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Hedge Funds Similar to Peak Wealth

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

Peak Wealth Management LLC is an institutional investor managing $143M across 59 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 Wealth are ATLAS ADVISORS, Eley Financial, with shared positions in $REGN, $VZ, $GLW, $DTB. The full ranking of 2 similar funds is below.

#1ATLAS CAPITAL ADVISORS LLCPassive
Slight overlap · 3 shared positions
$REGN$VZ$GLW
$914M
1,049 positions
#2Eley Financial Management, IncPassive
Slight overlap · 3 shared positions
$DTB$VZ$GLW
$309M
72 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.