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 PINNACLE ASSOCIATES LTD

13F Portfolio OverlapQ1 2026PINNACLE ASSOCIATES LTD portfolio →

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Most similar hedge funds by 13F overlap

PINNACLE ASSOCIATES LTD is an institutional investor managing $7.8B across 955 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 PINNACLE ASSOCIATES LTD are AssuredPartners Investment Advisors,, ARS Investment Partners,, Rokos LLP, with shared positions in $MU, $KKR, $MS, $LRCX, $AXP, $BAC. The full ranking of 25 similar funds is below.

#1AssuredPartners Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$MU $KKR $MS $LRCX $AXP $BAC

$919M

402 positions

#2ARS Investment Partners, LLCActive

Some overlap · 6 shared positions

$MU $MS $REGN $LRCX $GLNG $ETN

$1.9B

182 positions

#3Rokos Capital Management LLPActive

Some overlap · 6 shared positions

$MU $COHR $LRCX $LITE $GLNG $MS

$13.2B

176 positions

#4ATALANTA SOSNOFF CAPITAL, LLCActive

Some overlap · 6 shared positions

$MU $MS $LRCX $AXP $BAC $RCL

$4.7B

104 positions

#5Ballast, Inc.Active

Some overlap · 4 shared positions

$MKL $KKR $MU $REGN

$432M

133 positions

#6Pinnacle Wealth Management Advisory Group, LLCPassive

Some overlap · 5 shared positions

$MKL $KKR $MS $AXP $LRCX

$1.5B

550 positions

#7Prudent Man Advisors, LLCPassive

Some overlap · 5 shared positions

$MU $MS $LRCX $KKR $BAC

$334M

134 positions

#8Blake Schutter Theil Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$MKL $KKR $MS $BAC

$123M

111 positions

#9Westfuller Advisors, LLCPassive

Some overlap · 5 shared positions

$MS $KKR $MKL $LRCX $AXP

$232M

756 positions

#10Decker Retirement Planning Inc.Passive

Some overlap · 4 shared positions

$MU $KKR $MS $LRCX

$221M

284 positions

#11BREAKTHRU ADVISORY SERVICES, LLCPassive

Some overlap · 6 shared positions

$KKR $MS $LRCX $BAC $MU $ETN

$62M

59 positions

#12SHAKER INVESTMENTS LLC/OHPassive

Some overlap · 4 shared positions

$MU $MKL $MS $ETN

$220M

82 positions

#13Tripletail Wealth Management, LLCPassive

Some overlap · 5 shared positions

$MU $REGN $MS $AXP $KKR

$73M

255 positions

#14Myriad Asset Management Advisors LLCActive

Some overlap · 5 shared positions

$MS $MU $LRCX $ETN $BAC

$339M

47 positions

#15Next Level Wealth Planning, LLCSmart money

Some overlap · 4 shared positions

$MKL $MU $KKR $REGN

$195M

73 positions

#16Bradyco, Inc.Active

Some overlap · 4 shared positions

$MKL $MS $AXP $ETN

$129M

38 positions

#17PROSPERITY BANCSHARES INCPassive

Some overlap · 5 shared positions

$KKR $MS $BAC $MU $AXP

$125M

414 positions

#18Dedeker Financial LLCPassive

Some overlap · 4 shared positions

$MU $COHR $REGN $LRCX

$115M

50 positions

#19Myriad Asset Management US LPActive

Some overlap · 5 shared positions

$MS $MU $LRCX $ETN $BAC

$67M

46 positions

#20Stratos Investment Management, LLCPassive

Some overlap · 4 shared positions

$MKL $MS $AXP $BAC

$2.5B

371 positions

#21Veracity Capital LLCPassive

Some overlap · 5 shared positions

$REGN $COHR $MU $LITE $AXP

$280M

201 positions

#22OFI INVEST ASSET MANAGEMENTActive

Some overlap · 4 shared positions

$MU $MS $LRCX $BAC

$7.6B

347 positions

#23Williamson Legacy Group, LLCPassive

Some overlap · 4 shared positions

$MU $COHR $LRCX $LITE

$133M

81 positions

#24Grand Alliance Asset Management LtdActive

Some overlap · 4 shared positions

$MU $COHR $LRCX $LITE

$165M

13 positions

#25Science & Technology Partners, L.P.Active

Some overlap · 4 shared positions

$MU $COHR $LRCX $LITE

$382M

43 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.