
$PM$BKNG$WFC$SCHW$COP$BDX
$199M
85 positions
#7CRUX WEALTH ADVISORSPassive
Notable overlap · 9 shared positions
$PM$BKNG$WFC$SCHW$COP$BDX
$289M
192 positions
#8SPWM Advisors LLCActive
Some overlap · 8 shared positions
$PM$BKNG$WFC$SCHW$COP$BDX
$108M
90 positions
#9Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 9 shared positions
$IAU$PM$BKNG$SCHW$ADI$COP
$637M
125 positions
#10Oregon Pacific Wealth Management, LLCPassive
Some overlap · 7 shared positions
$PM$BKNG$WFC$SCHW$BDX$ADI
$107M
115 positions
#11CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 7 shared positions
$PM$WFC$BKNG$SCHW$CCZ$ADI
$827M
181 positions
#12TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$PM$WFC$BKNG$SCHW$BDX$CCZ
$143M
104 positions
#13Unique Wealth Strategies, LLCPassive
Some overlap · 7 shared positions
$BKNG$PM$WFC$BDX$ADI$COP
$275M
223 positions
#14Meriwether Wealth & Planning, LLCActive
Some overlap · 7 shared positions
$BKNG$SCHW$COP$BDX$CCZ$ADI
$202M
122 positions
#15Trajan Wealth LLCActive
Some overlap · 5 shared positions
$PM$BKNG$SCHW$WFC$GD
$2.6B
152 positions
#16HF Advisory Group, LLCPassive
Some overlap · 4 shared positions
$PM$WFC$BKNG$SCHW
$323M
168 positions
#17Van Diest Capital, LLCPassive
Some overlap · 5 shared positions
$BKNG$PM$WFC$SCHW$ADI
$112M
176 positions
#18First Eagle Investment Management, LLCActive
Some overlap · 5 shared positions
$PM$BKNG$BDX$NEM$CCZ
$59.9B
424 positions
#19Accretive Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$PM$IAU$WFC$COP$GD
$412M
181 positions
#20Investment Research & Advisory Group, Inc.Active
Some overlap · 4 shared positions
$PM$BKNG$SCHW$GD
$324M
314 positions
#21DCM Advisors, LLCActive
Some overlap · 4 shared positions
$PM$WFC$COP$CCZ
$253M
38 positions
#22Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$PM$COP$BDX$CCZ$GD
$10.2B
208 positions
#233Chopt Investment Partners, LLCPassive
Some overlap · 4 shared positions
$PM$WFC$BKNG$SCHW
$532M
274 positions
#24EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$WFC$SCHW$COP$CCZ$GD
$1.3B
58 positions
#25Citadel Investment Advisory, Inc.Active
Some overlap · 4 shared positions
$PM$BKNG$WFC$GD
$220M
76 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.