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Hedge Funds Similar to Private Advisory Group

13F Portfolio OverlapQ2 2026Private Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Private Advisory Group LLC is an institutional investor managing $1.9B across 296 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 Private Advisory Group are Bluebird Wealth, Goldstream Ltd, Cadent Advisors, with shared positions in $VRT, $GLW, $ASML, $TER, $ANET, $AXP. The full ranking of 25 similar funds is below.

#1Bluebird Wealth Management LLCPassive
Notable overlap · 6 shared positions
$VRT$GLW$ASML$TER$ANET$AXP
$115M
89 positions
#2Goldstream Capital Management LtdActive
Some overlap · 5 shared positions
$VRT$TER$ASML$GLW$WDC
$132M
45 positions
#3Cadent Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$TER$GLW$ASML$POWL$AXP$MP
$485M
201 positions
#4BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$VRT$GLW$ASML$MP$WDC
$543M
140 positions
#5Legacy Bridge, LLCPassive
Some overlap · 5 shared positions
$VRT$ASML$ANET$TER$WDC
$324M
322 positions
#6Werlinich Asset Management, LLCActive
Some overlap · 5 shared positions
$VRT$GLW$ASML$ANET$WM
$262M
58 positions
#7Geneva Partners, LLCPassive
Some overlap · 4 shared positions
$VRT$GLW$TER$ASML
$375M
75 positions
#8VMS Asset Management LimitedPassive
Some overlap · 4 shared positions
$VRT$GLW$TER$WDC
$315M
33 positions
#9Oakmont Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$VRT$GLW$MP$NVO$WM
$144M
115 positions
#10Williamson Legacy Group, LLCPassive
Some overlap · 4 shared positions
$VRT$GLW$TER$WDC
$201M
75 positions
#11Sunstone Asset Management, L.P.Passive
Some overlap · 4 shared positions
$ASML$GLW$ANET$TER
$92M
57 positions
#12Anther Capital LtdSmart money
Some overlap · 4 shared positions
$ASML$GLW$TER$WDC
$3.9B
21 positions
#13Veracity Capital LLCPassive
Some overlap · 6 shared positions
$ANET$GLW$AXP$TER$ASML$VRT
$370M
223 positions
#14Gunderson Capital Management Inc.Active
Some overlap · 5 shared positions
$ASML$ANET$MP$NVO$HAL
$370M
52 positions
#15Retireful, LLCPassive
Some overlap · 4 shared positions
$VRT$GLW$ANET$WDC
$107M
81 positions
#16Riggs Asset Managment Co. Inc.Passive
Some overlap · 5 shared positions
$GLW$ANET$AXP$VRT$MP
$560M
132 positions
#17Benchmark Investment Advisors LLCPassive
Some overlap · 4 shared positions
$VRT$ASML$ANET$MP
$228M
70 positions
#18MITCHELL CAPITAL MANAGEMENT COPassive
Some overlap · 5 shared positions
$VRT$TER$GLW$ASML$WDC
$657M
117 positions
#19JACKSON SQUARE CAPITAL, LLCActive
Some overlap · 4 shared positions
$VRT$GLW$ANET$ASML
$719M
138 positions
#20SWS PartnersPassive
Some overlap · 4 shared positions
$GLW$TER$ANET$MP
$463M
108 positions
#21Lighthouse Financial LLCActive
Some overlap · 4 shared positions
$VRT$GLW$TER$ANET
$193M
78 positions
#22Telemark Asset Management, LLCActive
Some overlap · 4 shared positions
$GLW$TER$ASML$HAL
$1.4B
57 positions
#23SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 4 shared positions
$VRT$TER$ANET$MP
$895M
185 positions
#24PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$TER$VRT$GLW$WDC
$462M
86 positions
#25Talos Eurisko Asset Management LPActive
Some overlap · 3 shared positions
$VRT$ASML$TER
$703M
25 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.