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Hedge Funds Similar to Pinnacle Financial Partners,

13F Portfolio OverlapQ1 2026Pinnacle Financial Partners, portfolio →
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Most similar hedge funds by 13F overlap

Pinnacle Financial Partners, Inc. is an institutional investor managing $13.1B across 1,076 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 Pinnacle Financial Partners, are CULLINAN ASSOCIATES, BROOKS, MOORE & ASSOCIATES,, RFP Financial Group, with shared positions in $KO, $AFL, $SO, $LMT, $AXP, $IBM. The full ranking of 25 similar funds is below.

#1CULLINAN ASSOCIATES INCActive
Notable overlap · 7 shared positions
$KO$AFL$SO$LMT$AXP$IBM
$1.2B
207 positions
#2BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$KO$PNFP$SO$LMT$TJX$IBM
$199M
110 positions
#3RFP Financial Group LLCActive
Some overlap · 5 shared positions
$KO$SO$AXP$LMT$GPN
$184M
62 positions
#4Financial Harvest, LLCActive
Some overlap · 5 shared positions
$KO$AFL$LMT$IBM$MCD
$170M
57 positions
#5Griffith & Werner, Inc.Active
Some overlap · 5 shared positions
$KO$SO$LMT$AXP$IBM
$202M
72 positions
#6CAPITAL CITY TRUST CO/FLActive
Some overlap · 5 shared positions
$KO$AFL$LMT$TJX$MCD
$437M
114 positions
#7FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 4 shared positions
$KO$SO$IBM$MCD
$1.5B
235 positions
#8Windle Wealth, LLCActive
Some overlap · 3 shared positions
$KO$SO$MCD
$237M
32 positions
#9Drexel Morgan & Co.Active
Some overlap · 4 shared positions
$KO$AXP$IBM$MCD
$682M
60 positions
#10MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$KO$SO$LMT$IBM$MCD
$220M
148 positions
#11Commerce Advisors, LLCPassive
Some overlap · 3 shared positions
$KO$AXP$IBM
$119M
122 positions
#12HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$KO$AXP$MCD
$243M
44 positions
#13Constitution Capital LLCActive
Some overlap · 6 shared positions
$KO$SO$AXP$MCD$LMT$TJX
$200M
61 positions
#14LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$KO$SO$MCD
$970M
154 positions
#15Focused Investors LLCActive
Some overlap · 5 shared positions
$GPN$LMT$AXP$TJX$MCD
$3.1B
22 positions
#16TRUSTCO BANK CORP N YPassive
Some overlap · 5 shared positions
$KO$SO$AXP$IBM$MCD
$113M
71 positions
#17HS Management Partners, LLCActive
Some overlap · 3 shared positions
$KO$AXP$MCD
$286M
24 positions
#18United BankPassive
Some overlap · 4 shared positions
$KO$SO$TJX$MCD
$301M
124 positions
#19Slagle Financial, LLCPassive
Some overlap · 4 shared positions
$KO$SO$LMT$IBM
$303M
121 positions
#20James Hambro & Partners LLPActive
Some overlap · 3 shared positions
$KO$TJX$IBM
$2.6B
57 positions
#21BROADWATER CAPITAL MANAGEMENT LLC
Some overlap · 4 shared positions
$KO$SO$IBM$MCD
$134M
211 positions
#22ZWJ INVESTMENT COUNSEL INCPassive
Some overlap · 3 shared positions
$KO$AXP$MU
$2.8B
241 positions
#23Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 4 shared positions
$KO$SO$AFL$IBM
$216M
133 positions
#24CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$KO$AXP$MU$IBM
$140M
72 positions
#25Infusive Asset Management Inc.Passive
Some overlap · 3 shared positions
$KO$AXP$MCD
$207M
32 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.