How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Pacific Asset

13F Portfolio OverlapQ3 2026Pacific Asset portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Pacific Asset Management, LLC is an institutional investor managing $204M across 77 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 Pacific Asset are Cohen Investment Advisors, Smart Portfolios, Bell & Brown Wealth Advisors, with shared positions in $BA, $MCD, $AMGN, $SBUX, $WPM, $ALK. The full ranking of 25 similar funds is below.

#1Cohen Investment Advisors LLCPassive

Some overlap · 4 shared positions

$BA $MCD $AMGN $SBUX

$233M

81 positions

#2Smart Portfolios, LLC

Some overlap · 4 shared positions

$BA $MCD $AMGN $SBUX

$100M

99 positions

#3Bell & Brown Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$BA $AMGN $SBUX $MCD

$320M

72 positions

#4LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Some overlap · 4 shared positions

$MCD $AMGN $BA $SBUX

$155M

88 positions

#5U S GLOBAL INVESTORS INCActive

Some overlap · 3 shared positions

$WPM $BA $ALK

$1.0B

137 positions

#6KILEY JUERGENS WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$BA $SBUX $HFWA $MCD

$639M

241 positions

#7CADINHA & CO LLCActive

Some overlap · 4 shared positions

$BA $MCD $AMGN $WPM

$616M

107 positions

#8ABSHER WEALTH MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$BA $MCD $AMGN $SBUX

$878M

73 positions

#9Financial Sense Advisors, Inc.Passive

Some overlap · 3 shared positions

$BA $WPM $AMGN

$508M

137 positions

#10Richwood Investment Advisors, LLCActive

Some overlap · 3 shared positions

$BA $MCD $AMGN

$142M

106 positions

#11DB Fitzpatrick & Co, IncActive

Some overlap · 3 shared positions

$BA $AMGN $SBUX

$121M

100 positions

#12Oxbow Advisors, LLCPassive

Some overlap · 3 shared positions

$BA $WPM $MCD

$1.2B

265 positions

#13Beirne Wealth Consulting Services, LLCActive

Some overlap · 3 shared positions

$WPM $AMGN $BA

$505M

99 positions

#14ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive

Some overlap · 3 shared positions

$BA $MCD $AMGN

$177M

158 positions

#15Yoffe Investment Management, LLCPassive

Some overlap · 3 shared positions

$MCD $BA $AMGN

$87M

113 positions

#16Cypress Capital, LLCActive

Some overlap · 3 shared positions

$MCD $AMGN $SBUX

$377M

117 positions

#17CONNING INC.Passive

Some overlap · 3 shared positions

$MCD $AMGN $SBUX

$3.3B

327 positions

#18Greystone Financial Group, LLCPassive

Some overlap · 3 shared positions

$MCD $AMGN $SBUX

$360M

73 positions

#19Vertrix Wealth Management, LLCPassive

Some overlap · 3 shared positions

$MCD $AMGN $SBUX

$292M

99 positions

#20Slagle Financial, LLCPassive

Some overlap · 3 shared positions

$MCD $AMGN $SBUX

$334M

127 positions

#21Hardworking Capital Advisors, LLCActive

Some overlap · 3 shared positions

$MCD $AMGN $SBUX

$121M

84 positions

#22Perennial Advisors, LLCPassive

Some overlap · 3 shared positions

$MCD $AMGN $SBUX

$669M

137 positions

#23MRWM Advisors, LLCActive

Some overlap · 3 shared positions

$MCD $AMGN $SBUX

$243M

80 positions

#24BETO FINANCIAL GROUP, LLCPassive

Some overlap · 3 shared positions

$MCD $AMGN $BA

$190M

154 positions

#25Coastwise Capital Group, LLCPassive

Some overlap · 3 shared positions

$BA $SBUX $AMGN

$172M

143 positions

Compare Pacific Asset’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 Pacific Asset’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.