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Hedge Funds Similar to Pioneer Family Office,

13F Portfolio OverlapQ1 2026Pioneer Family Office, portfolio →
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Most similar hedge funds by 13F overlap

Pioneer Family Office, LLC is an institutional investor managing $156M across 122 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 Pioneer Family Office, are PGIM Custom Harvest, Bravias Group,, Osbon, with shared positions in $MAR, $AXP, $SHW, $UNH, $WT, $APP. The full ranking of 25 similar funds is below.

#1PGIM Custom Harvest LLCActive
Notable overlap · 4 shared positions
$MAR$AXP$SHW$UNH
$6.4B
276 positions
#2Bravias Capital Group, LLCActive
Notable overlap · 3 shared positions
$MAR$SHW$WT
$153M
96 positions
#3Osbon Capital Management LLCPassive
Notable overlap · 3 shared positions
$MAR$SHW$WT
$123M
493 positions
#4Philadelphia Investment Partners, LLCPassive
Notable overlap · 3 shared positions
$APP$MAR$WT
$147M
189 positions
#5Magnolia Wealth Management, LLCActive
Notable overlap · 3 shared positions
$MAR$UNH$MS
$172M
212 positions
#6Elwood & Goetz Wealth Advisory Group, LLCActive
Notable overlap · 3 shared positions
$MAR$WT$AXP
$589M
138 positions
#7Leeward Financial Partners, LLCPassive
Notable overlap · 6 shared positions
$MAR$APP$SHW$USB$UNH$VLTO
$336M
97 positions
#8Financial Freedom, LLCPassive
Notable overlap · 3 shared positions
$MAR$SHW$USB
$201M
426 positions
#9CVA Family Office, LLCPassive
Notable overlap · 3 shared positions
$MAR$MS$USB
$950M
1,838 positions
#10ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 3 shared positions
$MAR$MS$USB
$138M
59 positions
#111607 Capital Partners, LLCActive
Some overlap · 4 shared positions
$MAR$PHYS$SDHY$VLTO
$1.4B
139 positions
#12Emissary Wealth LLCPassive
Some overlap · 3 shared positions
$APP$MS$MAR
$107M
54 positions
#13Financial Perspectives, IncPassive
Some overlap · 5 shared positions
$MAR$MS$USB$MELI$UNH
$358M
716 positions
#14Wealth Group LtdSmart money
Some overlap · 3 shared positions
$MAR$MS$UNH
$439M
94 positions
#15Hershey Financial Advisers, LLCPassive
Some overlap · 3 shared positions
$APP$MAR$WT
$116M
80 positions
#16Silicon Valley Capital PartnersActive
Some overlap · 4 shared positions
$MAR$USB$UNH$AXP
$1.0B
454 positions
#17ESG Planning DBA Harper InvestingPassive
Some overlap · 4 shared positions
$MAR$APP$SHW$UNH
$229M
75 positions
#18New Insight Wealth AdvisorsActive
Some overlap · 4 shared positions
$MAR$SHW$WT$UNH
$279M
107 positions
#19Bulwark Capital CorpActive
Some overlap · 6 shared positions
$MAR$WT$MS$VLTO$PHYS$SHW
$162M
100 positions
#20Ridge Creek Global, IncActive
Some overlap · 3 shared positions
$MAR$SHW$WT
$118M
85 positions
#21Portfolio Strategies, Inc.Active
Some overlap · 4 shared positions
$MAR$SHW$USB$MS
$811M
75 positions
#22CYPRESS FINANCIAL PLANNING LLCActive
Some overlap · 4 shared positions
$APP$MS$USB$UNH
$363M
102 positions
#23Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 4 shared positions
$MAR$WT$USB$AXP
$153M
344 positions
#24CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 4 shared positions
$MAR$SHW$WT$USB
$149M
96 positions
#25Tandem Investment Partners LLCPassive
Some overlap · 3 shared positions
$MAR$WT$USB
$118M
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.