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 PFG Investments,

13F Portfolio OverlapQ1 2026PFG Investments, portfolio →

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Most similar hedge funds by 13F overlap

PFG Investments, LLC is an institutional investor managing $2.1B across 1,191 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 PFG Investments, are IMC-Chicago,, Wealthstar Advisors,, PeakShares, with shared positions in $AGQ, $CEF, $PLTR, $IBM, $AMD, $PDI. The full ranking of 25 similar funds is below.

#1IMC-Chicago, LLCPassive

Some overlap · 5 shared positions

$AGQ $CEF $PLTR $IBM $AMD

$278.4B

5,950 positions

#2Wealthstar Advisors, LLCActive

Some overlap · 4 shared positions

$PDI $PLTR $GLW $DHR

$213M

111 positions

#3PeakShares LLCPassive

Some overlap · 5 shared positions

$PLTR $VZ $IBM $AMD $GLW

$109M

116 positions

#4Riggs Asset Managment Co. Inc.Passive

Some overlap · 5 shared positions

$PLTR $IBM $AMD $GLW $DHR

$486M

127 positions

#5VERUS CAPITAL PARTNERS, LLCActive

Slight overlap · 5 shared positions

$PLTR $VZ $AMD $PDI $AGQ

$1.5B

469 positions

#6SBI Securities Co., Ltd.Passive

Slight overlap · 5 shared positions

$PLTR $IBM $VZ $AMD $AGQ

$3.6B

4,018 positions

#7RoundAngle Advisors LLCPassive

Slight overlap · 4 shared positions

$PLTR $AGQ $VZ $IBM

$134M

60 positions

#8RETIREMENT PLANNING GROUP, LLC / NYPassive

Slight overlap · 4 shared positions

$PDI $VZ $DHR $IBM

$155M

94 positions

#9United Advisor Group, LLCPassive

Slight overlap · 4 shared positions

$PLTR $AGQ $VZ $AMD

$811M

508 positions

#10White Knight Strategic Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$PDI $PLTR $VZ $AMD

$119M

81 positions

#11Key Client Fiduciary Advisors, LLCPassive

Slight overlap · 5 shared positions

$PLTR $VZ $IBM $AMD $DHR

$294M

216 positions

#12AXS Investments LLCActive

Slight overlap · 4 shared positions

$PLTR $AGQ $IBM $AMD

$248M

189 positions

#13MFG WEALTH MANAGEMENT, INC.Passive

Slight overlap · 4 shared positions

$PLTR $AGQ $IBM $GLW

$121M

61 positions

#14Capital Investment Counsel, IncActive

Slight overlap · 4 shared positions

$PLTR $AGQ $AMD $GLW

$816M

249 positions

#15JBR Co Financial Management IncActive

Slight overlap · 5 shared positions

$VZ $PLTR $IBM $AMD $AGQ

$239M

120 positions

#16Significant Wealth Partners LLCPassive

Slight overlap · 3 shared positions

$PDI $AGQ $DHR

$81M

111 positions

#17FAGAN ASSOCIATES, INC.Passive

Slight overlap · 4 shared positions

$PLTR $AGQ $AMD $IBM

$719M

135 positions

#18Cornerstone Planning, LLCPassive

Slight overlap · 4 shared positions

$PLTR $VZ $IBM $AMD

$443M

141 positions

#19CFO CAPITAL MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$PLTR $VZ $IBM $AMD

$121M

104 positions

#20Cornerstone Select Advisors, LLCPassive

Slight overlap · 4 shared positions

$PLTR $VZ $IBM $GLW

$160M

124 positions

#21Xcel Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$PLTR $VZ $AMD $GLW

$362M

133 positions

#22Game Creek Capital, LPPassive

Slight overlap · 4 shared positions

$AGQ $VZ $IBM $AMD

$301M

93 positions

#23Wagner Wealth Management, LLCActive

Slight overlap · 3 shared positions

$PDI $VZ $IBM

$495M

279 positions

#24Fedenia Advisers LLCActive

Slight overlap · 3 shared positions

$PLTR $AGQ $CEF

$135M

95 positions

#25Inman Jager Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$PLTR $VZ $IBM $DHR

$171M

84 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.