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Hedge Funds Similar to PITTENGER & ANDERSON

13F Portfolio OverlapQ1 2026PITTENGER & ANDERSON portfolio →
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Most similar hedge funds by 13F overlap

PITTENGER & ANDERSON INC is an institutional investor managing $2.5B across 522 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 PITTENGER & ANDERSON are Nicholas Wealth,, ALTA /, STRATEGIC PLANNING GROUP,, with shared positions in $FISV, $MS, $ETN, $TJX, $WM, $CME. The full ranking of 25 similar funds is below.

#1Nicholas Wealth, LLC.Passive
Notable overlap · 3 shared positions
$FISV$MS$ETN
$145M
111 positions
#2ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 6 shared positions
$TJX$WM$CME$ASML$ETN$CTAS
$1.3B
100 positions
#3STRATEGIC PLANNING GROUP, LLCPassive
Some overlap · 5 shared positions
$TJX$CTAS$ISRG$MS$ASML
$715M
72 positions
#4Core Alternative CapitalPassive
Some overlap · 5 shared positions
$TJX$WM$MS$CME$CB
$339M
205 positions
#5Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$TJX$WM$MS$ASML$ETN
$1.4B
170 positions
#6CHILTON CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$TJX$WM$MS$COP$ASML
$2.9B
658 positions
#7BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$TJX$ASML$WM$CB$ETN$COP
$7.8B
1,278 positions
#8Hudson Canyon Capital ManagementPassive
Some overlap · 5 shared positions
$TJX$WM$MS$COP$ETN
$163M
52 positions
#9Trifecta Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$MDY$MS$TJX$ISRG$ETN
$646M
274 positions
#10CONNORS INVESTOR SERVICES INCActive
Some overlap · 5 shared positions
$TJX$MS$WM$CB$ETN
$1.1B
149 positions
#11Sawyer & Company, IncPassive
Some overlap · 5 shared positions
$TJX$CTAS$TRV$COP$ETN
$260M
197 positions
#12FAYEZ SAROFIM & COActive
Some overlap · 6 shared positions
$ISRG$ASML$ETN$CME$CB$MS
$39.1B
294 positions
#13Saranac Partners LtdPassive
Some overlap · 4 shared positions
$TJX$FISV$ISRG$COP
$234M
103 positions
#14SouthState Bank CorpPassive
Some overlap · 5 shared positions
$TJX$ISRG$COP$MS$CB
$2.1B
1,278 positions
#15RE ADVISERS CORPActive
Some overlap · 5 shared positions
$TJX$CSX$COP$CB$ETN
$3.7B
111 positions
#16Brentview Investment Management LLCPassive
Some overlap · 4 shared positions
$TJX$WM$MS$CME
$231M
63 positions
#17Stillwater Wealth Management GroupPassive
Some overlap · 4 shared positions
$TJX$WM$MS$CB
$162M
77 positions
#18Front Row Advisors LLCPassive
Some overlap · 5 shared positions
$TJX$ISRG$ASML$ETN$CME
$296M
553 positions
#19Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$WM$CSX$CME$COP$ETN
$215M
125 positions
#20BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 5 shared positions
$TJX$MS$COP$ETN$ISRG
$2.4B
787 positions
#21Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$TJX$TRV$COP$ASML$CB
$110M
226 positions
#22TRUST CO OF VIRGINIA /VAPassive
Some overlap · 4 shared positions
$TJX$WM$CSX$CB
$1.2B
215 positions
#23Maple Capital Management, Inc.Active
Some overlap · 4 shared positions
$TJX$MS$ISRG$CME
$1.5B
119 positions
#24Colonial Trust AdvisorsPassive
Some overlap · 5 shared positions
$MS$WM$TJX$ETN$CTAS
$1.3B
726 positions
#25Alaethes Wealth, LLCPassive
Some overlap · 5 shared positions
$MS$CME$ASML$CB$ISRG
$351M
124 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.