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 Pacific Wealth Strategies Group

13F Portfolio OverlapQ2 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 Q2 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 Greystone Financial Group, Titan Wealth (CI) Ltd, Lord & Richards Wealth, with shared positions in $CRWD, $NOW, $LMT, $SO, $OHI, $B. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive

Some overlap · 3 shared positions

$CRWD $NOW $LMT

$358M

74 positions

#2Titan Wealth (CI) LtdPassive

Some overlap · 3 shared positions

$CRWD $NOW $LMT

$269M

51 positions

#3Lord & Richards Wealth Management, LLCActive

Some overlap · 3 shared positions

$CRWD $NOW $LMT

$128M

49 positions

#4LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Some overlap · 3 shared positions

$SO $CRWD $LMT

$213M

124 positions

#5Wedbush Fund Advisers, LLCActive

Some overlap · 3 shared positions

$CRWD $NOW $SO

$1.1B

103 positions

#6American Trust Investment Advisors, LLCPassive

Some overlap · 3 shared positions

$SO $NOW $LMT

$203M

81 positions

#7GRANITE ISLANDS PRIVATE WEALTH, LLCPassive

Some overlap · 3 shared positions

$CRWD $SO $NOW

$135M

78 positions

#8Thomasville National BankPassive

Some overlap · 3 shared positions

$CRWD $NOW $SO

$1.8B

241 positions

#9BIRCHBROOK, INC.Active

Some overlap · 3 shared positions

$CRWD $NOW $LMT

$213M

305 positions

#10Sterling Investment Advisors, Ltd.Passive

Some overlap · 3 shared positions

$CRWD $OHI $LMT

$599M

225 positions

#11CCM INVESTMENT ADVISERS LLCPassive

Some overlap · 3 shared positions

$CRWD $SO $LMT

$1.3B

88 positions

#12GUERRA PAN ADVISORS, LLCPassive

Some overlap · 3 shared positions

$CRWD $NOW $LMT

$179M

118 positions

#13STEINBERGANNA WEALTH MANAGEMENTActive

Some overlap · 3 shared positions

$CRWD $NOW $LMT

$246M

139 positions

#14OMC Financial Services LTDActive

Some overlap · 3 shared positions

$CRWD $NOW $LMT

$302M

61 positions

#15AFT, FORSYTH & COMPANY, INC.Active

Some overlap · 4 shared positions

$NOW $CRWD $SO $LMT

$208M

108 positions

#16SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY CoActive

Some overlap · 3 shared positions

$CRWD $SO $LMT

$181M

57 positions

#17Turning Point Benefit Group, Inc.Passive

Some overlap · 3 shared positions

$OHI $B $SO

$232M

109 positions

#18Biondo Investment Advisors, LLCActive

Some overlap · 3 shared positions

$NOW $OHI $LMT

$817M

89 positions

#19Core Alternative CapitalPassive

Some overlap · 3 shared positions

$SO $NOW $LMT

$334M

201 positions

#20Inman Jager Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$SO $LMT $CRWD

$188M

90 positions

#21Beaumont Asset Management, L.L.C.Smart money

Slight overlap · 3 shared positions

$NOW $SO $LMT

$257M

79 positions

#22PRIMORIS WEALTH ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$SO $CRWD $NOW

$219M

125 positions

#23Second Line Capital, LLCActive

Slight overlap · 3 shared positions

$NOW $SO $CRWD

$537M

176 positions

#24TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SAPassive

Slight overlap · 3 shared positions

$CRWD $NOW $B

$355M

690 positions

#25Meridian Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$CRWD $SO $LMT

$208M

146 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.