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Hedge Funds Similar to PACIFIC SUN FINANCIAL

13F Portfolio OverlapQ2 2026PACIFIC SUN FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

PACIFIC SUN FINANCIAL CORP is an institutional investor managing $242M across 219 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to PACIFIC SUN FINANCIAL are Vanderbilt University, Walsh & Associates, LYNX GROUP LTD, with shared positions in $STT, $WELL, $DLR, $AVB, $PSA, $PM. The full ranking of 25 similar funds is below.

#1Vanderbilt UniversityActive
Notable overlap · 5 shared positions
$STT$WELL$DLR$AVB$PSA
$728M
74 positions
#2Walsh & Associates, LLCActive
Some overlap · 4 shared positions
$STT$PM$PSA$NU
$122M
245 positions
#3LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 3 shared positions
$STT$MDY$PSA
$248M
91 positions
#4American National Bank of TexasActive
Some overlap · 3 shared positions
$STT$MDY$PM
$110M
56 positions
#5Friday FinancialActive
Some overlap · 3 shared positions
$STT$MDY$DIS
$373M
108 positions
#6American Financial Advisors, LLCActive
Some overlap · 3 shared positions
$STT$WELL$DIS
$831M
169 positions
#7Compass Wealth Management, LLC/GAActive
Some overlap · 3 shared positions
$STT$PM$WELL
$251M
74 positions
#8Aurdan Capital Management, LLCActive
Some overlap · 3 shared positions
$STT$PM$DIS
$394M
99 positions
#9FLAGSTAR ADVISORS INC.Active
Some overlap · 3 shared positions
$STT$MDY$NU
$331M
177 positions
#10Ball & Co Wealth Management Inc.Active
Some overlap · 3 shared positions
$STT$SBUX$PM
$141M
74 positions
#11Pensionfund SabicActive
Some overlap · 5 shared positions
$DLR$WELL$UDR$AVB$PSA
$94M
76 positions
#12Pensionfund PDNActive
Some overlap · 5 shared positions
$DLR$WELL$UDR$AVB$PSA
$194M
76 positions
#13Safe Harbor Family Capital, LLCSmart money
Some overlap · 5 shared positions
$DLR$WELL$AVB$PM$PSA
$150M
57 positions
#14Gross & Hartman Investments LLCActive
Some overlap · 5 shared positions
$DLR$WELL$AVB$PSA$DIS
$226M
80 positions
#15AEW CAPITAL MANAGEMENT L PActive
Some overlap · 5 shared positions
$DLR$WELL$AVB$PSA$UDR
$1.7B
39 positions
#16Timbercreek Asset Management Ltd.Active
Some overlap · 5 shared positions
$DLR$WELL$UDR$AVB$PSA
$722M
83 positions
#17Vert Asset Management LLCActive
Some overlap · 4 shared positions
$DLR$WELL$UDR$AVB
$365M
44 positions
#18ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 5 shared positions
$WELL$DLR$AVB$PM$PSA
$102M
87 positions
#19APG Asset Management US Inc.Smart money
Some overlap · 5 shared positions
$DLR$WELL$AVB$PSA$UDR
$14.3B
61 positions
#20CENTERSQUARE INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$DLR$WELL$UDR$PSA
$11.7B
80 positions
#21COHEN & STEERS, INC.Active
Some overlap · 4 shared positions
$DLR$WELL$UDR$PSA
$63.2B
442 positions
#22LDR Capital Management LLCActive
Some overlap · 4 shared positions
$DLR$WELL$AVB$PSA
$87M
45 positions
#23Adelante Capital Management LLCActive
Some overlap · 4 shared positions
$DLR$WELL$AVB$PSA
$1.5B
42 positions
#24Uniplan Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$DLR$WELL$AVB$PSA
$1.1B
175 positions
#25Green Street Investors, LLCActive
Some overlap · 4 shared positions
$DLR$WELL$AVB$PSA
$212M
29 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.