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Hedge Funds Similar to Pachira Investments

13F Portfolio OverlapQ3 2026Pachira Investments portfolio →
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Most similar hedge funds by 13F overlap

Pachira Investments Inc. is an institutional investor managing $312M across 82 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Pachira Investments are BCWM, Modus Advisors, Wills Financial Group, with shared positions in $LMT, $IAU, $NOC, $UNP, $SRE, $IBIT. The full ranking of 25 similar funds is below.

#1BCWM, LLCPassive
Some overlap · 5 shared positions
$LMT$IAU$NOC$UNP$SRE
$342M
57 positions
#2Modus Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$IBIT$LMT$PLTR$MCD
$405M
118 positions
#3Wills Financial Group LLCPassive
Some overlap · 3 shared positions
$LMT$IAU$UNP
$275M
82 positions
#4Sage Investment Advisers LLCPassive
Some overlap · 5 shared positions
$LMT$IAU$PH$UNP$MCD
$154M
96 positions
#5Asempa Wealth AdvisorsActive
Some overlap · 4 shared positions
$IAU$LMT$IBIT$MCD
$131M
114 positions
#6Bulltick Wealth Management, LLCPassive
Some overlap · 4 shared positions
$IAU$IBIT$PLTR$PH
$490M
134 positions
#7CURIO WEALTH, LLCActive
Some overlap · 3 shared positions
$LMT$PLTR$UNP
$322M
78 positions
#8ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 5 shared positions
$IAU$IBIT$LMT$PLTR$SHOP
$753M
223 positions
#9RMG Wealth Management LLCActive
Some overlap · 3 shared positions
$LMT$IBIT$MCD
$967M
534 positions
#10Themes Management Co LLCPassive
Some overlap · 3 shared positions
$LMT$NOC$PLTR
$151M
120 positions
#11Inman Jager Wealth Management, LLCPassive
Some overlap · 4 shared positions
$LMT$PLTR$PH$MCD
$188M
90 positions
#12Red Mountain Financial, LLCActive
Some overlap · 4 shared positions
$LMT$IAU$UNP$MCD
$119M
82 positions
#13Campion Asset ManagementActive
Some overlap · 3 shared positions
$LMT$NOC$MCD
$164M
83 positions
#14Founders Capital ManagementActive
Some overlap · 3 shared positions
$LMT$NOC$MCD
$220M
67 positions
#15NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$IAU$IBIT$PLTR$MCD
$283M
75 positions
#16CYPRESS FINANCIAL PLANNING LLCActive
Some overlap · 3 shared positions
$LMT$SHOP$MCD
$373M
103 positions
#17Werlinich Asset Management, LLCActive
Some overlap · 4 shared positions
$LMT$NOC$UNP$SRE
$258M
57 positions
#18J2 Capital Management IncActive
Some overlap · 3 shared positions
$IAU$LMT$IBIT
$158M
119 positions
#19JEPPSON WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$LMT$SHOP$SRE
$350M
244 positions
#20Sierra Legacy GroupPassive
Some overlap · 3 shared positions
$LMT$NOC$PH
$129M
79 positions
#21SMITH CHAS P & ASSOCIATES PA CPASActive
Some overlap · 3 shared positions
$LMT$UNP$MCD
$2.0B
194 positions
#22Rockbridge Investment Management, LCCSmart money
Some overlap · 3 shared positions
$LMT$PLTR$MCD
$1.2B
146 positions
#23Baring Financial LLCActive
Some overlap · 3 shared positions
$LMT$IBIT$NOC
$187M
84 positions
#24Jaffetilchin Investment Partners, LLC
Some overlap · 5 shared positions
$LMT$PLTR$SHOP$IBIT$MCD
$1.9B
489 positions
#25Strathmore Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$PLTR$LMT
$371M
142 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.