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Hedge Funds Similar to Payne

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

Payne Capital Management, LLC is an institutional investor managing $375M across 88 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 Payne are Compass Wealth, ELEMENT POINTE ADVISORS, GLOBALT Investments / GA, with shared positions in $STT, $GLDM, $PM, $KKR, $BX, $GLW. The full ranking of 25 similar funds is below.

#1Compass Wealth Management, LLC/GAActive
Some overlap · 3 shared positions
$STT$GLDM$PM
$251M
74 positions
#2ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 4 shared positions
$STT$GLDM$KKR$BX
$621M
90 positions
#3GLOBALT Investments LLC / GAActive
Some overlap · 4 shared positions
$STT$GLW$MS$PM
$3.0B
213 positions
#4American National Bank of TexasActive
Some overlap · 3 shared positions
$STT$GLDM$PM
$110M
56 positions
#5Financial Enhancement Group LLCPassive
Some overlap · 3 shared positions
$STT$GLDM$BX
$839M
137 positions
#6TOEWS CORP /ADVActive
Some overlap · 4 shared positions
$STT$PM$GLW$BX
$686M
151 positions
#7LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$STT$GLDM$GLW
$1.2B
232 positions
#8Hudock, Inc.Passive
Some overlap · 3 shared positions
$STT$GLW$BX
$781M
217 positions
#9Fullerton Fund Management Co Ltd.Active
Some overlap · 3 shared positions
$GLDM$MS$GLW
$1.6B
119 positions
#1010Elms LLPPassive
Some overlap · 3 shared positions
$STT$BX$KKR
$236M
526 positions
#11Harvest Investment Advisors, LLCActive
Some overlap · 3 shared positions
$STT$MS$BX
$202M
58 positions
#12Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$STT$GLDM$PM
$166M
570 positions
#13NorthRock Partners, LLCActive
Some overlap · 3 shared positions
$STT$PM$GLW
$6.9B
680 positions
#14INVESTMENT MANAGEMENT ASSOCIATES INC /ADVActive
Some overlap · 3 shared positions
$GLDM$PM$MCK
$487M
31 positions
#15Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$GLDM$MCK$PM$STT
$258M
228 positions
#16Heritage Family Offices, LLPPassive
Some overlap · 4 shared positions
$GLDM$MCK$PM$STT
$259M
233 positions
#17Opal Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$STT$PM$NOW
$463M
224 positions
#18Paladin Wealth, LLCPassive
Some overlap · 3 shared positions
$GLDM$MS$NOW
$172M
134 positions
#19Abbot Financial Management, Inc.Passive
Some overlap · 4 shared positions
$MS$GLW$BX$STT
$293M
141 positions
#20Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 3 shared positions
$STT$GLDM$MCK
$169M
339 positions
#21Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$GLDM$PM$BX
$412M
181 positions
#22PEAK FINANCIAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$GLDM$MS$CIEN
$242M
78 positions
#23Brentview Investment Management LLCActive
Some overlap · 3 shared positions
$MS$PM$MCK
$253M
63 positions
#24Coign Capital Advisors LLCActive
Some overlap · 3 shared positions
$MS$PM$MCK
$222M
88 positions
#25Titan Investment Management LLCActive
Some overlap · 3 shared positions
$MS$PM$MCK
$135M
38 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.