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Hedge Funds Similar to PEAK FINANCIAL ADVISORS

13F Portfolio OverlapQ1 2026PEAK FINANCIAL ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

PEAK FINANCIAL ADVISORS LLC is an institutional investor managing $242M across 78 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 PEAK FINANCIAL ADVISORS are Copley Financial Group,, SAGE PRIVATE WEALTH GROUP,, My Portfolio Guide,, with shared positions in $GLDM, $REGN, $ETN, $AXP, $MO, $CVS. The full ranking of 25 similar funds is below.

#1Copley Financial Group, Inc.Active
Notable overlap · 3 shared positions
$GLDM$REGN$ETN
$166M
115 positions
#2SAGE PRIVATE WEALTH GROUP, LLCActive
Notable overlap · 3 shared positions
$GLDM$ETN$AXP
$199M
97 positions
#3My Portfolio Guide, LLCActive
Notable overlap · 3 shared positions
$GLDM$MO$CVS
$181M
166 positions
#4Carolina Wealth Advisors, LLCPassive
Notable overlap · 3 shared positions
$GLDM$TRGP$MO
$240M
278 positions
#5McAlvany Wealth Management LLCPassive
Notable overlap · 3 shared positions
$GLDM$CNQ$ENB
$149M
42 positions
#6Brindle & Bay Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$GLDM$RELX$MO
$163M
67 positions
#7OakTrust Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$GLDM$REGN$AXP
$110M
68 positions
#8Quantum Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$GLDM$AXP$T
$891M
231 positions
#9Greenline Partners, LLCActive
Notable overlap · 3 shared positions
$GLDM$CNQ$ENB
$930M
144 positions
#10FOSTER DYKEMA CABOT & PARTNERS, LLCActive
Some overlap · 3 shared positions
$RELX$AXP$ETN
$1.6B
323 positions
#11Munro PartnersActive
Some overlap · 4 shared positions
$CIEN$TRGP$ETN$CW
$3.0B
59 positions
#12SBI Okasan Asset Management Co.Ltd.Smart money
Some overlap · 3 shared positions
$GLDM$ETN$TEL
$2.4B
321 positions
#13Wilkerson Advisory Group LLCPassive
Some overlap · 3 shared positions
$GLDM$REGN$T
$291M
617 positions
#14DODGE & COXActive
Some overlap · 4 shared positions
$FDX$REGN$CVS$TEL
$182.0B
222 positions
#15Cambridge Financial Group, Inc.Active
Some overlap · 3 shared positions
$TRGP$FDX$ETN
$267M
33 positions
#16LWM Advisory Services, LLCPassive
Some overlap · 3 shared positions
$GLDM$ETN$T
$94M
76 positions
#17Iron Gate Global Advisors LLCActive
Some overlap · 3 shared positions
$RELX$AXP$ETN
$947M
105 positions
#18Sicart Associates LLCActive
Some overlap · 4 shared positions
$TRGP$FDX$REGN$T
$389M
74 positions
#19Valtinson Bruner Financial Planning LLCActive
Some overlap · 3 shared positions
$RELX$REGN$GLDM
$364M
171 positions
#20BRIGHT FINANCIAL ADVISORS, INC.Active
Some overlap · 3 shared positions
$GLDM$ETN$MO
$218M
67 positions
#21Fortis Advisors, LLCPassive
Some overlap · 4 shared positions
$GLDM$REGN$ESI$RELX
$200M
119 positions
#22Aviso Financial Inc.Active
Some overlap · 3 shared positions
$CNQ$RELX$ENB
$2.8B
338 positions
#23Pacifica Partners Inc.Passive
Some overlap · 4 shared positions
$CNQ$CIEN$KMI$ENB
$301M
451 positions
#24Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$GLDM$REGN$ETN
$1.6B
435 positions
#25Aventail Capital Group, LPPassive
Some overlap · 3 shared positions
$CNP$APA$TRGP
$2.1B
170 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.