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Hedge Funds Similar to Petix & Botte

13F Portfolio OverlapQ2 2026Petix & Botte portfolio →
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Most similar hedge funds by 13F overlap

Petix & Botte Co is an institutional investor managing $497M across 144 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 Petix & Botte are SENTINEL LBA, Hollow Brook Wealth, Destination Wealth, with shared positions in $PWR, $GLDM, $MCD, $MDY, $ASML, $AFL. The full ranking of 25 similar funds is below.

#1SENTINEL TRUST CO LBASmart money
Some overlap · 5 shared positions
$PWR$GLDM$MCD$MDY$ASML
$1.1B
136 positions
#2Hollow Brook Wealth Management LLCActive
Some overlap · 5 shared positions
$PWR$GLDM$AFL$ASML$MCD
$504M
78 positions
#3Destination Wealth ManagementPassive
Some overlap · 6 shared positions
$QCOM$MCD$AFL$ASML$TJX$WM
$4.3B
344 positions
#4Visionary Wealth AdvisorsPassive
Some overlap · 3 shared positions
$PWR$QCOM$MCD
$2.5B
666 positions
#5MKT Advisors LLCActive
Some overlap · 4 shared positions
$QCOM$SRE$MCD$AFL
$322M
155 positions
#6Tamar Securities, LLCActive
Some overlap · 3 shared positions
$PWR$QCOM$ASML
$1.1B
98 positions
#7Mengis Capital Management, Inc.Passive
Some overlap · 3 shared positions
$PWR$QCOM$ASML
$658M
218 positions
#8Capital Investment Services of America, Inc.Active
Some overlap · 3 shared positions
$PWR$QCOM$TJX
$1.0B
83 positions
#9Providence Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$PWR$QCOM$TJX$WM
$660M
385 positions
#10Munro PartnersActive
Some overlap · 4 shared positions
$PWR$QCOM$TKO$TER
$4.5B
61 positions
#11ALBION FINANCIAL GROUP /UTPassive
Some overlap · 4 shared positions
$PWR$QCOM$MCD$TJX
$1.7B
652 positions
#12Alpha Financial Partners, LLCActive
Some overlap · 4 shared positions
$PWR$GLDM$TJX$SLV
$190M
118 positions
#13Sandro Wealth Management LLCPassive
Some overlap · 4 shared positions
$PWR$MCD$ASML$TJX
$138M
103 positions
#14Objectivity Squared, LLCActive
Some overlap · 4 shared positions
$PWR$MDY$AFL$ASML
$178M
56 positions
#15MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$SRE$MCD$AFL$ASML$TER$WM
$272M
149 positions
#16Stockman Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$QCOM$MCD$PWR$ASML
$968M
178 positions
#17Raab & Moskowitz Asset Management LLCPassive
Some overlap · 4 shared positions
$PWR$MCD$TJX$WM
$497M
198 positions
#18ABSOLUTE CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PWR$QCOM$ASML$GLDM
$401M
162 positions
#19MONARCH CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$PWR$MCD$AFL
$436M
130 positions
#20EPG Wealth Management LLCPassive
Some overlap · 3 shared positions
$PWR$MCD$QCOM
$417M
318 positions
#21AMJ Financial Wealth ManagementActive
Some overlap · 3 shared positions
$PWR$GLDM$TJX
$424M
86 positions
#22Ark Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$QCOM$MCD$AFL$WM
$113M
87 positions
#23American National Bank of TexasActive
Some overlap · 4 shared positions
$GLDM$PWR$MCD$MDY
$110M
56 positions
#24GUYASUTA INVESTMENT ADVISORS INCActive
Some overlap · 3 shared positions
$PWR$MCD$ASML
$1.9B
276 positions
#25CHATHAM CAPITAL GROUP, INC.Passive
Some overlap · 4 shared positions
$GLDM$QCOM$MCD$TJX
$783M
200 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.