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Hedge Funds Similar to Pathway Financial Advisors

13F Portfolio OverlapQ1 2026Pathway Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Pathway Financial Advisors LLC is an institutional investor managing $857M across 130 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 Pathway Financial Advisors are VPR, Colony Family Offices,, EVOKE WEALTH,, with shared positions in $FLEX, $HUM, $API, $UNIT, $GLDM, $AFRM. The full ranking of 25 similar funds is below.

#1VPR Management LLCActive
Some overlap · 3 shared positions
$FLEX$HUM$API
$250M
65 positions
#2Colony Family Offices, LLCActive
Some overlap · 3 shared positions
$FLEX$HUM$UNIT
$406M
62 positions
#3EVOKE WEALTH, LLCActive
Some overlap · 5 shared positions
$FLEX$HUM$GLDM$API$AFRM
$5.6B
711 positions
#4Trace Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$FLEX$HUM$DE
$133M
66 positions
#5Farmers National BankPassive
Some overlap · 4 shared positions
$FLEX$HON$MAR$NSC
$453M
185 positions
#6Versant Capital Management, IncPassive
Some overlap · 5 shared positions
$FLEX$HUM$GLDM$USB$API
$1.1B
2,745 positions
#7Barry Investment Advisors, LLCActive
Some overlap · 3 shared positions
$FLEX$UNIT$USB
$454M
99 positions
#8CONNABLE OFFICE INCActive
Some overlap · 3 shared positions
$FLEX$HON$MAR
$1.0B
224 positions
#9FIRST INTERSTATE BANKActive
Some overlap · 3 shared positions
$FLEX$HON$USB
$1.8B
187 positions
#10Austin Wealth Management, LLCPassive
Some overlap · 4 shared positions
$FLEX$GLDM$UNIT$NSC
$440M
118 positions
#11STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 4 shared positions
$FLEX$USB$API$PM
$351M
301 positions
#12MOLLER WEALTH PARTNERSActive
Some overlap · 3 shared positions
$FLEX$USB$NOW
$507M
67 positions
#13ENTREWEALTH, LLCPassive
Some overlap · 6 shared positions
$FLEX$BWIN$MAR$GLDM$USB$NSC
$223M
104 positions
#14NBT BANK N A /NYPassive
Some overlap · 3 shared positions
$FLEX$USB$DE
$1.5B
1,074 positions
#15Brio Consultants, LLCActive
Some overlap · 4 shared positions
$FLEX$HUM$NOW$API
$818M
152 positions
#16Ledyard National BankPassive
Some overlap · 3 shared positions
$FLEX$HON$HUM
$1.2B
236 positions
#17Valmark Advisers, Inc.Active
Some overlap · 3 shared positions
$FLEX$HUM$API
$8.4B
677 positions
#18Anson Capital, Inc.Passive
Some overlap · 3 shared positions
$FLEX$HUM$USB
$146M
90 positions
#19Valued Retirements, Inc.Passive
Some overlap · 3 shared positions
$FLEX$HUM$USB
$102M
90 positions
#20IAG Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$FLEX$HUM$API$BA$DE
$896M
509 positions
#21Ridge Creek Global, IncActive
Some overlap · 4 shared positions
$HUM$HON$FLEX$MAR
$118M
85 positions
#22KDT Advisors, LLCPassive
Some overlap · 4 shared positions
$HUM$HON$UNIT$PM
$63M
69 positions
#23RVW Wealth, LLCActive
Some overlap · 3 shared positions
$FLEX$HUM$NOW
$1.3B
176 positions
#24STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$HUM$HON$UNIT
$547M
180 positions
#25Ionic Capital Management LLCSmart money
Some overlap · 3 shared positions
$FLEX$USB$SOLS
$1.4B
165 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.