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Hedge Funds Similar to Pitti Group Wealth

13F Portfolio OverlapQ2 2026Pitti Group Wealth portfolio →
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Most similar hedge funds by 13F overlap

Pitti Group Wealth Management, LLC is an institutional investor managing $137M across 84 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 Pitti Group Wealth are Financial Sense Advisors, Old North State Wealth, OAK FAMILY ADVISORS, with shared positions in $BA, $QCOM, $NEE, $GLW, $MDT, $PYPL. The full ranking of 25 similar funds is below.

#1Financial Sense Advisors, Inc.Passive
Notable overlap · 4 shared positions
$BA$QCOM$NEE$GLW
$508M
137 positions
#2Old North State Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$BA$MDT$PYPL$MAR$GLW
$234M
112 positions
#3OAK FAMILY ADVISORS, LLCPassive
Some overlap · 5 shared positions
$BA$QCOM$UBER$SYK$GLW
$391M
111 positions
#4ABNER HERRMAN & BROCK LLCActive
Some overlap · 6 shared positions
$BA$MAR$VZ$MS$SYK$RCL
$1.1B
111 positions
#5MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 6 shared positions
$LOW$MDT$QCOM$NEE$PYPL$MS
$1.2B
106 positions
#6F&V Capital Management, LLCPassive
Some overlap · 4 shared positions
$BA$MDT$PYPL$VZ
$542M
63 positions
#7Minneapolis Portfolio Management Group, LLCActive
Some overlap · 4 shared positions
$BA$QCOM$GLW$UBER
$1.1B
34 positions
#8CAMDEN ASSET MANAGEMENT L P /CAActive
Some overlap · 3 shared positions
$BA$NEE$UBER
$3.4B
73 positions
#9Prospect Financial Services LLCPassive
Some overlap · 4 shared positions
$BA$VZ$UBER$LOW
$197M
115 positions
#10SUSQUEHANNA ADVISORS GROUP, INC.Active
Some overlap · 3 shared positions
$BA$NEE$HLT
$5.7B
133 positions
#11NOESIS CAPITAL MANGEMENT CORPActive
Some overlap · 6 shared positions
$LOW$QCOM$MDT$NEE$SYK$RCL
$832M
124 positions
#12FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 6 shared positions
$LOW$MDT$NEE$PAYX$MS$SYK
$383M
74 positions
#13Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$BA$VZ$UBER
$214M
72 positions
#14Symmetry Investments LPActive
Some overlap · 3 shared positions
$BA$UBER$HLT
$1.5B
152 positions
#15Sender Co & Partners, Inc.Passive
Some overlap · 3 shared positions
$BA$UBER$QCOM
$345M
120 positions
#16Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$MDT$QCOM$LOW$NEE$MS
$10.2B
208 positions
#17Sather Financial Group IncActive
Some overlap · 3 shared positions
$BA$QCOM$MS
$1.7B
121 positions
#18Xcel Wealth Management, LLCPassive
Some overlap · 5 shared positions
$BA$NEE$GLW$MS$UBER
$419M
140 positions
#19MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$BA$MDT$QCOM
$112M
100 positions
#20Beech Hill Advisors, Inc.Passive
Some overlap · 4 shared positions
$BA$MDT$NEE$UBER
$226M
97 positions
#21SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$BA$MDT$QCOM
$3.2B
40 positions
#22WAYCROSS PARTNERS, LLCActive
Some overlap · 3 shared positions
$BA$LOW$SHW
$1.2B
72 positions
#23Baugh & Associates, LLCActive
Some overlap · 5 shared positions
$LOW$QCOM$NEE$VZ$MS
$226M
42 positions
#24Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$BA$MDT$QCOM$VZ
$160M
124 positions
#25STALEY CAPITAL ADVISERS INCActive
Some overlap · 3 shared positions
$BA$QCOM$VZ
$2.6B
193 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.