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 Pinnacle West Asset

13F Portfolio OverlapQ2 2026Pinnacle West Asset portfolio →

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Most similar hedge funds by 13F overlap

Pinnacle West Asset Management, Inc. is an institutional investor managing $145M across 104 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 Pinnacle West Asset are FIRST FINANCIAL BANKSHARES, First Fiduciary Investment Counsel, Riverview, with shared positions in $WMB, $AMGN, $BLK, $MCD, $UNP, $BX. The full ranking of 25 similar funds is below.

#1FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 7 shared positions

$WMB $AMGN $BLK $MCD $UNP $BX

$5.3B

210 positions

#2First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 7 shared positions

$AMGN $BLK $TXN $UNP $MCD $BX

$529M

75 positions

#3Riverview Trust CoActive

Notable overlap · 6 shared positions

$STX $DE $BLK $COP $MCD $AMGN

$84M

166 positions

#4Aull & Monroe Investment Management CorpPassive

Notable overlap · 5 shared positions

$STX $DE $AMGN $UNP $ADP

$239M

126 positions

#5Addis & Hill, IncSmart money

Notable overlap · 5 shared positions

$WMB $KMI $TXN $EPD $OKE

$181M

29 positions

#6Smart Portfolios, LLC

Notable overlap · 7 shared positions

$BLK $AMGN $TXN $MCD $OKE $DIS

$100M

99 positions

#7Catherine Avery Investment Management LLCPassive

Notable overlap · 4 shared positions

$STX $AMGN $OKE $MCD

$229M

166 positions

#8Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$WMB $TXN $UNP $MCD $OKE $ADP

$467M

118 positions

#9Palisade Asset Management, LLCPassive

Notable overlap · 6 shared positions

$AMGN $DE $TXN $MCD $BLK $ADP

$1.1B

204 positions

#10SL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$WMB $KMI $EPD $OKE $MCD $ADP

$57M

32 positions

#11WEDGEWOOD INVESTORS INC /PA/Passive

Notable overlap · 6 shared positions

$STX $DE $UNP $NSC $OKE $COP

$97M

110 positions

#12Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 6 shared positions

$AMGN $KMI $DE $DIS $ADP $BA

$1.0B

765 positions

#13MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 6 shared positions

$WMB $KMI $TXN $EPD $MCD $COP

$3.8B

152 positions

#14Kinsale Capital Group, Inc.Active

Some overlap · 5 shared positions

$AMGN $WMB $TXN $MCD $DIS

$754M

41 positions

#15VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 5 shared positions

$AMGN $KMI $BLK $MCD $BX

$201M

57 positions

#16Wilkinson Global Asset Management LLCActive

Some overlap · 6 shared positions

$AMGN $DE $TXN $UNP $DIS $MCD

$1.3B

62 positions

#17DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 5 shared positions

$AMGN $TXN $EPD $WMB $OKE

$517M

137 positions

#18Cohen Investment Advisors LLCPassive

Some overlap · 6 shared positions

$AMGN $KMI $MCD $BX $DIS $BA

$223M

81 positions

#19FAYEZ SAROFIM & CO

Some overlap · 7 shared positions

$TXN $BLK $EPD $MCD $BX $ADP

$42.5B

300 positions

#20Fi3 FINANCIAL ADVISORS, LLCPassive

Some overlap · 6 shared positions

$STX $TXN $BLK $DIS $COP $WMB

$418M

232 positions

#21R.H. Investment Group, LLCActive

Some overlap · 6 shared positions

$AMGN $EPD $UNP $MCD $ADP $COP

$133M

47 positions

#22Argyle Capital Partners, LLCPassive

Some overlap · 5 shared positions

$WMB $AMGN $EPD $OKE $DE

$159M

177 positions

#23TRUST CO OF VIRGINIA /VAPassive

Some overlap · 6 shared positions

$AMGN $WMB $BLK $ADP $BX $NSC

$1.3B

226 positions

#24Fortis Advisors, LLCPassive

Some overlap · 6 shared positions

$STX $UNP $BX $COP $DIS $EPD

$214M

122 positions

#25Harvest Investment Advisors, LLCActive

Some overlap · 5 shared positions

$WMB $AMGN $KMI $BLK $BX

$202M

58 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.