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Hedge Funds Similar to PURSUIT WEALTH STRATEGIES

13F Portfolio OverlapQ2 2026PURSUIT WEALTH STRATEGIES portfolio →
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Most similar hedge funds by 13F overlap

PURSUIT WEALTH STRATEGIES, LLC is an institutional investor managing $77M across 114 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 PURSUIT WEALTH STRATEGIES are Aull & Monroe Investment, Rithm, GODSEY & GIBB, with shared positions in $DUK, $ETN, $WM, $CMI, $RY, $CSX. The full ranking of 25 similar funds is below.

#1Aull & Monroe Investment Management CorpPassive
Notable overlap · 7 shared positions
$DUK$ETN$WM$CMI$RY$CSX
$239M
126 positions
#2Rithm Capital Corp.Active
Some overlap · 5 shared positions
$ETN$WM$DUK$FSLR$D
$81M
38 positions
#3GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$ETN$DUK$RY$D
$1.2B
383 positions
#4Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$DUK$ETN$ITW
$214M
33 positions
#5Counterweight Ventures, LLCPassive
Some overlap · 4 shared positions
$DUK$RY$WM$CSX
$201M
81 positions
#6Westhampton Capital, LLCPassive
Some overlap · 3 shared positions
$ETN$WM$CMI
$241M
131 positions
#7DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$ETN$WM$CMI
$124M
100 positions
#8M3 Wealth Management, LLCActive
Some overlap · 3 shared positions
$ETN$WM$CSX
$154M
35 positions
#9Michael Brady & Co., LLCActive
Some overlap · 3 shared positions
$ETN$WM$CSX
$113M
58 positions
#10Summerhill Capital Management lnc.Active
Some overlap · 3 shared positions
$ETN$RY$FSLR
$125M
18 positions
#11OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 3 shared positions
$ETN$DUK$CMI
$2.7B
54 positions
#12FOSTER DYKEMA CABOT & PARTNERS, LLCActive
Some overlap · 3 shared positions
$ETN$WM$VRTX
$1.7B
324 positions
#13InTrack Investment Management IncPassive
Some overlap · 3 shared positions
$ETN$WM$DUK
$202M
110 positions
#14SHUTTLEWORTH & CoPassive
Some overlap · 3 shared positions
$ETN$WM$CSX
$125M
51 positions
#15Yaupon Capital Management LPActive
Some overlap · 4 shared positions
$DUK$FSLR$CMI$CSX
$5.1B
124 positions
#16First PREMIER BankPassive
Some overlap · 3 shared positions
$DUK$WM$CSX
$619M
358 positions
#17PAYDEN & RYGELPassive
Some overlap · 4 shared positions
$DUK$ETN$CMI$D
$1.3B
131 positions
#18Nordwand Advisors, LLCPassive
Some overlap · 3 shared positions
$ETN$WM$CMI
$652M
146 positions
#19HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$DUK$WM$ETN
$410M
53 positions
#20one8zero8, LLCPassive
Some overlap · 3 shared positions
$ETN$RY$DUK
$505M
266 positions
#21Biltmore Wealth Management, LLCActive
Some overlap · 4 shared positions
$ETN$CSX$VRTX$WM
$320M
58 positions
#22BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$ETN$DUK$WM$ITW
$8.0B
1,334 positions
#23Ridge Creek Global, IncPassive
Some overlap · 3 shared positions
$ETN$CMI$FSLR
$129M
94 positions
#24Mason & Associates, LLCSmart money
Some overlap · 3 shared positions
$DUK$CSX$D
$481M
45 positions
#25Goodman Financial CorpPassive
Some overlap · 3 shared positions
$WM$ETN$FSLR
$647M
73 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.