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 Five Pine Wealth

13F Portfolio OverlapQ1 2026Five Pine Wealth portfolio →

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Most similar hedge funds by 13F overlap

Five Pine Wealth Management is an institutional investor managing $161M across 47 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 Five Pine Wealth are Flower City, BLUESTEM FINANCIAL ADVISORS,, MilWealth Group, with shared positions in $MKL, $DOV, $BRZE, $SCHW, $AFRM, $COP. The full ranking of 25 similar funds is below.

#1Flower City CapitalSmart money

Substantial overlap · 3 shared positions

$MKL $DOV $BRZE

$199M

46 positions

#2BLUESTEM FINANCIAL ADVISORS, LLCSmart money

Substantial overlap · 4 shared positions

$MKL $SCHW $AFRM $BRZE

$259M

33 positions

#3MilWealth Group LLCSmart money

Substantial overlap · 4 shared positions

$MKL $AFRM $BRZE $COP

$420M

81 positions

#4Hegarty Advisors, LLCActive

Substantial overlap · 4 shared positions

$MKL $COP $DOV $UPST

$127M

57 positions

#5Voya Financial Advisors, Inc.Active

Substantial overlap · 3 shared positions

$MKL $SCHW $COP

$1.0B

209 positions

#6CBIZ Investment Advisory Services, LLCSmart money

Substantial overlap · 4 shared positions

$MKL $BRZE $SCHW $IAU

$2.7B

415 positions

#7Wrenne Financial Planning LLCSmart money

Substantial overlap · 3 shared positions

$MKL $SCHW $BRZE

$255M

49 positions

#8Glassman Wealth ServicesSmart money

Notable overlap · 4 shared positions

$MKL $BRZE $SCHW $DOV

$736M

187 positions

#9Journey Beyond Wealth, LLCSmart money

Notable overlap · 3 shared positions

$MKL $SNOW $IAU

$116M

29 positions

#10Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 6 shared positions

$MKL $COP $IAU $DOV $BRZE $SCHW

$578M

118 positions

#11Sage Financial Management Group, Inc.Active

Notable overlap · 4 shared positions

$MKL $COP $SNOW $UPST

$325M

57 positions

#12FC Advisory LLCActive

Notable overlap · 7 shared positions

$MKL $SNOW $SCHW $DOV $BRZE $COP

$342M

115 positions

#13THREADGILL FINANCIAL, LLCActive

Notable overlap · 3 shared positions

$MKL $DOV $COP

$344M

44 positions

#14Dunhill Financial, LLCPassive

Notable overlap · 3 shared positions

$MKL $SCHW $DOV

$424M

1,857 positions

#15Topor & Co. KoreaActive

Notable overlap · 3 shared positions

$MKL $IAU $DOV

$118M

18 positions

#16Luminvest Wealth Management LLCSmart money

Notable overlap · 4 shared positions

$MKL $COP $BRZE $SCHW

$382M

55 positions

#17Efficient Advisors, LLCActive

Notable overlap · 7 shared positions

$MKL $COP $SNOW $SCHW $UPST $BRZE

$1.4B

58 positions

#18VERITY Wealth AdvisorsActive

Notable overlap · 5 shared positions

$MKL $SCHW $UPST $COP $BRZE

$150M

81 positions

#19Firestone Capital ManagementPassive

Notable overlap · 5 shared positions

$MKL $COP $SCHW $IAU $FBTC

$480M

160 positions

#20Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 4 shared positions

$MKL $DOV $SLV $BRZE

$151M

54 positions

#21Compass Planning Associates IncSmart money

Notable overlap · 3 shared positions

$MKL $SNOW $UPST

$156M

30 positions

#22STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$MKL $COP $BRZE $SNOW

$140M

29 positions

#23LINCOLN NATIONAL CORPActive

Notable overlap · 3 shared positions

$MKL $SNOW $BRZE

$3.5B

19 positions

#24CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$MKL $BRZE $DOV $COP

$648M

134 positions

#25Mosaic Advisors LLCPassive

Notable overlap · 3 shared positions

$MKL $COP $DOV

$67M

42 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.