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Hedge Funds Similar to Pacific Park Financial

13F Portfolio OverlapQ2 2026Pacific Park Financial portfolio →
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Most similar hedge funds by 13F overlap

Pacific Park Financial, Inc. is an institutional investor managing $172M across 77 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 Park Financial are Towneley , / DE, Zhang Financial, White Lighthouse Investment, with shared positions in $IAU, $DOV, $SGOL, $AMGN. The full ranking of 25 similar funds is below.

#1Towneley Capital Management, Inc / DESmart money
Substantial overlap · 3 shared positions
$IAU$DOV$SGOL
$509M
46 positions
#2Zhang Financial LLCActive
Substantial overlap · 3 shared positions
$DOV$IAU$AMGN
$3.4B
392 positions
#3White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$IAU$SGOL$AMGN
$802M
151 positions
#4Proficio Capital Partners LLCPassive
Notable overlap · 3 shared positions
$IAU$DOV$SGOL
$2.8B
691 positions
#5Battery Global Advisors, LLCSmart money
Notable overlap · 3 shared positions
$IAU$DOV$AMGN
$200M
157 positions
#6Evelyn Partners Asset Management Ltd
Notable overlap · 3 shared positions
$DOV$IAU$SGOL
$406M
308 positions
#7FIFTH THIRD SECURITIES, INC.Active
Notable overlap · 3 shared positions
$IAU$DOV$SGOL
$1.8B
360 positions
#8Novak & Powell Financial Services, Inc.Passive
Notable overlap · 3 shared positions
$DOV$IAU$AMGN
$212M
171 positions
#9Roehl & Yi Investment Advisors, LLCPassive
Notable overlap · 3 shared positions
$IAU$AMGN$DOV
$304M
194 positions
#10Aspect Partners, LLCActive
Notable overlap · 3 shared positions
$IAU$SGOL$AMGN
$268M
679 positions
#11Red Mountain Financial, LLCPassive
Some overlap · 3 shared positions
$IAU$AMGN$DOV
$119M
82 positions
#12Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$IAU$AMGN
$166M
570 positions
#13ETF Store, Inc.Passive
Some overlap · 3 shared positions
$IAU$SGOL$AMGN
$120M
114 positions
#14Stillwater Private Wealth, LLCActive
Some overlap · 3 shared positions
$DOV$SGOL$AMGN
$153M
83 positions
#15FIDUCIARY FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$IAU$SGOL$DOV
$882M
373 positions
#16PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money
Some overlap · 3 shared positions
$IAU$DOV$AMGN
$1.7B
240 positions
#17Stonebridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$IAU$SGOL$AMGN
$1.3B
275 positions
#18BURKETT FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$DOV$AMGN$IAU
$320M
266 positions
#19Ameliora Wealth Management Ltd.Passive
Some overlap · 3 shared positions
$DOV$SGOL$IAU
$337M
229 positions
#20Prairie Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$IAU$SGOL$AMGN
$420M
256 positions
#21Centurion Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$SGOL$AMGN
$418M
283 positions
#22China Universal Asset Management Co., Ltd.Passive
Some overlap · 3 shared positions
$IAU$AMGN$SGOL
$1.7B
513 positions
#23Blueprint Financial Advisors LLCActive
Some overlap · 3 shared positions
$IAU$DOV$SGOL
$900M
131 positions
#24Waldron Private Wealth LLCActive
Some overlap · 3 shared positions
$DOV$AMGN$IAU
$2.9B
350 positions
#25Blueprint Investment Partners LLCActive
Slight overlap · 3 shared positions
$IAU$DOV$SGOL
$1.2B
159 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.