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Hedge Funds Similar to Pachira Investments

13F Portfolio OverlapQ1 2026Pachira Investments portfolio →
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Most similar hedge funds by 13F overlap

Pachira Investments Inc. is an institutional investor managing $265M across 78 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 Pachira Investments are Crown Wealth Group,, IAM Advisory,, Urban Wealth ,, with shared positions in $SHW, $LEN, $IAU, $PLTR, $LMT, $NOC. The full ranking of 25 similar funds is below.

#1Crown Wealth Group, LLCActive
Some overlap · 4 shared positions
$SHW$LEN$IAU$PLTR
$340M
145 positions
#2IAM Advisory, LLCActive
Some overlap · 5 shared positions
$SHW$LMT$PLTR$NOC$PANW
$446M
95 positions
#3Urban Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SHW$IAU$PLTR$NOC$SRE
$98M
93 positions
#4MFA WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$SHW$LMT$IAU$PANW
$508M
88 positions
#5Prairie Wealth Advisors, Inc.Active
Some overlap · 6 shared positions
$LEN$SHW$IAU$PLTR$NOC$SHOP
$231M
152 positions
#6Parker Investment Management, LLCActive
Some overlap · 3 shared positions
$SHW$IAU$PLTR
$659M
40 positions
#7WESPAC Advisors SoCal, LLCPassive
Some overlap · 3 shared positions
$SHW$IAU$PLTR
$470M
119 positions
#8Tamar Securities, LLCActive
Some overlap · 4 shared positions
$SHW$LMT$PLTR$IBIT
$934M
91 positions
#9Lakeridge Wealth Management LLCPassive
Some overlap · 4 shared positions
$SHW$IAU$SHOP$MCD
$233M
169 positions
#10StoneCrest Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$SHW$PLTR$SHOP
$236M
73 positions
#11Fiduciary Planning LLCActive
Some overlap · 4 shared positions
$SHW$PLTR$SHOP$IBIT
$331M
76 positions
#12GM Advisory Group, LLCActive
Some overlap · 4 shared positions
$LEN$SHW$IBIT$IAU
$2.6B
374 positions
#13Ergawealth Advisors, Inc.Smart money
Some overlap · 3 shared positions
$SHW$IAU$PANW
$226M
55 positions
#14Mason & Associates IncActive
Some overlap · 3 shared positions
$SHW$PLTR$NOC
$516M
160 positions
#15Navigation Group, LLCActive
Some overlap · 4 shared positions
$SHW$LEN$LMT$PLTR
$427M
113 positions
#16SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive
Some overlap · 3 shared positions
$SHW$LEN$PANW
$191M
88 positions
#17Saudi Central BankPassive
Some overlap · 3 shared positions
$SHW$PLTR$MCD
$4.7B
514 positions
#18Guardian Capital, LLCPassive
Some overlap · 3 shared positions
$SHW$PLTR$MCD
$105M
81 positions
#19ORLEANS CAPITAL MANAGEMENT CORP/LAPassive
Some overlap · 3 shared positions
$SHW$LMT$UNP
$148M
106 positions
#20Advantage Trust CoActive
Some overlap · 4 shared positions
$SHW$IAU$MCD$UNP
$223M
123 positions
#21Wills Financial Group LLCPassive
Some overlap · 5 shared positions
$LMT$SHW$IAU$PANW$UNP
$265M
75 positions
#22KELLY FINANCIAL GROUP LLCActive
Some overlap · 3 shared positions
$SHW$LEN$MCD
$398M
100 positions
#23Western Reserve Capital Management, LLCActive
Some overlap · 3 shared positions
$SHW$NOC$MCD
$122M
50 positions
#24Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$LMT$SHW$NOC$MCD$UNP
$446M
104 positions
#25Kozak & Associates, Inc.Active
Some overlap · 3 shared positions
$SHW$LMT$MCD
$576M
451 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.