13F Pro

Hedge Funds Similar to Peck Wealth

13F Portfolio OverlapQ2 2026Peck Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Peck Wealth Management, LLC is an institutional investor managing $119M across 127 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 Peck Wealth are Terra Nova Asset, Corient IA, PETRA FINANCIAL ADVISORS, with shared positions in $HWM, $OUNZ, $FTNT, $GLW, $PLTR, $SPGI. The full ranking of 25 similar funds is below.

#1Terra Nova Asset Management LLCPassive
Some overlap · 3 shared positions
$HWM$OUNZ$FTNT
$163M
93 positions
#2Corient IA LLCPassive
Some overlap · 4 shared positions
$HWM$GLW$FTNT$PLTR
$108M
249 positions
#3PETRA FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$OUNZ$HWM$GLW
$216M
168 positions
#4Smart Money Group LLCSmart money
Some overlap · 5 shared positions
$OUNZ$SPGI$TJX$MCO$QCOM
$390M
86 positions
#5RPg Family Wealth Advisory, LLCPassive
Some overlap · 3 shared positions
$HWM$BNY$PLTR
$612M
141 positions
#6Kingsman Wealth Management, Inc.Active
Some overlap · 3 shared positions
$HWM$GLW$PLTR
$214M
76 positions
#7Tower Wealth Partners, Inc.Active
Some overlap · 4 shared positions
$OUNZ$GLW$AXP$TJX
$203M
101 positions
#8CTC Alternative Strategies, Ltd.Passive
Some overlap · 4 shared positions
$HWM$BNY$MCO$QCOM
$69M
83 positions
#9PVG ASSET MANAGEMENT CORPPassive
Some overlap · 3 shared positions
$HWM$GLW$PLTR
$173M
132 positions
#10GILPIN WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$FTNT$SPGI$BNY$PLTR
$145M
1,064 positions
#11KRS Capital Management, LLCActive
Some overlap · 5 shared positions
$FTNT$PLTR$AXP$GLW$QCOM
$215M
124 positions
#12FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 3 shared positions
$HWM$AXP$TJX
$1.7B
208 positions
#13MARIETTA INVESTMENT PARTNERS LLCPassive
Some overlap · 3 shared positions
$HWM$BNY$PLTR
$582M
170 positions
#14Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$FTNT$BNY$HWM$QCOM
$181M
73 positions
#15BEARING POINT CAPITAL, LLCPassive
Some overlap · 3 shared positions
$HWM$GLW$AXP
$740M
203 positions
#16NWK Group, Inc.Active
Some overlap · 3 shared positions
$HWM$BNY$TJX
$324M
71 positions
#17South Street Advisors LLCActive
Some overlap · 3 shared positions
$HWM$TJX$QCOM
$769M
84 positions
#18CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$FTNT$SPGI$TJX$MCO
$456M
67 positions
#19Fox Hill Wealth ManagementPassive
Some overlap · 4 shared positions
$HWM$GLW$PLTR$TJX
$249M
120 positions
#20Fulcrum Capital LLCActive
Some overlap · 3 shared positions
$FTNT$SPGI$PEP
$493M
103 positions
#21SHUFRO ROSE & CO LLCActive
Some overlap · 4 shared positions
$OUNZ$GLW$PEP$QCOM
$1.7B
315 positions
#22Dogwood Wealth Management LLCPassive
Some overlap · 3 shared positions
$OUNZ$PEP$TJX
$253M
851 positions
#23one8zero8, LLCPassive
Some overlap · 3 shared positions
$FTNT$GLW$PEP
$505M
266 positions
#24Williamson Legacy Group, LLCPassive
Some overlap · 3 shared positions
$HWM$BNY$GLW
$201M
75 positions
#25CASCADE INVESTMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$FTNT$OUNZ$GLW
$178M
156 positions

Compare Peck Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Peck Wealth’s holdings

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.