Hedge Funds Similar to Pacific Asset ,

13F Portfolio OverlapQ1 2026Pacific Asset , portfolio →

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Most similar hedge funds by 13F overlap

Pacific Asset Management, LLC is an institutional investor managing $179M across 70 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 Pacific Asset , are Burk, Porter White Investment Advisors,, Trailhead Planners, with shared positions in $AMN, $IAU, $NKE, $BRZE, $BA, $MCD. The full ranking of 25 similar funds is below.

#1Burk Holdings LLCPassive

Substantial overlap · 3 shared positions

$233M

676 positions

#2Porter White Investment Advisors, Inc.Smart money

Substantial overlap · 3 shared positions

$250M

40 positions

#3Trailhead Planners LLCActive

Substantial overlap · 3 shared positions

$104M

49 positions

#4Beaird Harris Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$1.5B

686 positions

#5Moisand Fitzgerald Tamayo, LLCActive

Substantial overlap · 3 shared positions

$931M

518 positions

#6Burton Enright WelchActive

Substantial overlap · 3 shared positions

$AMN $IAU $BRZE

$736M

134 positions

#7CLARIS ADVISORS, LLC / MO /Active

Substantial overlap · 3 shared positions

$334M

70 positions

#8BAYSHORE ASSET MANAGEMENT, LLCSmart money

Substantial overlap · 3 shared positions

$251M

40 positions

#9TCI Wealth Advisors, Inc.Active

Substantial overlap · 3 shared positions

$1.9B

251 positions

#10Capstone Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$AMN $NKE $BRZE

$143M

50 positions

#11Petersen Hastings Wealth Advisors Inc.Smart money

Substantial overlap · 3 shared positions

$1.1B

81 positions

#12RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Substantial overlap · 4 shared positions

$AMN $NKE $IAU $SBUX

$296M

80 positions

#13Ballast Financial Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $IAU $BRZE

$98M

68 positions

#14QUARRY HILL ADVISORS, LLCSmart money

Notable overlap · 3 shared positions

$AMN $NKE $BRZE

$243M

51 positions

#15FMB WEALTH MANAGEMENTActive

Notable overlap · 4 shared positions

$NKE $AMN $IAU $BA

$242M

73 positions

#16SATOVSKY ASSET MANAGEMENT LLCSmart money

Notable overlap · 3 shared positions

$566M

73 positions

#17Plancorp, LLCActive

Notable overlap · 3 shared positions

$3.5B

378 positions

#18COWA, LLCActive

Notable overlap · 3 shared positions

$371M

158 positions

#19JDH Wealth Management, LLCActive

Notable overlap · 5 shared positions

$AMN $NKE $IAU $IBIT $BRZE

$148M

54 positions

#20ATLas Financial Planning LLCActive

Notable overlap · 3 shared positions

$AMN $NKE $BRZE

$112M

69 positions

#21Oak Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $MCD $BRZE

$182M

57 positions

#22CURIO WEALTH, LLCActive

Notable overlap · 3 shared positions

$293M

1,255 positions

#23BENNINGFIELD FINANCIAL ADVISORS, LLCSmart money

Notable overlap · 3 shared positions

$AMN $NKE $BRZE

$127M

18 positions

#24Werba Rubin Papier Wealth ManagementPassive

Notable overlap · 4 shared positions

$AMN $NKE $BRZE $IAU

$718M

278 positions

#25WMG Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$AMN $IBIT $BRZE $BA

$240M

100 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.