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 Panoramic Partners,

13F Portfolio OverlapQ1 2026Panoramic Partners, portfolio →

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Most similar hedge funds by 13F overlap

Panoramic Capital Partners, LLC is an institutional investor managing $162M across 63 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 Panoramic Partners, are Avid Wealth Partners, Cardinal Strategic Wealth Guidance, Fiduciary Planning, with shared positions in $MDLZ, $WT, $GEV, $SHW, $PLTR, $WWD. The full ranking of 25 similar funds is below.

#1Avid Wealth Partners LLCActive

Notable overlap · 3 shared positions

$MDLZ $WT $GEV

$212M

71 positions

#2Cardinal Strategic Wealth GuidanceSmart money

Notable overlap · 3 shared positions

$MDLZ $SHW $PLTR

$379M

63 positions

#3Fiduciary Planning LLCActive

Some overlap · 4 shared positions

$MDLZ $PLTR $SHW $WT

$331M

76 positions

#4Roof Eidam Maycock Peralta, LLCActive

Some overlap · 3 shared positions

$MDLZ $SHW $WT

$436M

125 positions

#5Financial Enhancement Group LLCPassive

Some overlap · 3 shared positions

$MDLZ $GEV $WT

$807M

135 positions

#6Spectrum Planning & Advisory Services Inc.Passive

Some overlap · 3 shared positions

$MDLZ $WWD $SHW

$202M

114 positions

#7Runnymede Capital Advisors, Inc.Passive

Some overlap · 5 shared positions

$MDLZ $MDY $LRCX $SHW $WT

$116M

75 positions

#8Polaris Investment Advisors, LLCPassive

Some overlap · 3 shared positions

$MDLZ $GE $GEV

$137M

70 positions

#9Guinness Asset Management LTDActive

Some overlap · 4 shared positions

$MDLZ $KLAC $LRCX $AMAT

$5.8B

143 positions

#10Aft, Forsyth & Sober, LLCActive

Some overlap · 4 shared positions

$MDLZ $PLTR $KLAC $SHW

$328M

62 positions

#11ATTICUS WEALTH MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$MDLZ $PLTR $GEV $AMAT

$369M

181 positions

#12KICKSTAND VENTURES, LLC.Active

Some overlap · 6 shared positions

$MDLZ $SHW $WT $KLAC $LRCX $AMAT

$475M

130 positions

#13Nova Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$MDLZ $PLTR $WT

$154M

545 positions

#14EVOKE WEALTH, LLCActive

Some overlap · 3 shared positions

$MDLZ $LRCX $NKE

$5.6B

711 positions

#15Pavion Blue Capital, LLCPassive

Some overlap · 5 shared positions

$MDLZ $NOC $GE $GEV $FDX

$230M

108 positions

#16Jackson Wealth Management, LLCActive

Some overlap · 4 shared positions

$MDLZ $KLAC $LRCX $SHW

$972M

148 positions

#17CHARTER RESEARCH & INVESTMENT GROUP, INC.Active

Some overlap · 3 shared positions

$MDLZ $MDY $AMAT

$150M

86 positions

#18SAYBROOK CAPITAL /NCActive

Some overlap · 3 shared positions

$MDLZ $SHW $NKE

$371M

42 positions

#19Kaydan Wealth Management, Inc.Active

Some overlap · 4 shared positions

$MDLZ $MDY $WT $GE

$299M

109 positions

#20QUEST INVESTMENT MANAGEMENT LLCActive

Slight overlap · 4 shared positions

$MDLZ $PLTR $GE $GEV

$857M

122 positions

#21Sandbox Financial Partners, LLCActive

Slight overlap · 3 shared positions

$MDLZ $GE $GEV

$356M

117 positions

#22CORDA Investment Management, LLC.Active

Slight overlap · 3 shared positions

$MDLZ $NKE $AMAT

$1.4B

80 positions

#23Able Wealth Management LLCPassive

Slight overlap · 4 shared positions

$MDLZ $SHW $NKE $WT

$374M

138 positions

#24Optivise Advisory Services LLCPassive

Slight overlap · 3 shared positions

$MDLZ $NKE $WT

$165M

183 positions

#25ACCESS FINANCIAL SERVICES, INC.Active

Slight overlap · 3 shared positions

$MDLZ $KLAC $LRCX

$282M

95 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.