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Hedge Funds Similar to Portfolio Design Labs

13F Portfolio OverlapQ2 2026Portfolio Design Labs portfolio →
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Most similar hedge funds by 13F overlap

Portfolio Design Labs, LLC is an institutional investor managing $610M across 227 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 Portfolio Design Labs are Cornerstone Advisors, HOWE & RUSLING, Emergent Wealth Advisors, with shared positions in $CRWD, $WELL, $PM, $GLW, $APH, $LIN. The full ranking of 25 similar funds is below.

#1Cornerstone Advisors, LLCActive
Some overlap · 6 shared positions
$CRWD$WELL$PM$GLW$APH$LIN
$3.0B
112 positions
#2HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$CRWD$TJX$PM$QCOM$APH
$1.7B
479 positions
#3Emergent Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$CRWD$WELL$TJX$GLW$APH
$192M
122 positions
#4Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$CRWD$TJX$WELL$PM
$1.6B
184 positions
#5PeakShares LLCActive
Some overlap · 4 shared positions
$CRWD$TJX$WELL$GLW
$134.4B
122 positions
#6GDS Wealth ManagementPassive
Some overlap · 4 shared positions
$CRWD$TJX$WELL$APH
$2.1B
232 positions
#7CGN Advisors LLCPassive
Some overlap · 4 shared positions
$CRWD$TJX$GLW$APH
$1.4B
322 positions
#8Essential Investment Partners LLCPassive
Some overlap · 4 shared positions
$CRWD$TJX$QCOM$APH
$125M
312 positions
#9RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 4 shared positions
$CRWD$TJX$QCOM$APH
$794M
188 positions
#10Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$CRWD$TJX$GLW$LIN
$115M
89 positions
#11RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$TJX$WELL$GLW$QCOM
$1.1B
90 positions
#12Brentview Investment Management LLCActive
Some overlap · 4 shared positions
$TJX$WELL$PM$LIN
$253M
63 positions
#13Park Edge Advisors, LLCActive
Some overlap · 5 shared positions
$WELL$TJX$GLW$APH$PM
$475M
154 positions
#14Tufton Capital ManagementPassive
Some overlap · 4 shared positions
$TJX$PM$GLW$QCOM
$596M
127 positions
#15BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$CRWD$PM$GLW$QCOM
$515M
142 positions
#16Elite Life Management LLCActive
Some overlap · 4 shared positions
$CRWD$WELL$APH$LIN
$85M
61 positions
#17LORD, ABBETT & CO. LLCPassive
Some overlap · 5 shared positions
$PM$GLW$TJX$APH$LIN
$34.9B
558 positions
#18Hartford Funds Management Co LLCSmart money
Some overlap · 4 shared positions
$WELL$PM$GLW$QCOM
$1.3B
98 positions
#19JACKSON SQUARE CAPITAL, LLCActive
Some overlap · 4 shared positions
$TJX$CRWD$GLW$LIN
$719M
138 positions
#20Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$TJX$PM$GLW$QCOM
$1.2B
127 positions
#21DUNCKER STREETT & CO INCPassive
Some overlap · 4 shared positions
$CRWD$TJX$APH$LIN
$591M
521 positions
#22Baker Avenue Asset Management, LPPassive
Some overlap · 5 shared positions
$GLW$CRWD$APH$QCOM$LIN
$5.3B
818 positions
#23WCM INVESTMENT MANAGEMENT, LLCActive
Slight overlap · 4 shared positions
$WELL$PM$GLW$LIN
$55.2B
266 positions
#24Town & Country Bank & Trust CO dba First Bankers Trust COPassive
Slight overlap · 4 shared positions
$TJX$PM$GLW$LIN
$321M
153 positions
#25RFG - Bristol Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$TJX$WELL$GLW$LIN
$414M
188 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.