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Hedge Funds Similar to PPS&V ASSET CONSULTANTS

13F Portfolio OverlapQ2 2026PPS&V ASSET CONSULTANTS portfolio →
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Most similar hedge funds by 13F overlap

PPS&V ASSET MANAGEMENT CONSULTANTS, INC. is an institutional investor managing $185M across 39 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 PPS&V ASSET CONSULTANTS are Henrickson Nauta Wealth Advisors, Sandhill Partners, BEARING POINT, with shared positions in $SYK, $MPC, $PFE, $BMI, $AXP. The full ranking of 19 similar funds is below.

#1Henrickson Nauta Wealth Advisors, Inc.Smart money
Slight overlap · 3 shared positions
$SYK$MPC$PFE
$410M
118 positions
#2Sandhill Capital Partners LLCActive
Slight overlap · 3 shared positions
$SYK$BMI$AXP
$1.2B
98 positions
#3BEARING POINT CAPITAL, LLCPassive
Slight overlap · 3 shared positions
$SYK$MPC$AXP
$740M
203 positions
#4LVM CAPITAL MANAGEMENT LTD/MIActive
Slight overlap · 3 shared positions
$SYK$PFE$AXP
$1.2B
163 positions
#5Midway Capital Research & ManagementActive
Slight overlap · 3 shared positions
$SYK$PFE$AXP
$126M
114 positions
#6Wills Financial Group LLCPassive
Slight overlap · 3 shared positions
$MPC$BMI$PFE
$275M
82 positions
#7Piscataqua Savings BankPassive
Slight overlap · 3 shared positions
$MPC$SYK$AXP
$148M
412 positions
#8WISCONSIN CAPITAL MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$SYK$AXP$MPC
$211M
47 positions
#9FISHMAN JAY A LTD/MISmart money
Slight overlap · 3 shared positions
$SYK$AXP$PFE
$1.3B
79 positions
#10Destination Wealth ManagementPassive
Slight overlap · 3 shared positions
$SYK$PFE$AXP
$4.3B
344 positions
#11Miller Capital Partners, Inc.Active
Slight overlap · 3 shared positions
$MPC$SYK$AXP
$257M
258 positions
#12Lauterbach Financial Advisors, LLCSmart money
Slight overlap · 3 shared positions
$MPC$SYK$PFE
$232M
87 positions
#13Center for Financial Planning, Inc.Smart money
Slight overlap · 3 shared positions
$SYK$MPC$AXP
$1.1B
666 positions
#14DCM Advisors, LLCActive
Slight overlap · 3 shared positions
$MPC$PFE$AXP
$253M
38 positions
#15Columbia Asset ManagementActive
Slight overlap · 3 shared positions
$SYK$PFE$AXP
$575M
168 positions
#16Stembrook Asset Management, LLCSmart money
Slight overlap · 3 shared positions
$MPC$AXP$PFE
$116M
51 positions
#17Rachor Investment Advisory Services, LLCActive
Slight overlap · 3 shared positions
$PFE$SYK$AXP
$203M
203 positions
#18FIRST INTERSTATE BANKActive
Slight overlap · 3 shared positions
$PFE$AXP$MPC
$1.9B
196 positions
#19PROATHLETE WEALTH MANAGEMENT LLCSmart money
Slight overlap · 3 shared positions
$AXP$SYK$PFE
$404M
300 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.