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Hedge Funds Similar to PACK Private Wealth

13F Portfolio OverlapQ2 2026PACK Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

PACK Private Wealth, LLC is an institutional investor managing $241M across 61 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 PACK Private Wealth are Guardian Wealth Advisors, Somerset Group, MAIRS & POWER, with shared positions in $CHRW, $GGG, $ECL, $BX, $RPRX, $APG. The full ranking of 15 similar funds is below.

#1Guardian Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$CHRW$GGG$ECL
$200M
66 positions
#2Somerset Group LLCActive
Some overlap · 3 shared positions
$CHRW$ECL$BX
$142M
58 positions
#3MAIRS & POWER INCActive
Some overlap · 3 shared positions
$GGG$CHRW$ECL
$10.9B
254 positions
#4Birchwood Financial Partners, Inc.Passive
Some overlap · 3 shared positions
$CHRW$GGG$ECL
$122M
352 positions
#5KIRR MARBACH & CO LLC /IN/Active
Some overlap · 3 shared positions
$RPRX$APG$CHRW
$594M
57 positions
#6Freedom Financial Partners LLCActive
Slight overlap · 3 shared positions
$DAL$ECL$APG
$307M
89 positions
#7BRIAN LOW FINANCIAL GROUP, LLCPassive
Slight overlap · 3 shared positions
$DAL$BX$ENB
$171M
116 positions
#8SWP Investment Management LLCPassive
Slight overlap · 3 shared positions
$DAL$BX$ENB
$145M
43 positions
#9BALLAST ADVISORS LLCPassive
Slight overlap · 3 shared positions
$SNPS$ECL$BX
$420M
197 positions
#10Capital Investment Services of America, Inc.Active
Slight overlap · 3 shared positions
$SNPS$ECL$APG
$1.0B
83 positions
#11Dorsey & Whitney Trust CO LLCPassive
Slight overlap · 3 shared positions
$GGG$ECL$CHRW
$2.1B
730 positions
#12Comprehensive Money Management Services LLC
Slight overlap · 3 shared positions
$SNPS$BX$ENB
$159M
200 positions
#13OLD POINT TRUST & FINANCIAL SERVICES N APassive
Slight overlap · 3 shared positions
$ECL$BX$ENB
$329M
323 positions
#14Partners Group Holding AGActive
Slight overlap · 3 shared positions
$BX$ENB$RPRX
$1.5B
52 positions
#15Everest Financial Group LLCPassive
Slight overlap · 3 shared positions
$DAL$ECL$GGG
$738M
208 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.