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Hedge Funds Similar to Pacific Wealth

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

Pacific Wealth Management is an institutional investor managing $226M across 19 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 are Mizuho Markets Cayman, South Street Advisors, with shared positions in $ABT, $ONTO, $HALO, $QCOM. The full ranking of 2 similar funds is below.

#1Mizuho Markets Cayman LPActive
Slight overlap · 3 shared positions
$ABT$ONTO$HALO
$2.7B
95 positions
#2South Street Advisors LLCActive
Slight overlap · 3 shared positions
$ONTO$HALO$QCOM
$769M
84 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.