13F Pro

Hedge Funds Similar to PRIVATE CLIENT SERVICES

13F Portfolio OverlapQ2 2026PRIVATE CLIENT SERVICES portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

PRIVATE CLIENT SERVICES, LLC is an institutional investor managing $381M across 229 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 CLIENT SERVICES are FCF Advisors, KOM Wealth Group, CENTRAL, with shared positions in $EXEL, $KLAC, $FFIV, $NXT, $APP, $PHYS. The full ranking of 25 similar funds is below.

#1FCF Advisors LLCPassive
Some overlap · 5 shared positions
$EXEL$KLAC$FFIV$NXT$APP
$544M
58 positions
#2KOM Wealth Management Group, LLCActive
Some overlap · 4 shared positions
$PHYS$KLAC$PLTR$PM
$165M
96 positions
#3CENTRAL TRUST CoPassive
Some overlap · 4 shared positions
$PHYS$IAU$KLAC$PM
$5.5B
1,568 positions
#4Davidson Capital Management Inc.Active
Some overlap · 3 shared positions
$EXEL$FIX$KLAC
$624M
96 positions
#5Benchmark Investment Advisors LLCPassive
Some overlap · 4 shared positions
$FIX$KLAC$APP$PLTR
$228M
70 positions
#6RiverGlades Family Offices LLCActive
Some overlap · 4 shared positions
$KLAC$FIX$IAU$PM
$218M
108 positions
#7Lifestyle Asset Management, Inc.Active
Some overlap · 4 shared positions
$FIX$EXEL$APP$KLAC
$372M
129 positions
#8Monument Capital ManagementPassive
Some overlap · 3 shared positions
$EXEL$FIX$KLAC
$497M
262 positions
#9Strategic Global Advisors, LLCPassive
Some overlap · 4 shared positions
$KLAC$FIX$CART$EXEL
$702M
129 positions
#10Bannerstone Capital Management, LLCPassive
Some overlap · 4 shared positions
$FIX$KLAC$AMG$PLTR
$119M
113 positions
#11Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$FIX$FFIV$APP$PM
$513M
70 positions
#12FULLER & THALER ASSET MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$EXEL$AYI$AMG$FIX
$36.7B
504 positions
#13Valued Retirements, Inc.Passive
Some overlap · 3 shared positions
$PHYS$IAU$KLAC
$111M
101 positions
#14Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$PHYS$IAU$PM
$240M
74 positions
#15Philadelphia Investment Partners, LLCPassive
Some overlap · 4 shared positions
$KLAC$IAU$PLTR$PM
$161M
189 positions
#16Cypress Capital Management LLC (WY)Active
Some overlap · 3 shared positions
$PHYS$PLTR$PM
$120M
213 positions
#17Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$PHYS$PLTR$PM
$277M
87 positions
#18Laurion Capital Management LPPassive
Some overlap · 4 shared positions
$FIX$APP$KLAC$PLTR
$3.9B
420 positions
#19PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$FIX$APP$KLAC$PLTR
$174M
92 positions
#20GOLDEN ROAD ADVISORS LLCSmart money
Some overlap · 4 shared positions
$KLAC$IAU$PLTR$PM
$206M
67 positions
#21Ifrah Financial Services, Inc.Passive
Some overlap · 3 shared positions
$FIX$KLAC$IAU
$409M
214 positions
#22PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$FIX$KLAC$IAU
$462M
86 positions
#23Graetz Wealth LLCActive
Some overlap · 4 shared positions
$EXEL$IAU$APP$PLTR
$125M
84 positions
#24Stirlingshire Investments, Inc.Passive
Some overlap · 3 shared positions
$KLAC$EXEL$NXT
$135M
221 positions
#25Argos Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$KLAC$IAU$FIX$PLTR
$378M
224 positions

Compare PRIVATE CLIENT SERVICES’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View PRIVATE CLIENT SERVICES’s holdings

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.