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Hedge Funds Similar to PENSION & WEALTH ADVISORS

13F Portfolio OverlapQ3 2026PENSION & WEALTH ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

PENSION & WEALTH MANAGEMENT ADVISORS, INC. is an institutional investor managing $441M across 1,346 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to PENSION & WEALTH ADVISORS are TOEWS, Hilton Head Partners, Muzinich, with shared positions in $PM, $GLW, $MO, $C, $BX, $MDLZ. The full ranking of 25 similar funds is below.

#1TOEWS CORP /ADVActive
Some overlap · 7 shared positions
$PM$GLW$MO$C$BX$MDLZ
$686M
151 positions
#2Hilton Head Capital Partners, LLCPassive
Some overlap · 4 shared positions
$PM$GLW$VRT$MO
$185M
877 positions
#3Muzinich & Co., Inc.Active
Some overlap · 5 shared positions
$BXSL$GSBD$MSDL$ARCC$IRM
$301M
23 positions
#4Bluesphere Advisors, LLCSmart money
Some overlap · 5 shared positions
$PM$VRT$C$MO$MDLZ
$325M
115 positions
#5Hartford Funds Management Co LLCSmart money
Some overlap · 5 shared positions
$PM$GLW$VRT$WELL$ETN
$1.3B
98 positions
#6AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$PM$GLW$MO$C
$745M
184 positions
#7WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 4 shared positions
$PM$GLW$MO$ETN
$97M
110 positions
#8Guilbault Capital LLCActive
Some overlap · 3 shared positions
$PM$BXSL$MO
$100M
73 positions
#9OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 6 shared positions
$GLW$BXSL$ARCC$BX$WELL$ETN
$501M
276 positions
#10Storen Legacy Partners, LLCActive
Some overlap · 5 shared positions
$PM$MO$BMY$DHR$MDLZ
$367M
116 positions
#11Finivi Inc.Passive
Some overlap · 4 shared positions
$PM$GLW$VRT$C
$210M
112 positions
#12PARK CIRCLE CoActive
Some overlap · 5 shared positions
$PM$MO$BX$BMY$ARCC
$117M
53 positions
#13Ridgepath Capital Management LLCActive
Some overlap · 4 shared positions
$PM$GLW$MO$MDLZ
$227M
54 positions
#14Lunate Capital LtdActive
Some overlap · 3 shared positions
$BXSL$GSBD$MSDL
$196M
10 positions
#15Clarity Financial LLCActive
Some overlap · 4 shared positions
$BXSL$APLD$VRT$MO
$1.2B
132 positions
#16Town & Country Bank & Trust CO dba First Bankers Trust COPassive
Some overlap · 4 shared positions
$PM$GLW$MDLZ$ETN
$321M
153 positions
#17Blue Capital, Inc.Passive
Some overlap · 4 shared positions
$PM$MO$C$BMY
$161M
136 positions
#18Stokes Family Office, LLCPassive
Some overlap · 5 shared positions
$PM$GLW$MO$ETN$BMY
$858M
272 positions
#19Whipplewood Advisors, LLCPassive
Some overlap · 5 shared positions
$BXSL$ARCC$BX$WELL$ARES
$148M
200 positions
#20KFA Private Wealth Group, LLCActive
Some overlap · 5 shared positions
$PM$MO$C$GLW$MDLZ
$425M
157 positions
#21one8zero8, LLCPassive
Some overlap · 6 shared positions
$GLW$PM$ARCC$BX$DHR$ETN
$505M
266 positions
#22Smith Partners Wealth Management, LLCActive
Some overlap · 3 shared positions
$PM$GLW$MO
$126M
73 positions
#23BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$PM$GLW$MO
$504M
136 positions
#24SWP Investment Management LLCPassive
Some overlap · 4 shared positions
$PM$C$BX$URI
$145M
43 positions
#25Canal Capital Management, LLCPassive
Some overlap · 4 shared positions
$PM$MO$BX$ETN
$819M
220 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.