How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to PFG Investments

13F Portfolio OverlapQ2 2026PFG Investments portfolio →

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Most similar hedge funds by 13F overlap

PFG Investments, LLC is an institutional investor managing $2.6B across 1,295 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 PFG Investments are PeakShares, Cornerstone Select Advisors, Markin Volterra Fund, with shared positions in $GLW, $KLAC, $PLTR, $VZ, $CRWV, $CEF. The full ranking of 25 similar funds is below.

#1PeakShares LLCActive

Some overlap · 4 shared positions

$GLW $KLAC $PLTR $VZ

$134.4B

122 positions

#2Cornerstone Select Advisors, LLCPassive

Some overlap · 4 shared positions

$GLW $KLAC $PLTR $VZ

$238M

149 positions

#3Markin Volterra Fund LPActive

Some overlap · 4 shared positions

$GLW $KLAC $PLTR $CRWV

$147M

69 positions

#4Fedenia Advisers LLCPassive

Some overlap · 4 shared positions

$GLW $KLAC $CEF $PLTR

$421M

459 positions

#5Kessler Investment Group, LLCPassive

Some overlap · 3 shared positions

$GLW $KLAC $PLTR

$234M

81 positions

#6HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive

Some overlap · 3 shared positions

$GLW $KLAC $PLTR

$217M

352 positions

#7Wealthstar Advisors, LLCSmart money

Some overlap · 3 shared positions

$GLW $KLAC $PDI

$343M

114 positions

#8Clearwave Capital, LLCPassive

Some overlap · 4 shared positions

$GLW $KLAC $VZ $CRWV

$181M

166 positions

#9CGN Advisors LLCPassive

Slight overlap · 3 shared positions

$GLW $KLAC $CEF

$1.4B

322 positions

#10Truvestments Capital LLCPassive

Slight overlap · 4 shared positions

$GLW $KLAC $VZ $HASI

$673M

1,150 positions

#11Center For Asset Management LLCPassive

Slight overlap · 3 shared positions

$GLW $KLAC $VZ

$225M

151 positions

#12MontVue Capital Management, Inc.Active

Slight overlap · 3 shared positions

$GLW $KLAC $VZ

$174M

78 positions

#13Pathway Financial Advisers, LLCPassive

Slight overlap · 3 shared positions

$GLW $KLAC $VZ

$397M

167 positions

#14Genus Capital Management Inc.Passive

Slight overlap · 3 shared positions

$GLW $KLAC $VZ

$1.0B

204 positions

#15RMR Wealth BuildersActive

Slight overlap · 3 shared positions

$GLW $KLAC $VZ

$1.6B

316 positions

#16PRAKASH INVESTMENT ADVISORS LLCPassive

Slight overlap · 3 shared positions

$GLW $PLTR $KLAC

$174M

92 positions

#17Avanda Investment Management Pte. Ltd.Active

Slight overlap · 3 shared positions

$GLW $KLAC $CRWV

$299M

39 positions

#18Laurion Capital Management LPPassive

Slight overlap · 3 shared positions

$GLW $PLTR $KLAC

$3.9B

420 positions

#19Capstone Capital Management LtdPassive

Slight overlap · 3 shared positions

$GLW $KLAC $CRWV

$224M

160 positions

#20Meadowbrook Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$PDI $PLTR $CRWV

$93M

81 positions

#21E Fund Management Co., Ltd.Active

Slight overlap · 3 shared positions

$GLW $KLAC $PLTR

$4.5B

488 positions

#22Hilton Head Capital Partners, LLCPassive

Slight overlap · 3 shared positions

$GLW $PLTR $VZ

$198M

912 positions

#23Coquina Private Wealth LLCActive

Slight overlap · 3 shared positions

$GLW $PLTR $VZ

$147M

101 positions

#24Bannerstone Capital Management, LLCPassive

Slight overlap · 3 shared positions

$KLAC $GLW $PLTR

$119M

113 positions

#25AGP FRANKLIN, LLCPassive

Slight overlap · 3 shared positions

$GLW $PLTR $CRWV

$231M

93 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.