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Hedge Funds Similar to Pettinga Financial Advisors

13F Portfolio OverlapQ2 2026Pettinga Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Pettinga Financial Advisors LLC is an institutional investor managing $624M across 156 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 Pettinga Financial Advisors are New Harbor Financial Group, Bayshore Advisors, Wealth Watch Advisors, with shared positions in $SLV, $IAU, $PSLV, $SIVR, $SII, $PHYS. The full ranking of 25 similar funds is below.

#1New Harbor Financial Group, LLCActive
Notable overlap · 7 shared positions
$SLV$IAU$PSLV$SIVR$SII$PHYS
$633M
68 positions
#2Bayshore Capital Advisors, LLCSmart money
Notable overlap · 6 shared positions
$IBIT$OBDC$OTF$SLV$SII$YMM
$214M
42 positions
#3Wealth Watch Advisors, INCActive
Notable overlap · 5 shared positions
$SLV$SIVR$IAU$IBIT$MDY
$309M
142 positions
#4ALTERNA WEALTH MANAGEMENT, INCActive
Some overlap · 4 shared positions
$SLV$IBIT$IAU$BTC
$174M
109 positions
#5Copia Wealth ManagementPassive
Some overlap · 5 shared positions
$IBIT$SLV$IAU$DE$YMM
$166M
570 positions
#6Broussard Financial Group LLCActive
Some overlap · 3 shared positions
$SLV$IBIT$IAU
$125M
35 positions
#7Apeiron RIA LLCActive
Some overlap · 4 shared positions
$IBIT$SIVR$IAU$MDY
$390M
162 positions
#8Global Wealth Management, LLCActive
Some overlap · 4 shared positions
$SIVR$IBIT$IAU$SLV
$196M
47 positions
#9Hyposwiss Advisors SAActive
Some overlap · 8 shared positions
$SLV$OBDC$IAU$IBIT$ARCC$SII
$106M
105 positions
#10Grand Central Investment GroupPassive
Some overlap · 4 shared positions
$SLV$IAU$PSLV$PHYS
$120M
40 positions
#11Discipline Wealth Solutions, LLCActive
Some overlap · 6 shared positions
$IAU$SLV$IBIT$PSLV$PHYS$DE
$1.1B
197 positions
#12Cobblestone Asset Management LLCActive
Some overlap · 4 shared positions
$IBIT$IAU$PSLV$PHYS
$240M
74 positions
#13Corecam AGActive
Some overlap · 4 shared positions
$SLV$IBIT$SII$PPLT
$117M
50 positions
#14Corecam Pte. Ltd.Passive
Some overlap · 4 shared positions
$SLV$IBIT$SII$PPLT
$264M
82 positions
#15Walser Wealth Management Company, A Ltd Liability CoPassive
Some overlap · 5 shared positions
$SLV$PSLV$SII$PHYS$YMM
$241M
215 positions
#16Upper Left Wealth Management, LLCActive
Some overlap · 4 shared positions
$IBIT$IAU$BTC$DE
$180M
73 positions
#17Kiker Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SLV$SIVR$PSLV
$256M
161 positions
#18Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$SLV$IAU$BTC
$145M
99 positions
#19MUSTICO FINANCIAL GROUP, INC.Smart money
Some overlap · 3 shared positions
$SLV$IBIT$CPER
$154M
49 positions
#20DWM Financial Group, Inc.Active
Some overlap · 3 shared positions
$IBIT$IAU$SLV
$112M
40 positions
#21Capital Advisor Network LLCActive
Some overlap · 3 shared positions
$SLV$IBIT$IAU
$80M
183 positions
#22Capital Wealth Alliance, LLCActive
Some overlap · 5 shared positions
$IBIT$PSLV$SII$PHYS$YMM
$215M
99 positions
#23Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 3 shared positions
$SLV$IAU$ONB
$437M
707 positions
#24MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Some overlap · 3 shared positions
$SLV$IAU$ARCC
$1.4B
144 positions
#25Fielder Capital Group LLCPassive
Some overlap · 5 shared positions
$IAU$PSLV$SLV$SIVR$SII
$462M
303 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.