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Hedge Funds Similar to Pandora Wealth,

13F Portfolio OverlapQ4 2025Pandora Wealth, portfolio →
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Most similar hedge funds by 13F overlap

Pandora Wealth, Inc. is an institutional investor managing $165M across 224 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Pandora Wealth, are SevenBridge Financial Group,, 6th Street Advisors,, BROGAN FINANCIAL,, with shared positions in $DUK, $SRE, $DE, $PWR, $PFE, $BR. The full ranking of 25 similar funds is below.

#1SevenBridge Financial Group, LLCPassive
Notable overlap · 4 shared positions
$DUK$SRE$DE$PWR
$640M
202 positions
#26th Street Advisors, LLCActive
Notable overlap · 4 shared positions
$DUK$PWR$PFE$BR
$159M
59 positions
#3BROGAN FINANCIAL, INC.Smart money
Notable overlap · 3 shared positions
$DUK$ABT$PWR
$227M
56 positions
#4Second Line Capital, LLCActive
Notable overlap · 3 shared positions
$DUK$PWR$BR
$528M
185 positions
#5Lord & Richards Wealth Management, LLCActive
Notable overlap · 3 shared positions
$DUK$PWR$BR
$114M
50 positions
#6Park Place Capital CorpPassive
Some overlap · 3 shared positions
$DUK$PWR$BR
$499M
850 positions
#7BCWM, LLCPassive
Some overlap · 4 shared positions
$DUK$SRE$BMY$PFE
$353M
57 positions
#8EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$DUK$GILD$BMY$ABT$PFE
$1.4B
56 positions
#9Bruce & Co., Inc.Active
Some overlap · 3 shared positions
$DUK$ABT$PFE
$350M
41 positions
#10Diversified Enterprises, LLCActive
Some overlap · 3 shared positions
$DUK$PWR$SNOW
$1.8B
413 positions
#11OmniStar Financial Group, Inc.Passive
Some overlap · 3 shared positions
$GILD$DUK$BMY
$193M
108 positions
#12MARIPAU WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$DUK$IBIT$PWR
$227M
166 positions
#13FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 3 shared positions
$DUK$GILD$PFE
$1.5B
235 positions
#14Future Financial Wealth Managment LLCActive
Some overlap · 3 shared positions
$DUK$PFE$SNOW
$155M
128 positions
#15Bienville Capital Management, LLCPassive
Some overlap · 3 shared positions
$DUK$IBIT$SNOW
$550M
74 positions
#16Signal Advisors Wealth, LLCPassive
Some overlap · 4 shared positions
$DUK$IBIT$PWR$BR
$1.5B
582 positions
#17Old North State Wealth Management, LLCPassive
Some overlap · 3 shared positions
$DUK$GILD$PFE
$216M
112 positions
#18Griffith & Werner, Inc.Active
Some overlap · 3 shared positions
$DUK$GILD$PFE
$202M
72 positions
#19TI-TRUST, INCPassive
Some overlap · 4 shared positions
$DUK$BMY$SRE$DE
$168M
128 positions
#20Renasant BankPassive
Some overlap · 3 shared positions
$DUK$PWR$SNOW
$141M
137 positions
#21DB&C Advisors, LLCPassive
Some overlap · 3 shared positions
$GILD$DUK$PFE
$77M
67 positions
#22RNC CAPITAL MANAGEMENT LLC
Some overlap · 3 shared positions
$GILD$SRE$BMY
$2.2B
173 positions
#23Principal Street Partners, LLCPassive
Some overlap · 3 shared positions
$GILD$DUK$BMY
$613M
247 positions
#24Energy Income Partners, LLCActive
Some overlap · 3 shared positions
$DUK$SRE$PWR
$6.2B
87 positions
#25United Capital Management of KS, Inc.Passive
Some overlap · 3 shared positions
$DUK$RKLB$SNOW
$660M
111 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.