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Hedge Funds Similar to Pinnacle Family Advisors,

13F Portfolio OverlapQ1 2026Pinnacle Family Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Pinnacle Family Advisors, LLC is an institutional investor managing $213M across 135 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 Family Advisors, are McBroom & Associates,, WealthCare Asset ,, Aegis Wealth ,, with shared positions in $ORLY, $PLTR, $WMB, $IRM, $LOW, $GMM. The full ranking of 25 similar funds is below.

#1McBroom & Associates, LLCActive
Some overlap · 3 shared positions
$ORLY$PLTR$WMB
$180M
36 positions
#2WealthCare Asset Management, LLCActive
Some overlap · 3 shared positions
$ORLY$PLTR$IRM
$94M
32 positions
#3Aegis Wealth Management, Inc.Active
Some overlap · 4 shared positions
$ORLY$PLTR$LOW$GMM
$127M
111 positions
#4Verde Capital ManagementActive
Some overlap · 4 shared positions
$ORLY$SLV$PLTR$SCHW
$468M
69 positions
#5Unison Asset Management LLCActive
Some overlap · 3 shared positions
$ORLY$LOW$BAC
$219M
32 positions
#6AGP FRANKLIN, LLCPassive
Some overlap · 4 shared positions
$ORLY$SLV$PLTR$BAC
$200M
93 positions
#7Ironvine Capital Partners, LLCActive
Some overlap · 3 shared positions
$ORLY$LOW$BAC
$910M
56 positions
#8Optiver Holding B.V.Active
Some overlap · 4 shared positions
$SLV$DIA$PLTR$BAC
$289.5B
2,301 positions
#9NTV ASSET MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$DIA$SLV$PLTR$OTIS
$910M
311 positions
#10Fortis Group Advisors, LLCPassive
Slight overlap · 4 shared positions
$SLV$DIA$PLTR$FITB
$605M
582 positions
#11PARAGON CAPITAL MANAGEMENT INCPassive
Slight overlap · 3 shared positions
$ORLY$DIA$SE
$118M
70 positions
#12Orion Capital Management LLCPassive
Slight overlap · 4 shared positions
$ORLY$PLTR$SCHW$BAC
$290M
485 positions
#13CLEAR INVESTMENT RESEARCH, LLCPassive
Slight overlap · 5 shared positions
$SLV$PLTR$SCHW$SE$BAC
$64M
241 positions
#14truNorth Financial Services, Inc.Active
Slight overlap · 3 shared positions
$SLV$DIA$PLTR
$97M
49 positions
#15LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$ORLY$PLTR$SLV
$174M
65 positions
#16TRUST CO OF VIRGINIA /VAPassive
Slight overlap · 5 shared positions
$ORLY$SCHW$IRM$WMB$LOW
$1.2B
215 positions
#17Guardian Asset Advisors, LLCActive
Slight overlap · 4 shared positions
$DIA$PLTR$SCHW$IRM
$171M
102 positions
#18Financial Life PlannersActive
Slight overlap · 5 shared positions
$DIA$PLTR$SCHW$SLV$BAC
$130M
367 positions
#19RIK SAYLOR FINANCIAL, INC.Passive
Slight overlap · 4 shared positions
$SLV$PLTR$IRM$OTIS
$132M
85 positions
#20Eaton Financial Holdings Company, LLCPassive
Slight overlap · 4 shared positions
$SLV$PLTR$DIA$BAC
$305M
125 positions
#21AGH Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$SLV$PLTR$WMB$BAC
$136M
123 positions
#22BayBridge Capital Group, LLCActive
Slight overlap · 4 shared positions
$ORLY$PLTR$SE$GMM
$161M
95 positions
#23Intrepid Financial Planning Group LLCPassive
Slight overlap · 4 shared positions
$DIA$PLTR$SCHW$BAC
$248M
125 positions
#24Pettinga Financial Advisors LLCPassive
Slight overlap · 3 shared positions
$SLV$DIA$SE
$531M
147 positions
#25Tudor Financial Inc.Passive
Slight overlap · 3 shared positions
$SLV$DIA$LOW
$195M
138 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.