How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Pitti Group Wealth ,

13F Portfolio OverlapQ1 2026Pitti Group Wealth , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Pitti Group Wealth Management, LLC is an institutional investor managing $123M across 81 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 Pitti Group Wealth , are MRWM Advisors,, FINANCIAL ADVISORY PARTNERS,, Finward Bancorp, with shared positions in $HUM, $AGQ, $BRZE, $LOW, $MDT, $MAR. The full ranking of 25 similar funds is below.

#1MRWM Advisors, LLCActive

Some overlap · 5 shared positions

$HUM $AGQ $BRZE $LOW $MDT

$184M

74 positions

#2FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 7 shared positions

$HUM $MAR $LOW $MDT $NEE $PAYX

$354M

66 positions

#3Finward BancorpPassive

Some overlap · 4 shared positions

$HUM $AGQ $MAR $VZ

$125M

104 positions

#4Capital Planning LLCActive

Some overlap · 3 shared positions

$HUM $BA $MAR

$307M

82 positions

#5New England Private Wealth Advisors LLCActive

Some overlap · 5 shared positions

$HUM $BRZE $MAR $AMN $AGQ

$866M

194 positions

#6Frederick Financial Consultants, LLCPassive

Some overlap · 5 shared positions

$HUM $AGQ $MAR $NEE $SHW

$201M

109 positions

#7Old North State Wealth Management, LLCPassive

Some overlap · 6 shared positions

$BA $MDT $MAR $HUM $VZ $PYPL

$216M

112 positions

#8FAGAN ASSOCIATES, INC.Passive

Some overlap · 7 shared positions

$AGQ $BAC $BA $LOW $NEE $GBTC

$719M

135 positions

#9Northwest Financial AdvisorsPassive

Some overlap · 5 shared positions

$AGQ $BRZE $HUM $MAR $VZ

$52M

66 positions

#10CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Some overlap · 3 shared positions

$HUM $BA $MDT

$184M

66 positions

#11Calder Financial LLCActive

Some overlap · 4 shared positions

$HUM $BRZE $MAR $VZ

$101M

40 positions

#12Friday FinancialActive

Some overlap · 5 shared positions

$HUM $BRZE $AMN $NEE $MAR

$290M

93 positions

#13GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Some overlap · 5 shared positions

$AGQ $BRZE $HUM $MAR $AMN

$128M

42 positions

#14Prospect Financial Services LLCPassive

Some overlap · 3 shared positions

$HUM $BA $VZ

$164M

104 positions

#15Juno Financial Group LLCActive

Some overlap · 4 shared positions

$HUM $BRZE $LOW $UBER

$255M

70 positions

#16HRC WEALTH MANAGEMENT, LLCSmart money

Some overlap · 5 shared positions

$BA $BRZE $MAR $GBTC $VZ

$212M

59 positions

#17Good Harbor Advisors, Inc.Passive

Some overlap · 4 shared positions

$HUM $BRZE $NEE $VZ

$92M

82 positions

#18Spectrum Financial Alliance Ltd LLCActive

Some overlap · 3 shared positions

$BA $AGQ $BAC

$520M

30 positions

#19FRG Family Wealth Advisors LLCPassive

Some overlap · 4 shared positions

$HUM $BA $MAR $SHW

$611M

156 positions

#20Tandem Investment Partners LLCPassive

Some overlap · 6 shared positions

$BRZE $HUM $MAR $NEE $LOW $VZ

$118M

73 positions

#21Ballast Financial Advisors LLCActive

Some overlap · 5 shared positions

$HUM $AMN $BAC $BRZE $GBTC

$98M

68 positions

#22Gerald Baker Financial Group LLCPassive

Some overlap · 3 shared positions

$HUM $AGQ $LOW

$253M

107 positions

#23Asset Management Group, Inc.Passive

Some overlap · 3 shared positions

$HUM $AGQ $MAR

$619M

138 positions

#24Mendel Capital Management LLCPassive

Some overlap · 4 shared positions

$HUM $AGQ $VZ $SYK

$199M

97 positions

#25CWS Financial Advisors, LLCActive

Some overlap · 4 shared positions

$HUM $BRZE $MAR $SYK

$390M

157 positions

Compare Pitti Group Wealth ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Pitti Group Wealth ,’s holdings

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.