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Hedge Funds Similar to Pillar Financial Advisors

13F Portfolio OverlapQ3 2026Pillar Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Pillar Financial Advisors, LLC is an institutional investor managing $183M across 113 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Pillar Financial Advisors are Permanens, Shah Wealth Advisors, Sharkey, Howes & Javer, with shared positions in $IAU, $CCJ, $DOV, $CVS, $TMO, $WPC. The full ranking of 25 similar funds is below.

#1Permanens Capital L.P.Active
Substantial overlap · 3 shared positions
$IAU$CCJ$DOV
$972M
100 positions
#2Shah Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$DOV$CVS
$433M
79 positions
#3Sharkey, Howes & JaverActive
Notable overlap · 3 shared positions
$IAU$TMO$DOV
$830M
159 positions
#4Ariston Services GroupActive
Notable overlap · 3 shared positions
$IAU$CVS$TMO
$178M
72 positions
#5Battery Global Advisors, LLCSmart money
Notable overlap · 4 shared positions
$IAU$WPC$DOV$DLTR
$200M
157 positions
#6PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 3 shared positions
$IAU$PCG$DOV
$2.8B
186 positions
#7Parkside Investments, LLCActive
Some overlap · 3 shared positions
$IAU$CVS$TMO
$879M
95 positions
#8Aspect Partners, LLCActive
Some overlap · 3 shared positions
$IAU$D$TMO
$264M
681 positions
#9VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$KMI$D$O
$203M
58 positions
#10Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$IAU$D$DOV
$1.2B
127 positions
#11Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$IAU$O$DOV
$1.2B
196 positions
#12Dupree Financial Group, LLCPassive
Some overlap · 3 shared positions
$KMI$O$WPC
$277M
79 positions
#13Clarion Wealth Managment Partners, LLCActive
Some overlap · 4 shared positions
$WPC$IAU$D$DOV
$124M
87 positions
#14Comprehensive Money Management Services LLCPassive
Some overlap · 3 shared positions
$IAU$KMI$O
$159M
200 positions
#15Harrison Street Private Wealth LLCActive
Some overlap · 3 shared positions
$AEE$PCG$D
$73M
21 positions
#16LATHROP INVESTMENT MANAGEMENT COActive
Some overlap · 3 shared positions
$KMI$CVS$TMO
$565M
89 positions
#17Stablepoint Partners, LLCPassive
Some overlap · 6 shared positions
$CVS$IAU$KMI$D$MET$FITB
$723M
260 positions
#18Allie Family Office LLCActive
Some overlap · 3 shared positions
$IAU$DOV$WPC
$270M
107 positions
#19Cohen Investment Advisors LLCPassive
Some overlap · 3 shared positions
$KMI$O$TMO
$233M
81 positions
#20BCS Private Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$KMI$TMO$CCJ
$332M
187 positions
#21Energy Income Partners, LLCActive
Some overlap · 3 shared positions
$KMI$D$AEE
$6.4B
88 positions
#22CAMDEN NATIONAL BANKPassive
Some overlap · 3 shared positions
$KMI$TMO$IAU
$767M
184 positions
#23REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$TMO$DOV
$769M
225 positions
#24Pacifica Partners Inc.Passive
Some overlap · 3 shared positions
$CCJ$KMI$TMO
$332M
403 positions
#25OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 3 shared positions
$IAU$TMO$DOV
$560M
145 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.