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Hedge Funds Similar to Pasadena Private Wealth,

13F Portfolio OverlapQ1 2026Pasadena Private Wealth, portfolio →
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Most similar hedge funds by 13F overlap

Pasadena Private Wealth, LLC is an institutional investor managing $723M across 277 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 Pasadena Private Wealth, are Granby ,, LAM GROUP,, Triune Financial Partners,, with shared positions in $MKL, $UNIT, $AMD, $REGN, $AMN, $WT. The full ranking of 25 similar funds is below.

#1Granby Capital Management, LLCActive
Notable overlap · 4 shared positions
$MKL$UNIT$AMD$REGN
$174M
14 positions
#2LAM GROUP, INC.Passive
Notable overlap · 3 shared positions
$MKL$UNIT$AMN
$182M
136 positions
#3Triune Financial Partners, LLCSmart money
Notable overlap · 3 shared positions
$MKL$UNIT$AMN
$421M
47 positions
#4Wrenne Financial Planning LLCSmart money
Notable overlap · 3 shared positions
$MKL$UNIT$WT
$255M
49 positions
#5Hartmann Taylor Wealth Management, LLCActive
Notable overlap · 4 shared positions
$MKL$GDLC$GBTC$ETHE
$151M
54 positions
#6Verus Financial Partners, Inc.Smart money
Notable overlap · 3 shared positions
$MKL$UNIT$FBTC
$1.1B
121 positions
#7Kestra Investment Management, LLCActive
Notable overlap · 4 shared positions
$MKL$WT$JHG$AMN
$5.8B
439 positions
#8Grange Capital, LLCActive
Notable overlap · 4 shared positions
$MKL$WT$UNIT$AMD
$100M
46 positions
#9Efficient Advisors, LLCActive
Notable overlap · 4 shared positions
$MKL$UNIT$WT$FLEX
$1.4B
58 positions
#10Pinnacle Financial Group, LLC / ILPassive
Notable overlap · 4 shared positions
$MKL$UNIT$WT$EPD
$365M
111 positions
#11WEALTHCARE CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 4 shared positions
$MKL$PHYS$WT$PSLV
$1000M
94 positions
#12Fee-Only Financial Planning, L.C.Smart money
Notable overlap · 3 shared positions
$MKL$UNIT$BAC
$166M
43 positions
#13MB, LEVIS & ASSOCIATES, LLCPassive
Notable overlap · 3 shared positions
$MKL$WT$UNIT
$240M
234 positions
#14Glassman Wealth ServicesSmart money
Notable overlap · 4 shared positions
$MKL$WT$UNIT$AMN
$736M
187 positions
#15Compton Wealth Advisory Group, LLCActive
Notable overlap · 3 shared positions
$MKL$BAC$UNIT
$449M
85 positions
#16AVENIR CORPActive
Notable overlap · 4 shared positions
$MKL$EPD$PHYS$BAC
$820M
72 positions
#17MEANS INVESTMENT CO., INC.Active
Notable overlap · 4 shared positions
$MKL$AMN$FBTC$BAC
$1.1B
212 positions
#18CATHY PARETO & ASSOCIATES, INCPassive
Notable overlap · 4 shared positions
$UNIT$BPRE$WT$REGN
$149M
96 positions
#19Firestone Capital ManagementPassive
Notable overlap · 4 shared positions
$MKL$UNIT$FBTC$REGN
$480M
160 positions
#20TL Private WealthSmart money
Notable overlap · 3 shared positions
$MKL$BAC$MSTR
$253M
44 positions
#21MilWealth Group LLCSmart money
Notable overlap · 4 shared positions
$MKL$AMD$UNIT$BAC
$420M
81 positions
#22OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$MKL$WT$AMD
$1.9B
197 positions
#23Newton One Investments LLCActive
Notable overlap · 3 shared positions
$MKL$UNIT$WT
$368M
121 positions
#24FIDUCIARY ADVISORS, INC.Active
Notable overlap · 4 shared positions
$MKL$UNIT$AMN$BAC
$133M
121 positions
#25Discipline Wealth Solutions, LLCActive
Notable overlap · 7 shared positions
$UNIT$MKL$WT$FLEX$MSTR$PHYS
$950M
192 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.