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Hedge Funds Similar to PEAK FINANCIAL ADVISORS

13F Portfolio OverlapQ2 2026PEAK FINANCIAL ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

PEAK FINANCIAL ADVISORS LLC is an institutional investor managing $242M across 78 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 PEAK FINANCIAL ADVISORS are Copley Financial Group, Greenline Partners, My Portfolio Guide, with shared positions in $GLDM, $MS, $ETN, $LNG, $CNQ, $CVS. The full ranking of 25 similar funds is below.

#1Copley Financial Group, Inc.Active
Notable overlap · 3 shared positions
$GLDM$MS$ETN
$165M
118 positions
#2Greenline Partners, LLCActive
Notable overlap · 3 shared positions
$GLDM$LNG$CNQ
$983M
149 positions
#3My Portfolio Guide, LLC
Notable overlap · 3 shared positions
$GLDM$CVS$MO
$181M
166 positions
#4Chatterton & Associates Inc.Passive
Notable overlap · 3 shared positions
$GLDM$ETN$CVS
$170M
101 positions
#5Fortis Advisors, LLCPassive
Notable overlap · 5 shared positions
$GLDM$ESI$CVS$BWA$EW
$214M
122 positions
#6Parkside Investments, LLCActive
Notable overlap · 5 shared positions
$ESI$CVS$BWA$FDX$YMM
$902M
91 positions
#7Evernest Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$GLDM$MS$MO
$478M
191 positions
#8BRIGHT FINANCIAL ADVISORS, INC.Active
Notable overlap · 3 shared positions
$GLDM$ETN$MO
$239M
72 positions
#9American National Bank of TexasActive
Some overlap · 3 shared positions
$GLDM$CVS$EW
$110M
56 positions
#10EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$CVS$FDX$MS$FDXF
$1.3B
58 positions
#11Tribune Investment Group LPActive
Some overlap · 3 shared positions
$CW$FDX$BWA
$247M
34 positions
#12Hobbs Group Advisors, LLCActive
Some overlap · 5 shared positions
$GLDM$CVS$LNG$MS$KMI
$380M
164 positions
#13DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$EW$ETN$ADSK
$124M
100 positions
#14Fullerton Fund Management Co Ltd.Active
Some overlap · 3 shared positions
$GLDM$MS$ETN
$1.6B
119 positions
#15HealthInvest Partners ABActive
Some overlap · 3 shared positions
$CVS$EW$ONC
$372M
39 positions
#16Lipe & DaltonPassive
Some overlap · 4 shared positions
$BWA$ETN$MS$CVS
$215M
94 positions
#17Integral Health Asset Management, LLCActive
Some overlap · 3 shared positions
$CVS$EW$DFTX
$2.5B
92 positions
#18Merewether Investment Management, LPActive
Some overlap · 4 shared positions
$CNP$LNG$JHX$BWA
$5.3B
81 positions
#19Objective Capital Management, LLCPassive
Some overlap · 5 shared positions
$EW$ETN$MS$LNG$KMI
$113M
103 positions
#20Principal Street Partners, LLCPassive
Some overlap · 5 shared positions
$CVS$MS$UNM$KMI$MO
$683M
277 positions
#21Gradient Investments LLCPassive
Some overlap · 3 shared positions
$GLDM$MS$ETN
$7.2B
448 positions
#22F&V Capital Management, LLCPassive
Some overlap · 3 shared positions
$CVS$FDX$FDXF
$542M
63 positions
#23Covalis Capital LLPActive
Some overlap · 3 shared positions
$LNG$APA$BWA
$1.8B
101 positions
#24ArchPoint InvestorsActive
Some overlap · 4 shared positions
$CW$LNG$JHX$MO
$473M
80 positions
#25CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 4 shared positions
$CW$CVS$LNG$YMM
$78M
44 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.