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Hedge Funds Similar to Pinion Investment Advisors,

13F Portfolio OverlapQ1 2026Pinion Investment Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Pinion Investment Advisors, LLC is an institutional investor managing $428M across 181 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 Pinion Investment Advisors, are JPL Wealth ,, Paladin Advisory Group,, Clear Trail Advisors,, with shared positions in $SNOW, $MS, $MDLZ, $AAAU, $SE, $BAC. The full ranking of 25 similar funds is below.

#1JPL Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SNOW$MS$MDLZ
$435M
1,554 positions
#2Paladin Advisory Group, LLCPassive
Some overlap · 5 shared positions
$SNOW$AAAU$MS$SE$BAC
$131M
241 positions
#3Clear Trail Advisors, LLCPassive
Some overlap · 5 shared positions
$SNOW$MS$UNP$MCD$NEE
$601M
149 positions
#4Lineweaver Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$SNOW$MS$MDLZ$MCD$NEE$BAC
$742M
168 positions
#5MCF Advisors LLCPassive
Some overlap · 3 shared positions
$SNOW$MS$SE
$2.3B
1,338 positions
#6Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$SNOW$MS$MCD
$353M
78 positions
#7American TrustActive
Some overlap · 3 shared positions
$SNOW$MS$NEE
$1.1B
313 positions
#8Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SNOW$MS$MCD
$272M
95 positions
#9Beckerman Institutional, LLCPassive
Some overlap · 4 shared positions
$SNOW$MS$OKE$BAC
$188M
121 positions
#10Red Tortoise LLCPassive
Some overlap · 3 shared positions
$SNOW$MS$SE
$240M
591 positions
#11Confluence Wealth Services, Inc.Active
Some overlap · 3 shared positions
$SNOW$MS$NEE
$2.6B
365 positions
#12Scott Capital Advisors, LLCActive
Some overlap · 3 shared positions
$SNOW$MS$BAC
$493M
58 positions
#13OMNI 360 Wealth, Inc.Passive
Some overlap · 3 shared positions
$SNOW$MS$NEE
$194M
125 positions
#14FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 3 shared positions
$SNOW$MS$MDLZ
$1.5B
341 positions
#15Vista Cima Wealth Management LLCPassive
Some overlap · 3 shared positions
$SNOW$MS$T
$101M
48 positions
#16Sandbox Financial Partners, LLCActive
Some overlap · 4 shared positions
$SNOW$MDLZ$NEE$MS
$356M
117 positions
#17ACCESS FINANCIAL SERVICES, INC.Active
Some overlap · 3 shared positions
$SNOW$MDLZ$BKR
$282M
95 positions
#18First Citizens Financial CorpPassive
Some overlap · 7 shared positions
$SNOW$MS$MDLZ$MCD$UNP$OKE
$212M
135 positions
#19HARBOR ADVISORY CORP /MA/Passive
Some overlap · 5 shared positions
$SNOW$SE$MS$MCD$BAC
$333M
79 positions
#20EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$MDLZ$MS$UNP$NEE$T$BAC
$1.4B
56 positions
#21Emissary Wealth LLCPassive
Some overlap · 3 shared positions
$SNOW$MS$NEE
$107M
54 positions
#22Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$SNOW$NEE$T$BAC
$123M
111 positions
#23KICKSTAND VENTURES, LLC.Active
Some overlap · 5 shared positions
$SNOW$MDLZ$SE$BAC$T
$475M
130 positions
#24EP Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$SNOW$SE$MCD$UNP$NEE
$20.3B
1,496 positions
#25TRB Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SNOW$MS$SE
$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.