What hedge funds are most similar to Pegasus Asset Management, Inc.?

The funds with the most similar 13F portfolios to Pegasus Asset Management, Inc. are Terra Alpha Investments, DB Fitzpatrick & ,, SMA, based on overlapping conviction holdings in the latest SEC filings.

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 Pegasus Asset ,

13F Portfolio OverlapQ1 2026Pegasus Asset , portfolio →

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Most similar hedge funds by 13F overlap

Pegasus Asset Management, Inc. is an institutional investor managing $313M across 67 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 Pegasus Asset , are Terra Alpha Investments, DB Fitzpatrick & ,, SMA, with shared positions in $ETN, $PWR, $CARR, $SBUX, $CRM, $SYK. The full ranking of 25 similar funds is below.

#1Terra Alpha Investments LLC

Notable overlap · 6 shared positions

$ETN $PWR $CARR $SBUX $CRM $SYK

$98M

32 positions

#2DB Fitzpatrick & Co, IncActive

Notable overlap · 7 shared positions

$PWR $BA $CRM $SYK $ETN $SBUX

$117M

106 positions

#3SMA Capital LLCPassive

Notable overlap · 3 shared positions

$PH $ETN $BA

$232M

95 positions

#4Raub Brock Capital Management LPActive

Notable overlap · 4 shared positions

$PH $ETN $CARR $MAR

$395M

43 positions

#5Two Point Capital Management, Inc.Active

Notable overlap · 3 shared positions

$PH $ETN $SYK

$229M

28 positions

#6Westhampton Capital, LLCPassive

Notable overlap · 4 shared positions

$ETN $PH $PANW $DIS

$214M

129 positions

#7Alley Investment Management Company, LLCActive

Notable overlap · 5 shared positions

$ETN $PH $SBUX $DUK $SYK

$821M

85 positions

#8RE ADVISERS CORPActive

Notable overlap · 4 shared positions

$PH $ETN $BA $DIS

$3.7B

111 positions

#9Michael Brady & Co., LLCActive

Notable overlap · 3 shared positions

$PH $ETN $CRM

$100M

54 positions

#10Tower View Wealth Management LLCPassive

Notable overlap · 4 shared positions

$PH $PWR $ETN $MAR

$195M

204 positions

#11Ridge Creek Global, IncActive

Notable overlap · 5 shared positions

$ETN $PWR $MAR $SYK $DIS

$118M

85 positions

#12Reliant Investment Management, LLCPassive

Some overlap · 3 shared positions

$ETN $PWR $SYK

$207M

53 positions

#13Providence Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$PWR $ETN $CARR $SBUX $PANW $DIS

$613M

200 positions

#14Rithm Capital Corp.Active

Some overlap · 3 shared positions

$ETN $PWR $DUK

$67M

38 positions

#15BOURGEON CAPITAL MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$ETN $PWR $BA $PANW

$578M

108 positions

#16Barden Capital Management, Inc.Passive

Some overlap · 4 shared positions

$PH $PWR $CARR $PANW

$117M

58 positions

#17GODSEY & GIBB, INCPassive

Some overlap · 4 shared positions

$ETN $DUK $NVS $SYK

$1.1B

389 positions

#18LOOMIS SAYLES & CO L PActive

Some overlap · 6 shared positions

$CRM $BA $DIS $SBUX $NVS $PH

$74.3B

718 positions

#19EagleClaw Capital Managment, LLCActive

Some overlap · 5 shared positions

$ETN $PH $PANW $MAR $BA

$714M

145 positions

#20BOWEN HANES & CO INCActive

Some overlap · 4 shared positions

$PH $ETN $BA $PANW

$4.1B

151 positions

#21WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 7 shared positions

$CRM $MAR $DIS $BA $DUK $CARR

$1.2B

69 positions

#22DOVER ADVISORS, LLCPassive

Some overlap · 5 shared positions

$ETN $DUK $PH $PANW $DIS

$242M

159 positions

#23DELTA ASSET MANAGEMENT LLC/TNActive

Some overlap · 3 shared positions

$ETN $CARR $DIS

$1.1B

596 positions

#24CLOUGH CAPITAL PARTNERS L PActive

Some overlap · 4 shared positions

$ETN $BA $PANW $DUK

$1.0B

96 positions

#25ONTARIO TEACHERS PENSION PLAN BOARDActive

Some overlap · 4 shared positions

$ETN $CARR $CRM $DIS

$3.5B

162 positions

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View Pegasus Asset ,’s holdings

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.