How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Pinnacle Financial Group, / IL

13F Portfolio OverlapQ1 2026Pinnacle Financial Group, / IL portfolio →

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Most similar hedge funds by 13F overlap

Pinnacle Financial Group, LLC / IL is an institutional investor managing $365M across 111 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 Financial Group, / IL are Catalyst Investment, truNorth Financial Services,, Financially in Tune,, with shared positions in $WT, $KKR, $IAU, $HUM, $MKL, $MS. The full ranking of 25 similar funds is below.

#1Catalyst Investment Management LLCPassive

Substantial overlap · 7 shared positions

$WT $KKR $IAU $HUM $MKL $MS

$90M

65 positions

#2truNorth Financial Services, Inc.Active

Substantial overlap · 7 shared positions

$WT $KKR $HUM $UNIT $MS $UPST

$97M

49 positions

#3Financially in Tune, LLCActive

Notable overlap · 5 shared positions

$KKR $WT $MKL $UNIT $HUM

$116M

77 positions

#4Reality Financial Planning Services, LLCSmart money

Notable overlap · 5 shared positions

$WT $KKR $HUM $SCHW $BRZE

$104M

20 positions

#5Glassman Wealth ServicesSmart money

Notable overlap · 9 shared positions

$WT $MKL $BRZE $KKR $UNIT $HUM

$736M

187 positions

#6Wealthcare Capital Partners, LLCActive

Notable overlap · 4 shared positions

$WT $KKR $MKL $HUM

$213M

153 positions

#7LRI Investments, LLCActive

Notable overlap · 5 shared positions

$WT $MKL $IAU $SCHW $HUM

$1.1B

1,415 positions

#8CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 5 shared positions

$WT $UNIT $IAU $KKR $USB

$149M

96 positions

#9MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 3 shared positions

$WT $MKL $UNIT

$240M

234 positions

#10Williams Financial, LLCSmart money

Notable overlap · 3 shared positions

$WT $MKL $USB

$172M

25 positions

#11FLAGSHIP WEALTH ADVISORS, LLCPassive

Notable overlap · 5 shared positions

$WT $KKR $MS $HUM $UPST

$233M

350 positions

#12Axis Wealth Partners, LLCPassive

Notable overlap · 7 shared positions

$WT $HUM $KKR $UNIT $BRZE $MCD

$188M

174 positions

#13WESCAP Management Group, Inc.Active

Notable overlap · 6 shared positions

$WT $IAU $SCHW $HUM $UNIT $USB

$508M

107 positions

#14SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 4 shared positions

$WT $KKR $UNIT $BRZE

$139M

37 positions

#15Morton Capital Management LLC/CASmart money

Notable overlap · 6 shared positions

$WT $IAU $HUM $KKR $USB $EPD

$672M

139 positions

#16OPTIMA CAPITAL LLCPassive

Notable overlap · 5 shared positions

$WT $HUM $UNIT $MCD $PLTR

$215M

159 positions

#17Berkeley, IncActive

Notable overlap · 4 shared positions

$WT $MKL $UNIT $PLTR

$298M

81 positions

#18BIP Wealth, LLCActive

Notable overlap · 7 shared positions

$WT $MKL $HUM $BRZE $UNIT $KKR

$2.5B

453 positions

#19FIDELIS iM, LLCSmart money

Notable overlap · 4 shared positions

$WT $HUM $SCHW $BRZE

$264M

25 positions

#20White Lighthouse Investment Management Inc.Active

Notable overlap · 10 shared positions

$KKR $IAU $HUM $UNIT $SCHW $BRZE

$721M

145 positions

#21AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 5 shared positions

$WT $UNIT $SCHW $USB $MKL

$206M

97 positions

#22Trust Point Inc.Active

Notable overlap · 5 shared positions

$WT $HUM $MKL $UNIT $IAU

$1.2B

521 positions

#23Value Investment Professionals, LLCPassive

Notable overlap · 5 shared positions

$WT $MKL $SCHW $BRZE $MCD

$89M

81 positions

#24SWAN Capital LLCPassive

Notable overlap · 8 shared positions

$KKR $UNIT $HUM $SCHW $MCD $USB

$272M

554 positions

#25UPTICK PARTNERS, LLCPassive

Notable overlap · 6 shared positions

$WT $KKR $HUM $IAU $UNIT $MS

$502M

293 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.