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Hedge Funds Similar to Precision Wealth Strategies

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

Precision Wealth Strategies, LLC is an institutional investor managing $332M across 170 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 Precision Wealth Strategies are Williamson Legacy Group, VMS Asset Limited, Retireful, with shared positions in $WDC, $SNDK, $GLW, $CIEN, $TPR, $ATI. The full ranking of 25 similar funds is below.

#1Williamson Legacy Group, LLCPassive
Notable overlap · 7 shared positions
$WDC$SNDK$GLW$CIEN$TPR$ATI
$201M
75 positions
#2VMS Asset Management LimitedPassive
Notable overlap · 5 shared positions
$WDC$SNDK$GLW$FIX$VRT
$315M
33 positions
#3Retireful, LLCPassive
Notable overlap · 5 shared positions
$WDC$GLW$SNDK$FIX$VRT
$107M
81 positions
#4Grand Alliance Asset Management LtdActive
Notable overlap · 3 shared positions
$WDC$SNDK$GLW
$167M
15 positions
#5Anther Capital LtdSmart money
Notable overlap · 3 shared positions
$WDC$SNDK$GLW
$3.9B
21 positions
#6Markin Volterra Fund LPActive
Notable overlap · 7 shared positions
$SNDK$WDC$GLW$FIX$APH$VRT
$147M
69 positions
#7Fedenia Advisers LLCPassive
Notable overlap · 6 shared positions
$SNDK$WDC$GLW$CIEN$FIX$VRT
$421M
459 positions
#8PFS Partners, LLCPassive
Notable overlap · 4 shared positions
$WDC$SNDK$MAR$GLW
$247M
599 positions
#9Stone Wealth PartnersActive
Notable overlap · 3 shared positions
$WDC$SNDK$GLW
$137M
63 positions
#10TB Alternative Assets Ltd.Active
Notable overlap · 3 shared positions
$WDC$SNDK$GLW
$623M
34 positions
#11BECK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$SNDK$GLW$WDC$VRT
$543M
140 positions
#12Bellwether Advisors, LLCPassive
Notable overlap · 5 shared positions
$WDC$GLW$SNDK$FIX$PWR
$675M
167 positions
#13UNICOM Systems, Inc.Active
Notable overlap · 4 shared positions
$WDC$SNDK$GLW$CIEN
$1.5B
39 positions
#14Whale Rock Capital Management LLCActive
Notable overlap · 3 shared positions
$SNDK$GLW$WDC
$12.5B
35 positions
#15Amanah Holdings TrustSmart money
Notable overlap · 4 shared positions
$WDC$SNDK$CIEN$APH
$1.7B
20 positions
#16Park Capital Management, LLC / WIPassive
Notable overlap · 5 shared positions
$SNDK$WDC$GLW$CIEN$FIX
$170M
161 positions
#17Hel Ved Capital Management LtdActive
Notable overlap · 4 shared positions
$SNDK$GLW$FIX$CIEN
$1.4B
72 positions
#18Goldstream Capital Management LtdActive
Notable overlap · 5 shared positions
$SNDK$GLW$WDC$CIEN$VRT
$132M
45 positions
#19LifePlan Investment Advisors, Inc.Passive
Notable overlap · 3 shared positions
$WDC$SNDK$CIEN
$291M
131 positions
#20Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Active
Some overlap · 3 shared positions
$WDC$SNDK$SCCO
$1.8B
43 positions
#21Gladstone Capital Management LLPActive
Some overlap · 4 shared positions
$SNDK$GLW$PWR$FIX
$1.0B
40 positions
#22REX Advisers, LLCPassive
Some overlap · 3 shared positions
$SNDK$GLW$VRT
$56M
59 positions
#23CMC Financial GroupActive
Some overlap · 3 shared positions
$WDC$SNDK$FIX
$52M
45 positions
#24Camarda Financial Advisors, LLC
Some overlap · 3 shared positions
$SNDK$WDC$MAR
$331M
122 positions
#25RIPOSTE CAPITAL LLCActive
Some overlap · 4 shared positions
$GLW$SNDK$CIEN$PWR
$451M
27 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.