Hedge Funds Similar to Panoramic Partners

13F Portfolio OverlapQ2 2026Panoramic Partners portfolio →

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Most similar hedge funds by 13F overlap

Panoramic Capital Partners, LLC is an institutional investor managing $212M across 72 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 Panoramic Partners are Bay Rivers Group, Alpha Wealth Funds, CENTRAL BANK, with shared positions in $MDY, $PLTR, $AMGN, $KLAC, $NOC, $RACE. The full ranking of 25 similar funds is below.

#1Bay Rivers GroupPassive

Some overlap · 3 shared positions

$MDY $PLTR $AMGN

$293M

126 positions

#2Alpha Wealth Funds, LLCActive

Some overlap · 3 shared positions

$MDY $PLTR $AMGN

$183M

63 positions

#3CENTRAL BANK & TRUST COActive

Some overlap · 3 shared positions

$MDY $KLAC $AMGN

$705M

185 positions

#4Intrepid Financial Planning Group LLCPassive

Some overlap · 3 shared positions

$MDY $PLTR $AMGN

$294M

135 positions

#5Junk Investment Group, LLCActive

Some overlap · 3 shared positions

$MDY $NOC $AMGN

$226M

97 positions

#6Omega Financial Group, LLCActive

Some overlap · 3 shared positions

$MDY $PLTR $NOC

$329M

91 positions

#7Investment Advisory Group, LLCPassive

Some overlap · 3 shared positions

$MDY $AMGN $PLTR

$461M

220 positions

#8Trifecta Capital Advisors, LLCPassive

Some overlap · 3 shared positions

$MDY $PLTR $AMGN

$776M

493 positions

#9LAM GROUP, INC.Active

Some overlap · 3 shared positions

$MDY $AMGN $PLTR

$201M

139 positions

#10Sun Financial IncPassive

Some overlap · 3 shared positions

$KLAC $PLTR $NOC

$212M

161 positions

#11RETIREMENT INCOME SOLUTIONS, INCSmart money

Some overlap · 3 shared positions

$MDY $PLTR $AMGN

$581M

172 positions

#12Simmons BankPassive

Some overlap · 3 shared positions

$KLAC $MDY $AMGN

$1.8B

369 positions

#13SPIREPOINT PRIVATE CLIENT, LLCPassive

Some overlap · 3 shared positions

$KLAC $PLTR $NOC

$1.2B

332 positions

#14Philadelphia Investment Partners, LLCPassive

Some overlap · 3 shared positions

$KLAC $PLTR $AMGN

$161M

189 positions

#15Harvest Fund Management Co., Ltd

Some overlap · 3 shared positions

$KLAC $PLTR $AMGN

$3.0B

455 positions

#16Brand Asset Management Group, Inc.Active

Some overlap · 3 shared positions

$PLTR $KLAC $MDY

$452M

223 positions

#17Prosperity Financial Group, Inc.Passive

Some overlap · 3 shared positions

$KLAC $PLTR $RACE

$323M

184 positions

#18GILPIN WEALTH MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$KLAC $PLTR $AMGN

$145M

1,064 positions

#19Global X Japan Co., Ltd.Active

Slight overlap · 3 shared positions

$KLAC $PLTR $AMGN

$2.7B

390 positions

#20Jones Kertz & Associates, Inc.Active

Slight overlap · 3 shared positions

$KLAC $MDY $AMGN

$217M

66 positions

#21Eagle Wealth Advisors LLCPassive

Slight overlap · 3 shared positions

$KLAC $PLTR $AMGN

$131M

100 positions

#22Vident Advisory, LLCPassive

Slight overlap · 3 shared positions

$PLTR $KLAC $NOC

$13.9B

1,919 positions

#23INVESCO, LLCActive

Slight overlap · 3 shared positions

$KLAC $NOC $AMGN

$323M

133 positions

#24JLB & ASSOCIATES INCPassive

Slight overlap · 3 shared positions

$KLAC $NOC $AMGN

$748M

68 positions

#25FourThought Financial Partners, LLCPassive

Slight overlap · 3 shared positions

$KLAC $NOC $AMGN

$1.3B

393 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.