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Hedge Funds Similar to Purkiss Advisors

13F Portfolio OverlapQ1 2026Purkiss Advisors portfolio →
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Most similar hedge funds by 13F overlap

Purkiss Capital Advisors LLC is an institutional investor managing $227M across 168 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 Purkiss Advisors are Rachor Investment Advisory Services,, Mader & Shannon Wealth ,, Modus Advisors,, with shared positions in $IAU, $BAC, $NEE, $GEV, $PANW, $TMO. The full ranking of 25 similar funds is below.

#1Rachor Investment Advisory Services, LLCActive
Notable overlap · 5 shared positions
$IAU$BAC$NEE$GEV$PANW
$190M
464 positions
#2Mader & Shannon Wealth Management, Inc.Active
Notable overlap · 4 shared positions
$IAU$TMO$PSX$VLO
$216M
20 positions
#3Modus Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$PANW$NEE$PLTR
$363M
117 positions
#4Arnhold LLCActive
Notable overlap · 3 shared positions
$IAU$BMY$BAC
$1.4B
118 positions
#5PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADVActive
Notable overlap · 3 shared positions
$IAU$BMY$PLTR
$112M
38 positions
#6FORBES J M & CO LLPActive
Notable overlap · 3 shared positions
$IAU$BAC$NEE
$1.2B
150 positions
#7ANDERSON HOAGLAND & COPassive
Notable overlap · 3 shared positions
$IAU$BAC$GEV
$1.2B
136 positions
#8CADINHA & CO LLCActive
Notable overlap · 3 shared positions
$IAU$GEV$PLTR
$537M
103 positions
#9CURIO WEALTH, LLCActive
Notable overlap · 3 shared positions
$IAU$PLTR$NEE
$293M
1,255 positions
#10Rather & Kittrell, Inc.Active
Notable overlap · 3 shared positions
$IAU$BAC$NEE
$648M
113 positions
#11PINNEY & SCOFIELD, INC.Active
Notable overlap · 3 shared positions
$IAU$NEE$GEV
$185M
243 positions
#12Wealth Management Partners, LLCPassive
Notable overlap · 4 shared positions
$IAU$CRWV$PLTR$PANW
$350M
147 positions
#13CAPE ANN SAVINGS BANKPassive
Notable overlap · 4 shared positions
$IAU$BAC$NEE$AEP
$199M
121 positions
#14Hamilton Wealth, LLCActive
Some overlap · 3 shared positions
$IAU$PANW$BMY
$1.4B
114 positions
#15ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 3 shared positions
$IAU$PLTR$GEV
$730M
215 positions
#16Burk Holdings LLCPassive
Some overlap · 3 shared positions
$IAU$BAC$PSX
$233M
676 positions
#17Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$FLEX$PSX
$266M
180 positions
#18AVAII WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$BMY$PLTR
$287M
158 positions
#19Kure Advisory, LLCActive
Some overlap · 3 shared positions
$IAU$PLTR$PSX
$184M
56 positions
#20Wills Financial Group LLCPassive
Some overlap · 3 shared positions
$IAU$PANW$NEE
$265M
75 positions
#21Bigelow Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$NEE$BAC
$250M
153 positions
#22FMB WEALTH MANAGEMENTActive
Some overlap · 3 shared positions
$IAU$BAC$NEE
$242M
73 positions
#23REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$TMO$VLO
$697M
218 positions
#24CHATHAM CAPITAL GROUP, INC.Passive
Some overlap · 3 shared positions
$IAU$GEV$PSX
$689M
198 positions
#25ROGCO, LPActive
Some overlap · 3 shared positions
$IAU$BAC$AEP
$300M
205 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.