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Hedge Funds Similar to Pinnacle Wealth Group

13F Portfolio OverlapQ2 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 Q2 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 Oppenheimer & Close, SPROTT, Grand Central Investment Group, with shared positions in $AEM, $AGI, $CDE, $SKE, $PPTA, $MS. The full ranking of 25 similar funds is below.

#1Oppenheimer & Close, LLCPassive
Notable overlap · 3 shared positions
$AEM$AGI$CDE
$159M
57 positions
#2SPROTT INC.Active
Notable overlap · 5 shared positions
$AEM$CDE$SKE$PPTA$AGI
$3.2B
268 positions
#3Grand Central Investment GroupPassive
Notable overlap · 4 shared positions
$AEM$AGI$CDE$SKE
$120M
40 positions
#4Baugh & Associates, LLCActive
Notable overlap · 5 shared positions
$MS$VZ$PEP$NEE$SO
$226M
42 positions
#5New Republic Capital, LLCPassive
Notable overlap · 3 shared positions
$MS$DUK$NEE
$434M
352 positions
#6Accordant Advisory Group IncPassive
Notable overlap · 3 shared positions
$AEM$AGI$PPTA
$148M
242 positions
#7FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 4 shared positions
$MS$RSG$PEP$NEE
$383M
74 positions
#8Steadtrust LLCPassive
Some overlap · 3 shared positions
$AEM$CDE$AGI
$198M
132 positions
#9KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$AEM$AGI$SO
$192M
89 positions
#10DCM Advisors, LLCActive
Some overlap · 4 shared positions
$MS$BA$VZ$PEP
$253M
38 positions
#11KEATING INVESTMENT COUNSELORS INCSmart money
Some overlap · 3 shared positions
$AEM$VZ$PEP
$364M
59 positions
#12Jupiter Wealth Management LLCActive
Some overlap · 3 shared positions
$MS$PEP$RSG
$250M
93 positions
#13Cheviot Value Management, LLCActive
Some overlap · 3 shared positions
$AEM$AGI$SNDK
$984M
443 positions
#14Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$MS$VZ$PEP$DUK
$159M
62 positions
#15INSIGHT 2811, INC.Active
Some overlap · 5 shared positions
$MS$AEM$VZ$PEP$BA
$259M
108 positions
#16Brentview Investment Management LLCActive
Some overlap · 5 shared positions
$MS$PEP$WELL$NEE$TMUS
$253M
63 positions
#17Knoll Capital Management, LLCActive
Some overlap · 3 shared positions
$AEM$CDE$AGI
$179M
37 positions
#18Waratah Capital Advisors Ltd.Active
Some overlap · 4 shared positions
$AGI$SKE$AEM$WELL
$2.9B
142 positions
#19Oak Harvest Investment ServicesPassive
Some overlap · 3 shared positions
$MS$AEM$DUK
$1.1B
168 positions
#20MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$MS$PEP$NEE
$1.2B
106 positions
#21White Pine Investment COPassive
Some overlap · 4 shared positions
$MS$VZ$NEE$DTB
$469M
72 positions
#22Telos Capital Management, Inc.Passive
Some overlap · 4 shared positions
$MS$RSG$PEP$NEE
$1.1B
201 positions
#23Delos Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$AEM$PEP$MS$NEE
$195M
304 positions
#24Sculati Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MS$VZ$BA$DTB
$300M
123 positions
#25TriCert Investment Counsel Inc.Active
Some overlap · 4 shared positions
$MS$VZ$RSG$DUK
$1.1B
88 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.