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Hedge Funds Similar to PRIMORIS WEALTH ADVISORS

13F Portfolio OverlapQ2 2026PRIMORIS WEALTH ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

PRIMORIS WEALTH ADVISORS, LLC is an institutional investor managing $219M across 125 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 PRIMORIS WEALTH ADVISORS are Compass Wealth, FARMERS, Newbridge Financial Services Group, with shared positions in $PM, $STT, $SO, $PLTR, $CRWD, $BA. The full ranking of 25 similar funds is below.

#1Compass Wealth Management, LLC/GAActive
Some overlap · 6 shared positions
$PM$STT$SO$PLTR$CRWD$BA
$251M
74 positions
#2FARMERS TRUST CO
Some overlap · 5 shared positions
$STT$NEE$SO$PM$PLTR
$637M
203 positions
#3Newbridge Financial Services Group, Inc.Passive
Some overlap · 5 shared positions
$MRVL$PLTR$CRWD$DELL$NOW
$808M
1,245 positions
#4Coston, McIsaac & PartnersPassive
Some overlap · 3 shared positions
$PM$NEE$SO
$497M
948 positions
#5First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$PM$NEE$SO
$529M
75 positions
#6OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 4 shared positions
$NEE$PLTR$SO$PM
$329M
323 positions
#7TOEWS CORP /ADVActive
Some overlap · 4 shared positions
$PM$STT$PLTR$DELL
$686M
151 positions
#8Intrepid Financial Planning Group LLCPassive
Some overlap · 4 shared positions
$MRVL$PLTR$DELL$STT
$294M
135 positions
#9Mizuho Markets Cayman LPActive
Some overlap · 4 shared positions
$MRVL$NEE$DELL$BA
$2.7B
95 positions
#10SWS PartnersPassive
Some overlap · 3 shared positions
$MRVL$PM$RH
$463M
108 positions
#11Brentview Investment Management LLCActive
Some overlap · 3 shared positions
$PM$NEE$TJX
$253M
63 positions
#12KERR FINANCIAL PLANNING CorpPassive
Some overlap · 4 shared positions
$MRVL$PLTR$CRWD$DELL
$90M
545 positions
#13SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 5 shared positions
$PLTR$NEE$SO$TJX$NOW
$1.2B
332 positions
#14Robbins FarleyPassive
Some overlap · 5 shared positions
$NEE$SO$TJX$CRWD$DELL
$260M
157 positions
#15HARTLINE INVESTMENT CORP/Active
Some overlap · 5 shared positions
$MRVL$PLTR$NEE$DELL$NOW
$1.1B
115 positions
#16Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.Active
Some overlap · 3 shared positions
$MRVL$PLTR$BA
$144M
40 positions
#17Clarus Wealth AdvisorsPassive
Some overlap · 5 shared positions
$STT$PLTR$TJX$NEE$NOW
$260M
86 positions
#18Dedeker Financial LLCActive
Some overlap · 3 shared positions
$MRVL$PLTR$CRWD
$176M
55 positions
#19HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 4 shared positions
$MRVL$PLTR$TJX$DELL
$217M
352 positions
#20SWP Investment Management LLCPassive
Some overlap · 3 shared positions
$PM$NEE$TJX
$145M
43 positions
#21Fund Advisors of America Inc/FLPassive
Some overlap · 3 shared positions
$MRVL$PLTR$PM
$110M
120 positions
#22Robinhood Asset Management, LLCActive
Some overlap · 4 shared positions
$MRVL$STT$NEE$CRWD
$1.9B
83 positions
#23FNY Investment Advisers, LLCPassive
Some overlap · 4 shared positions
$NEE$PM$DELL$BA
$278M
981 positions
#24Bank OZKPassive
Some overlap · 3 shared positions
$MRVL$SO$TJX
$337M
159 positions
#25Broyhill Asset Management, LLCPassive
Some overlap · 5 shared positions
$PM$BBN$SO$NEE$NOW
$112M
77 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.