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Hedge Funds Similar to Pursuit Wealth

13F Portfolio OverlapQ4 2025Pursuit Wealth portfolio →
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Most similar hedge funds by 13F overlap

Pursuit Wealth Management LLC is an institutional investor managing $116M across 118 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Pursuit Wealth are Hudson Canyon, Bluebird Wealth, CapWealth Advisors,, with shared positions in $TJX, $REGN, $CEG, $GE, $DELL, $VST. The full ranking of 25 similar funds is below.

#1Hudson Canyon Capital ManagementPassive
Notable overlap · 7 shared positions
$TJX$REGN$CEG$GE$DELL$VST
$163M
52 positions
#2Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$REGN$TJX$C$GLW$VST
$98M
77 positions
#3CapWealth Advisors, LLCActive
Some overlap · 6 shared positions
$CEG$GLW$GE$T$GILD$KO
$1.3B
118 positions
#4ATWOOD & PALMER INCPassive
Some overlap · 4 shared positions
$REGN$JHG$LMT$GILD
$1.8B
531 positions
#5Modus Advisors, LLCPassive
Some overlap · 5 shared positions
$REGN$IBIT$LMT$VST$CRM
$363M
117 positions
#6Kepler Cheuvreux (Suisse) SAPassive
Some overlap · 6 shared positions
$TJX$GE$DELL$GILD$LRCX$KO
$1.5B
171 positions
#7Owen LaRue, LLCPassive
Some overlap · 6 shared positions
$REGN$GE$C$GLW$CEG$IBIT
$261M
128 positions
#8Griffith & Werner, Inc.Active
Some overlap · 6 shared positions
$C$LMT$T$GILD$KO$CEG
$202M
72 positions
#9M. Kulyk & Associates, LLCActive
Some overlap · 5 shared positions
$REGN$GLW$GILD$CEG$CRM
$536M
119 positions
#10Prota Financial, LLCActive
Some overlap · 8 shared positions
$REGN$KO$GILD$TJX$LRCX$LMT
$138M
67 positions
#11ALBION FINANCIAL GROUP /UTActive
Some overlap · 5 shared positions
$JHG$TJX$LMT$GE$C
$1.5B
737 positions
#12Hudson Capital Management LLCPassive
Some overlap · 5 shared positions
$REGN$T$CRM$GILD$VST
$387M
75 positions
#13Stillwater Wealth Management GroupPassive
Some overlap · 4 shared positions
$REGN$TJX$LMT$KO
$162M
77 positions
#14PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$JHG$GE$C$LRCX$ORLY
$594M
178 positions
#15Burford Brothers, Inc.Passive
Some overlap · 5 shared positions
$JHG$GE$CRM$VST$KO
$244M
172 positions
#16Longbow Finance SAPassive
Some overlap · 5 shared positions
$TJX$C$GE$GILD$KO
$552M
55 positions
#17PLIMOTH TRUST CO LLCPassive
Some overlap · 6 shared positions
$DELL$CRM$T$TJX$GE$KO
$447M
173 positions
#18Unified Investment ManagementPassive
Some overlap · 4 shared positions
$REGN$JHG$CRM$T
$98M
134 positions
#19Union Square Park Capital Management, LLCActive
Some overlap · 5 shared positions
$TLN$CEG$LYFT$DELL$VST
$208M
49 positions
#20SageGuard Financial Group, LLCPassive
Some overlap · 5 shared positions
$LMT$GE$CEG$T$KO
$646M
196 positions
#21VMS Asset Management LimitedActive
Some overlap · 5 shared positions
$TLN$CEG$GLW$VST$LRCX
$164M
23 positions
#22Foster Victor Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$REGN$C$ORLY$LMT$LRCX
$1.7B
243 positions
#23AGP FRANKLIN, LLCPassive
Some overlap · 5 shared positions
$C$GLW$TJX$ORLY$GILD
$200M
93 positions
#24Proactive Wealth Strategies LLCPassive
Some overlap · 4 shared positions
$REGN$PSLV$KO$TJX
$532M
210 positions
#25ALKEON CAPITAL MANAGEMENT LLCSmart money
Some overlap · 5 shared positions
$TJX$CEG$VST$LRCX$GE
$59.5B
102 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.