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Hedge Funds Similar to PCG ASSET ,

13F Portfolio OverlapQ1 2026PCG ASSET , portfolio →
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Most similar hedge funds by 13F overlap

PCG ASSET MANAGEMENT, LLC is an institutional investor managing $125M across 78 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 PCG ASSET , are ACORN CREEK, Red Mountain Financial,, Andrews Advisory Associates,, with shared positions in $SNOW, $MAR, $SHW, $MKL, $MCD, $UNP. The full ranking of 25 similar funds is below.

#1ACORN CREEK CAPITAL LLCActive
Notable overlap · 3 shared positions
$SNOW$MAR$SHW
$280M
84 positions
#2Red Mountain Financial, LLCPassive
Some overlap · 5 shared positions
$SNOW$MAR$MKL$MCD$UNP
$106M
79 positions
#3Andrews Advisory Associates, LLCActive
Some overlap · 5 shared positions
$SNOW$MCD$MKL$DIS$FDX
$190M
82 positions
#4Hillcrest Wealth Advisors - NY, LLCActive
Some overlap · 3 shared positions
$SNOW$MAR$MKL
$247M
51 positions
#5Carl P. Sherr & Co., LLCPassive
Some overlap · 4 shared positions
$SNOW$MAR$MCD$HON
$213M
124 positions
#6Ethos Capital Management, Inc.Active
Some overlap · 3 shared positions
$SNOW$MAR$HON
$117M
56 positions
#7MBA Advisors LLCPassive
Some overlap · 4 shared positions
$SNOW$MKL$MCD$VZ
$260M
146 positions
#8Cohen Klingenstein LLCActive
Some overlap · 5 shared positions
$SNOW$DIS$BAC$FDX$UNP
$3.1B
205 positions
#9Christensen, King & Associates Investment Services, Inc.Active
Some overlap · 4 shared positions
$SNOW$MAR$MKL$MCD
$233M
105 positions
#10Grove Street Fiduciary, LLCActive
Some overlap · 3 shared positions
$SNOW$MAR$MKL
$227M
74 positions
#11Leeward Financial Partners, LLCPassive
Some overlap · 3 shared positions
$MAR$SNOW$SHW
$336M
97 positions
#12Colter Lewis Investment Partners LLCPassive
Some overlap · 4 shared positions
$SNOW$MAR$MKL$UNP
$106M
111 positions
#13Passive Capital Management, LLC.Active
Some overlap · 5 shared positions
$SNOW$MAR$MCD$MKL$BAC
$335M
104 positions
#14FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive
Some overlap · 4 shared positions
$SNOW$HON$MCD$VZ
$464M
142 positions
#15American Money Management, LLCActive
Some overlap · 5 shared positions
$SNOW$MAR$MCD$HON$UNP
$632M
168 positions
#16CHRISTINE MESSMER PCActive
Some overlap · 3 shared positions
$SNOW$MAR$VZ
$156M
80 positions
#17Neumann Capital Management, LLCActive
Some overlap · 4 shared positions
$SNOW$BAC$VZ$PEG
$340M
102 positions
#18Wagner Wealth Management, LLCActive
Some overlap · 3 shared positions
$SNOW$SHW$VZ
$495M
279 positions
#19Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 4 shared positions
$SNOW$VZ$DIS$UNP
$224M
71 positions
#20Sage Financial Management Group, Inc.Active
Some overlap · 4 shared positions
$SNOW$MKL$SHW$UNP
$325M
57 positions
#21Successful Portfolios LLCPassive
Some overlap · 5 shared positions
$SNOW$AMAT$MCD$HON$DIS
$181M
188 positions
#22Wealth Advisory Team LLC
Some overlap · 3 shared positions
$SNOW$SHW$MCD
$113M
39 positions
#23SIMS INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$SNOW$SHW$MAR$DIS
$272M
35 positions
#24IFC & Insurance Marketing, Inc.Active
Some overlap · 3 shared positions
$SNOW$MAR$MKL
$96M
72 positions
#25Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$SNOW$MCD$HON
$353M
78 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.