13F Pro

Hedge Funds Similar to Peak Asset ,

13F Portfolio OverlapQ1 2026Peak Asset , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Peak Asset Management, LLC is an institutional investor managing $567M across 148 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 Peak Asset , are Investment Services of America,, Financial Plan,, VOISARD ASSET GROUP,, with shared positions in $SYK, $UPST, $BKNG, $COP, $ADBE, $ECL. The full ranking of 25 similar funds is below.

#1Capital Investment Services of America, Inc.Active
Notable overlap · 6 shared positions
$SYK$UPST$BKNG$COP$ADBE$ECL
$958M
80 positions
#2Financial Plan, Inc.Active
Notable overlap · 3 shared positions
$UPST$AMN$COP
$933M
94 positions
#3VOISARD ASSET MANAGEMENT GROUP, INC.Active
Notable overlap · 5 shared positions
$UPST$AMN$JHG$COP$SYK
$469M
104 positions
#4MCDANIEL TERRY & COActive
Notable overlap · 6 shared positions
$PCAR$EMR$SYK$ECL$ADBE$APH
$1.2B
81 positions
#5AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 5 shared positions
$UPST$COP$DIS$SYK$UNP
$445M
77 positions
#6Tillman Hartley LLCActive
Notable overlap · 3 shared positions
$UPST$AMN$COP
$398M
88 positions
#7Concord Asset Management, LLC/VAActive
Notable overlap · 5 shared positions
$UPST$AMN$COP$AMAT$UNP
$592M
117 positions
#8Concord Wealth PartnersPassive
Some overlap · 5 shared positions
$UPST$AMN$COP$AMAT$UNP
$770M
207 positions
#9SPWM Advisors LLCPassive
Some overlap · 5 shared positions
$AMN$BKNG$COP$DIS$AMAT
$115M
93 positions
#10NORTHWEST WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$UPST$AMN$UNP
$665M
255 positions
#11Heritage Wealth Management, Inc. /CA/Passive
Some overlap · 3 shared positions
$UPST$AMN$SYK
$181M
94 positions
#12Brucke Financial, Inc.Passive
Some overlap · 5 shared positions
$UPST$COP$JHG$DIS$CRM
$197M
166 positions
#13STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$UPST$COP$DIS$UNP
$547M
180 positions
#14CWS Financial Advisors, LLCActive
Some overlap · 5 shared positions
$SYK$COP$UPST$CRM$MDY
$390M
157 positions
#15Tranquilli Financial Advisor LLCPassive
Some overlap · 6 shared positions
$UPST$COP$BKNG$AMAT$JHG$AMN
$171M
132 positions
#16VAN STRUM & TOWNE INC.Passive
Some overlap · 5 shared positions
$EMR$COP$DIS$CRM$ECL
$343M
111 positions
#17Level Financial AdvisorsActive
Some overlap · 3 shared positions
$UPST$COP$AMN
$392M
92 positions
#18Dundas Partners LLPActive
Some overlap · 5 shared positions
$SYK$BKNG$CRM$AMAT$APH
$1.3B
49 positions
#19Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 5 shared positions
$SYK$EMR$DIS$AMAT$ADBE
$506M
79 positions
#20Blackhawk Capital Partners, LLCPassive
Some overlap · 4 shared positions
$UPST$JHG$SYK$APH
$273M
141 positions
#21MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$SYK$AMN$EMR
$114M
77 positions
#22ARK & TLK INVESTMENTS, LLCActive
Some overlap · 6 shared positions
$UPST$MDY$AMN$UNP$SYK$COP
$370M
119 positions
#23Evelyn Partners Asset Management LtdPassive
Some overlap · 3 shared positions
$SYK$BKNG$DIS
$406M
308 positions
#24Watchman Group, Inc.Active
Some overlap · 4 shared positions
$SYK$PCAR$APH$UBER
$413M
73 positions
#25MUIRFIELD WEALTH ADVISORS LLCPassive
Some overlap · 5 shared positions
$UPST$JHG$COP$BKNG$AMAT
$136M
80 positions

Compare Peak Asset ,’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 Peak Asset ,’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.