How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Pitcairn Wealth Advisors

13F Portfolio OverlapQ2 2026Pitcairn Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Pitcairn Wealth Advisors LLC is an institutional investor managing $913M across 281 U.S. equity positions as of Q2 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 ELEMENT POINTE ADVISORS, American National Bank of Texas, LODESTAR PRIVATE ASSET, with shared positions in $STT, $GLDM, $MRVL, $MDY, $STX, $LOW. The full ranking of 25 similar funds is below.

#1ELEMENT POINTE ADVISORS, LLCSmart money

Notable overlap · 4 shared positions

$STT $GLDM $MRVL $MDY

$621M

90 positions

#2American National Bank of TexasActive

Notable overlap · 3 shared positions

$STT $GLDM $MDY

$110M

56 positions

#3LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$STT $GLDM $MDY $STX

$1.2B

232 positions

#4Rodgers & Associates, LTDActive

Notable overlap · 4 shared positions

$STT $LOW $WDC $GLDM

$1.1B

108 positions

#5HORIZON FINANCIAL SERVICES, LLCPassive

Notable overlap · 3 shared positions

$STT $LOW $CSX

$261M

646 positions

#6Financial Engines Advisors L.L.C.Active

Notable overlap · 3 shared positions

$STT $MUFG $MDY

$56.3B

552 positions

#7Friday FinancialActive

Notable overlap · 3 shared positions

$STT $WDC $MDY

$373M

108 positions

#8Warwick Investment Management, Inc.Active

Notable overlap · 3 shared positions

$STT $WDC $STX

$891M

149 positions

#9FLOW TRADERS U.S. LLCPassive

Notable overlap · 3 shared positions

$STT $MRVL $MDY

$2.4B

979 positions

#10Compass Wealth Management, LLC/GAActive

Notable overlap · 5 shared positions

$STT $GLDM $LOW $WDC $CMI

$251M

74 positions

#11Walkner Condon Financial Advisors LLCPassive

Notable overlap · 4 shared positions

$STT $GLDM $OUNZ $MRVL

$871M

344 positions

#12Destiny Capital Corp/COSmart money

Some overlap · 3 shared positions

$STT $GLDM $OUNZ

$215M

58 positions

#13LifeGoal Investments, LLCActive

Some overlap · 4 shared positions

$STT $GLDM $WDC $STX

$218M

155 positions

#14Bucket List Wealth Management, LLCActive

Some overlap · 3 shared positions

$OUNZ $CSX $STX

$203M

63 positions

#15Main Management ETF Advisors, LLCSmart money

Some overlap · 4 shared positions

$STT $WDC $MRVL $STX

$3.3B

103 positions

#16Parcion Private Wealth LLCPassive

Some overlap · 3 shared positions

$STT $GLDM $CMI

$1.8B

529 positions

#17RCW Management, LLCActive

Some overlap · 3 shared positions

$STT $GLDM $CSX

$112M

68 positions

#18Horizons Wealth Management

Some overlap · 3 shared positions

$STT $MDY $LOW

$152M

170 positions

#19Estate Counselors, LLCSmart money

Some overlap · 4 shared positions

$STT $WDC $MDY $STX

$1.2B

92 positions

#203EDGE Asset Management, LPActive

Some overlap · 3 shared positions

$GLDM $STT $MDY

$2.2B

94 positions

#21JNBA Financial AdvisorsActive

Some overlap · 3 shared positions

$STT $GLDM $MUFG

$1.3B

830 positions

#22Walsky Investment Management, Inc.Passive

Some overlap · 3 shared positions

$STT $LOW $CSX

$108M

52 positions

#23ESG Planning DBA Harper InvestingPassive

Some overlap · 4 shared positions

$STT $LOW $STX $CSX

$297M

84 positions

#24DiNuzzo Private Wealth, Inc.Active

Some overlap · 3 shared positions

$OUNZ $LOW $CSX

$1.0B

1,347 positions

#25RETIREMENT INCOME SOLUTIONS, INCSmart money

Some overlap · 4 shared positions

$GLDM $STT $MDY $MUFG

$581M

172 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.