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Hedge Funds Similar to Pathstone ,

13F Portfolio OverlapQ1 2026Pathstone , portfolio →
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Most similar hedge funds by 13F overlap

Pathstone Holdings, LLC is an institutional investor managing $25.1B across 2,222 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 Pathstone , are HANOVER ADVISORS, Murphy, Middleton, Hinkle & Parker,, SONATA GROUP, with shared positions in $MDY, $KKR, $KO, $DDOG, $MAR, $SCHW. The full ranking of 25 similar funds is below.

#1HANOVER ADVISORS INCActive
Some overlap · 6 shared positions
$MDY$KKR$KO$DDOG$MAR$SCHW
$246M
118 positions
#2Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 5 shared positions
$MDY$KO$KKR$DIS$CTVA
$216M
133 positions
#3SONATA CAPITAL GROUP INCPassive
Some overlap · 5 shared positions
$MDY$KKR$DDOG$CTVA$MAR
$271M
123 positions
#4MONTAG A & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$MDY$KO$MAR$TJX
$2.2B
940 positions
#5Curbstone Financial Management CorpPassive
Some overlap · 4 shared positions
$MDY$KKR$KO$TJX
$523M
202 positions
#6Pacific Center for Financial ServicesActive
Some overlap · 5 shared positions
$MDY$KKR$SCHW$DIS$KO
$394M
513 positions
#7McLaughlin Asset Management, Inc.Passive
Some overlap · 4 shared positions
$MDY$KO$TJX$LRCX
$105M
91 positions
#8Conservest Capital Advisors, Inc.Active
Some overlap · 5 shared positions
$MDY$KKR$SCHW$MAR$LRCX
$1.1B
127 positions
#9DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$MDY$KKR$DIS
$400M
202 positions
#10TI-TRUST, INCPassive
Some overlap · 3 shared positions
$MDY$KKR$SCHW
$168M
128 positions
#11IFG Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$KKR$SCHW
$611M
149 positions
#12CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 3 shared positions
$MDY$KO$DIS
$150M
86 positions
#13ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MDY$KO$SCHW$TJX
$228M
90 positions
#14Montz Harcus Wealth Management LLCActive
Some overlap · 3 shared positions
$MDY$KKR$KO
$248M
93 positions
#15FineMark National Bank & Trust
Some overlap · 3 shared positions
$MDY$KKR$TJX
$3.2B
452 positions
#16Paladin Advisory Group, LLCPassive
Some overlap · 3 shared positions
$MDY$KKR$DDOG
$131M
241 positions
#17Newport Capital Group, LLCPassive
Some overlap · 5 shared positions
$MDY$SCHW$KKR$MAR$KO
$164M
73 positions
#18UNION SAVINGS BANKActive
Some overlap · 4 shared positions
$MDY$KKR$MAR$TJX
$228M
320 positions
#19Carlton Hofferkamp & Jenks Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MDY$KO$TJX
$299M
142 positions
#20ORBA Wealth Advisors, L.L.C.Passive
Some overlap · 5 shared positions
$MDY$KKR$DIS$MAR$LRCX
$84M
65 positions
#21Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 4 shared positions
$MDY$MAR$CTVA$SCHW
$257M
109 positions
#22DAVIDSON TRUST COPassive
Some overlap · 4 shared positions
$MDY$KKR$KO$DIS
$232M
176 positions
#23Divergent Planning, LLC
Some overlap · 3 shared positions
$MDY$DDOG$MAR
$392M
36 positions
#24Veracity Capital LLCPassive
Some overlap · 3 shared positions
$MDY$KO$DDOG
$280M
201 positions
#25BLUELINE ADVISORS LLCActive
Some overlap · 5 shared positions
$MDY$CTVA$SCHW$KKR$DIS
$129M
217 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.