13F Pro

Hedge Funds Similar to Pacific Excel Wealth Advisors

13F Portfolio OverlapQ2 2026Pacific Excel Wealth Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Pacific Excel Wealth Advisors, Inc. is an institutional investor managing $258M across 228 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 Excel Wealth Advisors are Heritage Family Offices, LLP, CAMPBELL NEWMAN ASSET, Keebeck Wealth, with shared positions in $BTC, $XPEL, $GLDM, $KLAC, $APH, $WFC. The full ranking of 25 similar funds is below.

#1Heritage Family Offices, LLPPassive
Substantial overlap · 18 shared positions
$BTC$XPEL$GLDM$KLAC$APH$WFC
$259M
233 positions
#2CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Notable overlap · 10 shared positions
$KLAC$APH$WFC$ADI$ETN$TXN
$1.3B
99 positions
#3Keebeck Wealth ManagementPassive
Notable overlap · 9 shared positions
$KLAC$APH$TXN$ADI$ETN$STT
$1.0B
471 positions
#4R. W. Roge & Company, Inc.Active
Some overlap · 3 shared positions
$BTC$GLDM$PM
$239M
69 positions
#5Phraction Management LLCActive
Some overlap · 8 shared positions
$WFC$SNPS$ADI$TXN$PM$WMB
$596M
66 positions
#6Strategic Financial Services, Inc.Smart money
Some overlap · 4 shared positions
$GLDM$KLAC$SNPS$MCK
$2.3B
157 positions
#7Apriem AdvisorsActive
Some overlap · 5 shared positions
$GLDM$BTC$KLAC$BA$ETN
$1.2B
182 positions
#8Ascension Capital Advisors, Inc.Active
Some overlap · 5 shared positions
$BTC$GLDM$APH$ETN$LOW
$356M
97 positions
#9Upper Left Wealth Management, LLCActive
Some overlap · 4 shared positions
$BTC$GLDM$STT$IBIT
$180M
73 positions
#10OAK ASSOCIATES LTD /OH/Active
Some overlap · 6 shared positions
$KLAC$APH$SNPS$LOW$STT$MCK
$1.8B
139 positions
#11INVESCO, LLCActive
Some overlap · 5 shared positions
$KLAC$APH$ADI$MCK$TXN
$323M
133 positions
#12Community Financial Services Group, LLCPassive
Some overlap · 6 shared positions
$KLAC$ADI$ETN$APH$EMR$LOW
$686M
532 positions
#13GLOBALT Investments LLC / GAActive
Some overlap · 8 shared positions
$ADI$TXN$EMR$STT$KLAC$ETN
$3.0B
213 positions
#14Parcion Private Wealth LLCPassive
Some overlap · 4 shared positions
$GLDM$KLAC$ETN$STT
$1.8B
529 positions
#15AMICA MUTUAL INSURANCE COActive
Some overlap · 5 shared positions
$KLAC$APH$TXN$PM$STT
$1.2B
142 positions
#16Verde Capital ManagementActive
Some overlap · 3 shared positions
$BTC$SNPS$IBIT
$541M
80 positions
#17Railway Pension Investments LtdActive
Some overlap · 5 shared positions
$KLAC$APH$TXN$MCK$ADI
$8.0B
102 positions
#18Chatterton & Associates Inc.Passive
Some overlap · 4 shared positions
$GLDM$KLAC$BA$ETN
$170M
101 positions
#19ShoreHaven Wealth Partners, LLCActive
Some overlap · 3 shared positions
$BTC$GLDM$PM
$318M
106 positions
#20Norway Savings BankPassive
Some overlap · 5 shared positions
$KLAC$APH$ADI$BA$LOW
$239M
104 positions
#21ALKEON CAPITAL MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$KLAC$APH$SNPS$ADI
$74.1B
109 positions
#22Leelyn Smith, LLCActive
Some overlap · 5 shared positions
$KLAC$ADI$ETN$TXN$BA
$822M
157 positions
#23Alecta Tjanstepension OmsesidigtActive
Some overlap · 5 shared positions
$APH$KLAC$ADI$TXN$SNPS
$23.8B
91 positions
#24Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$BTC$ADI$LOW
$145M
99 positions
#25VALLEY NATIONAL ADVISERS INCPassive
Some overlap · 6 shared positions
$KLAC$ADI$PM$APH$LOW$MCK
$900M
1,056 positions

Compare Pacific Excel Wealth Advisors’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 Excel Wealth Advisors’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.