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Hedge Funds Similar to Pinion Investment Advisors

13F Portfolio OverlapQ2 2026Pinion Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Pinion Investment Advisors, LLC is an institutional investor managing $527M across 205 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 Pinion Investment Advisors are GoalVest Advisory, GENTRY PRIVATE WEALTH, COTTONWOOD ADVISORS, with shared positions in $AAAU, $TER, $WMB, $NEE, $MCD, $OKE. The full ranking of 25 similar funds is below.

#1GoalVest Advisory LLCActive
Notable overlap · 11 shared positions
$AAAU$TER$WMB$NEE$MCD$OKE
$539M
500 positions
#2GENTRY PRIVATE WEALTH, LLCSmart money
Notable overlap · 9 shared positions
$AAAU$TER$WMB$NEE$MCD$OKE
$194M
108 positions
#3COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$UNP$WMB$MCD$PM$MO
$166M
88 positions
#4Western Financial Corp/CAActive
Some overlap · 4 shared positions
$ARWR$KLAC$LMT$TER
$341M
132 positions
#5Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$UNP$WMB$NEE$MCD$OKE$LMT
$467M
118 positions
#6KDT Advisors, LLCPassive
Some overlap · 6 shared positions
$UNP$NEE$MCD$OKE$PM$MO
$72M
73 positions
#7Ipsen Advisor Group LLCPassive
Some overlap · 5 shared positions
$AAAU$UNP$NEE$OKE$LMT
$155M
107 positions
#8First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$UNP$NEE$MCD$PM$LMT
$529M
75 positions
#9Capital Innovations LLCPassive
Some overlap · 4 shared positions
$UNP$WMB$NEE$OKE
$385M
51 positions
#10MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$UNP$MCD$OKE$PM$LMT
$233M
122 positions
#11Kennebec Savings BankPassive
Some overlap · 5 shared positions
$UNP$WMB$MCD$PM$NEE
$125M
284 positions
#12Heritage Wealth AdvisorsActive
Some overlap · 5 shared positions
$UNP$WMB$MCD$PM$MO
$2.9B
703 positions
#13Miramar Capital, LLCPassive
Some overlap · 4 shared positions
$UNP$MCD$OKE$LMT
$455M
57 positions
#14YANKCOM PartnershipPassive
Some overlap · 5 shared positions
$UNP$WMB$MCD$PM$LMT
$279M
308 positions
#15HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$UNP$NEE$MCD$LMT
$321M
107 positions
#16MOSAIC FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$UNP$MCD$OKE$LMT
$156M
134 positions
#17AMICA MUTUAL INSURANCE COActive
Some overlap · 5 shared positions
$UNP$MCD$NEE$PM$KLAC
$1.2B
142 positions
#18WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 4 shared positions
$UNP$PM$MO$OKE
$97M
110 positions
#19Guilbault Capital LLCPassive
Some overlap · 4 shared positions
$UNP$PM$MO$OKE
$100M
73 positions
#20Harrison Street Private Wealth LLCActive
Some overlap · 3 shared positions
$UNP$WMB$NEE
$71M
21 positions
#21O'Brien Greene & Co. IncPassive
Some overlap · 3 shared positions
$UNP$WMB$NEE
$362M
141 positions
#22FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 5 shared positions
$WMB$NEE$MCD$UNP$LMT
$5.3B
210 positions
#23Slocum, Gordon & Co LLPPassive
Some overlap · 5 shared positions
$WMB$NEE$MCD$UNP$LMT
$151M
70 positions
#24CAPE COD FIVE CENTS SAVINGS BANKPassive
Some overlap · 5 shared positions
$UNP$NEE$MCD$KLAC$LMT
$1.2B
203 positions
#25HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$UNP$NEE$MCD$PM$KLAC
$1.7B
479 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.