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Hedge Funds Similar to Pacific Wealth Strategies Group,

13F Portfolio OverlapQ1 2026Pacific Wealth Strategies Group, portfolio →
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Most similar hedge funds by 13F overlap

Pacific Wealth Strategies Group, Inc. is an institutional investor managing $174M across 59 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 Pacific Wealth Strategies Group, are Valtrion ,, Landmark Wealth ,, Deane Retirement Strategies,, with shared positions in $AGQ, $CRWD, $NOW, $BAC, $LMT, $GE. The full ranking of 25 similar funds is below.

#1Valtrion Capital Management, LLCActive
Notable overlap · 3 shared positions
$AGQ$CRWD$NOW
$106M
93 positions
#2Landmark Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$AGQ$BAC$LMT$GE
$373M
148 positions
#3Deane Retirement Strategies, Inc.Passive
Notable overlap · 3 shared positions
$AGQ$NOW$LMT
$249M
57 positions
#4Larry Mathis Financial Planning, LLCPassive
Notable overlap · 3 shared positions
$AGQ$BAC$LMT
$112M
156 positions
#5Northwest Financial AdvisorsPassive
Notable overlap · 4 shared positions
$AGQ$LMT$GE$JHG
$52M
66 positions
#6Paragon Advisors, LLCActive
Some overlap · 4 shared positions
$AGQ$CRWD$NOW$JHG
$371M
76 positions
#7Generation Capital Management LLCPassive
Some overlap · 3 shared positions
$AGQ$BAC$JHG
$137M
74 positions
#8Dogwood Wealth Management LLCPassive
Some overlap · 4 shared positions
$AGQ$SO$GE$JHG
$230M
860 positions
#9PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$AGQ$BAC$GE
$166M
72 positions
#10Virtue Capital Management, LLCPassive
Some overlap · 3 shared positions
$AGQ$GE$JHG
$657M
322 positions
#11Bucket List Wealth Management, LLCActive
Some overlap · 3 shared positions
$AGQ$GE$JHG
$166M
57 positions
#12Prosperity Wealth Management, Inc.
Some overlap · 3 shared positions
$AGQ$CRWD$GE
$300M
251 positions
#13Game Creek Capital, LPPassive
Some overlap · 4 shared positions
$AGQ$B$BAC$NOW
$301M
93 positions
#14VIAWEALTH, LLCPassive
Some overlap · 3 shared positions
$AGQ$BAC$JHG
$180M
159 positions
#15Hedges Asset Management LLC
Some overlap · 3 shared positions
$AGQ$B$GE
$142M
108 positions
#16Spectrum Financial Alliance Ltd LLCActive
Some overlap · 4 shared positions
$AGQ$BAC$LMT$GE
$520M
30 positions
#17Bedell Frazier Investment Counselling, LLCPassive
Some overlap · 4 shared positions
$AGQ$CRWD$BAC$LMT
$495M
128 positions
#18MWA Asset ManagementPassive
Some overlap · 4 shared positions
$AGQ$BAC$NOW$GE
$182M
154 positions
#19Ipsen Advisor Group LLCPassive
Some overlap · 4 shared positions
$AGQ$NOW$LMT$JHG
$143M
104 positions
#20CORNERSTONE ENTERPRISES, LLCActive
Some overlap · 3 shared positions
$OHI$CRWD$NET
$201M
35 positions
#21October Effect LtdPassive
Some overlap · 3 shared positions
$AGQ$LMT$GE
$87M
64 positions
#22High Point Wealth Management, LLCPassive
Some overlap · 3 shared positions
$AGQ$SO$BAC
$104M
250 positions
#23Ballew Advisors, IncActive
Some overlap · 3 shared positions
$AGQ$SO$JHG
$177M
118 positions
#24AXS Investments LLCActive
Some overlap · 3 shared positions
$AGQ$NOW$JHG
$248M
189 positions
#25Gunderson Capital Management Inc.Passive
Some overlap · 4 shared positions
$AGQ$B$GE$SO
$239M
46 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.