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Hedge Funds Similar to Prime Investment Advisors

13F Portfolio OverlapQ2 2026Prime Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Prime Capital Investment Advisors, LLC is an institutional investor managing $10.3B across 1,087 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 Prime Investment Advisors are Glass Jacobson Investment Advisors, TOEWS, ACORN FINANCIAL ADVISORY SERVICES, with shared positions in $PLTR, $AXP, $ETN, $STX, $HWM, $MAR. The full ranking of 25 similar funds is below.

#1Glass Jacobson Investment Advisors llcPassive
Some overlap · 5 shared positions
$PLTR$AXP$ETN$STX$HWM
$321M
618 positions
#2TOEWS CORP /ADVActive
Slight overlap · 4 shared positions
$ETN$PLTR$STX$MAR
$686M
151 positions
#3ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Slight overlap · 4 shared positions
$ETN$IAU$PLTR$MAR
$753M
223 positions
#4HARTLINE INVESTMENT CORP/Active
Slight overlap · 4 shared positions
$ETN$PLTR$AXP$MAR
$1.1B
115 positions
#5Oak Barrel Wealth Advisory LLCActive
Slight overlap · 4 shared positions
$PLTR$ETN$IAU$MAR
$226M
86 positions
#6Independent Solutions Wealth Management, LLCActive
Slight overlap · 3 shared positions
$ETN$PLTR$IAU
$766M
194 positions
#7WESPAC Advisors SoCal, LLCPassive
Slight overlap · 3 shared positions
$ETN$PLTR$IAU
$560M
122 positions
#8Sharp Financial Services, LLCActive
Slight overlap · 3 shared positions
$ETN$PLTR$IAU
$216M
127 positions
#9QUEST INVESTMENT MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$ETN$PLTR$IAU
$856M
115 positions
#10CONNORS INVESTOR SERVICES INCPassive
Slight overlap · 3 shared positions
$ETN$PLTR$AXP
$1.2B
153 positions
#11Riggs Asset Managment Co. Inc.Passive
Slight overlap · 3 shared positions
$ETN$PLTR$AXP
$560M
132 positions
#12Bank of New HampshirePassive
Slight overlap · 3 shared positions
$ETN$PLTR$AXP
$479M
537 positions
#13BNC WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$ETN$PLTR$AXP
$414M
106 positions
#14Teamwork Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$ETN$PLTR$AXP
$1.1B
215 positions
#15Sun Financial IncPassive
Slight overlap · 3 shared positions
$ETN$PLTR$AXP
$212M
161 positions
#16Bannerstone Capital Management, LLCPassive
Slight overlap · 3 shared positions
$ETN$PLTR$AXP
$119M
113 positions
#17Game Plan Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$ETN$PLTR$AXP
$269M
465 positions
#18IFC & Insurance Marketing, Inc.Active
Slight overlap · 4 shared positions
$PLTR$IAU$HWM$MAR
$114M
78 positions
#19Argentarii, LLCPassive
Slight overlap · 4 shared positions
$IAU$ETN$PLTR$HWM
$332M
213 positions
#20Legacy Bridge, LLCPassive
Slight overlap · 3 shared positions
$ETN$PLTR$STX
$324M
322 positions
#21AFFINITY WEALTH MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$ETN$PLTR$STX
$776M
113 positions
#22Bigelow Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$ETN$IAU$AXP
$276M
157 positions
#23RFG - Bristol Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$ETN$IAU$AXP
$414M
188 positions
#24Signet Investment Advisory Group, Inc.Passive
Slight overlap · 3 shared positions
$ETN$IAU$AXP
$227M
73 positions
#25Hamilton Point Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$ETN$IAU$AXP
$710M
193 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.