Hedge Funds Similar to PRUDENT INVESTORS NETWORK

13F Portfolio OverlapQ2 2026PRUDENT INVESTORS NETWORK portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

PRUDENT INVESTORS NETWORK, INC. is an institutional investor managing $516M across 87 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 PRUDENT INVESTORS NETWORK are BANK OF STOCKTON, Horizon Family Wealth, LEGACY FINANCIAL INDEPENDENT ADVISORS, with shared positions in $ASML, $AXP, $ABT, $WFC, $AEP, $MRVL. The full ranking of 25 similar funds is below.

#1BANK OF STOCKTONActive

Slight overlap · 4 shared positions

$ASML $AXP $ABT $WFC

$356M

126 positions

#2Horizon Family Wealth, Inc.Active

Slight overlap · 4 shared positions

$ASML $AXP $AEP $MRVL

$219M

93 positions

#3LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Slight overlap · 3 shared positions

$ASML $AXP $AEP

$213M

124 positions

#4BFSG, LLCPassive

Slight overlap · 4 shared positions

$ASML $AXP $MRVL $NSC

$1.1B

768 positions

#5RWA WEALTH PARTNERS, LLCActive

Slight overlap · 3 shared positions

$ASML $AXP $ABT

$10.4B

645 positions

#6Minot DeBlois Advisors LLCPassive

Slight overlap · 3 shared positions

$ASML $AXP $ABT

$116M

240 positions

#7Destination Wealth ManagementPassive

Slight overlap · 3 shared positions

$ASML $AXP $ABT

$4.3B

344 positions

#8NATURAL INVESTMENTS, LLCPassive

Slight overlap · 3 shared positions

$ASML $AXP $ABT

$455M

301 positions

#9Delaney Dennis RActive

Slight overlap · 4 shared positions

$ASML $AXP $ABT $NSC

$314M

61 positions

#10JOHNSON INVESTMENT COUNSEL INCActive

Slight overlap · 3 shared positions

$ASML $AEP $ABT

$13.7B

840 positions

#11TrueMark Investments, LLCPassive

Slight overlap · 3 shared positions

$ASML $AEP $ABT

$798M

187 positions

#12OPAL CAPITAL LLCPassive

Slight overlap · 3 shared positions

$ASML $AEP $ABT

$560M

136 positions

#13Hollow Brook Wealth Management LLCActive

Slight overlap · 3 shared positions

$ASML $AEP $ABT

$504M

78 positions

#14CMT Capital Markets Trading GmbHActive

Slight overlap · 3 shared positions

$ASML $AXP $MRVL

$11.8B

385 positions

#15Stanley Capital Management, LLCActive

Slight overlap · 3 shared positions

$ASML $AXP $MRVL

$754M

37 positions

#16EQUITABLE TRUST COPassive

Slight overlap · 3 shared positions

$ASML $AXP $MRVL

$2.4B

452 positions

#17CDM FINANCIAL COUNSELING SERVICES, INC.Active

Slight overlap · 3 shared positions

$ASML $AXP $NSC

$116M

77 positions

#18GENERAL AMERICAN INVESTORS CO INCActive

Slight overlap · 3 shared positions

$ASML $AEP $MRVL

$1.7B

73 positions

#19Western Financial Corp/CAActive

Slight overlap · 4 shared positions

$ASML $MRVL $WFC $HWM

$341M

132 positions

#20RD Lewis Holdings, Inc.Passive

Slight overlap · 3 shared positions

$ASML $AEP $ABT

$135M

88 positions

#21Wealth Advisory Solutions, LLCPassive

Slight overlap · 3 shared positions

$ASML $AXP $MRVL

$487M

150 positions

#22Cane Capital Partners, LLCPassive

Slight overlap · 3 shared positions

$ASML $AXP $MRVL

$253M

133 positions

#23Intrinsic Value Partners, LLCActive

Slight overlap · 3 shared positions

$ASML $AXP $WFC

$146M

73 positions

#24Bayesian Capital Management, LPPassive

Slight overlap · 3 shared positions

$ASML $AXP $WFC

$156M

223 positions

#25Mill Capital Management, LLCActive

Slight overlap · 3 shared positions

$ASML $AXP $WFC

$1.5B

128 positions

Compare PRUDENT INVESTORS NETWORK’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 PRUDENT INVESTORS NETWORK’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.