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 Pioneer Wealth Group

13F Portfolio OverlapQ1 2026Pioneer Wealth Group portfolio →

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Most similar hedge funds by 13F overlap

Pioneer Wealth Management Group is an institutional investor managing $414M across 55 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 Pioneer Wealth Group are MilWealth Group, DecisionPoint Financial,, SpringVest Wealth, with shared positions in $USB, $MKL, $HUM, $CRM, $UNIT, $SCHW. The full ranking of 25 similar funds is below.

#1MilWealth Group LLCSmart money

Substantial overlap · 5 shared positions

$USB $MKL $HUM $CRM $UNIT

$420M

81 positions

#2DecisionPoint Financial, LLCActive

Substantial overlap · 3 shared positions

$USB $SCHW $MAR

$464M

679 positions

#3SpringVest Wealth Management LLCActive

Substantial overlap · 4 shared positions

$USB $HUM $DDOG $MKL

$146M

67 positions

#4KEYVANTAGE WEALTH, LLCActive

Substantial overlap · 3 shared positions

$USB $SCHW $DDOG

$227M

92 positions

#5Capital Advantage, Inc.Active

Substantial overlap · 4 shared positions

$USB $UNIT $HUM $SCHW

$765M

145 positions

#6Dodds Wealth, LLCSmart money

Substantial overlap · 3 shared positions

$USB $SCHW $MAR

$407M

51 positions

#7FINANCIAL ADVISORY PARTNERS, LLCActive

Substantial overlap · 5 shared positions

$USB $SCHW $UNP $HUM $MAR

$354M

66 positions

#8Foundation Wealth Management, LLC\PAActive

Notable overlap · 5 shared positions

$USB $MKL $SCHW $MAR $UNIT

$284M

91 positions

#9Frisco Financial Planning LLCActive

Notable overlap · 4 shared positions

$USB $SCHW $DDOG $MKL

$133M

29 positions

#10Shotwell Rutter Baer IncActive

Notable overlap · 3 shared positions

$USB $NU $NOW

$170M

38 positions

#11CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 4 shared positions

$USB $SCHW $HUM $DDOG

$363M

102 positions

#1225 LLCActive

Notable overlap · 3 shared positions

$USB $UNIT $DDOG

$324M

69 positions

#13Evergreen Advisors, LLCActive

Notable overlap · 4 shared positions

$USB $HUM $DDOG $MKL

$426M

168 positions

#14Legacy Edge Advisors, LLCActive

Notable overlap · 6 shared positions

$USB $NOW $DDOG $NU $UNIT $MAR

$951M

223 positions

#15Newton One Investments LLCActive

Notable overlap · 5 shared positions

$USB $MKL $UNIT $DDOG $HUM

$368M

121 positions

#16NEPC LLCSmart money

Notable overlap · 3 shared positions

$USB $NOW $DDOG

$5.0B

51 positions

#17Financial Futures Ltd Liability Co.Active

Notable overlap · 5 shared positions

$USB $SCHW $DDOG $UNIT $NOW

$228M

72 positions

#18Financial Freedom, LLCPassive

Notable overlap · 5 shared positions

$USB $UNIT $NOW $MAR $SCHW

$201M

426 positions

#19Benchmark Financial, LLCActive

Notable overlap · 3 shared positions

$USB $DDOG $HUM

$111M

52 positions

#20Farrell Financial LLCPassive

Notable overlap · 8 shared positions

$USB $MKL $NOW $SCHW $HUM $CRM

$167M

76 positions

#21Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 4 shared positions

$USB $NSC $HUM $MAR

$153M

344 positions

#22Envision Financial LLCActive

Notable overlap · 3 shared positions

$USB $UNIT $DDOG

$186M

46 positions

#23BRIDGE GENERATIONS WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$USB $UNIT $NOW

$174M

32 positions

#24BRANDYWINE OAK PRIVATE WEALTH LLCActive

Notable overlap · 5 shared positions

$USB $UNIT $DDOG $MAR $NOW

$1.2B

229 positions

#25POWER WEALTH MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$USB $SCHW $HUM $CRM

$269M

96 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.