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Hedge Funds Similar to PGIM Custom Harvest

13F Portfolio OverlapQ2 2026PGIM Custom Harvest portfolio →
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Most similar hedge funds by 13F overlap

PGIM Custom Harvest LLC is an institutional investor managing $8.0B across 305 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 PGIM Custom Harvest are Cedar Point Partners, Warwick Investment, ELEMENT POINTE ADVISORS, with shared positions in $STT, $GLDM, $NEE, $KLAC, $BX, $SNOW. The full ranking of 25 similar funds is below.

#1Cedar Point Capital Partners, LLCActive
Substantial overlap · 3 shared positions
$STT$GLDM$NEE
$174M
77 positions
#2Warwick Investment Management, Inc.Active
Notable overlap · 3 shared positions
$STT$KLAC$NEE
$891M
149 positions
#3ELEMENT POINTE ADVISORS, LLCSmart money
Notable overlap · 4 shared positions
$STT$GLDM$BX$SNOW
$621M
90 positions
#4Go Invest LLCSmart money
Notable overlap · 3 shared positions
$STT$SLV$GLDM
$426M
129 positions
#5Prentice Wealth Management LLCActive
Notable overlap · 3 shared positions
$STT$BX$NEE
$484M
126 positions
#6GLOBALT Investments LLC / GAActive
Notable overlap · 3 shared positions
$STT$SLV$KLAC
$3.0B
213 positions
#7Advisory Alpha, LLCActive
Some overlap · 3 shared positions
$STT$KLAC$NEE
$4.1B
571 positions
#8Brio Consultants, LLCActive
Some overlap · 3 shared positions
$STT$KLAC$AXP
$853M
164 positions
#9Midwest Capital Advisors, LLCActive
Some overlap · 3 shared positions
$STT$KLAC$NEE
$246M
210 positions
#10Foguth Wealth Management, LLC.Passive
Some overlap · 3 shared positions
$STT$SLV$BX
$879M
213 positions
#11Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 3 shared positions
$STT$GLDM$AXP
$169M
339 positions
#12Walkner Condon Financial Advisors LLCPassive
Some overlap · 3 shared positions
$STT$GLDM$KLAC
$871M
344 positions
#13TOBIAS FINANCIAL ADVISORS, INC.Active
Some overlap · 3 shared positions
$STT$NEE$KLAC
$787M
148 positions
#14Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$STT$GLDM$KLAC
$1.8B
529 positions
#15Financial Enhancement Group LLCPassive
Some overlap · 4 shared positions
$STT$GLDM$BX$NEE
$839M
137 positions
#16Copia Wealth Management
Some overlap · 4 shared positions
$STT$SLV$GLDM$SNOW
$166M
570 positions
#17StrongBox Wealth, LLCPassive
Some overlap · 3 shared positions
$STT$BX$NEE
$351M
267 positions
#18Payne Capital Management, LLC
Some overlap · 3 shared positions
$STT$GLDM$BX
$375M
88 positions
#19Forvis Mazars Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$STT$GLDM$KLAC
$6.0B
433 positions
#20COURIER CAPITAL LLCActive
Some overlap · 3 shared positions
$STT$GLDM$AXP
$2.0B
399 positions
#21FLC Capital AdvisorsPassive
Some overlap · 3 shared positions
$STT$KLAC$NEE
$622M
236 positions
#22Prestige Wealth Management Group LLCPassive
Slight overlap · 3 shared positions
$STT$KLAC$NEE
$551M
1,102 positions
#23Sandbox Financial Partners, LLC
Slight overlap · 4 shared positions
$STT$BX$NEE$SNOW
$356M
117 positions
#24Horizon Wealth Management, LLCActive
Slight overlap · 3 shared positions
$STT$AXP$NEE
$785M
148 positions
#25Eagle Strategies LLCPassive
Slight overlap · 3 shared positions
$STT$SLV$KLAC
$1.0B
273 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.