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Hedge Funds Similar to Pasadena Private Wealth

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

Pasadena Private Wealth, LLC is an institutional investor managing $786M across 309 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 Pasadena Private Wealth are Guild Investment, Verde, KALEIDOSCOPE, with shared positions in $PHYS, $GBTC, $FBTC, $BTC, $MDY, $ETH. The full ranking of 25 similar funds is below.

#1Guild Investment Management, Inc.Active
Some overlap · 5 shared positions
$PHYS$GBTC$FBTC$BTC$MDY
$146M
59 positions
#2Verde Capital ManagementActive
Some overlap · 4 shared positions
$BTC$ETH$GBTC$ETHE
$541M
80 positions
#3KALEIDOSCOPE CAPITAL LPActive
Some overlap · 3 shared positions
$BTC$ETH$FBTC
$271M
16 positions
#4One Charles Private Wealth Services, LLCPassive
Some overlap · 5 shared positions
$GBTC$BTC$EPD$IRM$MPLX
$434M
176 positions
#5TECTONIC ADVISORS LLCPassive
Some overlap · 6 shared positions
$O$EPD$IRM$NNN$VICI$MPLX
$2.2B
277 positions
#6Upper Left Wealth Management, LLCActive
Some overlap · 3 shared positions
$BTC$GBTC$FBTC
$193M
68 positions
#7Sloy Dahl & Holst, LLCSmart money
Some overlap · 4 shared positions
$BTC$ETH$GBTC$ETHE
$693M
120 positions
#8Haven Private, LLCPassive
Some overlap · 4 shared positions
$GBTC$ETH$ETHE$FBTC
$263M
171 positions
#9Benson Wealth Management INCPassive
Some overlap · 6 shared positions
$GBTC$SPG$BTC$ETHE$ETH$GDLC
$99M
367 positions
#10ParaFi Capital LPActive
Some overlap · 3 shared positions
$BTC$FBTC$MSTR
$361M
24 positions
#11Ascension Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$BTC$EPD$AMGN
$356M
97 positions
#12Pensionfund PDNActive
Some overlap · 5 shared positions
$O$IRM$SPG$NNN$VICI
$170M
72 positions
#13Pensionfund SabicActive
Some overlap · 5 shared positions
$O$IRM$SPG$NNN$VICI
$83M
73 positions
#14Adelante Capital Management LLCActive
Some overlap · 5 shared positions
$O$IRM$SPG$ADC$VICI
$1.5B
42 positions
#15HEITMAN REAL ESTATE SECURITIES LLCActive
Some overlap · 5 shared positions
$O$IRM$SPG$ADC$VICI
$1.6B
57 positions
#16CENTERSQUARE INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$O$IRM$SPG$ADC$VICI
$11.7B
80 positions
#17BEAM WEALTH ADVISORS, INC.Active
Some overlap · 5 shared positions
$PHYS$PSLV$EPD$FBTC$ETHE
$453M
117 positions
#18MATAURO, LLCActive
Some overlap · 4 shared positions
$PHYS$BTC$ETH$MSTR
$756M
158 positions
#19Beaird Harris Wealth Management, LLCActive
Some overlap · 5 shared positions
$PHYS$PSLV$FBTC$MSTR$AMGN
$1.6B
707 positions
#20Abacus Planning Group, Inc.Active
Some overlap · 4 shared positions
$PHYS$PSLV$BTC$AMGN
$809M
259 positions
#21Capital Wealth Alliance, LLCActive
Some overlap · 3 shared positions
$PHYS$PSLV$MSTR
$229M
100 positions
#22Uniplan Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$O$SPG$IRM$ADC
$1.1B
175 positions
#23Valued Retirements, Inc.Passive
Some overlap · 3 shared positions
$PHYS$IRM$EPD
$111M
101 positions
#24Hurley Capital, LLCPassive
Some overlap · 3 shared positions
$PHYS$EPD$PSLV
$193M
678 positions
#25Walser Wealth Management Company, A Ltd Liability CoPassive
Some overlap · 3 shared positions
$PHYS$PSLV$FBTC
$250M
217 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.