13F Pro

Hedge Funds Similar to Pachira Investments

13F Portfolio OverlapQ2 2026Pachira Investments portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Pachira Investments Inc. is an institutional investor managing $265M across 78 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 Pachira Investments are BCWM, Modus Advisors, Wills Financial Group, with shared positions in $LMT, $IAU, $NOC, $UNP, $SRE, $IBIT. The full ranking of 25 similar funds is below.

#1BCWM, LLCPassive
Some overlap · 5 shared positions
$LMT$IAU$NOC$UNP$SRE
$342M
57 positions
#2Modus Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$IBIT$LMT$PLTR$MCD
$405M
118 positions
#3Wills Financial Group LLCPassive
Some overlap · 3 shared positions
$LMT$IAU$UNP
$275M
82 positions
#4Sage Investment Advisers LLCPassive
Some overlap · 5 shared positions
$LMT$IAU$PH$UNP$MCD
$149M
98 positions
#5Asempa Wealth AdvisorsPassive
Some overlap · 4 shared positions
$IAU$LMT$IBIT$MCD
$134M
119 positions
#6Bulltick Wealth Management, LLCPassive
Some overlap · 4 shared positions
$IAU$IBIT$PLTR$PH
$490M
134 positions
#7CURIO WEALTH, LLCActive
Some overlap · 3 shared positions
$LMT$PLTR$UNP
$322M
78 positions
#8ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 5 shared positions
$IAU$IBIT$LMT$PLTR$SHOP
$753M
223 positions
#9RMG Wealth Management LLCActive
Some overlap · 3 shared positions
$LMT$IBIT$MCD
$969M
578 positions
#10Themes Management Co LLCPassive
Some overlap · 3 shared positions
$LMT$NOC$PLTR
$151M
120 positions
#11Inman Jager Wealth Management, LLCPassive
Some overlap · 4 shared positions
$LMT$PLTR$PH$MCD
$188M
90 positions
#12Red Mountain Financial, LLCPassive
Some overlap · 4 shared positions
$LMT$IAU$UNP$MCD
$119M
82 positions
#13Campion Asset ManagementActive
Some overlap · 3 shared positions
$LMT$NOC$MCD
$164M
83 positions
#14Founders Capital ManagementActive
Some overlap · 3 shared positions
$LMT$NOC$MCD
$231M
420 positions
#15NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$IAU$IBIT$PLTR$MCD
$270M
74 positions
#16CYPRESS FINANCIAL PLANNING LLCActive
Some overlap · 3 shared positions
$LMT$SHOP$MCD
$413M
109 positions
#17Werlinich Asset Management, LLCActive
Some overlap · 4 shared positions
$LMT$NOC$UNP$SRE
$262M
58 positions
#18J2 Capital Management IncActive
Some overlap · 3 shared positions
$IAU$LMT$IBIT
$149M
123 positions
#19JEPPSON WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$LMT$SHOP$SRE
$339M
242 positions
#20Sierra Legacy GroupPassive
Some overlap · 3 shared positions
$LMT$NOC$PH
$129M
79 positions
#21SMITH CHAS P & ASSOCIATES PA CPAS
Some overlap · 3 shared positions
$LMT$UNP$MCD
$1.8B
176 positions
#22Rockbridge Investment Management, LCCSmart money
Some overlap · 3 shared positions
$LMT$PLTR$MCD
$1.2B
146 positions
#23Baring Financial LLCPassive
Some overlap · 3 shared positions
$LMT$IBIT$NOC
$182M
86 positions
#24Jaffetilchin Investment Partners, LLC
Some overlap · 5 shared positions
$LMT$PLTR$SHOP$IBIT$MCD
$1.7B
461 positions
#25Strathmore Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$PLTR$LMT
$371M
142 positions

Compare Pachira Investments’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Pachira Investments’s holdings

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.