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 PCG ASSET

13F Portfolio OverlapQ2 2026PCG ASSET portfolio →

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Most similar hedge funds by 13F overlap

PCG ASSET MANAGEMENT, LLC is an institutional investor managing $140M across 84 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 PCG ASSET are Edge Wealth, ALBION FINANCIAL GROUP, PIONEER BANK N A, with shared positions in $MCD, $BLK, $DIS, $PEG, $HON, $HONA. The full ranking of 25 similar funds is below.

#1Edge Wealth Management LLCActive

Some overlap · 7 shared positions

$MCD $BLK $DIS $PEG $HON $HONA

$594M

87 positions

#2ALBION FINANCIAL GROUP /UTPassive

Some overlap · 6 shared positions

$BLK $MCD $DIS $PEP $UNP $HON

$1.7B

652 positions

#3PIONEER TRUST BANK N A/ORPassive

Some overlap · 6 shared positions

$MCD $BLK $DIS $PEP $HON $HONA

$441M

87 positions

#4First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 6 shared positions

$MCD $BLK $DIS $UNP $HON $HONA

$529M

75 positions

#5Perennial Advisors, LLCPassive

Some overlap · 6 shared positions

$MCD $DIS $FDX $ASML $UNP $HONA

$649M

136 positions

#6Haverford Trust CoActive

Some overlap · 6 shared positions

$MCD $BLK $PEP $ASML $HON $HONA

$11.6B

424 positions

#7ROFFMAN MILLER ASSOCIATES INC /PA/Active

Some overlap · 6 shared positions

$MCD $DIS $PEP $ASML $HON $HONA

$1.9B

88 positions

#8SCHMIDT P J INVESTMENT MANAGEMENT INCPassive

Some overlap · 6 shared positions

$MCD $BLK $PEP $UNP $HON $HONA

$643M

215 positions

#9Osprey Private Wealth LLCPassive

Some overlap · 5 shared positions

$MCD $BLK $DIS $VZ $PEP

$387M

88 positions

#10Smart Portfolios, LLC

Some overlap · 5 shared positions

$MCD $BLK $DIS $PEP $FDX

$100M

99 positions

#11Stockman Wealth Management, Inc.Passive

Some overlap · 6 shared positions

$MCD $VZ $PEP $ASML $HON $HONA

$968M

178 positions

#12STUDIO INVESTMENT MANAGEMENT LLCActive

Some overlap · 6 shared positions

$BLK $DIS $PEP $UNP $HON $HONA

$592M

181 positions

#13HAMEL ASSOCIATES, INC.Passive

Some overlap · 6 shared positions

$MCD $VZ $PEP $UNP $HON $HONA

$363M

92 positions

#14Umpqua BankPassive

Some overlap · 5 shared positions

$MCD $BLK $VZ $PEP $ASML

$446M

165 positions

#15DIAMANT ASSET MANAGEMENT, INC.Active

Some overlap · 6 shared positions

$MCD $VZ $PEP $UNP $HON $HONA

$147M

81 positions

#16PETTYJOHN, WOOD & WHITE, INCPassive

Some overlap · 6 shared positions

$DIS $VZ $PEP $FDX $HON $HONA

$687M

222 positions

#17Ally Financial Inc.Active

Some overlap · 5 shared positions

$DIS $MCD $BLK $VZ $PEP

$775M

131 positions

#18HOWE & RUSLING INCPassive

Some overlap · 6 shared positions

$MCD $PEP $ASML $UNP $HON $HONA

$1.7B

479 positions

#19Miramar Capital, LLCPassive

Some overlap · 5 shared positions

$MCD $BLK $VZ $PEP $UNP

$455M

57 positions

#20Piscataqua Savings BankPassive

Some overlap · 5 shared positions

$MCD $BLK $DIS $PEP $UNP

$148M

412 positions

#21Stamos Capital Partners, L.P.Passive

Some overlap · 5 shared positions

$BLK $DIS $VZ $ASML $UNP

$653M

140 positions

#22TRUST CO OF OKLAHOMAActive

Some overlap · 6 shared positions

$BLK $PEP $UNP $MCD $HON $HONA

$389M

140 positions

#23VALICENTI ADVISORY SERVICES INCActive

Some overlap · 5 shared positions

$MCD $VZ $PEP $ASML $UNP

$530M

83 positions

#24CAMBIAR INVESTORS LLCActive

Some overlap · 6 shared positions

$PEP $FDX $ASML $UNP $HON $HONA

$2.3B

150 positions

#25Tevis Investment ManagementPassive

Some overlap · 5 shared positions

$DIS $VZ $PEP $FDX $ASML

$183M

104 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.