What hedge funds are most similar to Pacific Capital Wealth Advisors, Inc.?

The funds with the most similar 13F portfolios to Pacific Capital Wealth Advisors, Inc. are Sagace Wealth, White Lighthouse Investment, Advisors Wealth ,, based on overlapping conviction holdings in the latest SEC filings.

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 Pacific Wealth Advisors,

13F Portfolio OverlapQ1 2026Pacific Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Pacific Capital Wealth Advisors, Inc. is an institutional investor managing $663M across 92 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 Pacific Wealth Advisors, are Sagace Wealth, White Lighthouse Investment, Advisors Wealth ,, with shared positions in $USB, $SNOW, $KKR, $IAU, $COP, $SCHW. The full ranking of 25 similar funds is below.

#1Sagace Wealth Management LLCPassive

Notable overlap · 5 shared positions

$USB $SNOW $KKR $IAU $COP

$149M

70 positions

#2White Lighthouse Investment Management Inc.Active

Notable overlap · 6 shared positions

$KKR $USB $IAU $COP $SCHW $SNOW

$721M

145 positions

#3Capital Advisors Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$USB $SNOW $KKR $SCHW $IAU

$745M

219 positions

#4Berkeley Capital Partners, LLCActive

Notable overlap · 4 shared positions

$KKR $USB $COP $CB

$431M

184 positions

#5Causey Wealth LLCPassive

Notable overlap · 4 shared positions

$KKR $USB $SCHW $COP

$236M

81 positions

#6Hurlow Wealth Management Group, Inc.Active

Notable overlap · 6 shared positions

$USB $SNOW $IAU $COP $SCHW $KKR

$420M

120 positions

#7Alliance Wealth Advisors, LLC /UTPassive

Notable overlap · 3 shared positions

$KKR $USB $SCHW

$462M

228 positions

#8Quaker Wealth Management, LLCActive

Notable overlap · 4 shared positions

$KKR $USB $COP $CB

$320M

972 positions

#9Piedmont Capital Management, LLCActive

Notable overlap · 4 shared positions

$KKR $USB $SCHW $GLDM

$197M

50 positions

#10Tide Cove Capital Partners LLCSmart money

Notable overlap · 4 shared positions

$KKR $USB $COP $SCHW

$147M

13 positions

#11Sterling Financial Planning, Inc.Active

Notable overlap · 5 shared positions

$KKR $SNOW $IAU $COP $SCHW

$337M

117 positions

#12Rosenberg Matthew HamiltonActive

Notable overlap · 4 shared positions

$USB $SNOW $KKR $COP

$488M

799 positions

#13Ariston Services GroupActive

Notable overlap · 5 shared positions

$KKR $SNOW $IAU $SCHW $COP

$167M

71 positions

#14SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$KKR $USB $SCHW $NTNX

$272M

554 positions

#15Graetz Wealth LLCPassive

Notable overlap · 5 shared positions

$USB $SNOW $SCHW $IAU $GLDM

$112M

80 positions

#16Financial Futures Ltd Liability Co.Active

Notable overlap · 5 shared positions

$USB $SNOW $SCHW $IAU $KKR

$228M

72 positions

#17Longview Financial Advisors LLCActive

Notable overlap · 4 shared positions

$USB $SNOW $COP $SCHW

$184M

157 positions

#18Milestone Investment Advisors LLCActive

Notable overlap · 4 shared positions

$KKR $SNOW $COP $USB

$414M

139 positions

#19Brindle & Bay Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$USB $SNOW $SCHW $GLDM

$163M

67 positions

#20Hilton Capital Management, LLCActive

Notable overlap · 3 shared positions

$USB $SNOW $COP

$1.3B

129 positions

#21Legacy Edge Advisors, LLCActive

Notable overlap · 4 shared positions

$USB $SNOW $COP $AXP

$951M

223 positions

#22Human Investing LLCSmart money

Notable overlap · 3 shared positions

$KKR $SNOW $SCHW

$687M

96 positions

#23MBM WEALTH CONSULTANTS, LLCPassive

Notable overlap · 3 shared positions

$KKR $SNOW $SCHW

$436M

387 positions

#24DecisionPoint Financial, LLCActive

Notable overlap · 5 shared positions

$USB $IAU $COP $SCHW $AXP

$464M

679 positions

#25WESCAP Management Group, Inc.Active

Notable overlap · 4 shared positions

$USB $IAU $COP $SCHW

$508M

107 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.