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Hedge Funds Similar to Peterson Wealth Advisors

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

Peterson Wealth Advisors, LLC is an institutional investor managing $846M across 120 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 Peterson Wealth Advisors are Aull & Monroe Investment, CCM INVESTMENT ADVISERS, WINDWARD, with shared positions in $STX, $ETN, $CMI, $DE, $PEP, $MPC. The full ranking of 25 similar funds is below.

#1Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$STX$ETN$CMI$DE$PEP
$239M
126 positions
#2CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 4 shared positions
$ETN$STX$MPC$PEP
$1.3B
88 positions
#3WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 5 shared positions
$STX$CMI$PEP$DE$ETN
$1.3B
73 positions
#4Westhampton Capital, LLCPassive
Some overlap · 4 shared positions
$ETN$CMI$DE$PEP
$241M
131 positions
#5ARS Investment Partners, LLCActive
Some overlap · 3 shared positions
$ETN$STX$MPC
$2.3B
181 positions
#6Phoenix Wealth AdvisorsActive
Some overlap · 4 shared positions
$ETN$CMI$MPC$PEP
$297M
129 positions
#7DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$ETN$CMI$DE$PEP
$530M
92 positions
#8Fruth Investment ManagementPassive
Some overlap · 4 shared positions
$ETN$MPC$DE$PEP
$421M
225 positions
#9SOUTH PLAINS FINANCIAL, INC.Passive
Some overlap · 4 shared positions
$ETN$CMI$DE$PEP
$186M
209 positions
#10KP Management LLCPassive
Some overlap · 3 shared positions
$ETN$STX$CMI
$532M
86 positions
#11NORTH DALLAS BANK & TRUST COPassive
Some overlap · 4 shared positions
$ETN$CMI$DE$PEP
$169M
113 positions
#12Flagstone Financial ManagementSmart money
Some overlap · 4 shared positions
$STX$ETN$DE$PEP
$447M
77 positions
#13Wealth Intelligence, LLCActive
Some overlap · 3 shared positions
$ETN$CMI$MPC
$215M
59 positions
#14Comprehensive Financial Consultants Institutional, Inc.Passive
Some overlap · 3 shared positions
$ETN$CMI$MPC
$378M
205 positions
#15TMB Capital Partners, LLCPassive
Some overlap · 3 shared positions
$ETN$CMI$MPC
$321M
177 positions
#16HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 3 shared positions
$ETN$CMI$MPC
$461M
144 positions
#17Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 3 shared positions
$ETN$CMI$MPC
$251M
74 positions
#18Tulsa Wealth Advisors, INCActive
Some overlap · 3 shared positions
$ETN$CMI$MPC
$710M
166 positions
#19Meredith Wealth PlanningActive
Some overlap · 3 shared positions
$STX$ETN$DE
$424M
74 positions
#20TOEWS CORP /ADVActive
Some overlap · 3 shared positions
$STX$ETN$MPC
$686M
151 positions
#21WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 3 shared positions
$STX$ETN$DE
$97M
110 positions
#22Hamilton Point Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$ETN$CMI$DE
$710M
193 positions
#23RFG - Bristol Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$ETN$CMI$DE
$414M
188 positions
#24CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 3 shared positions
$ETN$CMI$DE
$827M
181 positions
#25DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$ETN$CMI$DE
$124M
100 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.