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Hedge Funds Similar to Petix & Botte

13F Portfolio OverlapQ1 2026Petix & Botte portfolio →
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Most similar hedge funds by 13F overlap

Petix & Botte Co is an institutional investor managing $449M across 137 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 Petix & Botte are Quaker Wealth ,, HALL, VIAWEALTH,, with shared positions in $JHG, $USB, $KKR, $HUM, $SCHW, $MCD. The full ranking of 25 similar funds is below.

#1Quaker Wealth Management, LLCActive
Notable overlap · 4 shared positions
$JHG$USB$KKR$HUM
$320M
972 positions
#2HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 6 shared positions
$JHG$USB$SCHW$HUM$MCD$TJX
$280M
107 positions
#3VIAWEALTH, LLCPassive
Some overlap · 5 shared positions
$JHG$USB$SCHW$AGQ$BAC
$180M
159 positions
#4Financial Enhancement Group LLCPassive
Some overlap · 6 shared positions
$JHG$FND$GLDM$USB$KKR$UNIT
$807M
135 positions
#5Auour Investments LLCActive
Some overlap · 6 shared positions
$JHG$USB$KKR$GLDM$AGQ$SCHW
$318M
91 positions
#6ARVEST INVESTMENTS, INC.Passive
Some overlap · 5 shared positions
$JHG$FND$USB$UNIT$MDY
$733M
199 positions
#7Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 4 shared positions
$JHG$USB$SCHW$TJX
$192M
70 positions
#8OneAscent Wealth Management LLCActive
Some overlap · 4 shared positions
$JHG$USB$HUM$BAC
$302M
157 positions
#9Flaharty Asset Management, LLCActive
Some overlap · 3 shared positions
$JHG$FND$SCHW
$806M
133 positions
#10HEADINVEST, LLCPassive
Some overlap · 4 shared positions
$JHG$USB$KKR$HUM
$488M
225 positions
#114WEALTH ADVISORS, INC.Passive
Some overlap · 5 shared positions
$JHG$USB$GLDM$MCD$AGQ
$117M
142 positions
#12WEALTHEDGE INVESTMENT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$JHG$USB$KKR$MCD
$272M
141 positions
#13Hilton Capital Management, LLCActive
Some overlap · 5 shared positions
$JHG$USB$MCD$TJX$BAC
$1.3B
129 positions
#14Clearwater Capital Advisors, LLCActive
Some overlap · 5 shared positions
$JHG$USB$KKR$AGQ$MCD
$1.2B
177 positions
#15Richmond Investment Services, LLCPassive
Some overlap · 3 shared positions
$JHG$USB$AGQ
$619M
255 positions
#16Divergent Planning, LLC
Some overlap · 3 shared positions
$JHG$USB$MDY
$392M
36 positions
#17BLUELINE ADVISORS LLCActive
Some overlap · 6 shared positions
$USB$JHG$SCHW$HUM$MDY$KKR
$129M
217 positions
#181 NORTH WEALTH SERVICES LLCPassive
Some overlap · 3 shared positions
$JHG$USB$MCD
$277M
270 positions
#19INSPIRION WEALTH ADVISORS, LLCActive
Some overlap · 6 shared positions
$JHG$KKR$GLDM$FND$UNIT$HUM
$803M
181 positions
#20EPIQ PARTNERS, LLCPassive
Some overlap · 4 shared positions
$JHG$USB$SCHW$BAC
$214M
83 positions
#21New England Private Wealth Advisors LLCActive
Some overlap · 6 shared positions
$JHG$KKR$HUM$GLDM$AGQ$MDY
$866M
194 positions
#22Orion Capital Management LLCPassive
Some overlap · 5 shared positions
$JHG$KKR$SCHW$HUM$BAC
$290M
485 positions
#23WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$JHG$KKR$HUM$MCD$UNIT
$156M
139 positions
#24ROSENBLUM SILVERMAN SUTTON S F INC /CAActive
Some overlap · 4 shared positions
$JHG$USB$MDY$BAC
$382M
76 positions
#25Clearview Wealth Advisors LLC
Some overlap · 6 shared positions
$JHG$GLDM$KKR$SCHW$MCD$BAC
$158M
103 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.