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Hedge Funds Similar to PACK Private Wealth,

13F Portfolio OverlapQ1 2026PACK Private Wealth, portfolio →
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Most similar hedge funds by 13F overlap

PACK Private Wealth, LLC is an institutional investor managing $218M across 57 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 PACK Private Wealth, are Prairiewood ,, DODGE & COX, MAIRS & POWER, with shared positions in $API, $SCHW, $UNH, $OXY, $GGG, $CHRW. The full ranking of 25 similar funds is below.

#1Prairiewood Capital, LLCActive
Notable overlap · 3 shared positions
$API$SCHW$UNH
$346M
77 positions
#2DODGE & COXActive
Some overlap · 3 shared positions
$SCHW$UNH$OXY
$182.0B
222 positions
#3MAIRS & POWER INCActive
Some overlap · 4 shared positions
$GGG$UNH$CHRW$ECL
$9.8B
245 positions
#4VIAWEALTH, LLCPassive
Some overlap · 3 shared positions
$GGG$UNH$SCHW
$180M
159 positions
#5INKWELL CAPITAL LLCActive
Some overlap · 3 shared positions
$SCHW$UNH$OXY
$98M
31 positions
#6Birch Capital Management, LLCActive
Some overlap · 3 shared positions
$SCHW$UNH$GSAT
$191M
78 positions
#7Ted Buchan & CoPassive
Some overlap · 3 shared positions
$SCHW$UNH$PBR
$275M
88 positions
#8Cohen Capital Management, Inc.Passive
Some overlap · 3 shared positions
$SCHW$UNH$SNPS
$644M
154 positions
#9David Kennon IncSmart money
Some overlap · 3 shared positions
$SCHW$GSAT$SNPS
$279M
41 positions
#10Poehling Capital Management, INC.Passive
Some overlap · 3 shared positions
$SCHW$OXY$PBR
$475M
153 positions
#11Elgethun Capital ManagementActive
Some overlap · 3 shared positions
$SCHW$UNH$OXY
$605M
166 positions
#12Elevated Private Wealth, LLC
Some overlap · 3 shared positions
$SCHW$UNH$RPRX
$97M
94 positions
#13FARALLON CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SCHW$UNH$SNPS
$17.5B
172 positions
#14Mondrian Investment Partners LTDActive
Some overlap · 3 shared positions
$SCHW$UNH$PBR
$6.7B
103 positions
#15Kinsale Capital Group, Inc.Active
Some overlap · 3 shared positions
$SCHW$UNH$SNPS
$624M
41 positions
#16LINCOLN CAPITAL CORPPassive
Some overlap · 3 shared positions
$SCHW$UNH$PSLV
$272M
99 positions
#17TMB Capital Partners, LLCPassive
Some overlap · 3 shared positions
$API$SCHW$UNH
$297M
176 positions
#18FIDUCIARY FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$API$SCHW$GSAT
$754M
345 positions
#19Cercano Management LLCActive
Some overlap · 3 shared positions
$SCHW$UNH$PSLV
$2.3B
142 positions
#20BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 3 shared positions
$SCHW$UNH$DAL
$6.1B
61 positions
#21North Ridge Wealth Advisors, Inc.Active
Some overlap · 3 shared positions
$SCHW$UNH$SNPS
$178M
193 positions
#22Gs Investments, Inc.Passive
Some overlap · 3 shared positions
$SCHW$UNH$ECL
$175M
134 positions
#23AMI ASSET MANAGEMENT CORPActive
Slight overlap · 3 shared positions
$SCHW$SNPS$ECL
$1.6B
96 positions
#24SNYDER CAPITAL MANAGEMENT L PActive
Slight overlap · 3 shared positions
$SCHW$GGG$APG
$5.2B
70 positions
#25LPWM LLCActive
Slight overlap · 3 shared positions
$SCHW$UNH$ECL
$396M
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.