13F Pro

Hedge Funds Similar to Old Peak Finance

13F Portfolio OverlapQ2 2026Old Peak Finance portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Old Peak Finance LLC is an institutional investor managing $207M across 102 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 Old Peak Finance are TOEWS, Juno Financial Group, GW HENSSLER & ASSOCIATES LTD, with shared positions in $PM, $PLTR, $MO, $SCHW, $GLW, $CRWD. The full ranking of 25 similar funds is below.

#1TOEWS CORP /ADVActive
Some overlap · 5 shared positions
$PM$PLTR$MO$SCHW$GLW
$686M
151 positions
#2Juno Financial Group LLCActive
Some overlap · 6 shared positions
$PM$SCHW$MO$CRWD$GLW$UNP
$282M
73 positions
#3GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 5 shared positions
$PM$SCHW$MO$AEM$MS
$2.2B
268 positions
#4KDT Advisors, LLCPassive
Some overlap · 5 shared positions
$PM$PLTR$MO$GLW$UNP
$72M
73 positions
#5MUIRFIELD WEALTH ADVISORS LLCPassive
Some overlap · 5 shared positions
$FCNCA$PM$SCHW$RY$UNP
$153M
87 positions
#6Royal Palms Capital LLCPassive
Some overlap · 5 shared positions
$SCHW$MO$PAAS$PLTR$GLW
$114M
57 positions
#7ENZI WEALTHSmart money
Some overlap · 5 shared positions
$PLTR$MO$SCHW$PM$MMM
$316M
77 positions
#8Founders Financial Alliance, LLCPassive
Some overlap · 5 shared positions
$PM$MO$FCNCA$RY$CRWD
$754M
779 positions
#9Sharp Financial Services, LLCActive
Some overlap · 5 shared positions
$PLTR$PM$MO$TGT$ISRG
$216M
127 positions
#10LONDON CO OF VIRGINIAActive
Some overlap · 4 shared positions
$PM$SCHW$MO$GLW
$17.5B
169 positions
#11Hilton Head Capital Partners, LLCPassive
Some overlap · 4 shared positions
$PM$PLTR$MO$GLW
$198M
912 positions
#12Octavia Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$PM$MO$PLTR$CRWD
$1.2B
231 positions
#13Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$PM$PLTR$MO$CRWD
$251M
74 positions
#14Fund Advisors of America Inc/FLPassive
Some overlap · 4 shared positions
$PLTR$PM$MO$GLW
$110M
120 positions
#15PeakShares LLCActive
Some overlap · 5 shared positions
$PLTR$MO$CRWD$GLW$MMM
$134.4B
122 positions
#16HOLLENCREST SECURITIES LLCPassive
Some overlap · 5 shared positions
$PM$MO$PAAS$AEM$GLW
$1.5B
1,229 positions
#17Capital Investment Counsel, IncActive
Some overlap · 5 shared positions
$PLTR$SCHW$TGT$GLW$MS
$929M
266 positions
#18Anchor Investment Management, LLC
Some overlap · 4 shared positions
$FCNCA$PM$GLW$UNP
$1.2B
1,067 positions
#19Oak Harvest Investment ServicesPassive
Some overlap · 5 shared positions
$PM$SCHW$AEM$UNP$MS
$1.1B
168 positions
#20O'Domhnaill Enterprises, Inc.Passive
Some overlap · 4 shared positions
$PM$MO$PAAS$AEM
$125M
61 positions
#21Disciplined Investors, L.L.C.Passive
Slight overlap · 3 shared positions
$FCNCA$MO$GLW
$200M
145 positions
#22CFM WEALTH PARTNERS LLCActive
Slight overlap · 5 shared positions
$PM$MO$RY$CRWD$MS
$783M
149 positions
#23Independent Solutions Wealth Management, LLCActive
Slight overlap · 3 shared positions
$PM$PLTR$MO
$766M
194 positions
#24Patriot Financial Group Insurance Agency, LLCPassive
Slight overlap · 3 shared positions
$PM$PLTR$SCHW
$974M
491 positions
#25HARRIS ASSOCIATES L PActive
Slight overlap · 3 shared positions
$FCNCA$SCHW$UNP
$75.4B
162 positions

Compare Old Peak Finance’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Old Peak Finance’s holdings

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.