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Hedge Funds Similar to Prentice Wealth

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

Prentice Wealth Management LLC is an institutional investor managing $484M across 126 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 Prentice Wealth are HOGE FINANCIAL SERVICES, Rakuten Investment, BRANDYWINE, with shared positions in $DOV, $NEE, $LIN, $QCOM, $WFC, $STT. The full ranking of 25 similar funds is below.

#1HOGE FINANCIAL SERVICES, LLCActive
Substantial overlap · 4 shared positions
$DOV$NEE$LIN$QCOM
$209M
83 positions
#2Rakuten Investment Management, Inc.Smart money
Substantial overlap · 3 shared positions
$DOV$WFC$QCOM
$34.6B
467 positions
#3BRANDYWINE TRUST COSmart money
Substantial overlap · 3 shared positions
$DOV$WFC$NEE
$621M
33 positions
#4PROFFITT & GOODSON INCActive
Notable overlap · 3 shared positions
$DOV$STT$NEE
$728M
298 positions
#5Bernardo Wealth Planning LLCActive
Notable overlap · 3 shared positions
$DOV$BX$WFC
$585M
139 positions
#6WALLER FINANCIAL PLANNING GROUP, INCActive
Notable overlap · 3 shared positions
$STT$DOV$WFC
$486M
78 positions
#7Cedar Point Capital Partners, LLCActive
Notable overlap · 3 shared positions
$STT$NEE$WFC
$174M
77 positions
#8Sterling Group Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$STT$NEE$WFC
$244M
62 positions
#9PGIM Custom Harvest LLCActive
Notable overlap · 3 shared positions
$STT$BX$NEE
$8.0B
305 positions
#10Addison Capital CoActive
Notable overlap · 3 shared positions
$DOV$STT$QCOM
$610M
184 positions
#11FAS Wealth Partners, Inc.Passive
Notable overlap · 3 shared positions
$STT$DOV$NEE
$1.9B
520 positions
#12Creekside PartnersPassive
Some overlap · 4 shared positions
$DOV$STT$NEE$WFC
$276M
193 positions
#13Coordinated Financial Services, Inc.
Some overlap · 3 shared positions
$DOV$BX$WFC
$174M
176 positions
#14Foguth Wealth Management, LLC.Active
Some overlap · 3 shared positions
$STT$BX$LIN
$879M
213 positions
#15Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$NEE$QCOM
$212M
171 positions
#16Junk Investment Group, LLCActive
Some overlap · 3 shared positions
$DOV$WFC$QCOM
$226M
97 positions
#17CWC Advisors, LLC.Passive
Some overlap · 3 shared positions
$STT$WFC$QCOM
$225M
152 positions
#18Wilson & Boucher Capital Management, LLCPassive
Some overlap · 4 shared positions
$DOV$NEE$WFC$QCOM
$170M
121 positions
#19SECURITY NATIONAL BANK OF SO DAK
Some overlap · 4 shared positions
$DOV$STT$LIN$QCOM
$207M
119 positions
#20XY Planning Network, Inc.Passive
Some overlap · 3 shared positions
$DOV$STT$WFC
$797M
340 positions
#21SWP FINANCIAL LLCActive
Some overlap · 3 shared positions
$DOV$WFC$QCOM
$216M
78 positions
#2210Elms LLPPassive
Some overlap · 4 shared positions
$STT$BX$WFC$QCOM
$236M
526 positions
#23Selby Wealth Management, LLCActive
Some overlap · 3 shared positions
$DOV$STT$WFC
$282M
83 positions
#24StrongBox Wealth, LLCPassive
Some overlap · 4 shared positions
$STT$NEE$BX$LIN
$351M
267 positions
#25Fingerlakes Wealth Management, Inc.Active
Some overlap · 3 shared positions
$DOV$NEE$STT
$186M
101 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.