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 Pines Wealth

13F Portfolio OverlapQ3 2026Pines Wealth portfolio →

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Most similar hedge funds by 13F overlap

Pines Wealth Management, LLC is an institutional investor managing $352M across 222 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 Pines Wealth are Davis, FourThought Financial Partners, MB, LEVIS & ASSOCIATES, with shared positions in $FDX, $AMGN, $QCOM, $LOW, $GD, $LMT. The full ranking of 25 similar funds is below.

#1Davis Capital ManagementPassive

Some overlap · 7 shared positions

$FDX $AMGN $QCOM $LOW $GD $LMT

$167M

1,175 positions

#2FourThought Financial Partners, LLCPassive

Some overlap · 6 shared positions

$KLAC $AMGN $NEE $QCOM $LOW $LMT

$1.3B

393 positions

#3MB, LEVIS & ASSOCIATES, LLCPassive

Some overlap · 7 shared positions

$AMGN $FDX $QCOM $LOW $NEE $PLD

$273M

250 positions

#4Richwood Investment Advisors, LLCActive

Some overlap · 6 shared positions

$FDX $AMGN $LOW $GD $LMT $ETN

$142M

106 positions

#5MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 6 shared positions

$AMGN $NEE $QCOM $LOW $TMO $LMT

$1.2B

100 positions

#6BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Some overlap · 5 shared positions

$KLAC $AMGN $NEE $QCOM $LMT

$405M

98 positions

#7MOSELEY INVESTMENT MANAGEMENT INC

Some overlap · 6 shared positions

$AMGN $NEE $QCOM $CRWD $LMT $ETN

$314M

163 positions

#8First Long Island Investors, LLCActive

Some overlap · 6 shared positions

$AMGN $NEE $QCOM $LOW $LMT $ETN

$1.4B

73 positions

#9Ironwood Investment Counsel, LLCPassive

Some overlap · 5 shared positions

$KLAC $AMGN $QCOM $LOW $LMT

$762M

267 positions

#10OAK ASSOCIATES LTD /OH/Active

Some overlap · 5 shared positions

$KLAC $AMGN $QCOM $LOW $LMT

$1.8B

139 positions

#11Valley Brook Capital Group, Inc.Passive

Some overlap · 5 shared positions

$KLAC $AMGN $CRWD $TMO $NEE

$178M

118 positions

#12Boomfish Wealth Group, LLCPassive

Some overlap · 5 shared positions

$KLAC $AMGN $LOW $TMO $LMT

$231M

102 positions

#13BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$AMGN $NEE $LOW $TMO $QCOM $ETN

$8.0B

1,334 positions

#14HOWE & RUSLING INCPassive

Some overlap · 5 shared positions

$KLAC $NEE $QCOM $CRWD $GD

$1.7B

479 positions

#15CASTLE WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$AMGN $NEE $LOW $TMO $LMT $ETN

$338M

143 positions

#16AMERICAN NATIONAL BANK & TRUSTPassive

Some overlap · 5 shared positions

$KLAC $AMGN $NEE $GD $LMT

$1.1B

618 positions

#17Processus Wealth & Capital Management, LLCActive

Some overlap · 5 shared positions

$FDX $AMGN $CRWD $TMO $GD

$172M

36 positions

#18DOVER ADVISORS, LLCPassive

Some overlap · 5 shared positions

$KLAC $NEE $LOW $TMO $ETN

$244M

153 positions

#19TILIA FIDUCIARY PARTNERS, INC.Passive

Some overlap · 5 shared positions

$KLAC $NEE $LOW $TMO $ETN

$217M

114 positions

#20JMAC ENTERPRISES LLCActive

Some overlap · 6 shared positions

$AMGN $QCOM $NEE $GD $LMT $HPE

$593M

122 positions

#21Deseret Mutual Benefit AdministratorsPassive

Some overlap · 5 shared positions

$KLAC $AMGN $QCOM $LOW $LMT

$306M

518 positions

#22EDGAR LOMAX CO/VAActive

Some overlap · 5 shared positions

$FDX $AMGN $NEE $GD $LMT

$1.3B

58 positions

#23Community Financial Services Group, LLCPassive

Some overlap · 5 shared positions

$KLAC $NEE $LOW $PLD $ETN

$655M

539 positions

#24Leelyn Smith, LLCActive

Some overlap · 5 shared positions

$KLAC $CRWD $TMO $GD $ETN

$822M

157 positions

#25Elwood & Goetz Wealth Advisory Group, LLCActive

Some overlap · 6 shared positions

$NEE $LOW $CRWD $LMT $TMO $KLAC

$676M

148 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.