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 Petersen Hastings Wealth Advisors

13F Portfolio OverlapQ3 2026Petersen Hastings Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Petersen Hastings Wealth Advisors Inc. is an institutional investor managing $1.2B across 87 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Petersen Hastings Wealth Advisors are Front Row Advisors, Ackerman Advisors, Unify Financial Advisors, with shared positions in $TT, $ISRG, $DOV, $DELL, $ROK, $IAU. The full ranking of 25 similar funds is below.

#1Front Row Advisors LLCPassive

Slight overlap · 5 shared positions

$TT $ISRG $DOV $DELL $ROK

$345M

576 positions

#2Ackerman Capital Advisors, LLCActive

Slight overlap · 6 shared positions

$IAU $LEO $DOV $COP $ABT $DSM

$497M

120 positions

#3Unify Financial AdvisorsPassive

Slight overlap · 4 shared positions

$TT $ISRG $DOV $DELL

$108M

90 positions

#4OneAscent Wealth Management LLCActive

Slight overlap · 4 shared positions

$TT $ISRG $DELL $USB

$336M

169 positions

#5Ballew Advisors, IncActive

Slight overlap · 4 shared positions

$TT $IAU $COP $PSX

$201M

133 positions

#6Keystone Wealth Services, LLCPassive

Slight overlap · 4 shared positions

$TT $IAU $COP $PSX

$539M

327 positions

#7Triton Financial Group IncPassive

Slight overlap · 4 shared positions

$TT $DOV $DELL $ABT

$174M

99 positions

#8RAINIER FAMILY WEALTH INCPassive

Slight overlap · 3 shared positions

$TT $IAU $ISRG

$176M

102 positions

#9Hilltop National BankPassive

Slight overlap · 3 shared positions

$TT $IAU $DELL

$465M

786 positions

#10TruNorth Capital Management, LLCSmart money

Slight overlap · 3 shared positions

$TT $IAU $DOV

$641M

123 positions

#11Palisades Hudson Asset Management, L.P.Active

Slight overlap · 3 shared positions

$TT $IAU $ABT

$286M

108 positions

#12Roberts Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$TT $ISRG $ROK

$445M

108 positions

#13DARA CAPITAL US, INC.Active

Slight overlap · 3 shared positions

$TT $ISRG $ROK

$145M

110 positions

#14Tribridge Partners Financial LLCActive

Slight overlap · 3 shared positions

$TT $ISRG $REGN

$255M

82 positions

#15Sandhill Capital Partners LLCActive

Slight overlap · 3 shared positions

$TT $ISRG $USB

$1.2B

98 positions

#16RFG - Bristol Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$TT $IAU $PCAR

$420M

172 positions

#17REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$ISRG $IAU $DOV

$769M

225 positions

#18SWP FINANCIAL LLCActive

Slight overlap · 3 shared positions

$ISRG $IAU $DOV

$216M

77 positions

#19Evelyn Partners Asset Management Ltd

Slight overlap · 3 shared positions

$ISRG $IAU $DOV

$406M

308 positions

#20Alliance Wealth Management GroupActive

Slight overlap · 3 shared positions

$TT $DOV $DELL

$514M

103 positions

#21FIRST AMERICAN TRUST, FSBPassive

Slight overlap · 4 shared positions

$IAU $COP $ABT $ROK

$1.7B

307 positions

#22Dala Group, LLCActive

Slight overlap · 3 shared positions

$TT $DOV $WEC

$121M

68 positions

#23Battery Global Advisors, LLCSmart money

Slight overlap · 4 shared positions

$IAU $DOV $ROK $COP

$200M

157 positions

#24Gallagher Capital Advisors, LLCPassive

Slight overlap · 4 shared positions

$ISRG $DELL $PSX $USB

$187M

72 positions

#25iSAM Funds (UK) LtdPassive

Slight overlap · 3 shared positions

$TT $DOV $ABT

$142M

241 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.