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 PNC FINANCIAL SERVICES GROUP,

13F Portfolio OverlapQ1 2026PNC FINANCIAL SERVICES GROUP, portfolio →

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Most similar hedge funds by 13F overlap

PNC FINANCIAL SERVICES GROUP, INC. is an institutional investor managing $173.2B across 5,160 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 PNC FINANCIAL SERVICES GROUP, are Lansing Street Advisors, Vantage Point Financial, Endowment Wealth ,, with shared positions in $WT, $SE, $MS, $MCD, $MKL, $NKE. The full ranking of 25 similar funds is below.

#1Lansing Street AdvisorsPassive

Some overlap · 5 shared positions

$WT $SE $MS $MCD $MKL

$397M

151 positions

#2Vantage Point Financial LLCPassive

Some overlap · 5 shared positions

$WT $SE $NKE $MCD $NEE

$285M

176 positions

#3Endowment Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$WT $GSAT $SE $MS

$226M

165 positions

#4Archer Investment Management, LLCPassive

Slight overlap · 5 shared positions

$WT $SE $MS $NKE $MKL

$238M

108 positions

#5Beacon Harbor Wealth Advisors, Inc.Passive

Slight overlap · 5 shared positions

$WT $SE $NKE $NEE $MS

$477M

70 positions

#6WealthCare Investment Partners, LLCPassive

Slight overlap · 4 shared positions

$GSAT $SE $WT $MS

$360M

191 positions

#7Centurion Wealth Management LLCPassive

Slight overlap · 4 shared positions

$WT $GSAT $MS $SE

$444M

316 positions

#8Clarendon Private LLCPassive

Slight overlap · 5 shared positions

$SE $GSAT $MS $MKL $NEE

$130M

119 positions

#9OMNI 360 Wealth, Inc.Passive

Slight overlap · 5 shared positions

$WT $NKE $MS $MKL $NEE

$194M

125 positions

#10Financial Harvest, LLCActive

Slight overlap · 4 shared positions

$WT $SE $NKE $MCD

$170M

57 positions

#11FAMILY WEALTH PARTNERS, LLCActive

Slight overlap · 5 shared positions

$WT $NKE $SE $MKL $NEE

$293M

105 positions

#12Breakwater Capital GroupPassive

Slight overlap · 5 shared positions

$WT $NKE $SE $MS $NEE

$747M

373 positions

#13Grange Capital, LLCActive

Slight overlap · 4 shared positions

$WT $GSAT $NKE $MKL

$100M

46 positions

#14Catalyst Investment Management LLCPassive

Slight overlap · 4 shared positions

$WT $SE $MS $MKL

$90M

65 positions

#15Professional Financial Advisors, LLCActive

Slight overlap · 4 shared positions

$WT $SE $MS $MKL

$491M

137 positions

#16Sound Stewardship, LLCActive

Slight overlap · 4 shared positions

$WT $SE $MS $NEE

$218M

63 positions

#17WealthShield Partners, LLCPassive

Slight overlap · 4 shared positions

$WT $SE $MS $MCD

$898M

609 positions

#18Collaborative Wealth Managment Inc.Passive

Slight overlap · 4 shared positions

$WT $GSAT $MCD $MS

$218M

162 positions

#19Fiduciary Alliance LLCPassive

Slight overlap · 4 shared positions

$GSAT $VFC $MS $NEE

$1.7B

547 positions

#20Savant Capital, LLCActive

Slight overlap · 5 shared positions

$WT $NKE $SE $NEE $MKL

$20.7B

1,500 positions

#21CAPE ANN SAVINGS BANKPassive

Slight overlap · 5 shared positions

$WT $MS $MCD $MKL $NEE

$199M

121 positions

#22Sentinus, LLCPassive

Slight overlap · 4 shared positions

$WT $NKE $MS $SE

$1.1B

596 positions

#23FIDUCIARY FINANCIAL GROUP, LLCPassive

Slight overlap · 5 shared positions

$GSAT $NKE $MKL $NEE $MCD

$754M

345 positions

#245T Wealth, LLCPassive

Slight overlap · 3 shared positions

$WT $GSAT $SE

$253M

129 positions

#25Eagle Strategies LLCPassive

Slight overlap · 4 shared positions

$WT $GSAT $MS $SE

$837M

258 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.