13F Pro

Hedge Funds Similar to PATRIOT INVESTMENT GROUP,

13F Portfolio OverlapQ1 2026PATRIOT INVESTMENT GROUP, portfolio →
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Most similar hedge funds by 13F overlap

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. is an institutional investor managing $1.7B across 240 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 PATRIOT INVESTMENT GROUP, are Luminvest Wealth, Gladwyn Financial Advisors,, Farrell Financial, with shared positions in $USB, $MKL, $COP, $KKR, $DDOG, $HUM. The full ranking of 25 similar funds is below.

#1Luminvest Wealth Management LLCSmart money
Notable overlap · 8 shared positions
$USB$MKL$COP$KKR$DDOG$HUM
$382M
55 positions
#2Gladwyn Financial Advisors, Inc.Active
Notable overlap · 5 shared positions
$USB$MKL$COP$UNIT$SNPS
$160M
82 positions
#3Farrell Financial LLCPassive
Notable overlap · 9 shared positions
$USB$COP$MKL$HUM$SCHW$DDOG
$167M
76 positions
#4Foundation Wealth Management, LLC\PAActive
Notable overlap · 7 shared positions
$USB$COP$MKL$SCHW$MAR$UNIT
$284M
91 positions
#5Hurlow Wealth Management Group, Inc.Active
Notable overlap · 8 shared positions
$USB$COP$SCHW$HUM$DDOG$IAU
$420M
120 positions
#6HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 4 shared positions
$USB$MKL$HUM$SCHW
$280M
107 positions
#7Cascade Wealth Advisors, IncActive
Notable overlap · 6 shared positions
$USB$COP$UPST$HUM$KKR$DDOG
$228M
60 positions
#8Firestone Capital ManagementPassive
Notable overlap · 8 shared positions
$MKL$COP$SCHW$HUM$DDOG$USB
$480M
160 positions
#9Berkeley Capital Partners, LLCActive
Notable overlap · 5 shared positions
$USB$MKL$COP$KKR$MAR
$431M
184 positions
#10Cordant, Inc.Active
Notable overlap · 4 shared positions
$USB$COP$SCHW$UPST
$246M
75 positions
#11MilWealth Group LLCSmart money
Notable overlap · 7 shared positions
$USB$MKL$HUM$KKR$BRZE$UNIT
$420M
81 positions
#12White Lighthouse Investment Management Inc.Active
Notable overlap · 13 shared positions
$COP$USB$KKR$HUM$SCHW$UPST
$721M
145 positions
#13CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 5 shared positions
$USB$COP$SCHW$HUM$DDOG
$363M
102 positions
#14WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 7 shared positions
$USB$COP$SCHW$UPST$HUM$DDOG
$350M
95 positions
#15Hegarty Advisors, LLCActive
Notable overlap · 7 shared positions
$MKL$COP$UPST$KKR$HUM$USB
$127M
57 positions
#16DecisionPoint Financial, LLCActive
Notable overlap · 7 shared positions
$USB$COP$SCHW$IAU$MAR$BRZE
$464M
679 positions
#17WESCAP Management Group, Inc.Active
Notable overlap · 6 shared positions
$USB$COP$SCHW$HUM$IAU$UNIT
$508M
107 positions
#18Five Pine Wealth ManagementActive
Notable overlap · 6 shared positions
$MKL$COP$SCHW$UPST$IAU$BRZE
$161M
47 positions
#19Newton One Investments LLCActive
Notable overlap · 6 shared positions
$USB$MKL$DDOG$UNIT$HUM$KKR
$368M
121 positions
#20Efficient Advisors, LLCActive
Notable overlap · 6 shared positions
$MKL$COP$SCHW$UPST$BRZE$UNIT
$1.4B
58 positions
#21Tide Cove Capital Partners LLCSmart money
Notable overlap · 5 shared positions
$USB$COP$SCHW$KKR$HUM
$147M
13 positions
#22Stonebridge Capital Advisors LLCPassive
Notable overlap · 4 shared positions
$USB$COP$MKL$KKR
$1.4B
211 positions
#23Strategic Financial Services, Inc.Smart money
Notable overlap · 6 shared positions
$USB$COP$UPST$BRZE$DDOG$SNPS
$2.1B
152 positions
#24VSM Wealth Advisory, LLCPassive
Notable overlap · 8 shared positions
$MKL$COP$KKR$DDOG$SCHW$HUM
$335M
505 positions
#25FIDUCIARY ADVISORS, INC.Active
Notable overlap · 8 shared positions
$MKL$COP$KKR$USB$BRZE$UNIT
$133M
121 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.