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 Pacific Center for Financial Services

13F Portfolio OverlapQ1 2026Pacific Center for Financial Services portfolio →

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Most similar hedge funds by 13F overlap

Pacific Center for Financial Services is an institutional investor managing $394M across 513 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 Pacific Center for Financial Services are ANGELES WEALTH ,, Breakwater Investment, McClarren Financial Advisors,, with shared positions in $BRZE, $NTRB, $KKR, $WFC, $GE, $SCHW. The full ranking of 25 similar funds is below.

#1ANGELES WEALTH MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$BRZE $NTRB $KKR $WFC $GE

$1.8B

524 positions

#2Breakwater Investment ManagementPassive

Notable overlap · 5 shared positions

$BRZE $NTRB $KKR $SCHW $MDY

$269M

506 positions

#3McClarren Financial Advisors, Inc.Active

Notable overlap · 5 shared positions

$BRZE $NTRB $KKR $SCHW $DIS

$169M

79 positions

#4Winter & Associates, Inc.Passive

Notable overlap · 3 shared positions

$BRZE $MDY $SCHW

$114M

84 positions

#5Juno Financial Group LLCActive

Notable overlap · 5 shared positions

$BRZE $KKR $SCHW $ETN $GE

$255M

70 positions

#6Madison Park Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$BRZE $MDY $KMI

$127M

62 positions

#7Clarity Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$BRZE $KKR $SCHW

$215M

95 positions

#8White Lighthouse Investment Management Inc.Active

Notable overlap · 3 shared positions

$BRZE $KKR $SCHW

$721M

145 positions

#9Zhang Financial LLCActive

Notable overlap · 3 shared positions

$BRZE $KKR $NTRB

$2.9B

367 positions

#10New Covenant Trust Company, N.A.Active

Notable overlap · 5 shared positions

$BRZE $KKR $DIS $GE $NEE

$112M

96 positions

#11FIDUCIARY ADVISORS, INC.Active

Notable overlap · 3 shared positions

$BRZE $KKR $KO

$133M

121 positions

#12Arbor Wealth Advisors LLCActive

Notable overlap · 6 shared positions

$BRZE $KKR $SCHW $T $ETN $KO

$143M

56 positions

#13OKABENA INVESTMENT SERVICES INCPassive

Notable overlap · 3 shared positions

$BRZE $NTRB $GE

$519M

144 positions

#14UNIVEST FINANCIAL CorpActive

Notable overlap · 4 shared positions

$BRZE $NTRB $SCHW $NEE

$1.8B

254 positions

#15David Kennon IncSmart money

Notable overlap · 4 shared positions

$BRZE $SCHW $NTRB $RELX

$279M

41 positions

#16Gleason Group, Inc.Active

Notable overlap · 3 shared positions

$BRZE $KKR $KO

$1.0B

229 positions

#17Joseph Group Capital ManagementPassive

Notable overlap · 4 shared positions

$BRZE $KKR $T $ETN

$400M

379 positions

#18GREENWOOD GEARHART INCActive

Notable overlap · 4 shared positions

$BRZE $SCHW $KKR $WFC

$1.8B

134 positions

#19Estate Counselors, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $SCHW $KKR

$1.1B

97 positions

#20MontVue Capital Management, Inc.Active

Notable overlap · 4 shared positions

$BRZE $MDY $SCHW $GE

$147M

67 positions

#21SAM Advisors, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $SCHW $KO

$319M

47 positions

#22Capstone Financial Advisors, Inc.Smart money

Notable overlap · 4 shared positions

$BRZE $MDY $ETN $KO

$1.9B

187 positions

#23Latigo Investments, LLCActive

Notable overlap · 3 shared positions

$BRZE $MDY $SCHW

$201M

14 positions

#24Sunflower Bank, N.A.Active

Notable overlap · 4 shared positions

$BRZE $MDY $KO $GE

$392M

155 positions

#25TRB Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$BRZE $KKR $RELX

$704M

285 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.