What hedge funds are most similar to Peck Wealth Management, LLC?

The funds with the most similar 13F portfolios to Peck Wealth Management, LLC are MBA Advisors, Grove Street Fiduciary,, OPTIMA, 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 Peck Wealth ,

13F Portfolio OverlapQ1 2026Peck Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Peck Wealth Management, LLC is an institutional investor managing $100M 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 Peck Wealth , are MBA Advisors, Grove Street Fiduciary,, OPTIMA, with shared positions in $SNOW, $SOLV, $WT, $IBM, $GE, $HUM. The full ranking of 25 similar funds is below.

#1MBA Advisors LLCPassive

Notable overlap · 5 shared positions

$SNOW $SOLV $WT $IBM $GE

$260M

146 positions

#2Grove Street Fiduciary, LLCActive

Notable overlap · 5 shared positions

$SNOW $WT $HUM $IBM $GE

$227M

74 positions

#3OPTIMA CAPITAL LLCPassive

Notable overlap · 4 shared positions

$SNOW $WT $HUM $PLTR

$215M

159 positions

#4Roof Eidam Maycock Peralta, LLCActive

Notable overlap · 4 shared positions

$SOLV $HUM $WT $RL

$436M

125 positions

#5Smart Money Group LLCSmart money

Notable overlap · 4 shared positions

$SNOW $WT $OUNZ $TJX

$344M

84 positions

#6Savant Capital, LLCActive

Notable overlap · 3 shared positions

$SOLV $SNOW $WT

$20.7B

1,500 positions

#7Ballast Rock Private Wealth LLCPassive

Notable overlap · 4 shared positions

$SNOW $SOLV $WT $HUM

$181M

177 positions

#8LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$SNOW $HUM $WT

$1.0B

232 positions

#9Madrid Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$SOLV $SNOW $IBM $PLTR $GE

$133M

70 positions

#10Darrow Company, Inc.Active

Notable overlap · 3 shared positions

$SNOW $WT $HUM

$222M

56 positions

#11Lionshead Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$SNOW $WT $PLTR $__PARK_1390777

$136M

108 positions

#12Opus Financial Solutions LLCPassive

Notable overlap · 3 shared positions

$SNOW $HUM $WT

$106M

103 positions

#13Cornerstone Planning Group LLCPassive

Notable overlap · 4 shared positions

$SNOW $WT $AXP $MCO

$749M

1,818 positions

#14Beckerman Institutional, LLCPassive

Notable overlap · 3 shared positions

$SNOW $WT $HUM

$188M

121 positions

#15INTEGRATED CAPITAL MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$SOLV $HUM $WT

$150M

56 positions

#16True Link Financial Advisors, LLCActive

Notable overlap · 6 shared positions

$SNOW $HUM $RL $WT $GE $IBM

$1.6B

418 positions

#17Williams Financial, LLCSmart money

Notable overlap · 3 shared positions

$SNOW $WT $IBM

$172M

25 positions

#18Vigilare Wealth ManagementActive

Notable overlap · 5 shared positions

$WT $HUM $SNOW $PLTR $GE

$296M

109 positions

#19Milestone Investment Advisors LLCActive

Notable overlap · 3 shared positions

$SNOW $WT $HUM

$414M

139 positions

#20Alpha Zero LLCActive

Notable overlap · 4 shared positions

$SOLV $WT $FTNT $TJX

$198M

79 positions

#21Financial Futures Ltd Liability Co.Active

Notable overlap · 3 shared positions

$SNOW $SOLV $IBM

$228M

72 positions

#22First Financial Group CorpActive

Notable overlap · 5 shared positions

$SNOW $WT $HUM $IBM $GE

$122M

80 positions

#23Spectrum Wealth Advisory Group, LLCActive

Notable overlap · 4 shared positions

$SOLV $WT $PLTR $IBM

$269M

58 positions

#24SEAMOUNT FINANCIAL GROUP INCPassive

Notable overlap · 3 shared positions

$SOLV $HUM $IBM

$222M

135 positions

#25Centerpoint Advisory GroupPassive

Notable overlap · 4 shared positions

$WT $HUM $SOLV $AXP

$133M

108 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.