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Hedge Funds Similar to PCA Investment Advisory Services

13F Portfolio OverlapQ1 2026PCA Investment Advisory Services portfolio →
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Most similar hedge funds by 13F overlap

PCA Investment Advisory Services Inc. is an institutional investor managing $300M across 57 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 PCA Investment Advisory Services are Bonfire Financial, Harvest Investment Services,, Fortis Group Advisors,, with shared positions in $SLV, $WT, $KR, $MS, $FITB, $ICFI. The full ranking of 25 similar funds is below.

#1Bonfire FinancialActive
Slight overlap · 4 shared positions
$SLV$WT$KR$MS
$133M
57 positions
#2Harvest Investment Services, LLCPassive
Slight overlap · 3 shared positions
$SLV$FITB$WT
$547M
346 positions
#3Fortis Group Advisors, LLCPassive
Slight overlap · 3 shared positions
$SLV$FITB$WT
$605M
582 positions
#4Foundations Investment Advisors, LLCPassive
Slight overlap · 5 shared positions
$WT$ICFI$SLV$MS$LEN
$8.1B
1,160 positions
#5PCG Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$SLV$FITB$WT
$395M
164 positions
#6AIFG Consultants Ltd.
Slight overlap · 3 shared positions
$SLV$FITB$WT
$58M
54 positions
#7Williams & Novak, LLCPassive
Slight overlap · 4 shared positions
$SLV$WT$MS$LEN
$134M
143 positions
#8Spectrum Wealth Advisory Group, LLCActive
Slight overlap · 3 shared positions
$FITB$SLV$WT
$269M
58 positions
#9ROI Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$SLV$FITB$KR
$167M
66 positions
#10TopTier Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$SLV$WT$MS$LEN
$163M
795 positions
#11Comprehensive Financial Consultants Institutional, Inc.Passive
Slight overlap · 4 shared positions
$FITB$WT$MS$LEN
$337M
193 positions
#12Compass Financial Services IncActive
Slight overlap · 4 shared positions
$FITB$WT$MS$SLV
$231M
56 positions
#13Global View Capital Management LLCActive
Slight overlap · 3 shared positions
$FITB$WT$SLV
$377M
140 positions
#14Eagle Strategies LLCPassive
Slight overlap · 3 shared positions
$SLV$WT$MS
$837M
258 positions
#15truNorth Financial Services, Inc.Active
Slight overlap · 3 shared positions
$SLV$WT$MS
$97M
49 positions
#16SMITH, MOORE & CO.Passive
Slight overlap · 3 shared positions
$SLV$WT$MS
$1.4B
558 positions
#17WealthCare Investment Partners, LLCPassive
Slight overlap · 3 shared positions
$SLV$WT$MS
$360M
191 positions
#18Rockport Wealth LLCActive
Slight overlap · 3 shared positions
$SLV$FITB$WT
$549M
101 positions
#19CREATIVE FINANCIAL DESIGNS INC /ADVPassive
Slight overlap · 3 shared positions
$SLV$WT$MS
$1.6B
2,162 positions
#20Joseph Group Capital ManagementPassive
Slight overlap · 3 shared positions
$FITB$WT$KR
$400M
379 positions
#21Southland Equity Partners LLCPassive
Slight overlap · 3 shared positions
$FITB$WT$MS
$513M
273 positions
#22Next Level Private LLCPassive
Slight overlap · 3 shared positions
$FITB$WT$MS
$443M
175 positions
#23Goldstone Financial Group, LLCPassive
Slight overlap · 3 shared positions
$FITB$WT$MS
$922M
228 positions
#24Csenge Advisory GroupPassive
Slight overlap · 3 shared positions
$FITB$WT$MS
$2.2B
747 positions
#25Mach-1 Financial Group, LLCPassive
Slight overlap · 3 shared positions
$FITB$WT$MS
$284M
161 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.