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Hedge Funds Similar to Pinnacle Wealth Group,

13F Portfolio OverlapQ1 2026Pinnacle Wealth Group, portfolio →
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Most similar hedge funds by 13F overlap

Pinnacle Wealth Management Group, Inc. is an institutional investor managing $214M across 128 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 Pinnacle Wealth Group, are Family CFO, 25, Grand Central Investment Group, with shared positions in $BRZE, $VLTO, $USB, $NEE, $BA, $AEM. The full ranking of 25 similar funds is below.

#1Family CFO IncActive
Notable overlap · 3 shared positions
$BRZE$VLTO$USB
$223M
41 positions
#225 LLCActive
Notable overlap · 4 shared positions
$BRZE$USB$NEE$BA
$324M
69 positions
#3Grand Central Investment GroupActive
Notable overlap · 5 shared positions
$USB$AEM$AGI$CDE$SKE
$135M
44 positions
#4POWER WEALTH MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$USB$VLTO$VZ$NEE
$269M
96 positions
#5Peak Financial Management, Inc.Active
Notable overlap · 3 shared positions
$BRZE$USB$VZ
$394M
100 positions
#6Davidson Capital Management Inc.Active
Notable overlap · 5 shared positions
$USB$MS$AEM$NEE$DUK
$552M
93 positions
#7Sagace Wealth Management LLCPassive
Notable overlap · 3 shared positions
$USB$BRZE$NEE
$149M
70 positions
#8WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 6 shared positions
$VLTO$USB$NEE$BRZE$SO$DUK
$350M
95 positions
#9Powers Advisory Group, LLCActive
Notable overlap · 5 shared positions
$USB$MS$DUK$VZ$SO
$284M
125 positions
#10FIRST INTERSTATE BANKActive
Notable overlap · 3 shared positions
$USB$VLTO$AEM
$1.8B
187 positions
#11Seneca Financial Advisors LLCActive
Notable overlap · 3 shared positions
$BRZE$VLTO$USB
$341M
64 positions
#12Dodds Wealth, LLCSmart money
Notable overlap · 3 shared positions
$USB$BRZE$WELL
$407M
51 positions
#13Cornerstone Financial Management LLCPassive
Notable overlap · 4 shared positions
$VLTO$USB$MS$WELL
$109M
1,311 positions
#14Tandem Investment Partners LLCPassive
Notable overlap · 4 shared positions
$BRZE$USB$NEE$VZ
$118M
73 positions
#15Unify Financial AdvisorsPassive
Notable overlap · 4 shared positions
$VLTO$BRZE$VZ$NEE
$96M
89 positions
#16TD PRIVATE CLIENT WEALTH LLCPassive
Notable overlap · 4 shared positions
$VLTO$MS$USB$VZ
$4.8B
1,649 positions
#17Capital Investment Management, Inc.Active
Notable overlap · 3 shared positions
$BRZE$VLTO$USB
$291M
125 positions
#18SPROTT INC.Active
Notable overlap · 5 shared positions
$AEM$CDE$AGI$PPTA$SKE
$3.4B
243 positions
#19Whitcomb & Hess, Inc.Active
Notable overlap · 3 shared positions
$VLTO$USB$BRZE
$429M
64 positions
#20Oppenheimer & Close, LLCPassive
Notable overlap · 4 shared positions
$AEM$AGI$CDE$USB
$159M
56 positions
#21FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 4 shared positions
$USB$MS$RSG$NEE
$354M
66 positions
#22ATLas Financial Planning LLCActive
Notable overlap · 3 shared positions
$USB$BRZE$SO
$112M
69 positions
#23Marion Wealth ManagementPassive
Notable overlap · 4 shared positions
$USB$VLTO$TMUS$NEE
$451M
146 positions
#24FIDUCIARY ADVISORS, INC.Active
Notable overlap · 3 shared positions
$BRZE$USB$BA
$133M
121 positions
#25Schulz Wealth, LTD.
Notable overlap · 3 shared positions
$BRZE$RSG$DUK
$156M
62 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.