What hedge funds are most similar to PREVAIL INNOVATIVE WEALTH ADVISORS, LLC?

The funds with the most similar 13F portfolios to PREVAIL INNOVATIVE WEALTH ADVISORS, LLC are BDFS, Robbins Farley, Vantage Investment Partners, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to PREVAIL INNOVATIVE WEALTH ADVISORS

13F Portfolio OverlapQ3 2026PREVAIL INNOVATIVE WEALTH ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC is an institutional investor managing $776M across 285 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to PREVAIL INNOVATIVE WEALTH ADVISORS are BDFS, Robbins Farley, Vantage Investment Partners, with shared positions in $MPWR, $ANET, $ORLY, $NEE, $ETN, $CRS. The full ranking of 25 similar funds is below.

#1BDFS Capital LLCActive

Notable overlap · 8 shared positions

$MPWR $ANET $ORLY $NEE $ETN $CRS

$203M

117 positions

#2Robbins FarleyPassive

Notable overlap · 5 shared positions

$ANET $NEE $UBER $PWR $ETN

$262M

158 positions

#3Vantage Investment Partners, LLC

Notable overlap · 6 shared positions

$ORLY $UBER $NEE $ETN $WAB $AMT

$1.6B

67 positions

#4Davidson Capital Management Inc.Active

Notable overlap · 6 shared positions

$MPWR $ANET $PWR $ORLY $VRT $NEE

$604M

99 positions

#5Rithm Capital Corp.Active

Notable overlap · 7 shared positions

$NEE $PWR $MTZ $VRT $ETN $NVT

$81M

38 positions

#6Altshuler Shaham LtdActive

Some overlap · 5 shared positions

$UBER $WFC $NEE $ANET $AMT

$8.1B

497 positions

#7Retireful, LLCPassive

Some overlap · 6 shared positions

$ANET $MKSI $MTZ $VRT $NVT $STRL

$116M

86 positions

#8SSI INVESTMENT MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$NEE $UBER $MKSI $WFC

$1.7B

248 positions

#9GKV Capital Management Co., Inc.Passive

Some overlap · 5 shared positions

$ANET $ORLY $PWR $MPWR $C

$310M

83 positions

#10SHAKER INVESTMENTS LLC/OHPassive

Some overlap · 7 shared positions

$ANET $MPWR $VRT $ETN $UBER $STRL

$278M

87 positions

#11DigitalBridge Group, Inc.Passive

Some overlap · 5 shared positions

$ANET $AMT $PWR $VRT $GLPI

$1.7B

61 positions

#12CTC Alternative Strategies, Ltd.Passive

Some overlap · 5 shared positions

$UBER $MPWR $PWR $ORLY $VRT

$69M

83 positions

#13Left Brain Wealth Management, LLCPassive

Some overlap · 5 shared positions

$ANET $MPWR $UBER $VRT $NLY

$332M

99 positions

#14TimesSquare Capital Management, LLCActive

Some overlap · 5 shared positions

$MPWR $MKSI $ORLY $VRT $CRS

$6.8B

158 positions

#15Eos Management, L.P.Active

Some overlap · 6 shared positions

$ORLY $ANET $LHX $VRT $UBER $ETN

$254M

35 positions

#16AMJ Financial Wealth ManagementActive

Some overlap · 4 shared positions

$ORLY $ANET $PWR $ETN

$424M

86 positions

#17FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 5 shared positions

$NEE $AMT $LHX $ETN $C

$5.3B

210 positions

#18Slagle Financial, LLCPassive

Some overlap · 5 shared positions

$NLY $NEE $AMT $WFC $C

$334M

127 positions

#19SFE Investment CounselPassive

Some overlap · 5 shared positions

$NEE $PWR $ETN $LHX $UBER

$742M

152 positions

#20Strategic Wealth Investment Group, LLCPassive

Some overlap · 4 shared positions

$NEE $ORLY $UBER $ETN

$825M

104 positions

#21SHELTON WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$WFC $UBER $ANET $VRT $C

$254M

141 positions

#22ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Some overlap · 5 shared positions

$MPWR $PWR $VRT $ANET $UBER

$4.4B

118 positions

#23Advocacy Wealth Management, LLCActive

Some overlap · 4 shared positions

$ANET $UBER $VRT $ETN

$2.8B

151 positions

#24Bluebird Wealth Management LLCPassive

Some overlap · 5 shared positions

$ANET $UBER $VRT $ETN $C

$115M

89 positions

#25Legacy Bridge, LLCPassive

Some overlap · 5 shared positions

$ANET $VRT $ETN $PWR $STRL

$324M

322 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.