13F Pro

Hedge Funds Similar to PENNSYLVANIA /ADV

13F Portfolio OverlapQ1 2026PENNSYLVANIA /ADV portfolio →
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Most similar hedge funds by 13F overlap

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV is an institutional investor managing $349M across 112 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to PENNSYLVANIA /ADV are FC Advisory, Bernardo Wealth Planning, Echo Wealth ,, with shared positions in $SNOW, $NTRB, $DHR, $MS, $KKR, $SHW. The full ranking of 25 similar funds is below.

#1FC Advisory LLCActive
Notable overlap · 4 shared positions
$SNOW$NTRB$DHR$MS
$342M
115 positions
#2Bernardo Wealth Planning LLCActive
Notable overlap · 3 shared positions
$SNOW$NTRB$KKR
$511M
129 positions
#3Echo Wealth Management, LLCActive
Notable overlap · 3 shared positions
$SNOW$NTRB$MS
$174M
47 positions
#4Retirement Management Systems Inc.Active
Notable overlap · 3 shared positions
$SNOW$SHW$MS
$415M
51 positions
#5Wagner Wealth Management, LLCActive
Notable overlap · 3 shared positions
$SNOW$SHW$NTRB
$495M
279 positions
#6MFA WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$SNOW$SHW$ERIE
$508M
88 positions
#7SIMS INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$SNOW$SHW$DHR
$272M
35 positions
#8Leo H. Evart, Inc.Passive
Notable overlap · 3 shared positions
$SNOW$DHR$KKR
$117M
298 positions
#9Mach-1 Financial Group, LLCPassive
Notable overlap · 5 shared positions
$SNOW$MS$ADI$WFC$TXN
$284M
161 positions
#10S Harris Financial Group, LLCActive
Notable overlap · 5 shared positions
$SNOW$MS$DHR$COF$BAC
$110M
107 positions
#11Zhang Financial LLCActive
Notable overlap · 4 shared positions
$SNOW$NTRB$KKR$DHR
$2.9B
367 positions
#12Wealth Advisory Team LLC
Notable overlap · 3 shared positions
$SNOW$SHW$KKR
$113M
39 positions
#13LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$SNOW$DHR$KKR$WFC
$1.0B
232 positions
#14Francis Financial, Inc.Active
Notable overlap · 4 shared positions
$SNOW$NTRB$KKR$BAC
$539M
115 positions
#15Verus Financial Partners, Inc.Smart money
Notable overlap · 3 shared positions
$SNOW$DHR$FBTC
$1.1B
121 positions
#16Windward Private Wealth Management Inc.Smart money
Notable overlap · 3 shared positions
$SNOW$DHR$SHW
$289M
44 positions
#17ACORN CREEK CAPITAL LLCActive
Notable overlap · 4 shared positions
$SNOW$SHW$DHR$MS
$280M
84 positions
#18Scott Capital Advisors, LLCActive
Notable overlap · 5 shared positions
$SNOW$MS$KKR$BAC$WFC
$493M
58 positions
#19FLC Capital AdvisorsPassive
Notable overlap · 4 shared positions
$SNOW$EPD$NEE$BAC
$560M
221 positions
#20Andrews Advisory Associates, LLCActive
Notable overlap · 4 shared positions
$SNOW$KKR$NEE$TXN
$190M
82 positions
#21Sage Financial Management Group, Inc.Active
Notable overlap · 3 shared positions
$SNOW$SHW$KKR
$325M
57 positions
#22Courage Miller Partners, LLCActive
Notable overlap · 3 shared positions
$SNOW$KKR$DHR
$354M
92 positions
#23Sequent Asset Management, LLC
Notable overlap · 4 shared positions
$SNOW$EPD$SHW$WFC
$225M
99 positions
#24American TrustActive
Notable overlap · 3 shared positions
$SNOW$MS$NEE
$1.1B
313 positions
#25Keyes, Stange & Wooten Wealth Management, LLCActive
Notable overlap · 3 shared positions
$SNOW$ADI$NEE
$224M
71 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.