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 PENNINGTON PARTNERS

13F Portfolio OverlapQ2 2026PENNINGTON PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

PENNINGTON PARTNERS & CO., LLC is an institutional investor managing $312M across 131 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 PENNINGTON PARTNERS are NavPoint Financial, Copia Wealth, A4 Wealth Advisors, with shared positions in $IBIT, $GLDM, $DOV, $IAU, $PLTR, $SNOW. The full ranking of 25 similar funds is below.

#1NavPoint Financial, Inc.Active

Notable overlap · 5 shared positions

$IBIT $GLDM $DOV $IAU $PLTR

$283M

75 positions

#2Copia Wealth ManagementPassive

Notable overlap · 5 shared positions

$IBIT $GLDM $DOV $IAU $SNOW

$166M

570 positions

#3A4 Wealth Advisors LLCActive

Some overlap · 4 shared positions

$IBIT $MAR $GLDM $IAU

$153M

76 positions

#4Graetz Wealth LLCActive

Some overlap · 4 shared positions

$IBIT $GLDM $IAU $PLTR

$125M

84 positions

#5Secure Asset Management, LLCPassive

Some overlap · 5 shared positions

$GLDM $DOV $PLTR $UBER $IBIT

$753M

338 positions

#6Upper Left Wealth Management, LLCActive

Some overlap · 3 shared positions

$IBIT $GLDM $IAU

$193M

68 positions

#7CURTIS WEALTH MANAGEMENT LLCActive

Some overlap · 3 shared positions

$IBIT $GLDM $IAU

$118M

55 positions

#8Avid Wealth Partners LLCActive

Some overlap · 3 shared positions

$IBIT $GLDM $IAU

$207M

77 positions

#9Integrity Wealth Solutions LLCActive

Some overlap · 6 shared positions

$GLDM $IBIT $DOV $PLTR $IAU $UBER

$271M

129 positions

#10ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Some overlap · 4 shared positions

$IBIT $MAR $IAU $PLTR

$753M

223 positions

#11Allie Family Office LLCActive

Some overlap · 4 shared positions

$IBIT $DOV $IAU $STAG

$270M

107 positions

#12Sharkey, Howes & JaverActive

Some overlap · 3 shared positions

$IBIT $DOV $IAU

$830M

159 positions

#13Apeiron RIA LLCActive

Some overlap · 3 shared positions

$IBIT $GLDM $IAU

$440M

136 positions

#14Bulltick Wealth Management, LLCPassive

Some overlap · 4 shared positions

$IBIT $PLTR $UBER $IAU

$490M

134 positions

#15FIDUCIENT ADVISORS LLCActive

Some overlap · 4 shared positions

$GLDM $DOV $UBER $EPD

$698M

153 positions

#16New Capital Management LPSmart money

Some overlap · 3 shared positions

$IBIT $DOV $IAU

$439M

60 positions

#17Modus Advisors, LLCPassive

Some overlap · 4 shared positions

$IBIT $UBER $PLTR $IAU

$405M

118 positions

#18Frederick Financial Consultants, LLCActive

Some overlap · 3 shared positions

$MAR $GLDM $DOV

$236M

121 positions

#19Mint Tower Capital Management B.V.Active

Some overlap · 3 shared positions

$IBIT $UBER $SNOW

$871M

346 positions

#20Alliance Wealth Advisors, LLC /UTPassive

Some overlap · 3 shared positions

$IBIT $GLDM $DOV

$530M

235 positions

#21MYECFO, LLCSmart money

Some overlap · 4 shared positions

$GLDM $DOV $IAU $SNOW

$266M

72 positions

#22Compass Ion Advisors, LLCActive

Some overlap · 3 shared positions

$GLDM $IBIT $DOV

$1.2B

306 positions

#23Zhang Financial LLCActive

Some overlap · 4 shared positions

$DOV $IBIT $GLDM $IAU

$3.4B

392 positions

#24TLT Family Holdco ULCActive

Some overlap · 3 shared positions

$GLDM $DOV $IBIT

$704M

9 positions

#25Noble Wealth Partners LLCPassive

Some overlap · 3 shared positions

$GLDM $DOV $IBIT

$115M

76 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.