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 Pinnacle Bancorp,

13F Portfolio OverlapQ1 2026Pinnacle Bancorp, portfolio →

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Most similar hedge funds by 13F overlap

Pinnacle Bancorp, Inc. is an institutional investor managing $339M across 885 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 Bancorp, are Cornerstone Financial, Accretive Wealth Partners,, Raab & Moskowitz Asset, with shared positions in $HUM, $NTRB, $UPST, $MS, $COP, $DDOG. The full ranking of 25 similar funds is below.

#1Cornerstone Financial Management LLCPassive

Some overlap · 7 shared positions

$HUM $NTRB $UPST $MS $COP $DDOG

$109M

1,311 positions

#2Accretive Wealth Partners, LLCPassive

Some overlap · 7 shared positions

$HUM $NTRB $MS $MCD $COP $UNP

$356M

180 positions

#3Raab & Moskowitz Asset Management LLCPassive

Some overlap · 5 shared positions

$HUM $NTRB $BAC $MCD $KO

$450M

187 positions

#4CDM FINANCIAL COUNSELING SERVICES, INC.Active

Some overlap · 5 shared positions

$HUM $NTRB $MCD $UNP $KO

$105M

80 positions

#5Oak Harvest Investment ServicesPassive

Some overlap · 6 shared positions

$HUM $UPST $MS $MCD $COP $UNP

$958M

176 positions

#6Breakwater Investment ManagementPassive

Some overlap · 4 shared positions

$HUM $NTRB $UPST $DDOG

$269M

506 positions

#7STUDIO INVESTMENT MANAGEMENT LLCActive

Some overlap · 5 shared positions

$HUM $UPST $BAC $COP $UNP

$547M

180 positions

#8Seven Springs Wealth Group, LLCActive

Some overlap · 6 shared positions

$HUM $BAC $WFC $MS $UNP $KO

$432M

81 positions

#9NWF Advisory Services Inc.Passive

Some overlap · 4 shared positions

$HUM $NTRB $BAC $KO

$886M

411 positions

#10WealthShield Partners, LLCPassive

Some overlap · 4 shared positions

$HUM $NTRB $MS $MCD

$898M

609 positions

#11Cascades Capital Asset Management, LLCPassive

Some overlap · 5 shared positions

$HUM $BAC $MCD $MS $COP

$239M

158 positions

#12Finward BancorpPassive

Some overlap · 4 shared positions

$HUM $NTRB $MCD $KO

$125M

104 positions

#13WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 6 shared positions

$HUM $UPST $COP $DDOG $BAC $MCD

$350M

95 positions

#14Forum Private Client Group LLCActive

Some overlap · 4 shared positions

$HUM $NTRB $COP $DDOG

$300M

80 positions

#15Compton Wealth Advisory Group, LLCActive

Some overlap · 4 shared positions

$HUM $UPST $BAC $MS

$449M

85 positions

#16TD PRIVATE CLIENT WEALTH LLCPassive

Some overlap · 5 shared positions

$HUM $UPST $MS $COP $DDOG

$4.8B

1,649 positions

#17MFA Wealth ServicesPassive

Some overlap · 6 shared positions

$HUM $WFC $MS $MCD $COP $UNP

$151M

122 positions

#18RIDGECREST WEALTH PARTNERS, LLCPassive

Some overlap · 5 shared positions

$HUM $WFC $MS $UNP $KO

$181M

96 positions

#19Evansbrook LLCActive

Some overlap · 6 shared positions

$UPST $BAC $WFC $MS $MCD $DDOG

$150M

117 positions

#20W ADVISORS, LLCPassive

Some overlap · 5 shared positions

$HUM $MS $MCD $DDOG $KO

$195M

141 positions

#21ORSER CAPITAL MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$HUM $UPST $UNP $KO $COP

$153M

46 positions

#22Capital Squared Financial LLCPassive

Some overlap · 3 shared positions

$HUM $NTRB $BAC

$131M

85 positions

#23McGlone Suttner Wealth Management, Inc.Active

Some overlap · 5 shared positions

$HUM $BAC $MCD $DDOG $KO

$755M

189 positions

#24Excelsior Advisor Network LLCPassive

Some overlap · 4 shared positions

$HUM $UPST $BAC $DDOG

$263M

226 positions

#25MUIRFIELD WEALTH ADVISORS LLCPassive

Some overlap · 4 shared positions

$HUM $UPST $BAC $COP

$136M

80 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.