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Hedge Funds Similar to Pacific Wealth

13F Portfolio OverlapQ1 2026Pacific Wealth portfolio →
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Most similar hedge funds by 13F overlap

Pacific Wealth Management is an institutional investor managing $186M across 20 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 are MMA ASSET, Virginia Estate & Retirement Planning Advisors, 4WEALTH ADVISORS,, with shared positions in $SE, $USB, $PSLV, $ABT, $INTC, $PHYS. The full ranking of 25 similar funds is below.

#1MMA ASSET MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$SE$USB$PSLV
$284M
179 positions
#2Virginia Estate & Retirement Planning Advisors Inc.Active
Notable overlap · 3 shared positions
$SE$PSLV$ABT
$57M
159 positions
#34WEALTH ADVISORS, INC.Passive
Some overlap · 3 shared positions
$USB$SE$ABT
$117M
142 positions
#4Cobblestone Asset Management LLCPassive
Some overlap · 4 shared positions
$SE$INTC$PSLV$PHYS
$222M
73 positions
#5New Harbor Financial Group, LLCActive
Some overlap · 3 shared positions
$USB$PSLV$PHYS
$567M
61 positions
#6Grand Central Investment GroupActive
Some overlap · 3 shared positions
$USB$PSLV$PHYS
$135M
44 positions
#7Forest Hill Capital, LLCActive
Some overlap · 3 shared positions
$USB$PSLV$PHYS
$152M
19 positions
#8Guild Investment Management, Inc.Active
Some overlap · 3 shared positions
$USB$PSLV$PHYS
$140M
47 positions
#9Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 3 shared positions
$USB$PHYS$INTU
$192M
70 positions
#10REBALANCE, LLCSmart money
Some overlap · 3 shared positions
$USB$PHYS$SE
$1.7B
101 positions
#11Coyle Financial Counsel LLCActive
Some overlap · 3 shared positions
$USB$SE$ABT
$473M
113 positions
#12Principia Wealth Advisory, LLC
Some overlap · 3 shared positions
$USB$PHYS$PSLV
$160M
1,015 positions
#13Amitell Capital Pte LtdActive
Some overlap · 3 shared positions
$USB$INTC$PHYS
$62M
14 positions
#14Heck Capital Advisors, LLCActive
Some overlap · 3 shared positions
$SE$RF$USB
$1.3B
202 positions
#15Family Capital Trust CoActive
Some overlap · 3 shared positions
$SE$ABT$PHYS
$306M
87 positions
#16MONARCH CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$USB$ABT$INTC
$409M
127 positions
#17Hedges Asset Management LLC
Some overlap · 3 shared positions
$USB$INTC$PHYS
$142M
108 positions
#18SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 4 shared positions
$ABT$USB$INTC$INTU
$1.3B
158 positions
#19Marathon Trading Investment Management LLCActive
Some overlap · 4 shared positions
$USB$INTC$PHYS$INTU
$3.7B
294 positions
#20CINCINNATI INSURANCE COActive
Some overlap · 3 shared positions
$USB$ABT$RF
$6.6B
63 positions
#21Portfolio Resources Advisor Group, Inc.Passive
Some overlap · 3 shared positions
$SE$USB$ABT
$101M
148 positions
#22First Long Island Investors, LLCActive
Some overlap · 3 shared positions
$ABT$USB$INTU
$1.2B
70 positions
#23WEALTHEDGE INVESTMENT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$USB$ABT$INTU
$272M
141 positions
#24K.J. Harrison & Partners IncPassive
Some overlap · 4 shared positions
$INTC$USB$PSLV$PHYS
$608M
225 positions
#25Capital Wealth Alliance, LLCActive
Slight overlap · 3 shared positions
$USB$PSLV$PHYS
$221M
93 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.