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Hedge Funds Similar to Prudent Man Advisors

13F Portfolio OverlapQ2 2026Prudent Man Advisors portfolio →
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Most similar hedge funds by 13F overlap

Prudent Man Advisors, LLC is an institutional investor managing $438M across 141 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 Man Advisors are River Street Advisors, Alley Investment Company, OLD SECOND NATIONAL BANK OF AURORA, with shared positions in $GLW, $MS, $BLK, $ETN, $PLD, $PWR. The full ranking of 25 similar funds is below.

#1River Street Advisors LLCPassive
Some overlap · 6 shared positions
$GLW$MS$BLK$ETN$PLD$PWR
$340M
177 positions
#2Alley Investment Management Company, LLCActive
Some overlap · 6 shared positions
$PM$MS$BLK$SBUX$ETN$PLD
$856M
89 positions
#3OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 5 shared positions
$GLW$MS$BLK$ETN$PLD
$530M
275 positions
#4GLOBALT Investments LLC / GAActive
Some overlap · 5 shared positions
$GLW$MS$EMR$ETN$PM
$3.0B
213 positions
#5CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 5 shared positions
$GLW$PM$BKNG$ETN$SBUX
$827M
181 positions
#6BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 6 shared positions
$PM$EMR$BLK$BKNG$FCX$PLD
$171M
116 positions
#7SWP Investment Management LLCPassive
Some overlap · 6 shared positions
$PM$EMR$BLK$BKNG$FCX$PLD
$145M
43 positions
#8PAYDEN & RYGELPassive
Some overlap · 5 shared positions
$GLW$MS$ETN$PLD$AME
$1.3B
131 positions
#9Myriad Asset Management US LPActive
Some overlap · 6 shared positions
$MS$GLW$MRVL$FCX$ETN$ISRG
$72M
52 positions
#10Myriad Asset Management Advisors LLCActive
Some overlap · 6 shared positions
$MS$GLW$MRVL$FCX$ETN$ISRG
$424M
49 positions
#11LONDON CO OF VIRGINIAActive
Some overlap · 4 shared positions
$GLW$PM$BLK$SBUX
$17.5B
169 positions
#12BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$GLW$PM$EMR$SBUX
$515M
142 positions
#13Insight Inv LLCPassive
Some overlap · 4 shared positions
$GLW$MS$EMR$MRVL
$212M
109 positions
#14STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 4 shared positions
$GLW$PM$EMR$ETN
$670M
265 positions
#15Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$PM$MS$BLK$PWR$ETN
$1.6B
184 positions
#16CHELSEA COUNSEL COPassive
Some overlap · 5 shared positions
$GLW$EMR$PWR$LHX$FCX
$236M
232 positions
#17Trifecta Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$MS$ETN$BLK$ISRG$GLW$LHX
$776M
493 positions
#18HARTLINE INVESTMENT CORP/Active
Some overlap · 4 shared positions
$GLW$MS$MRVL$ETN
$1.1B
115 positions
#19Hosking Partners LLPActive
Some overlap · 4 shared positions
$GLW$MS$BKNG$FCX
$3.0B
98 positions
#20WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 4 shared positions
$GLW$PM$ETN$LHX
$97M
110 positions
#21PITTENGER & ANDERSON INCPassive
Some overlap · 5 shared positions
$MS$PM$BLK$ETN$ISRG
$2.8B
507 positions
#22Oak Harvest Investment ServicesPassive
Some overlap · 5 shared positions
$MS$PM$MRVL$SBUX$ETN
$1.1B
168 positions
#23Bouvel Investment Partners, LLCPassive
Some overlap · 6 shared positions
$MRVL$AXON$PWR$LITE$ETN$ISRG
$442M
84 positions
#24SWS PartnersPassive
Some overlap · 4 shared positions
$GLW$PM$MRVL$ETN
$463M
108 positions
#25Strategic Wealth Partners, Ltd.Passive
Some overlap · 5 shared positions
$PM$EMR$BKNG$FCX$PLD
$1.6B
1,462 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.