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Hedge Funds Similar to Peak Financial

13F Portfolio OverlapQ3 2026Peak Financial portfolio →
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Most similar hedge funds by 13F overlap

Peak Financial Management, Inc. is an institutional investor managing $441M across 116 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Peak Financial are Advance, CAMELOT TECHNOLOGY ADVISORS, Sonoma Private Wealth, with shared positions in $GLTR, $VZ, $TJX, $CEF, $DJP, $PHYS. The full ranking of 25 similar funds is below.

#1Advance Capital Management, Inc.Smart money
Some overlap · 3 shared positions
$GLTR$VZ$TJX
$3.1B
197 positions
#2CAMELOT TECHNOLOGY ADVISORS, INC.Active
Some overlap · 3 shared positions
$CEF$DJP$PHYS
$150M
62 positions
#3Sonoma Private Wealth LLCPassive
Some overlap · 3 shared positions
$CEF$PHYS$VZ
$93M
72 positions
#4Pacific Sage Partners, LLCActive
Some overlap · 3 shared positions
$CEF$PHYS$DE
$772M
144 positions
#5TrustWell Financial Advisors, LLCActive
Some overlap · 3 shared positions
$CEF$PHYS$DE
$118M
74 positions
#6Beaumont Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$CEF$PHYS$DE$TJX
$1.6B
383 positions
#7Capital Wealth Alliance, LLCActive
Some overlap · 3 shared positions
$CEF$PHYS$MRVL
$229M
100 positions
#8Cheviot Value Management, LLCActive
Some overlap · 3 shared positions
$CEF$SNDK$WDC
$984M
443 positions
#9COLUMBIA ADVISORY PARTNERS LLCActive
Some overlap · 3 shared positions
$CEF$PHYS$STX
$181M
100 positions
#10Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$GLTR$PHYS$DE
$1.2B
196 positions
#11Bruce G. Allen Investments, LLCPassive
Some overlap · 3 shared positions
$DJP$PHYS$VZ
$157M
1,037 positions
#12MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$DJP$VZ$TJX
$171M
73 positions
#13Fedenia Advisers LLCActive
Some overlap · 5 shared positions
$SNDK$CEF$WDC$MRVL$STX
$425M
121 positions
#14Virtue Capital Management, LLCPassive
Slight overlap · 5 shared positions
$SNDK$GLTR$WDC$MRVL$STX
$749M
343 positions
#15Ameritas Advisory Services, LLCPassive
Slight overlap · 6 shared positions
$PHYS$SNDK$WDC$CRWD$MRVL$STX
$5.0B
1,942 positions
#16FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Slight overlap · 3 shared positions
$GLTR$VZ$CRWD
$202M
327 positions
#17Donoghue Forlines LLCPassive
Slight overlap · 5 shared positions
$SNDK$WDC$CRWD$MRVL$STX
$387M
114 positions
#18WIN ADVISORS, INCActive
Slight overlap · 5 shared positions
$SNDK$WDC$CRWD$MRVL$STX
$281M
75 positions
#19Goldstream Capital Management LtdActive
Slight overlap · 5 shared positions
$SNDK$WDC$CRWD$MRVL$STX
$132M
45 positions
#20Retireful, LLCPassive
Slight overlap · 5 shared positions
$SNDK$WDC$CRWD$MRVL$STX
$116M
86 positions
#21Polar Capital Holdings PlcActive
Slight overlap · 5 shared positions
$SNDK$WDC$CRWD$MRVL$STX
$42.4B
245 positions
#22GF FUND MANAGEMENT CO. LTD.Active
Slight overlap · 5 shared positions
$SNDK$WDC$CRWD$MRVL$STX
$7.7B
616 positions
#23Markin Volterra Fund LPActive
Slight overlap · 5 shared positions
$SNDK$WDC$CRWD$MRVL$STX
$147M
69 positions
#24VMS Asset Management LimitedActive
Slight overlap · 5 shared positions
$SNDK$WDC$CRWD$MRVL$STX
$264M
32 positions
#25Torren Management, LLCActive
Slight overlap · 5 shared positions
$SNDK$WDC$MUFG$TJX$DE
$197M
948 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.