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Hedge Funds Similar to PINNEY & SCOFIELD,

13F Portfolio OverlapQ1 2026PINNEY & SCOFIELD, portfolio →
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Most similar hedge funds by 13F overlap

PINNEY & SCOFIELD, INC. is an institutional investor managing $185M across 243 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 PINNEY & SCOFIELD, are Planning Center,, Broadhurst Jeffrey B, Core Wealth ,, with shared positions in $NSC, $NKE, $NEE, $IBM, $IAU, $GE. The full ranking of 25 similar funds is below.

#1Planning Center, Inc.Smart money
Highly similar · 4 shared positions
$NSC$NKE$NEE$IBM
$987M
78 positions
#2Broadhurst Jeffrey BActive
Highly similar · 3 shared positions
$NSC$NKE$IAU
$98M
41 positions
#3Core Wealth Management, Inc.Smart money
Substantial overlap · 4 shared positions
$NSC$IAU$NEE$GE
$326M
40 positions
#4Porter White Investment Advisors, Inc.Smart money
Substantial overlap · 3 shared positions
$NKE$NSC$IAU
$250M
40 positions
#5Rather & Kittrell, Inc.Active
Substantial overlap · 4 shared positions
$NSC$NKE$IAU$NEE
$648M
113 positions
#6Oceanside Advisors LLCActive
Substantial overlap · 5 shared positions
$NKE$IAU$NEE$NSC$SCHW
$175M
53 positions
#7ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money
Substantial overlap · 3 shared positions
$NKE$IAU$NEE
$167M
35 positions
#8Ruedi Wealth Management, Inc.Smart money
Substantial overlap · 3 shared positions
$NKE$IAU$SCHW
$388M
58 positions
#9GREAT OAK CAPITAL PARTNERS, LLCSmart money
Substantial overlap · 3 shared positions
$NKE$IAU$NEE
$430M
47 positions
#10JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Substantial overlap · 4 shared positions
$NKE$IAU$NEE$GE
$1.1B
286 positions
#11McCartney Wealth Management LLCActive
Substantial overlap · 3 shared positions
$NSC$NKE$NEE
$119M
65 positions
#12VESTIA PERSONAL WEALTH ADVISORSActive
Substantial overlap · 4 shared positions
$NKE$IAU$NSC$IBM
$213M
99 positions
#13DOPKINS WEALTH MANAGEMENT, LLCActive
Substantial overlap · 7 shared positions
$NKE$NEE$IAU$SCHW$GE$GEV
$249M
92 positions
#14Parkwoods Wealth Partners, LLCActive
Substantial overlap · 7 shared positions
$NKE$NEE$IAU$SCHW$GE$IBM
$408M
111 positions
#15CLARIS ADVISORS, LLC / MO /Active
Substantial overlap · 4 shared positions
$NKE$NEE$SE$PFE
$334M
70 positions
#16Shearwater Capital LLCSmart money
Substantial overlap · 3 shared positions
$NKE$NSC$NEE
$191M
71 positions
#17Vistica Wealth Advisors, LLCActive
Substantial overlap · 3 shared positions
$NKE$NEE$SE
$100M
49 positions
#18Meritas Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$NKE$NEE$NSC$IBM
$221M
60 positions
#19KEB ASSET MANAGEMENT, LLCActive
Substantial overlap · 6 shared positions
$NKE$NEE$GE$IBM$UNP$BP
$522M
97 positions
#20Geometric Wealth AdvisorsSmart money
Substantial overlap · 3 shared positions
$NSC$IBM$CME
$799M
85 positions
#21Richard Young Associates, Ltd.Smart money
Substantial overlap · 3 shared positions
$NKE$IAU$T
$132M
25 positions
#22Index Fund Advisors, Inc.Smart money
Substantial overlap · 4 shared positions
$NKE$NEE$SCHW$SE
$2.2B
127 positions
#23BAYSHORE ASSET MANAGEMENT, LLCSmart money
Substantial overlap · 3 shared positions
$NKE$IAU$SCHW
$251M
40 positions
#24Capstone Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$NKE$NEE$T
$143M
50 positions
#25EnRich Financial Partners LLCActive
Substantial overlap · 3 shared positions
$NKE$IAU$NEE
$377M
64 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.