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Hedge Funds Similar to Pine Valley Investments Ltd Liability

13F Portfolio OverlapQ1 2026Pine Valley Investments Ltd Liability portfolio →
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Most similar hedge funds by 13F overlap

Pine Valley Investments Ltd Liability Co is an institutional investor managing $2.2B across 574 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 Pine Valley Investments Ltd Liability are TERRIL BROTHERS,, Credit Investments, NINE MASTS Ltd, with shared positions in $WBD, $MOS, $MMM, $PLTR, $MU, $JD. The full ranking of 25 similar funds is below.

#1TERRIL BROTHERS, INC.Active
Notable overlap · 4 shared positions
$WBD$MOS$MMM$PLTR
$366M
75 positions
#2Credit Capital Investments LLCActive
Some overlap · 3 shared positions
$WBD$MU$PLTR
$110M
39 positions
#3NINE MASTS CAPITAL LtdActive
Some overlap · 3 shared positions
$WBD$JD$JHG
$693M
249 positions
#4StoneCrest Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$JHG$MU$PLTR$TMO$AGQ
$236M
73 positions
#5QTR Family Wealth, LLCPassive
Some overlap · 4 shared positions
$JHG$MU$AGQ$PLTR
$240M
287 positions
#6AEGIS FINANCIAL CORPActive
Some overlap · 3 shared positions
$MOS$HOG$PDS
$580M
37 positions
#7Long Focus Capital Management, LLCActive
Some overlap · 3 shared positions
$CNC$AGO$JD
$3.8B
97 positions
#8BYRNE FINANCIAL FREEDOM, LLCPassive
Some overlap · 4 shared positions
$JHG$MU$PLTR$FTNT
$209M
103 positions
#9SeaBridge Investment Advisors LLCPassive
Some overlap · 3 shared positions
$JHG$MU$EQT
$591M
188 positions
#10Contrarius Group Holdings LtdActive
Some overlap · 4 shared positions
$WBD$JD$MOS$EQT
$1.8B
39 positions
#11PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$JHG$MU$AGQ$TMO
$594M
178 positions
#12VERUS CAPITAL PARTNERS, LLCActive
Some overlap · 4 shared positions
$JHG$MU$PLTR$AGQ
$1.5B
469 positions
#13AXS Investments LLCActive
Some overlap · 4 shared positions
$JHG$MU$AGQ$PLTR
$248M
189 positions
#14Accel Wealth ManagementPassive
Some overlap · 4 shared positions
$JHG$AGQ$PLTR$MU
$383M
290 positions
#15Z3 Capital Partners, LLCPassive
Some overlap · 3 shared positions
$JHG$MU$PLTR
$395M
187 positions
#16Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 3 shared positions
$JHG$MU$PLTR
$144M
387 positions
#17Massar Capital Management, LPActive
Some overlap · 4 shared positions
$MOS$JD$AGQ$TMO
$934M
246 positions
#18Prasad Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$JHG$AGQ$PLTR$MU
$367M
146 positions
#19AQR Arbitrage LLCPassive
Some overlap · 3 shared positions
$WBD$JHG$JD
$6.1B
556 positions
#20Cherry Creek Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$EQT$MU$MMM$PLTR
$230M
124 positions
#21LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$JHG$MU$AGQ$PLTR
$174M
65 positions
#22WESPAC Advisors SoCal, LLCPassive
Some overlap · 3 shared positions
$JHG$MU$PLTR
$470M
119 positions
#23Whalen Wealth Management Inc.Passive
Some overlap · 3 shared positions
$JHG$MU$PLTR
$187M
174 positions
#24Paragon Advisors, LLCActive
Some overlap · 3 shared positions
$JHG$AGQ$PLTR
$371M
76 positions
#25Vigilare Wealth ManagementActive
Some overlap · 3 shared positions
$JHG$AGQ$PLTR
$296M
109 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.