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 PFG Advisors

13F Portfolio OverlapQ1 2026PFG Advisors portfolio →

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Most similar hedge funds by 13F overlap

PFG Advisors is an institutional investor managing $2.0B across 791 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 PFG Advisors are HOWARD WEALTH ,, New England Private Wealth Advisors, Breakwater Investment, with shared positions in $HUM, $KKR, $BRZE, $JHG, $WT, $MKL. The full ranking of 25 similar funds is below.

#1HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$HUM $KKR $BRZE $JHG $WT $MKL

$238M

142 positions

#2New England Private Wealth Advisors LLCActive

Some overlap · 8 shared positions

$HUM $BRZE $JHG $KKR $WT $GLDM

$866M

194 positions

#3Breakwater Investment ManagementPassive

Some overlap · 7 shared positions

$HUM $KKR $BRZE $DDOG $SNOW $MKL

$269M

506 positions

#4Seneca Financial Advisors LLCActive

Some overlap · 6 shared positions

$HUM $KKR $BRZE $DDOG $VLTO $SNOW

$341M

64 positions

#5LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$HUM $KKR $BRZE $WT $DDOG $SHW

$595M

360 positions

#6BARON SILVER STEVENS FINANCIAL ADVISORS, LLCActive

Some overlap · 6 shared positions

$HUM $KKR $BRZE $DDOG $DHR $MKL

$689M

134 positions

#7White Lighthouse Investment Management Inc.Active

Some overlap · 7 shared positions

$HUM $KKR $BRZE $DHR $SNOW $MKL

$721M

145 positions

#8ECLECTIC ASSOCIATES INC /ADVActive

Some overlap · 8 shared positions

$HUM $BRZE $WT $DDOG $SNOW $WFC

$753M

159 positions

#9GENESIS PRIVATE WEALTH, LLCPassive

Some overlap · 6 shared positions

$HUM $BRZE $JHG $DDOG $SNOW $VLTO

$318M

182 positions

#10Curran Financial Partners, LLCActive

Some overlap · 6 shared positions

$HUM $KKR $BRZE $WT $SHW $ARKO

$559M

127 positions

#11COLLECTIVE FAMILY OFFICE LLCPassive

Some overlap · 7 shared positions

$KKR $BRZE $HUM $DDOG $GLDM $DHR

$489M

161 positions

#12WFA of San Diego, LLCPassive

Some overlap · 7 shared positions

$HUM $JHG $VLTO $DDOG $GLDM $MKL

$125M

404 positions

#13GSG Advisors LLCActive

Some overlap · 7 shared positions

$KKR $BRZE $HUM $WT $DDOG $DHR

$385M

137 positions

#14Medallion Wealth Advisors, LLCPassive

Some overlap · 7 shared positions

$JHG $BRZE $KKR $ARKO $SNOW $WT

$306M

1,121 positions

#15Vermillion Wealth Management, Inc.Passive

Some overlap · 6 shared positions

$HUM $KKR $BRZE $DDOG $WFC $GLDM

$255M

1,563 positions

#16Bulwark Capital CorpActive

Some overlap · 8 shared positions

$HUM $JHG $KKR $WT $VLTO $GLDM

$162M

100 positions

#17HANOVER ADVISORS INCActive

Some overlap · 7 shared positions

$HUM $KKR $ARKO $DDOG $SNOW $WT

$246M

118 positions

#18Reality Financial Planning Services, LLCSmart money

Some overlap · 5 shared positions

$HUM $KKR $BRZE $WT $SNOW

$104M

20 positions

#19Oakmont Advisory Group, LLCPassive

Some overlap · 6 shared positions

$HUM $KKR $VLTO $GLDM $DHR $SNOW

$98M

119 positions

#20CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$HUM $JHG $KKR $DDOG $BRZE $MKL

$648M

134 positions

#21FLAGSTAR ADVISORS INC.Passive

Some overlap · 5 shared positions

$HUM $KKR $BRZE $SHW $WT

$276M

174 positions

#22Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Some overlap · 5 shared positions

$HUM $KKR $BRZE $SNOW $MKL

$111M

63 positions

#23Ballast Rock Private Wealth LLCPassive

Some overlap · 7 shared positions

$JHG $HUM $WT $DDOG $BRZE $KKR

$181M

177 positions

#24Axis Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$HUM $KKR $WT $SNOW $BRZE $WFC

$188M

174 positions

#25Creekside PartnersPassive

Some overlap · 5 shared positions

$HUM $KKR $BRZE $MKL $WFC

$243M

183 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.