How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Pinnacle Family Advisors

13F Portfolio OverlapQ2 2026Pinnacle Family Advisors portfolio →

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Most similar hedge funds by 13F overlap

Pinnacle Family Advisors, LLC is an institutional investor managing $238M across 155 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Pinnacle Family Advisors are Long Road Investment Counsel, WealthCare Asset, Aegis Wealth, with shared positions in $ORLY, $STT, $SYK, $IRM, $PLTR, $LOW. The full ranking of 25 similar funds is below.

#1Long Road Investment Counsel, LLCActive

Notable overlap · 3 shared positions

$ORLY $STT $SYK

$271M

80 positions

#2WealthCare Asset Management, LLCActive

Notable overlap · 3 shared positions

$ORLY $IRM $PLTR

$241M

78 positions

#3Aegis Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$ORLY $PLTR $LOW

$155M

119 positions

#4McBroom & Associates, LLCActive

Some overlap · 3 shared positions

$ORLY $PLTR $WMB

$199M

37 positions

#5Forvis Mazars Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$STT $ORLY $LOW

$6.0B

433 positions

#6WELCH & FORBES LLCActive

Some overlap · 3 shared positions

$ORLY $IRM $SYK

$8.2B

388 positions

#7L. Roy Papp & Associates, LLPPassive

Some overlap · 3 shared positions

$ORLY $MRVL $SYK

$951M

193 positions

#8Kure Advisory, LLCActive

Some overlap · 3 shared positions

$STT $SLV $PLTR

$211M

62 positions

#9Wealth Watch Advisors, INCActive

Some overlap · 3 shared positions

$STT $SLV $SYK

$309M

142 positions

#10Centennial Wealth Advisory LLCPassive

Some overlap · 3 shared positions

$STT $SLV $OKE

$463M

181 positions

#11Marble Harbor Investment Counsel, LLCActive

Some overlap · 3 shared positions

$ORLY $IRM $SYK

$984M

200 positions

#12TOEWS CORP /ADVActive

Some overlap · 3 shared positions

$STT $PLTR $WMB

$686M

151 positions

#13AAFMAA Wealth Management & Trust LLCPassive

Some overlap · 3 shared positions

$STT $ORLY $SYK

$286M

95 positions

#14CAP Partners, LLCPassive

Some overlap · 4 shared positions

$STT $COIN $PLTR $OKE

$204M

155 positions

#15CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 4 shared positions

$STT $WMB $LOW $SYK

$1.3B

99 positions

#16AGP FRANKLIN, LLCPassive

Some overlap · 3 shared positions

$SLV $ORLY $PLTR

$231M

93 positions

#17Cordatus Wealth Management LLCPassive

Some overlap · 3 shared positions

$STT $PLTR $LOW

$455M

168 positions

#18Compass Wealth Management, LLC/GAActive

Some overlap · 3 shared positions

$STT $PLTR $LOW

$251M

74 positions

#19FLOW TRADERS U.S. LLCPassive

Some overlap · 3 shared positions

$STT $PLTR $MRVL

$2.4B

979 positions

#20Heritage Wealth Management, Inc. /CA/Active

Some overlap · 3 shared positions

$STT $PLTR $SYK

$263M

100 positions

#21Clarus Wealth AdvisorsPassive

Some overlap · 3 shared positions

$STT $PLTR $OKE

$260M

86 positions

#22Fortress Financial Solutions, LLC

Some overlap · 3 shared positions

$STT $SLV $PLTR

$96M

56 positions

#23Verde Capital ManagementActive

Some overlap · 3 shared positions

$ORLY $PLTR $SYK

$541M

80 positions

#24Fortis Group Advisors, LLCPassive

Some overlap · 4 shared positions

$STT $SLV $MRVL $PLTR

$626M

619 positions

#25PRIMORIS WEALTH ADVISORS, LLCPassive

Some overlap · 3 shared positions

$STT $PLTR $MRVL

$219M

125 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.