Hedge Funds Similar to Pitcairn Wealth Advisors

13F Portfolio OverlapQ1 2026Pitcairn Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Pitcairn Wealth Advisors LLC is an institutional investor managing $1.1B across 271 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 Pitcairn Wealth Advisors are TLWM, PENNINGTON PARTNERS & ,, Finley Financial,, with shared positions in $EPAM, $LEN, $DHR, $NOW, $MUFG, $OUNZ. The full ranking of 25 similar funds is below.

#1TLWMSmart money

Substantial overlap · 3 shared positions

$EPAM $LEN $DHR

$555M

69 positions

#2PENNINGTON PARTNERS & CO., LLCActive

Substantial overlap · 3 shared positions

$EPAM $LEN $DHR

$292M

114 positions

#3Finley Financial, LLCActive

Notable overlap · 4 shared positions

$EPAM $DHR $NOW $MUFG

$214M

107 positions

#4Brooklyn FI, LLCActive

Notable overlap · 3 shared positions

$EPAM $NOW $MUFG

$476M

78 positions

#5Smart Money Group LLCSmart money

Some overlap · 3 shared positions

$OUNZ $GLDM $LOW

$344M

84 positions

#6Dogwood Wealth Management LLCPassive

Some overlap · 3 shared positions

$OUNZ $LEN $AGQ

$230M

860 positions

#7Financial Council, LLCActive

Some overlap · 3 shared positions

$EPAM $LEN $DHR

$259M

101 positions

#8Arcus Capital Partners, LLCActive

Some overlap · 3 shared positions

$EPAM $LEN $GLDM

$278M

121 positions

#9O'Brien Wealth Partners LLC

Some overlap · 3 shared positions

$EPAM $MUFG $NOW

$756M

110 positions

#10SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive

Some overlap · 3 shared positions

$OUNZ $LEN $NOW

$191M

88 positions

#11BigSur Wealth Management LLCPassive

Some overlap · 3 shared positions

$EPAM $NOW $DHR

$356M

163 positions

#12Calamos Wealth Management LLCPassive

Some overlap · 3 shared positions

$EPAM $LEN $WFC

$2.9B

546 positions

#13Timonier Family Office, LTD.

Some overlap · 3 shared positions

$EPAM $LOW $AGQ

$315M

56 positions

#14Physician Wealth Advisors, Inc.Passive

Slight overlap · 7 shared positions

$LEN $GLDM $DHR $MUFG $NOW $AGQ

$719M

2,057 positions

#15VERITY Wealth AdvisorsActive

Slight overlap · 4 shared positions

$LEN $NOW $DHR $EPAM

$150M

81 positions

#16Aristotle Capital Management, LLCActive

Slight overlap · 5 shared positions

$LEN $LOW $DHR $MUFG $WFC

$47.8B

191 positions

#17One Wealth Advisors, LLCPassive

Slight overlap · 5 shared positions

$LEN $GLDM $NOW $MUFG $WFC

$803M

304 positions

#18My Portfolio Guide, LLCActive

Slight overlap · 3 shared positions

$OUNZ $GLDM $AGQ

$181M

166 positions

#19St. Louis Trust CoActive

Slight overlap · 4 shared positions

$EPAM $LEN $DHR $LOW

$856M

145 positions

#20Legacy TrustPassive

Slight overlap · 3 shared positions

$EPAM $LEN $DIS

$522M

203 positions

#21Horst & Graben Wealth Management LLCPassive

Slight overlap · 4 shared positions

$LEN $GLDM $NOW $MUFG

$729M

195 positions

#22Asempa Wealth AdvisorsPassive

Slight overlap · 4 shared positions

$LEN $DHR $GLDM $DIS

$115M

115 positions

#23AMG National Trust BankActive

Slight overlap · 3 shared positions

$4.6B

476 positions

#24WEST PACES ADVISORS INC.Active

Slight overlap · 3 shared positions

$EPAM $LEN $AGQ

$516M

197 positions

#25CMH Wealth Management LLCPassive

Slight overlap · 3 shared positions

$583M

113 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.