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Hedge Funds Similar to Presidio

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

Presidio Capital Management, LLC is an institutional investor managing $400M across 86 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 Presidio are WESPAC Advisors SoCal, Bulltick Wealth, SHELTON WEALTH, with shared positions in $GD, $VRT, $IAU, $CEG, $PLTR, $PH. The full ranking of 25 similar funds is below.

#1WESPAC Advisors SoCal, LLCPassive
Slight overlap · 5 shared positions
$GD$VRT$IAU$CEG$PLTR
$560M
122 positions
#2Bulltick Wealth Management, LLCPassive
Slight overlap · 6 shared positions
$VRT$PH$IAU$NOW$BX$PLTR
$490M
134 positions
#3SHELTON WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$GD$VRT$PH
$255M
144 positions
#4Stonebridge Financial Group, LLCPassive
Slight overlap · 4 shared positions
$GD$VRT$IAU$MCD
$1.3B
275 positions
#5FSA Advisors, Inc.Passive
Slight overlap · 4 shared positions
$GD$VRT$QCOM$PLTR
$218M
261 positions
#6Orion Investment CoActive
Slight overlap · 5 shared positions
$GD$PH$QCOM$NOW$PLTR
$343M
73 positions
#7Sculati Wealth Management, LLCPassive
Slight overlap · 5 shared positions
$GD$PH$NOW$BX$BA
$300M
123 positions
#8Strategies Wealth Advisors, LLCActive
Slight overlap · 5 shared positions
$VRT$GD$IAU$CEG$PLTR
$1.1B
202 positions
#9Rockline Wealth Management, LLCActive
Slight overlap · 4 shared positions
$GD$VRT$MCD$PLTR
$522M
107 positions
#10NIXON PEABODY TRUST COActive
Slight overlap · 3 shared positions
$GD$VRT$NOW
$1.4B
177 positions
#11TOCQUEVILLE ASSET MANAGEMENT L.P.Passive
Slight overlap · 4 shared positions
$VRT$PH$QCOM$IAU
$7.6B
557 positions
#12Strategic Blueprint, LLCPassive
Slight overlap · 3 shared positions
$GD$VRT$IAU
$2.0B
696 positions
#13Edgemoor Investment Advisors, Inc.Active
Slight overlap · 3 shared positions
$GD$VRT$BX
$1.5B
188 positions
#14HERBST GROUP, LLCPassive
Slight overlap · 3 shared positions
$GD$VRT$CEG
$183M
65 positions
#15FULTON BREAKEFIELD BROENNIMAN LLCPassive
Slight overlap · 3 shared positions
$GD$VRT$MCD
$1.7B
208 positions
#16Terra Nova Asset Management LLCPassive
Slight overlap · 4 shared positions
$VRT$PH$IAU$CEG
$163M
93 positions
#17Brendel Financial Advisors LLCPassive
Slight overlap · 3 shared positions
$GD$VRT$PLTR
$216M
101 positions
#18MARKEL GROUP INC.Active
Slight overlap · 3 shared positions
$GD$LPLA$BX
$13.1B
130 positions
#19Narwhal Capital ManagementActive
Slight overlap · 4 shared positions
$GD$QCOM$IAU$NOW
$1.4B
157 positions
#20Benchmark Investment Advisors LLCActive
Slight overlap · 5 shared positions
$VRT$PH$NOW$SNDK$PLTR
$228M
70 positions
#21Inspire Investing, LLCPassive
Slight overlap · 5 shared positions
$VRT$PH$SNDK$WDC$PLTR
$2.4B
1,266 positions
#22WESTFIELD CAPITAL MANAGEMENT CO LPPassive
Slight overlap · 3 shared positions
$VRT$LPLA$NOW
$30.6B
278 positions
#23Stelac Advisory Services LLCPassive
Slight overlap · 4 shared positions
$VRT$PH$QCOM$PLTR
$537M
168 positions
#24Matrix Trust CoActive
Slight overlap · 3 shared positions
$GD$VRT$MCD
$690M
101 positions
#25Westover Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$GD$VRT$IAU
$602M
240 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.