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Hedge Funds Similar to PENOBSCOT WEALTH

13F Portfolio OverlapQ1 2026PENOBSCOT WEALTH portfolio →
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Most similar hedge funds by 13F overlap

PENOBSCOT WEALTH MANAGEMENT is an institutional investor managing $374M across 117 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 PENOBSCOT WEALTH are RCW ,, PGIM Custom Harvest, OF OKLAHOMA, with shared positions in $MAR, $GLDM, $HSY, $GMM, $SCHW, $DHR. The full ranking of 25 similar funds is below.

#1RCW Management, LLCPassive
Notable overlap · 5 shared positions
$MAR$GLDM$HSY$GMM$SCHW
$98M
68 positions
#2PGIM Custom Harvest LLCActive
Notable overlap · 7 shared positions
$MAR$HSY$DHR$SCHW$RL$GLDM
$6.4B
276 positions
#3TRUST CO OF OKLAHOMAPassive
Notable overlap · 4 shared positions
$MAR$HSY$DHR$ETN
$343M
139 positions
#4Bravias Capital Group, LLCActive
Notable overlap · 5 shared positions
$MAR$GLDM$GMM$DHR$REGN
$153M
96 positions
#5WBH ADVISORY INCPassive
Notable overlap · 7 shared positions
$MAR$HSY$RL$GLDM$DHR$GMM
$1.3B
350 positions
#6Financial Freedom, LLCPassive
Notable overlap · 6 shared positions
$MAR$HSY$NOW$SCHW$UNIT$BRZE
$201M
426 positions
#7Beacon Capital Management, Inc.Active
Notable overlap · 3 shared positions
$MAR$HSY$SCHW
$1.8B
57 positions
#8Richmond Brothers, Inc.Smart money
Notable overlap · 3 shared positions
$MAR$HSY$SCHW
$150M
36 positions
#9ESG Planning DBA Harper InvestingPassive
Some overlap · 4 shared positions
$MAR$HSY$DHR$UNH
$229M
75 positions
#10Wheelhouse Advisory Group LLCActive
Some overlap · 3 shared positions
$MAR$HSY$DDOG
$302M
51 positions
#11FOUNDERS GROVE WEALTH PARTNERS, LLCPassive
Some overlap · 4 shared positions
$MAR$HSY$SCHW$UNIT
$440M
162 positions
#12White Lighthouse Investment Management Inc.Active
Some overlap · 7 shared positions
$MAR$DHR$SCHW$NOW$DDOG$UNIT
$721M
145 positions
#13Shira Ridge Wealth ManagementActive
Some overlap · 4 shared positions
$MAR$GLDM$SCHW$NOW
$253M
79 positions
#14Magnolia Wealth Management, LLCActive
Some overlap · 4 shared positions
$MAR$DHR$SCHW$UNH
$172M
212 positions
#15JM2 Capital Inc.Passive
Some overlap · 3 shared positions
$MAR$HSY$DHR
$121M
114 positions
#16MontVue Capital Management, Inc.Active
Some overlap · 5 shared positions
$MAR$HSY$DHR$SCHW$BRZE
$147M
67 positions
#17Madden Advisory Services, Inc.Passive
Some overlap · 5 shared positions
$MAR$HSY$SCHW$GLDM$BRZE
$254M
108 positions
#18Praetorian Wealth Management, Inc.Active
Some overlap · 5 shared positions
$MAR$HSY$SCHW$UNIT$BRZE
$526M
77 positions
#19HARBOR INVESTMENT ADVISORY, LLCPassive
Some overlap · 3 shared positions
$MAR$GLDM$SCHW
$1.3B
1,233 positions
#20AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$MAR$HSY$SCHW$DDOG$UNH
$445M
77 positions
#21Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 5 shared positions
$MAR$SCHW$GMM$NOW$BRZE
$589M
138 positions
#22THEORY FINANCIAL LLCPassive
Some overlap · 8 shared positions
$HSY$MAR$GMM$GLDM$DDOG$MUFG
$285M
94 positions
#23Vermillion Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$MAR$SCHW$GLDM$DDOG$BRZE
$255M
1,563 positions
#24Silicon Valley Capital PartnersActive
Some overlap · 4 shared positions
$MAR$SCHW$NOW$UNH
$1.0B
454 positions
#25Wealth Group LtdSmart money
Some overlap · 5 shared positions
$MAR$DHR$REGN$BRZE$UNH
$439M
94 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.