Hedge Funds Similar to PRINCIPAL SECURITIES

13F Portfolio OverlapQ2 2026PRINCIPAL SECURITIES portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

PRINCIPAL SECURITIES, INC. is an institutional investor managing $8.3B across 1,539 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 PRINCIPAL SECURITIES are Van Diest, 3Chopt Investment Partners, ASSETMARK, with shared positions in $KLAC, $PM, $SCHW, $BKNG, $PFG. The full ranking of 25 similar funds is below.

#1Van Diest Capital, LLCPassive

Slight overlap · 4 shared positions

$KLAC $PM $SCHW $BKNG

$112M

176 positions

#23Chopt Investment Partners, LLCPassive

Slight overlap · 4 shared positions

$KLAC $PM $SCHW $BKNG

$532M

274 positions

#3ASSETMARK, INCPassive

Slight overlap · 4 shared positions

$KLAC $PM $SCHW $BKNG

$58.2B

3,558 positions

#4Focus Partners WealthPassive

Slight overlap · 3 shared positions

$KLAC $PM $SCHW

$97.6B

2,759 positions

#5SUTTON PLACE INVESTORS LLCPassive

Slight overlap · 3 shared positions

$KLAC $PM $SCHW

$207M

148 positions

#6BLALOCK WILLIAMS, LLCPassive

Slight overlap · 3 shared positions

$KLAC $PM $SCHW

$154M

154 positions

#7Ascent Group, LLCPassive

Slight overlap · 3 shared positions

$KLAC $PM $SCHW

$3.3B

808 positions

#8Oak Harvest Investment ServicesPassive

Slight overlap · 3 shared positions

$KLAC $PM $SCHW

$1.1B

168 positions

#9FLC Capital AdvisorsPassive

Slight overlap · 3 shared positions

$KLAC $PM $SCHW

$622M

236 positions

#10FORT WASHINGTON INVESTMENT ADVISORS INC /OH/Active

Slight overlap · 3 shared positions

$KLAC $PM $SCHW

$19.9B

421 positions

#11Astoria Portfolio Advisors LLC.Passive

Slight overlap · 3 shared positions

$KLAC $PM $SCHW

$593M

358 positions

#12Pinion Investment Advisors, LLCActive

Slight overlap · 3 shared positions

$527M

205 positions

#13Crew Capital Management, Ltd.Passive

Slight overlap · 3 shared positions

$KLAC $PM $BKNG

$183M

112 positions

#14Philadelphia Investment Partners, LLCPassive

Slight overlap · 3 shared positions

$KLAC $PM $BKNG

$161M

189 positions

#15LOWE BROCKENBROUGH & CO INCActive

Slight overlap · 3 shared positions

$KLAC $PM $BKNG

$2.2B

341 positions

#16Callan Family Office, LLCPassive

Slight overlap · 3 shared positions

$KLAC $PM $SCHW

$5.1B

1,226 positions

#17Canada Post Corp Registered Pension PlanActive

Slight overlap · 3 shared positions

$KLAC $SCHW $BKNG

$2.9B

492 positions

#18Smith Group Asset Management, LLCActive

Slight overlap · 3 shared positions

$KLAC $SCHW $BKNG

$2.5B

166 positions

#19Meriwether Wealth & Planning, LLCActive

Slight overlap · 3 shared positions

$KLAC $SCHW $BKNG

$202M

122 positions

#20GW HENSSLER & ASSOCIATES LTDPassive

Slight overlap · 3 shared positions

$2.2B

268 positions

#21FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Slight overlap · 3 shared positions

$PM $SCHW $BKNG

$355M

257 positions

#22PARTHENON LLCActive

Slight overlap · 3 shared positions

$PM $SCHW $BKNG

$962M

133 positions

#23ProVise Management Group, LLCPassive

Slight overlap · 3 shared positions

$PM $SCHW $BKNG

$1.5B

282 positions

#24Voya Financial Advisors, Inc.Smart money

Slight overlap · 3 shared positions

$PM $SCHW $BKNG

$1.1B

208 positions

#25GeoWealth Management, LLCActive

Slight overlap · 3 shared positions

$PM $SCHW $BKNG

$3.2B

882 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.