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 PINKERTON WEALTH,

13F Portfolio OverlapQ1 2026PINKERTON WEALTH, portfolio →

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Most similar hedge funds by 13F overlap

PINKERTON WEALTH, LLC is an institutional investor managing $1.1B across 138 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 PINKERTON WEALTH, are Clear Trail Advisors,, BWM Planning,, ForthRight Wealth ,, with shared positions in $DRI, $SNOW, $AMGN, $MCD, $AGQ, $PSX. The full ranking of 25 similar funds is below.

#1Clear Trail Advisors, LLCPassive

Notable overlap · 4 shared positions

$DRI $SNOW $AMGN $MCD

$601M

149 positions

#2BWM Planning, LLCActive

Notable overlap · 3 shared positions

$AGQ $SNOW $PSX

$379M

87 positions

#3ForthRight Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AGQ $SNOW $UPS

$353M

75 positions

#4Fortis Advisors, LLCPassive

Notable overlap · 4 shared positions

$SNOW $AGQ $UPS $C

$200M

119 positions

#5SHERMAN PORFOLIOS, LLCSmart money

Notable overlap · 11 shared positions

$SNOW $PSX $AZN $C $AMGN $WM

$1.3B

98 positions

#6Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$SNOW $AMGN $__PARK_1390777 $WM $MCD $ABT

$353M

78 positions

#7Benchmark Financial, LLCActive

Some overlap · 3 shared positions

$AGQ $SNOW $PSX

$111M

52 positions

#8Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$SNOW $AMGN $__PARK_1390777 $WM $MCD

$272M

95 positions

#9Cassaday & Co Wealth Management LLCActive

Some overlap · 4 shared positions

$SNOW $AGQ $MCD $ABT

$4.7B

1,361 positions

#10Larry Mathis Financial Planning, LLCPassive

Some overlap · 4 shared positions

$AGQ $C $UPS $MCD

$112M

156 positions

#11Stack Financial Management, IncActive

Some overlap · 4 shared positions

$AGQ $PSX $WM $UPS

$1.4B

52 positions

#12TOTH FINANCIAL ADVISORY CORPPassive

Some overlap · 4 shared positions

$AGQ $AMGN $MCD $ABT

$911M

918 positions

#13Hilton Capital Management, LLCActive

Some overlap · 5 shared positions

$SNOW $AZN $AMGN $MCD $UL

$1.3B

129 positions

#14Lynx Investment AdvisoryPassive

Some overlap · 3 shared positions

$AGQ $SNOW $EIX

$209M

181 positions

#15SYNTAX RESEARCH, INC.Passive

Some overlap · 4 shared positions

$AGQ $SNOW $UPS $ABT

$157M

174 positions

#16MBA Advisors LLCPassive

Some overlap · 4 shared positions

$SNOW $AGQ $MCD $AMGN

$260M

146 positions

#17First Citizens Financial CorpPassive

Some overlap · 3 shared positions

$DRI $SNOW $MCD

$212M

135 positions

#18Generation Capital Management LLCPassive

Some overlap · 3 shared positions

$AGQ $C $MCD

$137M

74 positions

#19MLP3, LLCPassive

Some overlap · 3 shared positions

$AGQ $C $SNOW

$91M

86 positions

#20IAM Advisory, LLCActive

Some overlap · 3 shared positions

$AGQ $AMGN $WM

$446M

95 positions

#21HC Advisors, LLCActive

Some overlap · 3 shared positions

$DRI $SNOW $WM

$149M

60 positions

#22Lineweaver Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$SNOW $MCD $C $AMGN

$742M

168 positions

#23Valtrion Capital Management, LLCActive

Some overlap · 3 shared positions

$AGQ $WM $MCD

$106M

93 positions

#24Clearstead Trust, LLCPassive

Some overlap · 3 shared positions

$AGQ $WM $MCD

$613M

981 positions

#25Corundum Group, Inc.Active

Some overlap · 5 shared positions

$SNOW $MMM $WM $AMGN $MCD

$299M

108 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.