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Hedge Funds Similar to PACIFIC HEIGHTS ASSET

13F Portfolio OverlapQ2 2026PACIFIC HEIGHTS ASSET portfolio →
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Most similar hedge funds by 13F overlap

PACIFIC HEIGHTS ASSET MANAGEMENT LLC is an institutional investor managing $3.2B across 77 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 PACIFIC HEIGHTS ASSET are EagleClaw Managment, First Dallas Securities, United of KS, with shared positions in $TPL, $PH, $FCX, $LMT, $APD, $UBER. The full ranking of 25 similar funds is below.

#1EagleClaw Capital Managment, LLCPassive
Notable overlap · 5 shared positions
$TPL$PH$FCX$LMT$APD
$745M
145 positions
#2First Dallas Securities Inc.Passive
Notable overlap · 3 shared positions
$TPL$FCX$UBER
$303M
125 positions
#3United Capital Management of KS, Inc.Passive
Notable overlap · 5 shared positions
$PLTR$ARM$NUE$LMT$WSM
$763M
98 positions
#4Philadelphia Investment Partners, LLCPassive
Notable overlap · 5 shared positions
$PLTR$FCX$CCJ$AMGN$NUE
$161M
189 positions
#5IFS Group,LLCPassive
Notable overlap · 3 shared positions
$TPL$CCJ$PLTR
$73M
87 positions
#6MORGENS WATERFALL VINTIADIS & CO INCActive
Notable overlap · 3 shared positions
$PLTR$ARM$TWLO
$131M
18 positions
#7Redwood Family Wealth LLCPassive
Notable overlap · 4 shared positions
$TPL$LMT$COP$PLTR
$114M
110 positions
#8Hedeker Wealth, LLCPassive
Notable overlap · 5 shared positions
$PLTR$TWLO$MS$FCX$UBER
$524M
92 positions
#9SHELTON WEALTH MANAGEMENT, LLCPassive
Notable overlap · 7 shared positions
$APP$PH$CCJ$FCX$TWLO$CP
$255M
144 positions
#10Seneschal Advisors, LLCActive
Notable overlap · 3 shared positions
$TPL$AMGN$PLTR
$146M
596 positions
#11Westwind CapitalPassive
Notable overlap · 4 shared positions
$TPL$PLTR$MS$PLD
$422M
77 positions
#12Financial Sense Advisors, Inc.Passive
Notable overlap · 4 shared positions
$FCX$PLTR$AMGN$COP
$508M
137 positions
#13UNICOM Systems, Inc.Active
Notable overlap · 3 shared positions
$PLTR$ARM$APP
$1.5B
39 positions
#14Westend Capital Management, LLCPassive
Notable overlap · 4 shared positions
$FCX$CCJ$NUE$BHP
$437M
242 positions
#15Orion Investment CoActive
Notable overlap · 3 shared positions
$PLTR$PH$CCJ
$343M
73 positions
#16VPR Management LLCActive
Notable overlap · 4 shared positions
$FCX$RIO$BHP$COP
$249M
66 positions
#17Modus Advisors, LLCPassive
Notable overlap · 6 shared positions
$ARM$LMT$PLTR$OVV$UBER$SCHW
$405M
118 positions
#18Outlook Capital Management, LLCActive
Notable overlap · 3 shared positions
$FCX$LMT$COP
$310M
42 positions
#19Old West Investment Management, LLCPassive
Notable overlap · 6 shared positions
$LMT$CCJ$FCX$RIO$APD$ALB
$944M
124 positions
#20ALLEN OPERATIONS LLCSmart money
Notable overlap · 3 shared positions
$PLTR$AFRM$SCHW
$722M
33 positions
#21Regal Partners LtdActive
Some overlap · 5 shared positions
$FCX$SCHW$CCJ$ALB$UBER
$1.8B
122 positions
#22Canal Insurance COActive
Some overlap · 6 shared positions
$FCX$LMT$RIO$COP$CP$BHP
$456M
76 positions
#23Altshuler Shaham LtdActive
Some overlap · 6 shared positions
$ARM$RIO$AMT$APP$UBER$ALB
$8.1B
497 positions
#24ISLAY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$PLTR$LMT$SCHW$COP$PLD$DINO
$216M
231 positions
#25Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$PH$MS$LMT$AMGN$PLD
$856M
89 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.