How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to PCG Wealth Advisors

13F Portfolio OverlapQ2 2026PCG Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

PCG Wealth Advisors, LLC is an institutional investor managing $448M across 180 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 PCG Wealth Advisors are Wealth Watch Advisors, RM Financial Services, GK Wealth, with shared positions in $SLV, $PLTM, $IBIT, $BAH, $PEP, $YMM. The full ranking of 25 similar funds is below.

#1Wealth Watch Advisors, INCActive

Some overlap · 3 shared positions

$SLV $PLTM $IBIT

$309M

142 positions

#2RM Financial Services, LLCPassive

Some overlap · 3 shared positions

$SLV $BAH $PEP

$135M

79 positions

#3GK Wealth Management LLCPassive

Some overlap · 4 shared positions

$SLV $YMM $B $IBIT

$190M

234 positions

#4Walser Wealth Management Company, A Ltd Liability CoPassive

Some overlap · 3 shared positions

$SLV $YMM $CIEN

$241M

215 positions

#5Twelve Points Wealth Management LLCPassive

Some overlap · 4 shared positions

$SLV $PEP $OKE $CHRW

$499M

213 positions

#6Corecam AGPassive

Some overlap · 4 shared positions

$SLV $ETHA $IBIT $TGT

$117M

50 positions

#7Pettinga Financial Advisors LLCActive

Some overlap · 3 shared positions

$SLV $YMM $IBIT

$624M

156 positions

#8Capital Advisor Network LLCActive

Some overlap · 3 shared positions

$SLV $ETHA $IBIT

$80M

183 positions

#9Spahn Wealth & Retirement LLCActive

Some overlap · 3 shared positions

$SLV $ETHA $IBIT

$155M

38 positions

#10RoundAngle Advisors LLC

Some overlap · 3 shared positions

$SLV $ETHA $IBIT

$134M

60 positions

#11Corecam Pte. Ltd.Passive

Some overlap · 3 shared positions

$SLV $ETHA $IBIT

$264M

82 positions

#12Copia Wealth Management

Some overlap · 4 shared positions

$SLV $ETHA $YMM $IBIT

$166M

570 positions

#13Verde Servicos Internacionais S.A.Active

Some overlap · 3 shared positions

$SLV $ISRG $IBIT

$273M

49 positions

#14Praxis Capital Management LLCActive

Some overlap · 3 shared positions

$SLV $ISRG $UNP

$63M

29 positions

#15Marathon Trading Investment Management LLCActive

Some overlap · 3 shared positions

$SLV $IBIT $ETHA

$3.2B

278 positions

#16Hyposwiss Advisors SAActive

Some overlap · 3 shared positions

$SLV $IBIT $YMM

$106M

105 positions

#17Caitlin John, LLC

Some overlap · 5 shared positions

$SLV $YMM $HCA $ISRG $B

$183M

1,001 positions

#18WEALTHSPAN PARTNERS, LLCPassive

Slight overlap · 3 shared positions

$SLV $OKE $TRGP

$317M

129 positions

#19ARS Wealth Advisors Group, LLCActive

Slight overlap · 3 shared positions

$BAH $SLV $PEP

$1.3B

220 positions

#20SMITH, MOORE & CO.Passive

Slight overlap · 4 shared positions

$SLV $PEP $OKE $UNP

$1.5B

586 positions

#21LIBERTY WEALTH MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$BAH $HCA $ISRG

$800M

268 positions

#22Planning Strategies Inc.Passive

Slight overlap · 3 shared positions

$BAH $YMM $IBIT

$160M

1,068 positions

#23Wingate Wealth Advisors, Inc.Passive

Slight overlap · 3 shared positions

$BAH $PEP $UNP

$227M

127 positions

#24Beacon Financial Advisory LLCPassive

Slight overlap · 3 shared positions

$BAH $PEP $TGT

$508M

417 positions

#25CORA CAPITAL ADVISORS LLCActive

Slight overlap · 3 shared positions

$BAH $ETHA $IBIT

$356M

145 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.