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Hedge Funds Similar to Pathfinder Wealth Consulting,

13F Portfolio OverlapQ1 2026Pathfinder Wealth Consulting, portfolio →
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Most similar hedge funds by 13F overlap

Pathfinder Wealth Consulting, Inc. is an institutional investor as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Pathfinder Wealth Consulting, are HOLDERNESS INVESTMENTS, Persium Advisors,, Estabrook, with shared positions in $IBM, $AMAT, $DUK, $GLW, $LOW, $ETN. The full ranking of 25 similar funds is below.

#1HOLDERNESS INVESTMENTS COPassive
Some overlap · 6 shared positions
$IBM$AMAT$DUK$GLW$LOW$ETN
$498M
252 positions
#2Persium Advisors, LLCActive
Some overlap · 4 shared positions
$IBM$AMAT$DUK$BKNG
$127M
60 positions
#3Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$IBM$DUK$GLW$WFC$ETN
$685M
380 positions
#4Green Alpha Advisors, LLCPassive
Some overlap · 4 shared positions
$IBM$AMAT$GLW$MU
$102M
107 positions
#5Maytus Capital Management, LLCPassive
Some overlap · 4 shared positions
$IBM$AMAT$BKNG$GLW
$562M
62 positions
#6Mendel Money ManagementPassive
Some overlap · 4 shared positions
$IBM$DUK$NOW$LOW
$239M
137 positions
#7Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$IBM$DUK$NOW$LOW
$353M
78 positions
#8Kurv Investment Management LLCPassive
Some overlap · 3 shared positions
$IBM$AMAT$SLV
$173M
62 positions
#9Biondo Investment Advisors, LLCActive
Some overlap · 4 shared positions
$IBM$DUK$NOW$LOW
$780M
82 positions
#10Roxbury Financial LLCPassive
Some overlap · 4 shared positions
$IBM$DUK$LOW$WFC
$126M
410 positions
#11CFO CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$IBM$DUK$AMAT$LOW$WT
$121M
104 positions
#12Fund Advisors of America Inc/FLPassive
Some overlap · 4 shared positions
$IBM$DUK$GLW$MU
$99M
118 positions
#13GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$IBM$DUK$GLW$ETN
$1.1B
389 positions
#14CRUX WEALTH ADVISORSPassive
Some overlap · 5 shared positions
$AMAT$BKNG$NOW$WFC$WT
$261M
181 positions
#15Oak Grove Capital LLCSmart money
Some overlap · 4 shared positions
$IBM$DUK$NOW$MU
$1.2B
92 positions
#16CPWA, LLCPassive
Some overlap · 5 shared positions
$AMAT$SLV$LOW$WT$MU
$84M
90 positions
#17SWS PartnersPassive
Some overlap · 6 shared positions
$DUK$NOW$GLW$WFC$MU$ETN
$405M
112 positions
#18Insight Inv LLCPassive
Some overlap · 3 shared positions
$IBM$AMAT$GLW
$183M
104 positions
#19BONNESS ENTERPRISES INCActive
Some overlap · 3 shared positions
$IBM$AMAT$GLW
$273M
39 positions
#20Applied Finance Capital Management, LLCPassive
Some overlap · 3 shared positions
$IBM$AMAT$LOW
$1.3B
218 positions
#21Churchill Financial Advisors, LLCActive
Some overlap · 3 shared positions
$IBM$AMAT$LOW
$476M
123 positions
#22CULLINAN ASSOCIATES INCActive
Some overlap · 3 shared positions
$IBM$AMAT$LOW
$1.2B
207 positions
#23Beech Hill Advisors, Inc.Passive
Some overlap · 4 shared positions
$IBM$AMAT$MU$ETN
$200M
94 positions
#24SGL Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$IBM$AMAT$MU$ETN
$266M
126 positions
#25SFE Investment CounselPassive
Some overlap · 4 shared positions
$IBM$AMAT$LOW$ETN
$635M
143 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.