Hedge Funds Similar to Five Pine Wealth

13F Portfolio OverlapQ2 2026Five Pine Wealth portfolio →

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Most similar hedge funds by 13F overlap

Five Pine Wealth Management is an institutional investor managing $177M across 51 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 Five Pine Wealth are Rochester Wealth Strategies, Highland Investment Advisors, Broussard Financial Group, with shared positions in $IAU, $FBTC, $DOV, $SLV. The full ranking of 25 similar funds is below.

#1Rochester Wealth Strategies, LLCActive

Highly similar · 3 shared positions

$IAU $FBTC $DOV

$181M

27 positions

#2Highland Investment Advisors LLCPassive

Substantial overlap · 3 shared positions

$229M

734 positions

#3Broussard Financial Group LLCActive

Substantial overlap · 3 shared positions

$IAU $SLV $FBTC

$125M

35 positions

#4Arkos Global AdvisorsActive

Substantial overlap · 3 shared positions

$IAU $FBTC $SLV

$844M

124 positions

#5WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $SLV $FBTC

$536M

107 positions

#6Proficio Capital Partners LLC

Notable overlap · 3 shared positions

$2.8B

691 positions

#7Independent Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$111M

77 positions

#8CPR Investments Inc.Active

Notable overlap · 3 shared positions

$130M

55 positions

#9Wealth Quarterback LLCActive

Notable overlap · 3 shared positions

$IAU $FBTC $SLV

$324M

172 positions

#10Vantage Point Financial LLCPassive

Notable overlap · 3 shared positions

$328M

188 positions

#11Atlas Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$FBTC $IAU $SLV

$92M

64 positions

#12FIFTH THIRD SECURITIES, INC.Passive

Notable overlap · 3 shared positions

$1.8B

360 positions

#13Downshift Financial, LLCActive

Notable overlap · 3 shared positions

$DOV $FBTC $IAU

$223M

668 positions

#14New England Professional Planning Group Inc.Smart money

Notable overlap · 3 shared positions

$268M

50 positions

#15Copia Wealth Management

Notable overlap · 3 shared positions

$166M

570 positions

#16Discipline Wealth Solutions, LLCActive

Notable overlap · 3 shared positions

$1.1B

197 positions

#17Verus Financial Partners, Inc.Smart money

Notable overlap · 3 shared positions

$DOV $IAU $FBTC

$1.2B

127 positions

#18Boyce & Associates Wealth Consulting, Inc.Active

Notable overlap · 3 shared positions

$144M

82 positions

#19Strategic Investment Solutions, Inc. /ILPassive

Notable overlap · 3 shared positions

$437M

707 positions

#20Red Mountain Financial, LLCPassive

Some overlap · 3 shared positions

$119M

82 positions

#21Endowment Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$DOV $IAU $FBTC

$259M

181 positions

#22PANORAMIC INVESTMENT ADVISORS, LLCPassive

Some overlap · 3 shared positions

$FBTC $IAU $SLV

$209M

141 positions

#23EverSource Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $FBTC $DOV

$3.0B

4,392 positions

#24FIDUCIARY FINANCIAL GROUP, LLCPassive

Some overlap · 3 shared positions

$882M

373 positions

#25Ameliora Wealth Management Ltd.Passive

Some overlap · 3 shared positions

$337M

229 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.