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Hedge Funds Similar to Pacific Wealth Advisors

13F Portfolio OverlapQ2 2026Pacific Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Pacific Capital Wealth Advisors, Inc. is an institutional investor managing $663M across 92 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 Pacific Wealth Advisors are NavPoint Financial, True Vision MN, SAGE PRIVATE WEALTH GROUP, with shared positions in $IAU, $GLDM, $GIS, $AXP, $MSTR, $WEC. The full ranking of 25 similar funds is below.

#1NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$IAU$GLDM$GIS$AXP
$270M
74 positions
#2True Vision MN LLC
Slight overlap · 3 shared positions
$IAU$MSTR$WEC
$194M
98 positions
#3SAGE PRIVATE WEALTH GROUP, LLCActive
Slight overlap · 4 shared positions
$IAU$GLDM$CB$AXP
$222M
100 positions
#4Spectrum Planning & Advisory Services Inc.Active
Slight overlap · 3 shared positions
$IAU$GLDM$AXP
$223M
120 positions
#5CHATHAM CAPITAL GROUP, INC.Passive
Slight overlap · 3 shared positions
$IAU$GLDM$AXP
$783M
200 positions
#6MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$IAU$GLDM$AXP
$162M
106 positions
#7Zhang Financial LLCActive
Slight overlap · 3 shared positions
$IAU$GLDM$AXP
$3.4B
392 positions
#8Boyce & Associates Wealth Consulting, Inc.Active
Slight overlap · 3 shared positions
$IAU$GLDM$AWK
$144M
82 positions
#9Greenline Partners, LLCActive
Slight overlap · 3 shared positions
$IAU$GLDM$CB
$983M
149 positions
#10Deane Retirement Strategies, Inc.Passive
Slight overlap · 4 shared positions
$IAU$CB$AXP$GLDM
$236M
52 positions
#11Stonebridge Financial Group, LLCPassive
Slight overlap · 3 shared positions
$IAU$CB$AXP
$1.3B
275 positions
#12Disciplined Investors, L.L.C.Passive
Slight overlap · 3 shared positions
$IAU$MSTR$CB
$200M
145 positions
#13TOBAMPassive
Slight overlap · 4 shared positions
$MSTR$GDDY$GIS$AWK
$412M
258 positions
#14Sankala Group LLCPassive
Slight overlap · 3 shared positions
$IAU$GLDM$GIS
$150M
631 positions
#15Amplius Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$IAU$CB$AXP
$1.4B
211 positions
#16One Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$IAU$GLDM$CB
$906M
326 positions
#17Financial Sense Advisors, Inc.Passive
Slight overlap · 4 shared positions
$IAU$WHR$NOG$AWK
$508M
137 positions
#18SHENKMAN CAPITAL MANAGEMENT INCActive
Slight overlap · 4 shared positions
$MSTR$NTNX$NOG$WEC
$721M
80 positions
#19Sage Mountain Advisors LLCActive
Slight overlap · 3 shared positions
$IAU$GLDM$MSTR
$1.6B
304 positions
#20Graetz Wealth LLCActive
Slight overlap · 3 shared positions
$IAU$GLDM$CAG
$125M
84 positions
#21CERTIOR FINANCIAL GROUP, LLCPassive
Slight overlap · 3 shared positions
$MSTR$GLDM$WEC
$183M
146 positions
#22Hobbs Group Advisors, LLCActive
Slight overlap · 3 shared positions
$IAU$GLDM$AXP
$380M
164 positions
#23Weil Company, Inc.Passive
Slight overlap · 3 shared positions
$IAU$CB$AXP
$568M
133 positions
#24Evercore Wealth Management, LLCActive
Slight overlap · 3 shared positions
$IAU$GLDM$CB
$7.1B
433 positions
#25Collar Capital Management, LLCPassive
Slight overlap · 3 shared positions
$MSTR$CAG$NOG
$170M
73 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.