Hedge Funds Similar to Peirce ,

13F Portfolio OverlapQ1 2026Peirce , portfolio →

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Most similar hedge funds by 13F overlap

Peirce Capital Management, LLC is an institutional investor managing $273M across 45 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 Peirce , are CLARIS ADVISORS, / MO /, Petersen Hastings Wealth Advisors, KM Ltd., with shared positions in $NKE, $AMN, $COP, $LNG. The full ranking of 25 similar funds is below.

#1CLARIS ADVISORS, LLC / MO /Active

Substantial overlap · 3 shared positions

$334M

70 positions

#2Petersen Hastings Wealth Advisors Inc.Smart money

Substantial overlap · 3 shared positions

$1.1B

81 positions

#3KM Capital Management Ltd.Active

Substantial overlap · 3 shared positions

$149M

76 positions

#4Tillman Hartley LLCActive

Notable overlap · 3 shared positions

$398M

88 positions

#5COWA, LLCActive

Notable overlap · 3 shared positions

$371M

158 positions

#6Shotwell Rutter Baer IncActive

Notable overlap · 3 shared positions

$170M

38 positions

#7Focus Partners Advisor Solutions, LLCPassive

Notable overlap · 3 shared positions

$9.9B

1,249 positions

#8Foster Group, Inc.Active

Notable overlap · 3 shared positions

$3.4B

284 positions

#9CLUNE & ASSOCIATES, LTD.Passive

Notable overlap · 3 shared positions

$532M

162 positions

#10CURIO WEALTH, LLCActive

Notable overlap · 3 shared positions

$293M

1,255 positions

#11REAP Financial Group, LLCPassive

Notable overlap · 3 shared positions

$507M

533 positions

#12Evanson Asset Management, LLCActive

Notable overlap · 3 shared positions

$1.9B

321 positions

#13BWM Planning, LLCActive

Notable overlap · 3 shared positions

$379M

87 positions

#14Meredith Wealth PlanningActive

Notable overlap · 3 shared positions

$369M

70 positions

#15Schubert & CoActive

Some overlap · 3 shared positions

$123M

69 positions

#16Avant Financial Advisors LLCActive

Some overlap · 3 shared positions

$142M

65 positions

#17FAMILY WEALTH PARTNERS, LLCActive

Some overlap · 3 shared positions

$293M

105 positions

#18WealthCollab, LLCPassive

Some overlap · 3 shared positions

$243M

977 positions

#19Prosperity Planning, Inc.Active

Some overlap · 3 shared positions

$395M

110 positions

#20Stone Summit Wealth LLCPassive

Some overlap · 3 shared positions

$359M

142 positions

#21Greenline Partners, LLCActive

Some overlap · 3 shared positions

$930M

144 positions

#22Apella Capital, LLCActive

Some overlap · 3 shared positions

$6.7B

685 positions

#23Aegis Wealth Management LLCPassive

Some overlap · 3 shared positions

$175M

118 positions

#24Ariadne Wealth Management, LPPassive

Some overlap · 3 shared positions

$223M

248 positions

#25Cambridge Financial Group, LLCPassive

Some overlap · 3 shared positions

$295M

168 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.