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Hedge Funds Similar to Pacific Life Fund Advisors

13F Portfolio OverlapQ1 2026Pacific Life Fund Advisors portfolio →
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Most similar hedge funds by 13F overlap

Pacific Life Fund Advisors LLC is an institutional investor managing $871M across 21 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 Life Fund Advisors are Tillman Hartley, Zhang Financial, McLean Asset, with shared positions in $SNOW, $AMN, $CTVA. The full ranking of 18 similar funds is below.

#1Tillman Hartley LLCActive
Notable overlap · 3 shared positions
$SNOW$AMN$CTVA
$398M
88 positions
#2Zhang Financial LLCActive
Notable overlap · 3 shared positions
$SNOW$AMN$CTVA
$2.9B
367 positions
#3McLean Asset Management CorpActive
Some overlap · 3 shared positions
$CTVA$AMN$SNOW
$572M
165 positions
#4Bare Financial Services, IncPassive
Some overlap · 3 shared positions
$CTVA$AMN$SNOW
$378M
1,730 positions
#5Vawter Financial, Ltd.Passive
Some overlap · 3 shared positions
$CTVA$AMN$SNOW
$238M
122 positions
#6Legacy Edge Advisors, LLCActive
Some overlap · 3 shared positions
$SNOW$AMN$CTVA
$951M
223 positions
#7SkyOak Wealth, LLCPassive
Some overlap · 3 shared positions
$SNOW$AMN$CTVA
$546M
255 positions
#8Prosperity Planning, Inc.Active
Some overlap · 3 shared positions
$CTVA$AMN$SNOW
$395M
110 positions
#9Widmann Financial Services, Inc.Passive
Some overlap · 3 shared positions
$SNOW$AMN$CTVA
$168M
121 positions
#10ARK & TLK INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$SNOW$CTVA$AMN
$370M
119 positions
#11Plum Street Advisors, LLCActive
Some overlap · 3 shared positions
$AMN$SNOW$CTVA
$289M
98 positions
#12STEVENS CAPITAL PARTNERSPassive
Some overlap · 3 shared positions
$CTVA$SNOW$AMN
$416M
126 positions
#13Foundation Wealth Management, LLC\PAActive
Some overlap · 3 shared positions
$CTVA$SNOW$AMN
$284M
91 positions
#14Rialto Wealth Management, LLCPassive
Some overlap · 3 shared positions
$AMN$SNOW$CTVA
$445M
1,730 positions
#15TIAA TRUST, NATIONAL ASSOCIATIONPassive
Slight overlap · 3 shared positions
$SNOW$CTVA$AMN
$1.6B
390 positions
#16Friday FinancialActive
Slight overlap · 3 shared positions
$AMN$SNOW$CTVA
$290M
93 positions
#17GRAND WEALTH MANAGEMENT, LLCSmart money
Slight overlap · 3 shared positions
$AMN$CTVA$SNOW
$212M
87 positions
#18Betterment LLCActive
Slight overlap · 3 shared positions
$CTVA$SNOW$AMN
$53M
615 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.