What hedge funds are most similar to Philadelphia Investment Partners, LLC?

The funds with the most similar 13F portfolios to Philadelphia Investment Partners, LLC are Triton Financial Group, MGB Wealth ,, PACIFIC HEIGHTS ASSET, based on overlapping conviction holdings in the latest SEC filings.

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 Philadelphia Investment Partners,

13F Portfolio OverlapQ1 2026Philadelphia Investment Partners, portfolio →

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Most similar hedge funds by 13F overlap

Philadelphia Investment Partners, LLC is an institutional investor managing $147M across 189 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 Philadelphia Investment Partners, are Triton Financial Group, MGB Wealth ,, PACIFIC HEIGHTS ASSET, with shared positions in $PLTR, $APP, $WT, $OKTA, $MCK, $VLO. The full ranking of 25 similar funds is below.

#1Triton Financial Group IncPassive

Notable overlap · 4 shared positions

$PLTR $APP $WT $OKTA

$57M

62 positions

#2MGB Wealth Management, LLC

Notable overlap · 5 shared positions

$APP $MCK $PLTR $VLO $OKTA

$350M

308 positions

#3PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$PLTR $APP $FCX $CCJ

$3.0B

77 positions

#4Hedeker Wealth, LLCPassive

Notable overlap · 4 shared positions

$PLTR $URI $FCX $IBKR

$474M

87 positions

#5Pioneer Family Office, LLCSmart money

Notable overlap · 3 shared positions

$APP $MAR $WT

$156M

122 positions

#6SAPIENT CAPITAL LLCActive

Notable overlap · 3 shared positions

$APP $BKNG $PM

$6.6B

443 positions

#7PRAKASH INVESTMENT ADVISORS LLCPassive

Notable overlap · 6 shared positions

$APP $PLTR $OKLO $URI $AMAT $BKNG

$128M

80 positions

#8Benchmark Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$APP $PLTR $URI $KLAC $AMAT $BKNG

$172M

76 positions

#9Sun Group Wealth PartnersPassive

Notable overlap · 4 shared positions

$PLTR $FCX $MAR $VLO

$127M

73 positions

#10Cypress Point Wealth Management, LLCActive

Notable overlap · 3 shared positions

$PLTR $WT $KLAC

$464M

123 positions

#11MAIMON WEALTH MANAGEMENT LTD.Passive

Notable overlap · 4 shared positions

$RELX $IAU $MAR $PM

$114M

77 positions

#12Capital Impact Advisors, LLCPassive

Notable overlap · 3 shared positions

$PLTR $APP $IBKR

$247M

30 positions

#13HANSEATIC MANAGEMENT SERVICES INCPassive

Notable overlap · 4 shared positions

$RELX $FCX $AMAT $IBKR

$104M

80 positions

#14Private Wealth Management Group, LLCPassive

Notable overlap · 3 shared positions

$PLTR $MAR $AMAT

$381M

1,426 positions

#15Emissary Wealth LLCPassive

Notable overlap · 5 shared positions

$APP $JCI $URI $PM $MAR

$107M

54 positions

#16Landing Point Financial Group, LLCActive

Notable overlap · 5 shared positions

$RELX $IAU $OKTA $URI $AMAT

$206M

93 positions

#17GLYNN CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$PLTR $APP $AMAT

$209M

42 positions

#18Plum Street Advisors, LLCActive

Some overlap · 3 shared positions

$RELX $IAU $MCK

$289M

98 positions

#19MAINSAIL ASSET MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$RELX $PLTR $MAR

$223M

112 positions

#20Glassy Mountain Advisors, Inc.Passive

Some overlap · 5 shared positions

$RELX $URI $AMAT $JCI $BKNG

$322M

77 positions

#21Proem Advisors LLCSmart money

Some overlap · 3 shared positions

$APP $PLTR $XYZ

$1.7B

36 positions

#22Nikko Asset Management Americas, Inc.Active

Some overlap · 4 shared positions

$PLTR $XYZ $CCJ $SOFI

$7.1B

186 positions

#23Hershey Financial Advisers, LLCPassive

Some overlap · 4 shared positions

$APP $AMAT $MAR $WT

$116M

80 positions

#24Elwood & Goetz Wealth Advisory Group, LLCActive

Some overlap · 4 shared positions

$RELX $IAU $MAR $WT

$589M

138 positions

#25New Vernon Capital Holdings II LLCActive

Some overlap · 3 shared positions

$RELX $MAR $WT

$136M

77 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.