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Hedge Funds Similar to Petersen Hastings Wealth Advisors

13F Portfolio OverlapQ2 2026Petersen Hastings Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Petersen Hastings Wealth Advisors Inc. is an institutional investor managing $1.2B across 87 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 Petersen Hastings Wealth Advisors are Front Row Advisors, Ackerman Advisors, Unify Financial Advisors, with shared positions in $TT, $ISRG, $DOV, $DELL, $ROK, $IAU. The full ranking of 25 similar funds is below.

#1Front Row Advisors LLCPassive
Slight overlap · 5 shared positions
$TT$ISRG$DOV$DELL$ROK
$345M
576 positions
#2Ackerman Capital Advisors, LLCActive
Slight overlap · 6 shared positions
$IAU$LEO$DOV$COP$ABT$DSM
$497M
120 positions
#3Unify Financial AdvisorsPassive
Slight overlap · 4 shared positions
$TT$ISRG$DOV$DELL
$108M
90 positions
#4OneAscent Wealth Management LLCActive
Slight overlap · 4 shared positions
$TT$ISRG$DELL$USB
$336M
169 positions
#5Ballew Advisors, IncActive
Slight overlap · 4 shared positions
$TT$IAU$COP$PSX
$194M
129 positions
#6Keystone Wealth Services, LLCPassive
Slight overlap · 4 shared positions
$TT$IAU$COP$PSX
$539M
327 positions
#7Triton Financial Group Inc
Slight overlap · 4 shared positions
$TT$DOV$DELL$ABT
$174M
99 positions
#8RAINIER FAMILY WEALTH INCPassive
Slight overlap · 3 shared positions
$TT$IAU$ISRG
$176M
102 positions
#9Hilltop National BankPassive
Slight overlap · 3 shared positions
$TT$IAU$DELL
$468M
805 positions
#10TruNorth Capital Management, LLCSmart money
Slight overlap · 3 shared positions
$TT$IAU$DOV
$623M
123 positions
#11Palisades Hudson Asset Management, L.P.Active
Slight overlap · 3 shared positions
$TT$IAU$ABT
$286M
108 positions
#12Roberts Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$TT$ISRG$ROK
$440M
111 positions
#13DARA CAPITAL US, INC.Passive
Slight overlap · 3 shared positions
$TT$ISRG$ROK
$145M
110 positions
#14Tribridge Partners Financial LLCActive
Slight overlap · 3 shared positions
$TT$ISRG$REGN
$255M
82 positions
#15Sandhill Capital Partners LLCActive
Slight overlap · 3 shared positions
$TT$ISRG$USB
$1.2B
98 positions
#16RFG - Bristol Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$TT$IAU$PCAR
$414M
188 positions
#17REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$ISRG$IAU$DOV
$760M
229 positions
#18SWP FINANCIAL LLCActive
Slight overlap · 3 shared positions
$ISRG$IAU$DOV
$216M
78 positions
#19Evelyn Partners Asset Management Ltd
Slight overlap · 3 shared positions
$ISRG$IAU$DOV
$406M
308 positions
#20Alliance Wealth Management GroupActive
Slight overlap · 3 shared positions
$TT$DOV$DELL
$514M
103 positions
#21FIRST AMERICAN TRUST, FSBPassive
Slight overlap · 4 shared positions
$IAU$COP$ABT$ROK
$1.7B
307 positions
#22Dala Group, LLCActive
Slight overlap · 3 shared positions
$TT$DOV$WEC
$121M
68 positions
#23Battery Global Advisors, LLCSmart money
Slight overlap · 4 shared positions
$IAU$DOV$ROK$COP
$200M
157 positions
#24Gallagher Capital Advisors, LLCPassive
Slight overlap · 4 shared positions
$ISRG$DELL$PSX$USB
$175M
71 positions
#25iSAM Funds (UK) LtdPassive
Slight overlap · 3 shared positions
$TT$DOV$ABT
$142M
241 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.