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Hedge Funds Similar to BREAKTHRU ADVISORY SERVICES,

13F Portfolio OverlapQ1 2026BREAKTHRU ADVISORY SERVICES, portfolio →
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Most similar hedge funds by 13F overlap

BREAKTHRU ADVISORY SERVICES, LLC is an institutional investor managing $62M across 59 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 BREAKTHRU ADVISORY SERVICES, are PINNACLE ASSOCIATES LTD, Caldwell Investment Ltd., Mattson Financial Services,, with shared positions in $KKR, $MS, $LRCX, $BAC, $MU, $ETN. The full ranking of 25 similar funds is below.

#1PINNACLE ASSOCIATES LTDPassive
Some overlap · 6 shared positions
$KKR$MS$LRCX$BAC$MU$ETN
$7.8B
955 positions
#2Caldwell Investment Management Ltd.Active
Some overlap · 5 shared positions
$KKR$BAC$MS$KLAC$LRCX
$255M
57 positions
#3Mattson Financial Services, LLCPassive
Some overlap · 7 shared positions
$BAC$MS$LRCX$MCD$UNH$APH
$419M
232 positions
#4AssuredPartners Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$KKR$BAC$MS$LRCX$MU
$919M
402 positions
#5PARADIGM ASSET MANAGEMENT CO LLCPassive
Some overlap · 6 shared positions
$BAC$KLAC$MS$LRCX$FANG$UNH
$426M
424 positions
#6Gradient Investments LLCPassive
Some overlap · 7 shared positions
$BAC$MS$LRCX$MCD$UNH$APH
$6.5B
420 positions
#7Myriad Asset Management Advisors LLCActive
Some overlap · 6 shared positions
$BAC$MS$LRCX$MU$AMD$ETN
$339M
47 positions
#8Myriad Asset Management US LPActive
Some overlap · 6 shared positions
$BAC$MS$LRCX$MU$AMD$ETN
$67M
46 positions
#9BDF-GESTIONActive
Some overlap · 6 shared positions
$BAC$KLAC$LRCX$MU$AMD$UNH
$749M
144 positions
#10Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive
Some overlap · 5 shared positions
$KKR$BAC$MS$FANG$APH
$742M
153 positions
#11Whalen Wealth Management Inc.Passive
Some overlap · 6 shared positions
$BAC$LRCX$MS$MU$AMD$UNH
$187M
174 positions
#12Prudent Man Advisors, LLCPassive
Some overlap · 5 shared positions
$BAC$KKR$MS$LRCX$MU
$334M
134 positions
#13Dai-ichi Life Insurance Company, LtdActive
Some overlap · 6 shared positions
$LRCX$KLAC$BAC$MS$MCD$APH
$3.5B
464 positions
#14Oak Harvest Investment ServicesPassive
Some overlap · 5 shared positions
$KKR$MS$MCD$FANG$ETN
$958M
176 positions
#15Brown Financial AdvisorsPassive
Some overlap · 6 shared positions
$BAC$MS$LRCX$MCD$UNH$ETN
$264M
209 positions
#16Orion Capital Management LLCPassive
Some overlap · 5 shared positions
$KKR$MS$AMD$BAC$ETN
$290M
485 positions
#17Decker Retirement Planning Inc.Passive
Some overlap · 4 shared positions
$KKR$MS$LRCX$MU
$221M
284 positions
#18Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 4 shared positions
$KKR$BAC$MS$MCD
$638M
158 positions
#19MOKAN Wealth Management Inc.Passive
Some overlap · 6 shared positions
$KKR$LRCX$MU$AMD$MCD$ACN
$226M
109 positions
#20MONETARY MANAGEMENT GROUP INCPassive
Some overlap · 6 shared positions
$KLAC$LRCX$MU$AMD$MCD$APH
$419M
332 positions
#21TORRAY LLCPassive
Some overlap · 4 shared positions
$KKR$KLAC$MS$APH
$682M
88 positions
#22Avanza Fonder ABActive
Some overlap · 6 shared positions
$LRCX$BAC$MU$KLAC$AMD$UNH
$3.6B
484 positions
#23GATEWAY INVESTMENT ADVISERS LLCActive
Some overlap · 6 shared positions
$BAC$MS$MU$AMD$UNH$ETN
$9.0B
684 positions
#24Plato Investment Management LtdPassive
Some overlap · 6 shared positions
$LRCX$BAC$MU$KLAC$MS$AMD
$1.5B
516 positions
#25JANUS HENDERSON GROUP PLCPassive
Some overlap · 6 shared positions
$KLAC$LRCX$MU$UNH$APH$ETN
$201.7B
2,373 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.