Hedge Funds Similar to Pinnacle Wealth Planning Services,

13F Portfolio OverlapQ1 2026Pinnacle Wealth Planning Services, portfolio →

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Most similar hedge funds by 13F overlap

Pinnacle Wealth Planning Services, Inc. is an institutional investor managing $968M across 2,737 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 Wealth Planning Services, are Anson ,, ELEVATUS WELATH, Strategic Financial Concepts,, with shared positions in $FSCO, $COP, $NKE, $AMD, $AMAT, $GMM. The full ranking of 25 similar funds is below.

#1Anson Capital, Inc.Passive

Notable overlap · 3 shared positions

$FSCO $COP $NKE

$146M

90 positions

#2ELEVATUS WELATH MANAGEMENTPassive

Some overlap · 3 shared positions

$FSCO $AMD $AMAT

$191M

141 positions

#3Strategic Financial Concepts, LLCPassive

Some overlap · 3 shared positions

$FSCO $GMM $SHW

$405M

298 positions

#4Fogel Capital Management, Inc.Active

Some overlap · 3 shared positions

$219M

52 positions

#5Deseret Mutual Benefit AdministratorsPassive

Some overlap · 3 shared positions

$FSCO $MCD $AMAT

$294M

508 positions

#6Kensington Asset Management, LLCSmart money

Some overlap · 3 shared positions

$FSCO $GMM $COP

$1.9B

41 positions

#7VISTA INVESTMENT MANAGEMENTPassive

Some overlap · 3 shared positions

$FSCO $GMM $COP

$301M

176 positions

#8CWC Advisors, LLC.Passive

Some overlap · 3 shared positions

$FSCO $COP $NKE

$210M

149 positions

#9MILLER HOWARD INVESTMENTS INC /NYActive

Some overlap · 3 shared positions

$3.7B

138 positions

#10DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 3 shared positions

$501M

138 positions

#11ORBA Wealth Advisors, L.L.C.Passive

Slight overlap · 4 shared positions

$FSCO $GMM $ET $BAC

$84M

65 positions

#12Henson-Edgewater Management, LLCPassive

Slight overlap · 4 shared positions

$ET $MCD $BAC $AMD

$157M

66 positions

#13Empire Financial Management Company, LLCPassive

Slight overlap · 4 shared positions

$ET $COP $BAC $AMD

$442M

211 positions

#14OUTFITTERS FINANCIAL LLCPassive

Slight overlap · 3 shared positions

$129M

80 positions

#15Fund Advisors of America Inc/FLPassive

Slight overlap · 3 shared positions

$FSCO $ET $ASML

$99M

118 positions

#16DCF Advisers, LLCActive

Slight overlap · 3 shared positions

$375M

86 positions

#17Madden Advisory Services, Inc.Passive

Slight overlap · 3 shared positions

$FSCO $COP $SHW

$254M

108 positions

#18KFA Private Wealth Group, LLCActive

Slight overlap · 3 shared positions

$FSCO $MCD $SHW

$417M

160 positions

#19Baugh & Associates, LLCActive

Slight overlap · 4 shared positions

$ET $COP $ASML $BAC

$232M

44 positions

#20OneAscent Wealth Management LLCActive

Slight overlap · 3 shared positions

$FSCO $BAC $SHW

$302M

157 positions

#21Pinnacle Holdings, LLCPassive

Slight overlap · 4 shared positions

$ET $MCD $BAC $SHW

$309M

233 positions

#22Enhancing Capital LLCPassive

Slight overlap · 3 shared positions

$135M

86 positions

#23Texas Bank & Trust CoPassive

Slight overlap · 4 shared positions

$ET $MCD $AMD $AMAT

$266M

176 positions

#24U.S. Capital Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$ET $COP $MCD $BAC

$4.0B

1,008 positions

#25Oxbow Advisors, LLCActive

Slight overlap · 3 shared positions

$1.2B

245 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.