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Hedge Funds Similar to PENNINGTON PARTNERS & ,

13F Portfolio OverlapQ1 2026PENNINGTON PARTNERS & , portfolio →
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Most similar hedge funds by 13F overlap

PENNINGTON PARTNERS & CO., LLC is an institutional investor managing $292M across 114 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 PENNINGTON PARTNERS & , are KDK Private Wealth ,, Pitcairn Wealth Advisors, TLWM, with shared positions in $EPAM, $MAR, $EPD, $LEN, $DHR, $JHG. The full ranking of 25 similar funds is below.

#1KDK Private Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$EPAM$MAR$EPD
$109M
60 positions
#2Pitcairn Wealth Advisors LLCActive
Substantial overlap · 3 shared positions
$EPAM$LEN$DHR
$1.1B
271 positions
#3TLWMSmart money
Substantial overlap · 3 shared positions
$EPAM$LEN$DHR
$555M
69 positions
#4EPIQ PARTNERS, LLCPassive
Notable overlap · 5 shared positions
$EPAM$JHG$IBIT$LEN$EPD
$214M
83 positions
#5Compass Financial Group, Inc.Active
Notable overlap · 3 shared positions
$EPAM$JHG$IAU
$222M
47 positions
#6FFT WEALTH MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$EPAM$KKR$MAR
$552M
99 positions
#7SCS Capital Management LLCActive
Notable overlap · 4 shared positions
$EPAM$DOV$KKR$MAR
$9.4B
468 positions
#8Sheridan Capital Management, LLCSmart money
Notable overlap · 4 shared positions
$EPAM$MAR$NTRB$IAU
$190M
31 positions
#9HANOVER ADVISORS INCActive
Notable overlap · 4 shared positions
$EPAM$MAR$PLTR$KKR
$246M
118 positions
#10Mosaic Advisors LLCPassive
Some overlap · 4 shared positions
$EPAM$MAR$DOV$NTRB
$67M
42 positions
#11Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 6 shared positions
$JHG$MAR$LEN$PLTR$KKR$NTRB
$144M
387 positions
#12Portfolio Strategies, Inc.Active
Some overlap · 3 shared positions
$EPAM$MAR$NTRB
$811M
75 positions
#13Secure Asset Management, LLCPassive
Some overlap · 5 shared positions
$JHG$IBIT$PLTR$DOV$UBER
$632M
327 positions
#14ELEVATUS WELATH MANAGEMENTPassive
Some overlap · 5 shared positions
$JHG$MAR$DHR$PLTR$KKR
$191M
141 positions
#15NORTHBRIDGE FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$JHG$MAR$PLTR$IBIT$NTRB
$232M
168 positions
#16New England Private Wealth Advisors LLCActive
Some overlap · 6 shared positions
$JHG$MAR$DOV$IAU$KKR$EPAM
$866M
194 positions
#17Proficio Capital Partners LLCActive
Some overlap · 7 shared positions
$EPAM$LEN$DOV$UBER$IAU$MAR
$1.9B
248 positions
#18BigSur Wealth Management LLCPassive
Some overlap · 4 shared positions
$EPAM$IBIT$MAR$DHR
$356M
163 positions
#19Merkkuri Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$JHG$MAR$LEN$IBIT$NTRB
$151M
399 positions
#20Whipplewood Advisors, LLCPassive
Some overlap · 5 shared positions
$JHG$LEN$HCXY$DOV$EPD
$193M
1,065 positions
#21Addison Capital CoPassive
Some overlap · 3 shared positions
$JHG$IBIT$DOV
$562M
182 positions
#22FORTE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$EPAM$IBIT$DHR
$228M
76 positions
#23Family Office Research LLCActive
Some overlap · 4 shared positions
$EPAM$JHG$MAR$LEN
$230M
75 positions
#24Destiny Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$JHG$PLTR$DOV$UBER$KKR
$914M
1,148 positions
#25DAHRING {-} CUSMANO LLCActive
Some overlap · 5 shared positions
$JHG$PLTR$NTRB$IAU$KKR
$163M
58 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.