How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to PRECEDENT WEALTH PARTNERS

13F Portfolio OverlapQ3 2026PRECEDENT WEALTH PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

PRECEDENT WEALTH PARTNERS, LLC is an institutional investor managing $651M across 207 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to PRECEDENT WEALTH PARTNERS are Linscomb Wealth, Harvest Investment Advisors, First Long Island Investors, with shared positions in $WSM, $QCOM, $KMI, $LMT, $BLK, $DG. The full ranking of 25 similar funds is below.

#1Linscomb Wealth, Inc.Passive

Notable overlap · 10 shared positions

$WSM $QCOM $KMI $LMT $BLK $DG

$2.3B

311 positions

#2Harvest Investment Advisors, LLCActive

Some overlap · 8 shared positions

$KMI $QCOM $ABT $TGT $LMT $PNC

$202M

58 positions

#3First Long Island Investors, LLCActive

Some overlap · 7 shared positions

$WSM $QCOM $MCD $ABT $LMT $BLK

$1.4B

73 positions

#4VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 8 shared positions

$KMI $QCOM $MCD $DUK $TGT $BLK

$203M

58 positions

#5Rayburn West Financial Services LLCPassive

Some overlap · 8 shared positions

$MO $MCD $TGT $LMT $PNC $BLK

$181M

81 positions

#6Crescent Sterling, Ltd.Passive

Some overlap · 7 shared positions

$MDY $QCOM $DUK $ABT $LMT $VZ

$122M

92 positions

#7Visionary Wealth AdvisorsPassive

Some overlap · 7 shared positions

$KMI $QCOM $MO $DUK $MCD $LMT

$2.5B

666 positions

#8BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 7 shared positions

$KMI $QCOM $MO $MCD $DUK $LMT

$504M

136 positions

#9Stablepoint Partners, LLCPassive

Some overlap · 7 shared positions

$KMI $QCOM $MCD $DUK $MET $LMT

$723M

260 positions

#10ORLEANS CAPITAL MANAGEMENT CORP/LAPassive

Some overlap · 7 shared positions

$ABT $DUK $TGT $LMT $BLK $PNC

$194M

122 positions

#11HAMEL ASSOCIATES, INC.Passive

Some overlap · 7 shared positions

$MCD $ABT $DUK $LMT $PNC $ITW

$363M

92 positions

#12BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 6 shared positions

$KMI $QCOM $MCD $ABT $LMT $PNC

$2.5B

270 positions

#13Shoker Investment Counsel, Inc.Active

Some overlap · 6 shared positions

$MDY $MO $MCD $DUK $LMT $ITW

$398M

113 positions

#14Paradigm Capital Management, LLC/NVActive

Some overlap · 6 shared positions

$KMI $MO $MCD $DUK $MET $VZ

$116M

65 positions

#15Miramar Capital, LLCPassive

Some overlap · 8 shared positions

$QCOM $MCD $ABT $LMT $BLK $VZ

$455M

57 positions

#16FUKOKU MUTUAL LIFE INSURANCE CoActive

Some overlap · 6 shared positions

$QCOM $MO $MCD $DUK $MET $VZ

$1.7B

256 positions

#17Measured Risk Portfolios, Inc.Active

Some overlap · 6 shared positions

$KMI $QCOM $MO $DUK $VZ $MDY

$94M

64 positions

#18SHERMAN PORFOLIOS, LLCSmart money

Some overlap · 6 shared positions

$QCOM $MCD $ABT $DUK $MET $VZ

$1.3B

97 positions

#19PINKERTON WEALTH, LLCActive

Some overlap · 6 shared positions

$QCOM $MCD $ABT $DUK $MET $VZ

$1.2B

103 positions

#201834 INVESTMENT ADVISORS COPassive

Some overlap · 6 shared positions

$KMI $QCOM $MO $TGT $VZ $DG

$886M

232 positions

#21VISION FINANCIAL MARKETS LLCPassive

Some overlap · 6 shared positions

$WSM $MET $BLK $MCD $VZ $LMT

$131M

387 positions

#22CINCINNATI INSURANCE COActive

Some overlap · 6 shared positions

$QCOM $MCD $ABT $DUK $BLK $APD

$6.9B

64 positions

#23NEW ENGLAND ASSET MANAGEMENT INCPassive

Some overlap · 6 shared positions

$QCOM $ABT $DUK $LMT $PNC $VZ

$863M

131 positions

#24Center for Wealth Management AdvisoryActive

Some overlap · 6 shared positions

$MO $ABT $DUK $LMT $PNC $VZ

$161M

62 positions

#25MARINO, STRAM & ASSOCIATES LLCActive

Some overlap · 6 shared positions

$MO $MCD $DUK $LMT $BLK $VZ

$644M

205 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.