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Hedge Funds Similar to Pathstone

13F Portfolio OverlapQ2 2026Pathstone portfolio →
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Most similar hedge funds by 13F overlap

Pathstone Holdings, LLC is an institutional investor managing $34.3B across 2,337 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 Pathstone are Alexis Investment Partners, MONTAG A & ASSOCIATES, Carlton Hofferkamp & Jenks Wealth, with shared positions in $MDY, $MAR, $TJX, $DIS, $KDP, $SLAB. The full ranking of 19 similar funds is below.

#1Alexis Investment Partners, LLCActive
Some overlap · 3 shared positions
$MDY$MAR$TJX
$171M
38 positions
#2MONTAG A & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$MDY$MAR$TJX
$2.4B
956 positions
#3Carlton Hofferkamp & Jenks Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MDY$DIS$TJX
$310M
144 positions
#4Highview Capital Management LLC/DE/Passive
Some overlap · 3 shared positions
$MDY$MAR$TJX
$347M
118 positions
#5Asset Management Group, Inc.Passive
Some overlap · 3 shared positions
$MDY$DIS$KDP
$683M
137 positions
#6Pegasus Asset Management, Inc.Passive
Slight overlap · 3 shared positions
$MDY$DIS$MAR
$351M
75 positions
#7Integrated Wealth ManagementActive
Slight overlap · 3 shared positions
$MDY$MAR$TJX
$95M
91 positions
#8HERITAGE INVESTORS MANAGEMENT CORPActive
Slight overlap · 3 shared positions
$MDY$DIS$MAR
$3.6B
257 positions
#9Summit Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$MDY$DIS$MAR
$702M
280 positions
#10Elyxium Wealth, LLCPassive
Slight overlap · 3 shared positions
$MDY$MAR$TJX
$952M
298 positions
#11Sand Hill Global Advisors, LLCActive
Slight overlap · 3 shared positions
$MDY$DIS$TJX
$3.3B
214 positions
#12Applied Finance Capital Management, LLCPassive
Slight overlap · 3 shared positions
$DIS$KDP$MAR
$1.3B
218 positions
#13STALEY CAPITAL ADVISERS INCActive
Slight overlap · 3 shared positions
$DIS$MDY$TJX
$2.6B
193 positions
#14Atala Financial IncPassive
Slight overlap · 3 shared positions
$DIS$MAR$TJX
$165M
121 positions
#15WINDWARD CAPITAL MANAGEMENT CO /CAActive
Slight overlap · 3 shared positions
$DIS$MAR$TJX
$1.3B
73 positions
#16Border to Coast Pensions Partnership LtdActive
Slight overlap · 3 shared positions
$DIS$MAR$TJX
$6.8B
90 positions
#17Plante Moran Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$MDY$DIS$MAR
$2.1B
1,589 positions
#18Bradley & Co. Private Wealth Management, LLCActive
Slight overlap · 3 shared positions
$DIS$SLAB$MAR
$210M
221 positions
#19Baltimore-Washington Financial Advisors, Inc.Passive
Slight overlap · 3 shared positions
$MAR$TJX$MDY
$2.7B
206 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.