How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to PACIFIC HEIGHTS ASSET

13F Portfolio OverlapQ1 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 $3.0B across 77 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 PACIFIC HEIGHTS ASSET are EagleClaw Managment,, First Dallas Securities, Philadelphia Investment Partners,, with shared positions in $TPL, $PH, $LMT, $FCX, $FDX, $APD. The full ranking of 25 similar funds is below.

#1EagleClaw Capital Managment, LLCActive

Notable overlap · 6 shared positions

$TPL $PH $LMT $FCX $FDX $APD

$714M

145 positions

#2First Dallas Securities Inc.Active

Notable overlap · 3 shared positions

$TPL $FCX $UBER

$270M

118 positions

#3Philadelphia Investment Partners, LLCPassive

Notable overlap · 4 shared positions

$PLTR $APP $FCX $CCJ

$147M

189 positions

#4Hedeker Wealth, LLCPassive

Notable overlap · 5 shared positions

$PLTR $TWLO $MS $FCX $UBER

$474M

87 positions

#5Orion Investment CoActive

Notable overlap · 3 shared positions

$PLTR $PH $CCJ

$315M

69 positions

#6Redwood Family Wealth LLCPassive

Notable overlap · 4 shared positions

$TPL $LMT $COP $PLTR

$102M

102 positions

#7Albar Capital Partners LLPActive

Notable overlap · 5 shared positions

$FCX $LMT $APD $NTR $PH

$618M

36 positions

#8Westend Capital Management, LLCPassive

Notable overlap · 4 shared positions

$FCX $CCJ $ARM $SCHW

$333M

254 positions

#9Regal Partners LtdActive

Notable overlap · 6 shared positions

$FCX $CCJ $SCHW $NUE $ALB $COP

$1.8B

106 positions

#10Sun Group Wealth PartnersPassive

Notable overlap · 5 shared positions

$PLTR $FDX $FCX $LMT $TPL

$127M

73 positions

#11UNICOM Systems, Inc.Active

Notable overlap · 3 shared positions

$PLTR $ARM $APP

$976M

32 positions

#12Old West Investment Management, LLCPassive

Notable overlap · 7 shared positions

$LMT $CCJ $ALB $RIO $NTR $APD

$923M

123 positions

#13CONNORS INVESTOR SERVICES INCActive

Notable overlap · 3 shared positions

$PLTR $MS $SCHW

$1.1B

149 positions

#14Hodges Capital Management Inc.Passive

Notable overlap · 5 shared positions

$TPL $FCX $PLTR $FDX $UBER

$1.2B

204 positions

#15Resolute Capital Asset Partners LLCPassive

Notable overlap · 3 shared positions

$TPL $ARM $SCHW

$190M

41 positions

#16Hound Partners, LLCActive

Notable overlap · 3 shared positions

$PLTR $MS $UBER

$799M

35 positions

#17Drummond Knight Asset Management Pty LtdActive

Notable overlap · 4 shared positions

$FCX $CCJ $NTR $DVN

$283M

14 positions

#18United Capital Management of KS, Inc.Passive

Notable overlap · 4 shared positions

$PLTR $ARM $NUE $WSM

$660M

111 positions

#19ALLEN OPERATIONS LLCSmart money

Notable overlap · 3 shared positions

$PLTR $SCHW $AFRM

$670M

35 positions

#20ELLERSON GROUP INC /ADVPassive

Notable overlap · 3 shared positions

$PLTR $AMGN $FDX

$153M

61 positions

#21EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$LMT $MS $COP $AMT $SCHW $AMGN

$1.4B

56 positions

#22Gunderson Capital Management Inc.Passive

Notable overlap · 4 shared positions

$PLTR $CCJ $ARM $DVN

$239M

46 positions

#23Tuttle Capital Management, LLCPassive

Notable overlap · 5 shared positions

$PLTR $PH $LMT $MS $PLD

$61M

124 positions

#24McGuire Investment Group, LLCActive

Notable overlap · 6 shared positions

$PLTR $MS $SCHW $ITW $LMT $AMGN

$885M

121 positions

#25PKO BP BANKOWY Universal Pension Society JSCActive

Notable overlap · 4 shared positions

$FCX $COP $DVN $UBER

$214M

13 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.