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Hedge Funds Similar to Prestige Wealth Group

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

Prestige Wealth Management Group LLC is an institutional investor managing $551M across 1,102 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 Prestige Wealth Group are Walsky Investment, Alliance Wealth Group, Towercrest, with shared positions in $CL, $STT, $ETN, $NEE, $LIN, $PEG. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$CL$STT$ETN$NEE
$108M
52 positions
#2Alliance Wealth Management GroupActive
Some overlap · 4 shared positions
$CL$LIN$NEE$PEG
$514M
103 positions
#3Towercrest Capital ManagementActive
Some overlap · 3 shared positions
$CL$LIN$NEE
$717M
110 positions
#4StrongBox Wealth, LLCPassive
Some overlap · 5 shared positions
$STT$CL$LIN$ETN$NEE
$351M
267 positions
#5Robinhood Asset Management, LLCActive
Some overlap · 6 shared positions
$STT$CL$LIN$ETN$NEE$KLAC
$1.9B
83 positions
#6AAFMAA Wealth Management & Trust LLCPassive
Some overlap · 4 shared positions
$STT$LIN$ETN$NEE
$286M
95 positions
#7Parcion Private Wealth LLCPassive
Some overlap · 4 shared positions
$STT$LIN$ETN$KLAC
$1.8B
529 positions
#8SECURITY NATIONAL BANK OF SO DAK
Some overlap · 3 shared positions
$STT$CL$LIN
$207M
119 positions
#9LightSquare Wealth Management, LLCPassive
Some overlap · 4 shared positions
$STT$VRT$ETN$NEE
$145M
104 positions
#10Farmers & Merchants Trust Co of Chambersburg PAPassive
Some overlap · 4 shared positions
$STT$ETN$NEE$PEG
$394M
358 positions
#11FIRST NATIONAL TRUST COPassive
Some overlap · 3 shared positions
$STT$LIN$NEE
$2.9B
382 positions
#12Financial Enhancement Group LLCPassive
Some overlap · 3 shared positions
$STT$LIN$NEE
$839M
137 positions
#13Cordatus Wealth Management LLCPassive
Some overlap · 3 shared positions
$STT$LIN$NEE
$455M
168 positions
#14Marathon Mission, Inc.Active
Some overlap · 3 shared positions
$STT$VRT$ETN
$200M
57 positions
#15Prentice Wealth Management LLCActive
Some overlap · 3 shared positions
$STT$LIN$NEE
$484M
126 positions
#16Clarus Wealth AdvisorsPassive
Some overlap · 3 shared positions
$STT$VRT$NEE
$260M
86 positions
#17FAS Wealth Partners, Inc.Active
Some overlap · 3 shared positions
$STT$ETN$NEE
$1.9B
520 positions
#18PROFFITT & GOODSON INCActive
Some overlap · 3 shared positions
$STT$ETN$NEE
$728M
298 positions
#19THAMES CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$STT$VRT$KLAC
$1.2B
56 positions
#20Markin Asset Management, LPActive
Some overlap · 3 shared positions
$STT$VRT$KLAC
$117M
47 positions
#21Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 3 shared positions
$STT$ETN$KLAC
$489M
619 positions
#22COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$STT$ETN$KLAC
$414M
164 positions
#23INVENIO WEALTH PARTNERS LLCActive
Some overlap · 3 shared positions
$STT$ETN$KLAC
$279M
89 positions
#24GLOBALT Investments LLC / GAActive
Some overlap · 3 shared positions
$STT$ETN$KLAC
$3.0B
213 positions
#25CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$STT$ETN$KLAC
$1.3B
99 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.