Hedge Funds Similar to Pinnacle Wealth ,

13F Portfolio OverlapQ1 2026Pinnacle Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Pinnacle Wealth Management, LLC is an institutional investor managing $148M across 25 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 Pinnacle Wealth , are Impact Advisors,, GLYNN, UNICOM Systems,, with shared positions in $PLTR, $ANET, $APP, $RKLB, $GRWG. The full ranking of 19 similar funds is below.

#1Capital Impact Advisors, LLCPassive

Notable overlap · 4 shared positions

$PLTR $ANET $APP $RKLB

$247M

30 positions

#2GLYNN CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$PLTR $ANET $APP

$209M

42 positions

#3UNICOM Systems, Inc.Active

Some overlap · 3 shared positions

$PLTR $RKLB $APP

$976M

32 positions

#4Benchmark Investment Advisors LLCPassive

Some overlap · 3 shared positions

$APP $PLTR $ANET

$172M

76 positions

#5Broadleaf Partners, LLCActive

Some overlap · 3 shared positions

$ANET $PLTR $APP

$429M

84 positions

#6LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$GRWG $ANET $PLTR

$174M

65 positions

#7Bosman Wealth Management, LLCPassive

Some overlap · 3 shared positions

$PLTR $ANET $RKLB

$114M

52 positions

#8IBEX WEALTH ADVISORSPassive

Some overlap · 3 shared positions

$PLTR $APP $ANET

$1.1B

203 positions

#9SIERRA SUMMIT ADVISORS LLCPassive

Some overlap · 3 shared positions

$PLTR $ANET $APP

$688M

180 positions

#10Darden Wealth Group IncPassive

Some overlap · 3 shared positions

$RKLB $ANET $APP

$196M

150 positions

#11Vivid Wealth Management, LLCPassive

Some overlap · 3 shared positions

$GRWG $PLTR $ANET

$247M

66 positions

#12Independent Solutions Wealth Management, LLCActive

Some overlap · 3 shared positions

$PLTR $APP $ANET

$679M

185 positions

#13ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Some overlap · 3 shared positions

$RKLB $APP $ANET

$3.5B

110 positions

#14Winslow Capital Management, LLCActive

Some overlap · 3 shared positions

$PLTR $ANET $APP

$25.6B

60 positions

#15Paragon Advisors, LLCActive

Some overlap · 3 shared positions

$ANET $PLTR $APP

$371M

76 positions

#16CANTOR FITZGERALD, L. P.Active

Some overlap · 3 shared positions

$APP $RKLB $PLTR

$6.8B

259 positions

#17Garden State Investment Advisory Services LLCPassive

Slight overlap · 3 shared positions

$PLTR $GRWG $APP

$455M

339 positions

#18Berbice Capital Management LLCActive

Slight overlap · 3 shared positions

$APP $ANET $PLTR

$153M

159 positions

#19MILESTONE ASSET MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$GRWG $PLTR $ANET

$543M

235 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.