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Hedge Funds Similar to Pinnacle Wealth Advisory Group,

13F Portfolio OverlapQ1 2026Pinnacle Wealth Advisory Group, portfolio →
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Most similar hedge funds by 13F overlap

Pinnacle Wealth Management Advisory Group, LLC is an institutional investor managing $1.5B across 550 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 Pinnacle Wealth Advisory Group, are Pinnacle Financial Group, / IL, Blake Schutter Theil Wealth Advisors,, Financially in Tune,, with shared positions in $KKR, $MKL, $WT, $MS, $AXP, $AMGN. The full ranking of 25 similar funds is below.

#1Pinnacle Financial Group, LLC / ILPassive
Notable overlap · 4 shared positions
$KKR$MKL$WT$MS
$365M
111 positions
#2Blake Schutter Theil Wealth Advisors, LLCPassive
Notable overlap · 4 shared positions
$KKR$MKL$WT$MS
$123M
111 positions
#3Financially in Tune, LLCActive
Notable overlap · 3 shared positions
$KKR$MKL$WT
$116M
77 positions
#4Cherry Tree Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$KKR$MKL$WT$AXP
$473M
582 positions
#5Evergreen Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$KKR$MKL$AMGN$LMT
$194M
54 positions
#6Grange Capital, LLCActive
Some overlap · 3 shared positions
$MKL$KKR$WT
$100M
46 positions
#7HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$KKR$MKL$WT$DIA
$238M
142 positions
#8Sage Financial Management Group, Inc.Active
Some overlap · 3 shared positions
$KKR$MKL$MDY
$325M
57 positions
#9Catalyst Investment Management LLCPassive
Some overlap · 5 shared positions
$KKR$WT$MKL$MS$LMT
$90M
65 positions
#10VSM Wealth Advisory, LLCPassive
Some overlap · 3 shared positions
$KKR$MKL$LMT
$335M
505 positions
#11Wealthcare Capital Partners, LLCActive
Some overlap · 3 shared positions
$KKR$MKL$WT
$213M
153 positions
#12OMNI 360 Wealth, Inc.Passive
Some overlap · 6 shared positions
$KKR$WT$MS$MKL$DIA$LMT
$194M
125 positions
#13ETF Portfolio Partners, Inc.Active
Some overlap · 3 shared positions
$KKR$MKL$AXP
$381M
68 positions
#14Hegarty Advisors, LLCActive
Some overlap · 4 shared positions
$MKL$KKR$MS$DIA
$127M
57 positions
#15truNorth Financial Services, Inc.Active
Some overlap · 5 shared positions
$KKR$WT$MS$DIA$LRCX
$97M
49 positions
#16Breakwater Investment ManagementPassive
Some overlap · 4 shared positions
$MKL$KKR$WT$MDY
$269M
506 positions
#17GreatBanc Trust COActive
Some overlap · 4 shared positions
$MKL$WT$KKR$DIA
$143M
67 positions
#18CROBANPassive
Some overlap · 4 shared positions
$KKR$WT$AMGN$LMT
$213M
73 positions
#19Bay Capital Advisors, LLCActive
Some overlap · 4 shared positions
$KKR$WT$MS$MKL
$162M
107 positions
#20Dickmeyer Boyce Financial Management, Inc.Passive
Some overlap · 4 shared positions
$KKR$WT$AMGN$LMT
$170M
125 positions
#21Talisman Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$KKR$WT$MS$LMT
$124M
101 positions
#22MidAtlantic Capital Management, Inc.Passive
Some overlap · 4 shared positions
$KKR$WT$MS$MKL
$145M
84 positions
#23Stony Point Wealth Management Inc.Passive
Some overlap · 3 shared positions
$MKL$KKR$LMT
$252M
96 positions
#24FLAGSHIP WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$KKR$WT$MS
$233M
350 positions
#25Charis Legacy Partners, LLCSmart money
Some overlap · 3 shared positions
$MKL$WT$KKR
$68M
27 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.