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Hedge Funds Similar to Peterson Wealth Services

13F Portfolio OverlapQ3 2026Peterson Wealth Services portfolio →
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Most similar hedge funds by 13F overlap

Peterson Wealth Services is an institutional investor managing $474M across 223 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Peterson Wealth Services are Dedeker Financial, Hedeker Wealth, Segment Wealth, with shared positions in $FIX, $PLTR, $ALAB, $STRL, $ASML, $MPC. The full ranking of 25 similar funds is below.

#1Dedeker Financial LLCActive
Notable overlap · 4 shared positions
$FIX$PLTR$ALAB$STRL
$176M
56 positions
#2Hedeker Wealth, LLCPassive
Notable overlap · 3 shared positions
$ASML$FIX$PLTR
$545M
93 positions
#3Segment Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$ASML$MPC$UNP$SYK$GRMN$MSI
$1.9B
315 positions
#4Karani Asset Management LLCActive
Notable overlap · 6 shared positions
$ASML$CDNS$SYK$ODFL$MSI$ADI
$139M
57 positions
#5STRATEGIC PLANNING GROUP, LLCActive
Some overlap · 4 shared positions
$FIX$ASML$STRL$ETN
$965M
79 positions
#6Night Squared LPPassive
Some overlap · 5 shared positions
$ASML$PM$FIX$ETN$ADI
$930M
69 positions
#7Miller Capital Partners, Inc.Active
Some overlap · 6 shared positions
$ASML$MPC$ODFL$ETN$SYK$ADI
$257M
258 positions
#8Freedom Day Solutions, LLCActive
Some overlap · 3 shared positions
$FIX$ASML$CB
$455M
133 positions
#9BWCP, LPActive
Some overlap · 3 shared positions
$FIX$ASML$MSI
$700M
24 positions
#10Fortress Financial Solutions, LLC
Some overlap · 3 shared positions
$FIX$PLTR$EME
$118M
66 positions
#11Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$ASML$PM$UNP$SYK$ETN
$856M
89 positions
#12Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$FIX$CDNS$MPC$ADI
$2.5B
166 positions
#13Teamwork Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$PLTR$PM$UNP$CDNS$ETN$VST
$908M
182 positions
#14McGuire Investment Group, LLCActive
Some overlap · 4 shared positions
$ASML$PLTR$SYK$ADI
$1.1B
132 positions
#15Orion Investment CoActive
Some overlap · 4 shared positions
$ASML$PLTR$CDNS$UNP
$343M
73 positions
#16Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$ASML$UNP$SYK$ETN$ADI
$170M
61 positions
#17Canal Capital Management, LLCPassive
Some overlap · 5 shared positions
$ASML$PM$UNP$ODFL$ETN
$819M
220 positions
#18Benchmark Investment Advisors LLCActive
Some overlap · 4 shared positions
$FIX$PLTR$ASML$EME
$228M
70 positions
#19Winthrop Partners - WNY, LLCPassive
Some overlap · 7 shared positions
$UNP$MPC$ETN$CB$MSI$ADI
$202M
87 positions
#20Worthington Financial Partners, LLCPassive
Some overlap · 6 shared positions
$ASML$PLTR$MPC$CDNS$ODFL$EME
$118M
98 positions
#21American Money Management, LLCPassive
Some overlap · 3 shared positions
$ASML$PM$UNP
$700M
174 positions
#22Parkwood LLCPassive
Some overlap · 5 shared positions
$PM$ASML$CDNS$ALAB$CB
$1.4B
72 positions
#23KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$ASML$PLTR$UNP
$351M
166 positions
#24FAYEZ SAROFIM & COActive
Some overlap · 4 shared positions
$ASML$PM$ETN$CB
$42.5B
300 positions
#25Telemark Asset Management, LLCActive
Some overlap · 5 shared positions
$PLTR$ASML$GRMN$ODFL$ADI
$1.4B
57 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.