13F Pro

Hedge Funds Similar to Peak Wealth

13F Portfolio OverlapQ1 2026Peak Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Peak Wealth Management LLC is an institutional investor managing $143M across 59 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 Peak Wealth are Jordan Park Group, AMERICAN FINANCIAL & TAX STRATEGIES, BlueStem Wealth Partners,, with shared positions in $SE, $DDOG, $BAC, $REGN, $DIA, $GLW. The full ranking of 25 similar funds is below.

#1Jordan Park Group LLCSmart money
Notable overlap · 3 shared positions
$SE$DDOG$BAC
$1.9B
69 positions
#2AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Notable overlap · 3 shared positions
$REGN$SE$DDOG
$206M
97 positions
#3BlueStem Wealth Partners, LLCActive
Some overlap · 3 shared positions
$SE$REGN$BAC
$900M
124 positions
#4Johnson Bixby & Associates, LLCActive
Some overlap · 3 shared positions
$SE$DIA$DDOG
$806M
127 positions
#5MMA ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SE$DDOG$REGN
$284M
179 positions
#6Snider Financial GroupPassive
Some overlap · 3 shared positions
$SE$DDOG$BAC
$331M
102 positions
#7IFS Group,LLCPassive
Some overlap · 3 shared positions
$SE$REGN$GLW
$112M
144 positions
#8Shared Vision Wealth Group LLCActive
Some overlap · 3 shared positions
$SE$DDOG$DIA
$245M
95 positions
#9Center For Asset Management LLCPassive
Some overlap · 3 shared positions
$SE$VZ$GLW
$201M
144 positions
#10Benchmark Financial Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$REGN$GLW$BAC
$361M
133 positions
#11TD PRIVATE CLIENT WEALTH LLCPassive
Some overlap · 3 shared positions
$SE$VZ$DDOG
$4.8B
1,649 positions
#12Westshore Wealth, LLCActive
Some overlap · 3 shared positions
$SE$DDOG$BAC
$285M
102 positions
#13Strategic Blueprint, LLCPassive
Some overlap · 3 shared positions
$SE$REGN$DDOG
$1.7B
639 positions
#14Capital Asset Advisory Services LLCActive
Some overlap · 3 shared positions
$REGN$BAC$DDOG
$2.6B
299 positions
#15Financial Guidance Group, Inc.Passive
Some overlap · 4 shared positions
$REGN$DDOG$DIA$BAC
$249M
89 positions
#16Roan Capital PartnersPassive
Some overlap · 3 shared positions
$SE$DDOG$REGN
$108M
77 positions
#175T Wealth, LLCPassive
Some overlap · 3 shared positions
$SE$DDOG$REGN
$253M
129 positions
#18WETZEL INVESTMENT ADVISORS, INC.Active
Some overlap · 4 shared positions
$SE$BAC$DDOG$REGN
$252M
131 positions
#19BCGM Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SE$DDOG$VZ
$398M
178 positions
#20ENCOMPASS WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$SE$DDOG$VZ
$287M
100 positions
#21Genus Capital Management Inc.Passive
Some overlap · 3 shared positions
$SE$VZ$GLW
$873M
189 positions
#22Smith Thornton Advisors LLCPassive
Some overlap · 3 shared positions
$REGN$BAC$VZ
$199M
130 positions
#23NewEdge Advisors, LLCPassive
Some overlap · 3 shared positions
$SE$DDOG$DIA
$2.2B
1,217 positions
#24Coquina Private Wealth LLCActive
Some overlap · 4 shared positions
$REGN$DDOG$VZ$GLW
$124M
96 positions
#25Altiora Financial Group, LLCActive
Some overlap · 3 shared positions
$SE$DDOG$BAC
$607M
110 positions

Compare Peak Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Peak Wealth’s holdings

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.