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Hedge Funds Similar to PATRIOT INVESTMENT GROUP

13F Portfolio OverlapQ2 2026PATRIOT INVESTMENT GROUP portfolio →
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Most similar hedge funds by 13F overlap

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. is an institutional investor managing $1.7B across 240 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 PATRIOT INVESTMENT GROUP are PARTNERS INVESTMENT GROUP, LLP, SEEDS INVESTOR, Asset Group, with shared positions in $IAU, $SNPS, $DOV, $DE, $MDY, $STT. The full ranking of 25 similar funds is below.

#1PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Some overlap · 4 shared positions
$IAU$SNPS$DOV$DE
$2.8B
186 positions
#2SEEDS INVESTOR LLCPassive
Some overlap · 4 shared positions
$IAU$SNPS$MDY$STT
$973M
379 positions
#3Asset Management Group, Inc.Passive
Some overlap · 6 shared positions
$MDY$DOV$STT$ADI$PEP$MCO
$683M
137 positions
#4Wallington Asset Management, LLCActive
Some overlap · 4 shared positions
$IAU$AMGN$DE$PEP
$814M
61 positions
#5REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$IAU$DOV$DE$PEP
$760M
229 positions
#6Sharkey, Howes & JaverActive
Some overlap · 5 shared positions
$IAU$DOV$ADI$STT$MCO
$829M
163 positions
#7DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$SNPS$AMGN$DE$DOV
$124M
100 positions
#8FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 4 shared positions
$IAU$MDY$DOV$STT
$1.8B
360 positions
#9Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$AMGN$DOV$PEP
$304M
194 positions
#10Mill Creek Capital Advisors, LLC
Some overlap · 4 shared positions
$IAU$MDY$STT$AMGN
$4.9B
260 positions
#11Orcam Financial GroupActive
Some overlap · 4 shared positions
$MDY$DOV$IAU$DE
$205M
105 positions
#12Ipsen Advisor Group LLCPassive
Some overlap · 4 shared positions
$IAU$AMGN$ADI$PEP
$155M
107 positions
#13Jones Kertz & Associates, Inc.Active
Some overlap · 5 shared positions
$AMGN$JBL$MDY$ADI$CSX
$217M
66 positions
#14Hamilton Point Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$AMGN$DE
$710M
193 positions
#15Ackerman Capital Advisors, LLCActive
Some overlap · 4 shared positions
$IAU$DOV$SNPS$DJP
$497M
120 positions
#16Apeiron RIA LLCActive
Some overlap · 4 shared positions
$IAU$MDY$DJP$AMGN
$390M
162 positions
#17Stablepoint Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$SNPS$AMGN$PEP
$723M
260 positions
#18MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$IAU$DOV$DE
$130M
80 positions
#19Maltin Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$IAU$MDY$STT$DOV
$299M
146 positions
#20KITCHING PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$SNPS$CSX
$116M
40 positions
#21Pacific Park Financial, Inc.Active
Some overlap · 3 shared positions
$IAU$DOV$AMGN
$172M
77 positions
#22LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 3 shared positions
$IAU$MDY$STT
$248M
91 positions
#23Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$IAU$MDY$STT
$309M
142 positions
#24White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$IAU$SNPS$AMGN
$802M
151 positions
#25Copia Wealth Management
Some overlap · 5 shared positions
$IAU$DOV$STT$DE$AMGN
$166M
570 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.