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Hedge Funds Similar to Pettinga Financial Advisors

13F Portfolio OverlapQ1 2026Pettinga Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Pettinga Financial Advisors LLC is an institutional investor managing $624M across 156 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 Pettinga Financial Advisors are Apeiron RIA, TME FINANCIAL,, Hyposwiss Advisors SA, with shared positions in $KKR, $SIVR, $IAU, $IBIT, $NKE, $SLV. The full ranking of 25 similar funds is below.

#1Apeiron RIA LLCPassive
Some overlap · 6 shared positions
$KKR$SIVR$IAU$IBIT$NKE$SLV
$431M
204 positions
#2TME FINANCIAL, INC.Passive
Some overlap · 5 shared positions
$KKR$SE$IBIT$IAU$USB
$144M
65 positions
#3Hyposwiss Advisors SAPassive
Some overlap · 7 shared positions
$KKR$SLV$IBIT$IAU$SII$ARCC
$101M
112 positions
#4ALTERNA WEALTH MANAGEMENT, INCPassive
Some overlap · 7 shared positions
$SLV$SE$IAU$IBIT$BTC$NKE
$132M
105 positions
#5Bayshore Capital Advisors, LLCActive
Some overlap · 8 shared positions
$IBIT$IAU$OTF$OBDC$SLV$GSAT
$237M
41 positions
#6WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 6 shared positions
$KKR$SLV$IAU$NKE$GSAT$HUM
$284M
123 positions
#7Sterling Financial Planning, Inc.Active
Some overlap · 5 shared positions
$KKR$SE$IAU$NKE$HUM
$337M
117 positions
#8Vision Retirement, LLCPassive
Some overlap · 3 shared positions
$DIA$KKR$HUM
$352M
649 positions
#9Tudor Financial Inc.Passive
Some overlap · 4 shared positions
$DIA$SLV$IAU$HUM
$195M
138 positions
#10Capital Wealth Alliance, LLCActive
Some overlap · 7 shared positions
$DIA$IBIT$PSLV$SII$USB$PHYS
$221M
93 positions
#11truNorth Financial Services, Inc.Active
Some overlap · 4 shared positions
$KKR$SLV$DIA$HUM
$97M
49 positions
#12Cambridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$DIA$KKR$IBIT$NKE$USB$HUM
$295M
168 positions
#13Principia Wealth Advisory, LLC
Some overlap · 8 shared positions
$SLV$IBIT$IAU$SIVR$USB$KKR
$160M
1,015 positions
#14Conservest Capital Advisors, Inc.Active
Some overlap · 5 shared positions
$KKR$DIA$HUM$SLV$USB
$1.1B
127 positions
#15Catalyst Investment Management LLCPassive
Some overlap · 4 shared positions
$KKR$SE$IAU$HUM
$90M
65 positions
#16Heck Capital Advisors, LLCActive
Some overlap · 4 shared positions
$DIA$SE$IAU$USB
$1.3B
202 positions
#17Grand Central Investment GroupActive
Some overlap · 7 shared positions
$SLV$IAU$PSLV$IBIT$USB$PHYS
$135M
44 positions
#18Cushing Capital Partners, LLCPassive
Some overlap · 5 shared positions
$SLV$KKR$IAU$BTC$USB
$130M
96 positions
#19Prospect Financial Services LLCPassive
Some overlap · 5 shared positions
$KKR$SLV$IBIT$USB$HUM
$164M
104 positions
#20J HAGAN CAPITAL, INC.Active
Some overlap · 3 shared positions
$DIA$KKR$SLV
$185M
83 positions
#21Hegarty Advisors, LLCActive
Some overlap · 5 shared positions
$KKR$SIVR$DIA$USB$HUM
$127M
57 positions
#22Wealth Watch Advisors, INCPassive
Some overlap · 4 shared positions
$SLV$SIVR$IAU$IBIT
$239M
126 positions
#23Cobblestone Asset Management LLCPassive
Some overlap · 5 shared positions
$SE$IBIT$IAU$PSLV$PHYS
$222M
73 positions
#24Lalia Capital, LLCActive
Some overlap · 3 shared positions
$KKR$IBIT$OBDC
$158M
13 positions
#25Eagle Strategies LLCPassive
Some overlap · 6 shared positions
$SLV$KKR$IAU$SE$GSAT$HUM
$837M
258 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.