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Hedge Funds Similar to Pinnacle Financial Group, / IL

13F Portfolio OverlapQ2 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 $410M across 117 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 Financial Group, / IL are Lansing Street Advisors, HUTNER, Advantage, with shared positions in $MCD, $MS, $AXP, $CEG, $EPD, $BA. The full ranking of 25 similar funds is below.

#1Lansing Street AdvisorsActive
Some overlap · 4 shared positions
$MCD$MS$AXP$CEG
$472M
167 positions
#2HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$MCD$EPD$AXP
$252M
43 positions
#3Advantage Trust CoActive
Some overlap · 3 shared positions
$MCD$BA$GWW
$285M
193 positions
#4Investors Portfolio Services LLCActive
Some overlap · 3 shared positions
$MCD$GWW$BA
$131M
674 positions
#5TOUNJIAN ADVISORY PARTNERS, LLCPassive
Some overlap · 3 shared positions
$MCD$BA$CEG
$234M
789 positions
#6BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 4 shared positions
$MCD$ALL$BA$AXP
$263M
90 positions
#7CAPITAL & PLANNING, LLCActive
Some overlap · 3 shared positions
$MCD$CEG$PLTR
$194M
45 positions
#8Focused Investors LLCActive
Some overlap · 3 shared positions
$MCD$MS$AXP
$3.0B
23 positions
#9CPA Asset Management LLCActive
Some overlap · 3 shared positions
$MCD$MS$AXP
$357M
86 positions
#10Newton One Investments LLCActive
Some overlap · 4 shared positions
$MCD$ALL$MS$CEG
$392M
150 positions
#11R.H. Investment Group, LLCActive
Some overlap · 3 shared positions
$MCD$EPD$PLTR
$133M
47 positions
#12QUANTUM FINANCIAL PARTNERS LLCPassive
Some overlap · 3 shared positions
$MCD$MS$PLTR
$194M
152 positions
#13SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$MCD$GWW$PLTR
$208M
56 positions
#14Westchester Capital Management, Inc.Active
Some overlap · 3 shared positions
$MCD$BA$AXP
$573M
46 positions
#15Stokes Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$MCD$MS$AXP
$455M
118 positions
#16CADINHA & CO LLCActive
Slight overlap · 4 shared positions
$MCD$BA$GWW$PLTR
$616M
107 positions
#17InvesTrustPassive
Slight overlap · 3 shared positions
$MCD$BA$AXP
$247M
91 positions
#18Strategic Wealth Advisors LLCActive
Slight overlap · 4 shared positions
$MCD$ALL$MS$GWW
$117M
260 positions
#19Wiser Advisor Group LLCPassive
Slight overlap · 3 shared positions
$MCD$ALL$AXP
$91M
229 positions
#20VIKING GLOBAL INVESTORS LPActive
Slight overlap · 3 shared positions
$MCD$BA$MS
$35.1B
90 positions
#21PEOPLES FINANCIAL SERVICES CORP.Passive
Slight overlap · 3 shared positions
$MCD$MS$AXP
$227M
276 positions
#22Royal Harbor Partners, LLCActive
Slight overlap · 3 shared positions
$MCD$EPD$BA
$323M
56 positions
#23RMG Wealth Management LLCActive
Slight overlap · 3 shared positions
$MCD$ALL$CEG
$967M
534 positions
#24Andrews Advisory Associates, LLCActive
Slight overlap · 3 shared positions
$MCD$ALL$GWW
$215M
84 positions
#25FAYEZ SAROFIM & COActive
Slight overlap · 3 shared positions
$MCD$EPD$MS
$42.5B
300 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.