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Hedge Funds Similar to PETRA FINANCIAL ADVISORS

13F Portfolio OverlapQ2 2026PETRA FINANCIAL ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

PETRA FINANCIAL ADVISORS INC is an institutional investor managing $216M across 168 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 PETRA FINANCIAL ADVISORS are Geneva Partners, VMS Asset Limited, COOKSON PEIRCE, with shared positions in $GLW, $FIX, $VLO, $AGX, $VRT, $DELL. The full ranking of 25 similar funds is below.

#1Geneva Partners, LLCPassive
Notable overlap · 9 shared positions
$GLW$FIX$VLO$AGX$VRT$DELL
$375M
75 positions
#2VMS Asset Management LimitedPassive
Notable overlap · 7 shared positions
$GLW$FIX$VRT$IBKR$DELL$AGX
$315M
33 positions
#3COOKSON PEIRCE & CO INCPassive
Notable overlap · 7 shared positions
$GLW$HWM$IBKR$VLO$STRL$CAH
$3.0B
317 positions
#4MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$OUNZ$SII$BWXT
$112M
100 positions
#5Retireful, LLCPassive
Some overlap · 5 shared positions
$GLW$FIX$VRT$DELL$STRL
$107M
81 positions
#6NAVELLIER & ASSOCIATES INCPassive
Some overlap · 6 shared positions
$FIX$AGX$HWM$VRT$CAH$STRL
$1.3B
322 positions
#7Tower Wealth Partners, Inc.Active
Some overlap · 3 shared positions
$OUNZ$GLW$STRL
$203M
101 positions
#8Hel Ved Capital Management LtdActive
Some overlap · 5 shared positions
$GLW$FIX$STRL$TER$HWM
$1.4B
72 positions
#9Gridiron Partners, LLCSmart money
Some overlap · 4 shared positions
$GOF$BTT$NZF$BBN
$191M
51 positions
#10PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$FIX$GLW$HWM$VRT$DELL$TER
$462M
86 positions
#11PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$FIX$GLW$VRT$AGX$STRL
$174M
92 positions
#12Guild Investment Management, Inc.Passive
Some overlap · 3 shared positions
$OUNZ$DELL$HWM
$146M
59 positions
#13LONE PINE CAPITAL LLCActive
Some overlap · 5 shared positions
$GLW$AGX$STRL$TER$IBKR
$16.4B
34 positions
#14Bannerstone Capital Management, LLCPassive
Some overlap · 5 shared positions
$FIX$AGX$VRT$GLW$TER
$119M
113 positions
#15Kera Capital Partners, Inc.Passive
Some overlap · 3 shared positions
$GLW$GOF$VRT
$1.0B
634 positions
#16Fedenia Advisers LLCPassive
Some overlap · 5 shared positions
$FIX$GLW$DELL$TER$VRT
$421M
459 positions
#17Williamson Legacy Group, LLCPassive
Some overlap · 4 shared positions
$GLW$HWM$VRT$TER
$201M
75 positions
#18Cornerstone Select Advisors, LLCPassive
Some overlap · 5 shared positions
$VLO$GLW$VRT$DELL$CAH
$238M
149 positions
#19Park Capital Management, LLC / WIPassive
Some overlap · 6 shared positions
$GLW$FIX$DELL$TER$VLO$IBKR
$170M
161 positions
#20POINCIANA ADVISORS GROUP, LLCActive
Some overlap · 5 shared positions
$FIX$HWM$VRT$DELL$TER
$135M
113 positions
#21Riggs Asset Managment Co. Inc.Passive
Some overlap · 4 shared positions
$GLW$VRT$SII$STRL
$560M
132 positions
#22Werlinich Asset Management, LLCActive
Some overlap · 4 shared positions
$GLW$VRT$DELL$SRE
$262M
58 positions
#23Bellwether Advisors, LLCPassive
Some overlap · 4 shared positions
$GLW$FIX$DELL$CAH
$675M
167 positions
#24Truvestments Capital LLCPassive
Some overlap · 4 shared positions
$GLW$IESC$DELL$STRL
$673M
1,150 positions
#25MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$GLW$VLO$DELL
$140M
63 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.