13F Pro

Hedge Funds Similar to PANORAMIC INVESTMENT ADVISORS,

13F Portfolio OverlapQ1 2026PANORAMIC INVESTMENT ADVISORS, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

PANORAMIC INVESTMENT ADVISORS, LLC is an institutional investor managing $207M across 22 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 PANORAMIC INVESTMENT ADVISORS, are Melia Wealth, Muzinich & ,, SAGE ADVISORS,, with shared positions in $TRIN, $DUK, $GAIN, $ARCC, $BCSF, $OCSL. The full ranking of 25 similar funds is below.

#1Melia Wealth LLCActive
Highly similar · 18 shared positions
$TRIN$DUK$GAIN$ARCC$BCSF$OCSL
$207M
22 positions
#2Muzinich & Co., Inc.Active
Substantial overlap · 7 shared positions
$ARCC$OBDC$HCXY$TSLX$BCSF$CSWC
$286M
38 positions
#3SAGE ADVISORS, LLC
Notable overlap · 4 shared positions
$ARCC$OBDC$HCXY$OHI
$151M
48 positions
#4Sound Income Strategies, LLCPassive
Notable overlap · 5 shared positions
$HCXY$ARCC$TSLX$OBDC$CSWC
$2.1B
2,596 positions
#5ARES MANAGEMENT LLCSmart money
Notable overlap · 7 shared positions
$ARCC$OBDC$TSLX$OCSL$HCXY$TRIN
$1.5B
37 positions
#6CAZ INVESTMENTS LPActive
Some overlap · 4 shared positions
$OBDC$TSLX$ARCC$BCSF
$86M
43 positions
#7Columbus Macro, LLCPassive
Some overlap · 6 shared positions
$ARCC$OHI$TSLX$RITM$CSWC$OKE
$936M
200 positions
#8Challenger Wealth ManagementActive
Some overlap · 3 shared positions
$ARCC$DUK$OKE
$125M
58 positions
#9TT Capital Management LLCActive
Some overlap · 5 shared positions
$OBDC$DUK$OCSL$ABR$OKE
$121M
73 positions
#10Triad Investment ManagementPassive
Some overlap · 4 shared positions
$OCSL$HCXY$ARCC$TSLX
$271M
51 positions
#11TECTONIC ADVISORS LLCActive
Some overlap · 6 shared positions
$ARCC$TSLX$OBDC$HCXY$DUK$OKE
$1.9B
267 positions
#12Generali Asset Management SPA SGRPassive
Some overlap · 3 shared positions
$ARCC$OBDC$OCSL
$4.8B
484 positions
#13Pathway Financial Advisers, LLCPassive
Some overlap · 3 shared positions
$DUK$OHI$OKE
$354M
164 positions
#14OUTFITTERS FINANCIAL LLCPassive
Some overlap · 3 shared positions
$GAIN$DUK$OKE
$129M
80 positions
#15DELPHI FINANCIAL GROUP, INC.Active
Slight overlap · 3 shared positions
$RITM$TSLX$ARCC
$222M
32 positions
#16ROMANO BROTHERS AND COMPANYPassive
Slight overlap · 3 shared positions
$DUK$OHI$ARCC
$880M
319 positions
#17CASCADE INVESTMENT GROUP, INC.Passive
Slight overlap · 3 shared positions
$OHI$ARCC$OKE
$152M
147 positions
#18Advisors Capital Management, LLCPassive
Slight overlap · 3 shared positions
$DUK$ARCC$OKE
$8.6B
566 positions
#19Samalin Investment Counsel, LLCPassive
Slight overlap · 3 shared positions
$DUK$ARCC$OHI
$282M
319 positions
#20C2C Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$ARCC$OHI$OKE
$118M
92 positions
#21Pettinga Financial Advisors LLCPassive
Slight overlap · 3 shared positions
$OBDC$ARCC$PSLV
$531M
147 positions
#22Mallini Complete Financial Planning LLCSmart money
Slight overlap · 3 shared positions
$ARCC$TSLX$DUK
$126M
61 positions
#23Black Swift Group, LLCActive
Slight overlap · 3 shared positions
$DUK$ARCC$PSLV
$571M
117 positions
#24Legacy Capital Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$GAIN$CSWC$TRIN
$485M
385 positions
#25FAMILY WEALTH PARTNERS, LLCActive
Slight overlap · 3 shared positions
$OBDC$TSLX$ARCC
$293M
105 positions

Compare PANORAMIC INVESTMENT ADVISORS,’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 PANORAMIC INVESTMENT ADVISORS,’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.