13F Pro

Hedge Funds Similar to PFG Advisors

13F Portfolio OverlapQ3 2026PFG Advisors portfolio →
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Most similar hedge funds by 13F overlap

PFG Advisors is an institutional investor managing $2.0B across 761 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 PFG Advisors are Heritage Family Offices, LLP, Pacific Excel Wealth Advisors, Dakota Wealth, with shared positions in $KLAC, $WFC, $GLDM, $APH, $ADI, $PWR. The full ranking of 25 similar funds is below.

#1Heritage Family Offices, LLPPassive
Some overlap · 5 shared positions
$KLAC$WFC$GLDM$APH$ADI
$259M
233 positions
#2Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$KLAC$WFC$GLDM$APH$ADI
$90M
116 positions
#3Dakota Wealth ManagementPassive
Some overlap · 6 shared positions
$KLAC$PWR$APH$ADI$CMI$AMGN
$5.2B
776 positions
#4Union Heritage Capital, LLCPassive
Some overlap · 5 shared positions
$KLAC$WFC$APH$AMGN$AME
$295M
65 positions
#5ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 5 shared positions
$KLAC$WFC$PWR$ADI$GD
$129M
106 positions
#6FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$KLAC$EME$APH$ADI$CMI
$487M
190 positions
#7BANK OF STOCKTONActive
Some overlap · 5 shared positions
$KLAC$WFC$ADI$UNP$CMI
$333M
124 positions
#8DUNCKER STREETT & CO INCPassive
Some overlap · 5 shared positions
$KLAC$APH$PWR$BWXT$AME
$598M
504 positions
#9Forvis Mazars Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$KLAC$APH$PWR$CMI$GLDM
$6.1B
427 positions
#10VALLEY NATIONAL ADVISERS INCPassive
Some overlap · 5 shared positions
$KLAC$APH$AMGN$ADI$AME
$909M
1,715 positions
#11Western Financial Corp/CAActive
Some overlap · 5 shared positions
$KLAC$WFC$APH$ADI$PWR
$300M
136 positions
#12Churchill Financial Advisors, LLCActive
Some overlap · 5 shared positions
$KLAC$GLDM$ADI$CMI$AMGN
$511M
127 positions
#13TRUIST FINANCIAL CORPPassive
Some overlap · 5 shared positions
$KLAC$PWR$ADI$UNP$WFC
$83.7B
2,914 positions
#14CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$KLAC$WFC$APH$ADI
$1.3B
99 positions
#15ABSOLUTE CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$KLAC$PWR$ADI$GLDM$EME$APH
$431M
168 positions
#16KANE INVESTMENT MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$KLAC$EME$APH$PWR
$235M
100 positions
#17HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 4 shared positions
$KLAC$EME$APH$PWR
$217M
352 positions
#18RENAISSANCE GROUP LLCPassive
Some overlap · 4 shared positions
$KLAC$EME$APH$AMGN
$2.5B
234 positions
#19American TrustActive
Some overlap · 4 shared positions
$KLAC$GLDM$APH$CMI
$1.3B
334 positions
#20Close Asset Management LtdActive
Some overlap · 4 shared positions
$KLAC$EME$APH$ADI
$3.8B
269 positions
#21Monument Capital ManagementPassive
Some overlap · 4 shared positions
$KLAC$EME$APH$PWR
$480M
255 positions
#22Hickory Point Bank & TrustPassive
Some overlap · 5 shared positions
$KLAC$PWR$UNP$GD$CMI
$166M
465 positions
#23Parcion Private Wealth LLCPassive
Some overlap · 4 shared positions
$KLAC$GLDM$AMGN$CMI
$1.8B
560 positions
#24Winslow Capital Management, LLCActive
Some overlap · 4 shared positions
$KLAC$APH$PWR$ADI
$29.1B
66 positions
#2544 WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$KLAC$WFC$UNP$CMI
$302M
184 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.