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Hedge Funds Similar to Private ,

13F Portfolio OverlapQ1 2026Private , portfolio →
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Most similar hedge funds by 13F overlap

Private Capital Management, LLC is an institutional investor managing $1.0B across 194 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 Private , are truNorth Financial Services,, HOWARD WEALTH ,, Westside Investment ,, with shared positions in $KKR, $WT, $PLTR, $HUM, $ACNB, $HROW. The full ranking of 25 similar funds is below.

#1truNorth Financial Services, Inc.Active
Some overlap · 5 shared positions
$KKR$WT$PLTR$HUM$ACNB
$97M
49 positions
#2HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$KKR$WT$PLTR$HUM
$238M
142 positions
#3Westside Investment Management, Inc.Passive
Some overlap · 4 shared positions
$KKR$HROW$WT$HUM
$653M
1,477 positions
#4Sherman Wealth Management LLCPassive
Some overlap · 4 shared positions
$KKR$WT$AGQ$HUM
$116M
80 positions
#5Financially in Tune, LLCActive
Some overlap · 4 shared positions
$KKR$WT$IBM$HUM
$116M
77 positions
#6Jefferson Bridge Capital, LLCPassive
Some overlap · 4 shared positions
$HROW$SNEX$PNFP$PLTR
$101M
53 positions
#7Wealthcare Capital Partners, LLCActive
Some overlap · 4 shared positions
$KKR$WT$HUM$AGQ
$213M
153 positions
#8FLAGSHIP WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$KKR$WT$HUM$IBM
$233M
350 positions
#9Causey Wealth LLCPassive
Some overlap · 4 shared positions
$KKR$WT$IBM$HUM
$236M
81 positions
#10Wealth Care LLCActive
Some overlap · 4 shared positions
$KKR$WT$HUM$PLTR
$113M
67 positions
#11Pinnacle Financial Group, LLC / ILPassive
Some overlap · 4 shared positions
$KKR$WT$HUM$PLTR
$365M
111 positions
#12Long Run Wealth Advisors, LLC
Some overlap · 3 shared positions
$KKR$WT$IBM
$531M
106 positions
#13Reality Financial Planning Services, LLCSmart money
Some overlap · 3 shared positions
$KKR$WT$HUM
$104M
20 positions
#14Bay Capital Advisors, LLCActive
Some overlap · 3 shared positions
$KKR$WT$HUM
$162M
107 positions
#15Catalyst Investment Management LLCPassive
Some overlap · 3 shared positions
$KKR$WT$HUM
$90M
65 positions
#16Talisman Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$KKR$WT$HUM
$124M
101 positions
#17Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$KKR$WT$HUM
$123M
111 positions
#18INSPIRION WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$KKR$WT$HUM
$803M
181 positions
#19Sterling Financial Planning, Inc.Active
Some overlap · 3 shared positions
$KKR$WT$HUM
$337M
117 positions
#20Western Pacific Wealth Management, LPActive
Some overlap · 3 shared positions
$KKR$PLTR$HUM
$98M
197 positions
#21KDT Advisors, LLCPassive
Some overlap · 3 shared positions
$KKR$PLTR$HUM
$63M
69 positions
#22CAPSTONE WEALTH MANAGEMENT GROUP, LLCPassive
Some overlap · 3 shared positions
$KKR$PLTR$HUM
$239M
97 positions
#23Decker Wealth Management LLCPassive
Some overlap · 3 shared positions
$KKR$IBM$HUM
$441M
105 positions
#24Piedmont Capital Management, LLCActive
Some overlap · 3 shared positions
$KKR$IBM$HUM
$197M
50 positions
#25Mittelman Wealth ManagementActive
Some overlap · 4 shared positions
$KKR$HUM$AGQ$IBM
$160M
52 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.