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Hedge Funds Similar to Portfolio Strategies

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

Portfolio Strategies, Inc. is an institutional investor managing $1.0B across 81 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 Strategies are Baldwin Investment, Cushing Partners, LEIGH BALDWIN, with shared positions in $LIN, $DELL, $ETN, $MS, $LOW, $SLV. The full ranking of 25 similar funds is below.

#1Baldwin Investment Management, LLCActive
Slight overlap · 5 shared positions
$LIN$DELL$ETN$MS$LOW
$1.0B
231 positions
#2Cushing Capital Partners, LLCPassive
Slight overlap · 4 shared positions
$SLV$LIN$LOW$ADP
$145M
99 positions
#3LEIGH BALDWIN & CO., LLCPassive
Slight overlap · 5 shared positions
$SLV$ETN$NBTB$LMT$DE
$186M
182 positions
#4Clifford Group, LLCSmart money
Slight overlap · 5 shared positions
$LIN$ETN$MS$ADP$COR
$145M
86 positions
#5CYPRESS ASSET MANAGEMENT INC/TXActive
Slight overlap · 5 shared positions
$LIN$ETN$LMT$LOW$DE
$514M
107 positions
#6Silver Coast Investments LLCActive
Slight overlap · 5 shared positions
$LIN$MS$LMT$LOW$DE
$336M
121 positions
#7AAFMAA Wealth Management & Trust LLCPassive
Slight overlap · 4 shared positions
$LIN$DELL$ETN$MS
$286M
95 positions
#8McKinley Carter Wealth Services, Inc.Active
Slight overlap · 4 shared positions
$LIN$DELL$MS$LMT
$1.9B
322 positions
#9TCM Advisors, LLCSmart money
Slight overlap · 4 shared positions
$SLV$ETN$LMT$LOW
$1.3B
67 positions
#10Rooted Wealth Advisors, Inc.Active
Slight overlap · 4 shared positions
$SLV$LIN$LMT$DE
$408M
149 positions
#11Canton Hathaway, LLCActive
Slight overlap · 4 shared positions
$SLV$ETN$LOW$MS
$522M
283 positions
#12Miller Capital Partners, Inc.Active
Slight overlap · 4 shared positions
$LIN$DELL$ETN$DE
$257M
258 positions
#13Maxele Advisors, LLCPassive
Slight overlap · 4 shared positions
$SLV$MS$LOW$DE
$143M
98 positions
#14Fruth Investment ManagementPassive
Slight overlap · 5 shared positions
$LIN$ETN$ADP$DE$A
$421M
225 positions
#15LORD, ABBETT & CO. LLCPassive
Slight overlap · 4 shared positions
$LIN$DELL$MS$LOW
$34.9B
558 positions
#16MCCARTER PRIVATE WEALTH SERVICES LLCPassive
Slight overlap · 3 shared positions
$SLV$DELL$ETN
$290M
179 positions
#17Vanguard Capital Wealth AdvisorsPassive
Slight overlap · 3 shared positions
$SLV$DELL$MS
$148M
132 positions
#18Bradyco, Inc.Active
Slight overlap · 4 shared positions
$LIN$ETN$MS$LOW
$87M
33 positions
#19CONNORS INVESTOR SERVICES INCPassive
Slight overlap · 4 shared positions
$LIN$ETN$MS$LOW
$1.2B
153 positions
#20Wealth Quarterback LLCActive
Slight overlap · 3 shared positions
$SLV$DELL$LMT
$324M
172 positions
#21LifeWealth Investments, LLCActive
Slight overlap · 3 shared positions
$SLV$DELL$LMT
$374M
136 positions
#22Richwood Investment Advisors, LLCActive
Slight overlap · 5 shared positions
$ETN$MS$LMT$LOW$DE
$142M
106 positions
#23EagleClaw Capital Managment, LLCPassive
Slight overlap · 4 shared positions
$LIN$ETN$LMT$LOW
$745M
145 positions
#24Vertrix Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$LIN$MS$LMT$LOW
$297M
103 positions
#25S Harris Financial Group, LLCActive
Slight overlap · 4 shared positions
$LIN$ETN$MS$DE
$129M
124 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.