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Hedge Funds Similar to Old Peak Finance

13F Portfolio OverlapQ1 2026Old Peak Finance portfolio →
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Most similar hedge funds by 13F overlap

Old Peak Finance LLC is an institutional investor managing $171M across 84 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 Old Peak Finance are CATALYST PRIVATE WEALTH,, White Lighthouse Investment, Prime Buchholz, with shared positions in $BRZE, $AFRM, $PLTR, $HUM, $SCHW, $PM. The full ranking of 25 similar funds is below.

#1CATALYST PRIVATE WEALTH, LLCActive
Some overlap · 5 shared positions
$BRZE$AFRM$PLTR$HUM$SCHW
$185M
76 positions
#2White Lighthouse Investment Management Inc.Active
Some overlap · 5 shared positions
$BRZE$AFRM$SCHW$HUM$PM
$721M
145 positions
#3Prime Buchholz LLCActive
Some overlap · 3 shared positions
$BRZE$SCHW$AFRM
$191M
22 positions
#4Juno Financial Group LLCActive
Some overlap · 5 shared positions
$BRZE$SCHW$PM$HUM$MO
$255M
70 positions
#5Value Investment Professionals, LLCPassive
Some overlap · 5 shared positions
$BRZE$SCHW$PM$MO$MCD
$89M
81 positions
#6Family CFO IncActive
Some overlap · 4 shared positions
$BRZE$SCHW$AFRM$HUM
$223M
41 positions
#7WealthCollab, LLCPassive
Some overlap · 3 shared positions
$BRZE$SCHW$AFRM
$243M
977 positions
#8McClarren Financial Advisors, Inc.Active
Some overlap · 5 shared positions
$BRZE$AFRM$HUM$SCHW$UNP
$169M
79 positions
#9Mallini Complete Financial Planning LLCSmart money
Some overlap · 4 shared positions
$BRZE$AFRM$HUM$RY
$126M
61 positions
#10Winter & Associates, Inc.Passive
Some overlap · 4 shared positions
$BRZE$SCHW$PLTR$ISRG
$114M
84 positions
#11PROSPERITY BANCSHARES INCPassive
Some overlap · 3 shared positions
$BRZE$SCHW$PM
$125M
414 positions
#12FIDELIS iM, LLCSmart money
Some overlap · 3 shared positions
$BRZE$SCHW$HUM
$264M
25 positions
#13SVRN Asset Management, LLCActive
Some overlap · 3 shared positions
$BRZE$SCHW$HUM
$103M
37 positions
#14Clarity Capital Advisors, LLCActive
Some overlap · 3 shared positions
$BRZE$SCHW$HUM
$215M
95 positions
#15Briggs Wealth Management, IncSmart money
Some overlap · 3 shared positions
$BRZE$SCHW$HUM
$94M
58 positions
#16Brooklyn FI, LLCActive
Some overlap · 4 shared positions
$BRZE$AFRM$SCHW$MUFG
$476M
78 positions
#17Hartmann Taylor Wealth Management, LLCActive
Some overlap · 3 shared positions
$BRZE$PLTR$HUM
$151M
54 positions
#18Breakwater Investment ManagementPassive
Some overlap · 5 shared positions
$BRZE$SCHW$HUM$PLTR$ISRG
$269M
506 positions
#19Sageworth Trust Co of South DakotaActive
Some overlap · 4 shared positions
$BRZE$AFRM$PM$COR
$126M
56 positions
#20CLUNE & ASSOCIATES, LTD.Passive
Some overlap · 3 shared positions
$BRZE$SCHW$MCD
$532M
162 positions
#21CHERRYDALE WEALTH MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$BRZE$SCHW$AFRM
$324M
77 positions
#22New Covenant Trust Company, N.A.Active
Some overlap · 3 shared positions
$BRZE$AFRM$UNP
$112M
96 positions
#23Charter Oak Capital Management, LLCActive
Some overlap · 3 shared positions
$BRZE$AFRM$HUM
$1.3B
208 positions
#24Joel Adams & Associates, Inc.Active
Some overlap · 3 shared positions
$BRZE$AFRM$MCD
$135M
64 positions
#25Wrenne Financial Planning LLCSmart money
Some overlap · 3 shared positions
$BRZE$SCHW$HUM
$255M
49 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.