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Hedge Funds Similar to Presper Financial Architects

13F Portfolio OverlapQ2 2026Presper Financial Architects portfolio →
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Most similar hedge funds by 13F overlap

Presper Financial Architects, LLC is an institutional investor managing $192M across 55 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 Presper Financial Architects are Rachor Investment Advisory Services, Osprey Private Wealth, PIONEER BANK N A, with shared positions in $HBAN, $NEE, $PEP, $ED, $PGR, $TJX. The full ranking of 25 similar funds is below.

#1Rachor Investment Advisory Services, LLCActive
Some overlap · 4 shared positions
$HBAN$NEE$PEP$ED
$203M
203 positions
#2Osprey Private Wealth LLCPassive
Some overlap · 6 shared positions
$PGR$PEP$TJX$DIS$APH$NEE
$387M
88 positions
#3PIONEER TRUST BANK N A/ORPassive
Some overlap · 6 shared positions
$PEP$TJX$NEE$APH$DIS$T
$441M
87 positions
#4JLB & ASSOCIATES INCPassive
Some overlap · 5 shared positions
$PGR$TJX$APH$KLAC$PEP
$748M
68 positions
#5PROFESSIONAL ADVISORY SERVICES INCActive
Some overlap · 4 shared positions
$T$PEP$TJX$APH
$836M
93 positions
#6Graver Capital Management, LLCSmart money
Some overlap · 3 shared positions
$HBAN$PEP$YUM
$140M
26 positions
#7HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$TJX$NEE$KLAC$PEP$APH
$1.7B
479 positions
#8Hixon Zuercher, LLCPassive
Some overlap · 5 shared positions
$PEP$NEE$APH$PGR$DIS
$341M
88 positions
#9Palouse Capital Management, Inc.Passive
Some overlap · 3 shared positions
$HBAN$T$DIS
$160M
124 positions
#10FORBES J M & CO LLPActive
Some overlap · 5 shared positions
$TJX$NEE$PEP$APH$PGR
$1.3B
159 positions
#11Sprinkle Financial Consultants LLCActive
Some overlap · 3 shared positions
$T$BAH$SNDK
$255M
104 positions
#12CAPE COD FIVE CENTS SAVINGS BANKPassive
Some overlap · 5 shared positions
$APH$NEE$TJX$PEP$KLAC
$1.2B
203 positions
#13Quintet Private Bank (Europe) S.A.Active
Some overlap · 4 shared positions
$T$NEE$DIS$KLAC
$1.6B
196 positions
#14BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PEP$TJX$NEE$APH
$499M
73 positions
#15American TrustActive
Some overlap · 5 shared positions
$TJX$APH$KLAC$NEE$PEP
$1.3B
334 positions
#16Minot DeBlois Advisors LLCPassive
Some overlap · 4 shared positions
$PEP$TJX$NEE$DIS
$116M
240 positions
#17CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 4 shared positions
$PEP$YUM$NEE$KLAC
$195M
67 positions
#18TORRAY LLCActive
Some overlap · 4 shared positions
$PEP$NEE$APH$KLAC
$741M
91 positions
#19Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$HBAN$TJX$KLAC$DIS
$2.5B
166 positions
#20RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 4 shared positions
$TJX$NEE$APH$PEP
$794M
188 positions
#21Family Capital Trust CoActive
Some overlap · 5 shared positions
$TJX$APH$DIS$YUM$PEP
$307M
83 positions
#22Penobscot Investment Management Company, Inc.Passive
Some overlap · 4 shared positions
$NEE$TJX$APH$KLAC
$1.5B
315 positions
#23Windle Wealth, LLCActive
Some overlap · 3 shared positions
$T$PEP$ED
$249M
35 positions
#24CABOT WEALTH MANAGEMENT INCPassive
Some overlap · 4 shared positions
$TJX$APH$KLAC$DIS
$982M
142 positions
#25PCB Capital LLCPassive
Some overlap · 4 shared positions
$APH$T$PEP$KLAC
$82M
114 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.