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Hedge Funds Similar to PURSUIT WEALTH STRATEGIES,

13F Portfolio OverlapQ1 2026PURSUIT WEALTH STRATEGIES, portfolio →
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Most similar hedge funds by 13F overlap

PURSUIT WEALTH STRATEGIES, LLC is an institutional investor managing $72M across 109 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 PURSUIT WEALTH STRATEGIES, are Aull & Monroe Investment, McGrath & Associates,, Anderson Financial Strategies,, with shared positions in $DUK, $WM, $ETN, $IBM, $RY, $ITW. The full ranking of 25 similar funds is below.

#1Aull & Monroe Investment Management CorpPassive
Notable overlap · 9 shared positions
$DUK$WM$ETN$IBM$RY$ITW
$215M
125 positions
#2McGrath & Associates, Inc.Active
Some overlap · 3 shared positions
$DUK$WT$RY
$68M
41 positions
#3Anderson Financial Strategies, LLCActive
Some overlap · 3 shared positions
$DUK$WT$ETN
$182M
32 positions
#4LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$DUK$IBM$WM$D
$192M
113 positions
#5GODSEY & GIBB, INCPassive
Some overlap · 5 shared positions
$DUK$IBM$ETN$RY$D
$1.1B
389 positions
#6Carson Advisory Inc.Passive
Some overlap · 6 shared positions
$DUK$IBM$SCHW$ETN$VZ$D
$193M
188 positions
#7CAPITAL & PLANNING, LLCActive
Some overlap · 3 shared positions
$DUK$WM$NEA
$165M
172 positions
#8Herold Advisors, Inc.Passive
Some overlap · 5 shared positions
$WT$IBM$ETN$VZ$PSX
$455M
263 positions
#9Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 5 shared positions
$WT$IBM$ETN$WM$LDOS
$153M
344 positions
#10BROGAN FINANCIAL, INC.Smart money
Some overlap · 3 shared positions
$DUK$LDOS$SAIC
$227M
56 positions
#11NewSquare Capital LLCPassive
Some overlap · 5 shared positions
$WT$IBM$DUK$CMI$PSX
$1.2B
211 positions
#12Pathway Financial Advisers, LLCPassive
Some overlap · 5 shared positions
$DUK$IBM$WM$CMI$VZ
$354M
164 positions
#13BEACON FINANCIAL GROUPPassive
Some overlap · 5 shared positions
$WT$ETN$WM$DUK$PSX
$1.0B
348 positions
#14Family Legacy Financial Solutions, LLCActive
Some overlap · 5 shared positions
$WT$WM$CMI$D$DUK
$124M
44 positions
#15ADVOCATE GROUP LLCPassive
Some overlap · 6 shared positions
$DUK$IBM$SCHW$CMI$VZ$D
$639M
126 positions
#16Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$DUK$IBM$WM
$353M
78 positions
#17Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$DUK$ETN$ITW
$184M
32 positions
#18Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$IBM$WM$RY$ITW$VZ$PSX
$245M
98 positions
#19Cassia Capital Partners, LLCActive
Some overlap · 4 shared positions
$WT$DUK$WM$VZ
$194M
67 positions
#20Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$DUK$ITW$PSX
$130M
96 positions
#21Rice Partnership, LLCActive
Some overlap · 4 shared positions
$WT$ETN$DUK$IBM
$732M
178 positions
#22HFR Wealth Management, LLCActive
Some overlap · 4 shared positions
$DUK$WM$SCHW$ETN
$407M
49 positions
#23Rithm Capital Corp.Active
Some overlap · 4 shared positions
$DUK$ETN$WM$FSLR
$67M
38 positions
#24Castle Rock Wealth Management, LLCPassive
Some overlap · 3 shared positions
$WT$IBM$ETN
$462M
262 positions
#25Founders Financial Alliance, LLCPassive
Some overlap · 3 shared positions
$WT$DUK$ETN
$555M
735 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.