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Hedge Funds Similar to Peak Financial ,

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

Peak Financial Management, Inc. is an institutional investor managing $394M across 100 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 Financial , are Luminvest Wealth, SAM Advisors,, Towneley , / DE, with shared positions in $BRZE, $USB, $SCHW, $XYZ, $GLTR, $PHYS. The full ranking of 25 similar funds is below.

#1Luminvest Wealth Management LLCSmart money
Substantial overlap · 3 shared positions
$BRZE$USB$SCHW
$382M
55 positions
#2SAM Advisors, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$XYZ$SCHW
$319M
47 positions
#3Towneley Capital Management, Inc / DESmart money
Notable overlap · 3 shared positions
$BRZE$GLTR$PHYS
$478M
42 positions
#4Global Endowment Management, LPActive
Notable overlap · 7 shared positions
$BRZE$DJP$USB$GMM$PHYS$WT
$896M
126 positions
#5Prospera Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$USB$SCHW
$199M
45 positions
#6Sageworth Trust CoActive
Notable overlap · 4 shared positions
$BRZE$GE$GEV$TJX
$2.3B
172 positions
#7VANGUARD ADVISERS INCSmart money
Notable overlap · 6 shared positions
$BRZE$NOW$WT$USB$GMM$MUFG
$25.5B
668 positions
#8Family CFO IncActive
Notable overlap · 3 shared positions
$BRZE$USB$SCHW
$223M
41 positions
#9Juno Financial Group LLCActive
Notable overlap · 4 shared positions
$BRZE$GE$SCHW$DE
$255M
70 positions
#10Capital Investment Management, Inc.Active
Notable overlap · 5 shared positions
$BRZE$GMM$USB$GE$GEV
$291M
125 positions
#11FIDUCIARY ADVISORS, INC.Active
Notable overlap · 3 shared positions
$BRZE$USB$DE
$133M
121 positions
#12Sageworth Trust Co of South DakotaActive
Notable overlap · 4 shared positions
$BRZE$GE$GEV$TJX
$126M
56 positions
#13FIDELIS iM, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$WT$SCHW
$264M
25 positions
#14Genesis Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$BRZE$VZ$GE$GEV
$150M
64 positions
#15Estate Counselors, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$USB$SCHW
$1.1B
97 positions
#16Pinnacle Wealth Management Group, Inc.Passive
Notable overlap · 3 shared positions
$BRZE$USB$VZ
$204M
120 positions
#17Swisher Financial Concepts, Inc.Passive
Notable overlap · 3 shared positions
$BRZE$GE$GEV
$179M
102 positions
#18David Kennon IncSmart money
Notable overlap · 4 shared positions
$BRZE$GMM$WT$SCHW
$279M
41 positions
#19ADE, LLCActive
Notable overlap · 4 shared positions
$XYZ$BRZE$GMM$PHYS
$209M
86 positions
#20TABR Capital Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$GEV$SCHW
$109M
54 positions
#21White Lighthouse Investment Management Inc.Active
Notable overlap · 4 shared positions
$BRZE$USB$NOW$SCHW
$721M
145 positions
#22Orcam Financial GroupSmart money
Notable overlap · 4 shared positions
$BRZE$USB$GMM$DE
$141M
62 positions
#23Winter & Associates, Inc.Passive
Notable overlap · 4 shared positions
$BRZE$XYZ$WT$SCHW
$114M
84 positions
#24Cornerstone Financial Group, LLC /NE/Active
Notable overlap · 3 shared positions
$BRZE$USB$WT
$156M
73 positions
#25TRB Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$BRZE$GMM$WT
$704M
285 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.