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Hedge Funds Similar to Pinnacle Wealth Advisory Group

13F Portfolio OverlapQ2 2026Pinnacle Wealth Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Pinnacle Wealth Management Advisory Group, LLC is an institutional investor managing $1.7B across 572 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 Pinnacle Wealth Advisory Group are Union Heritage, Vertrix Wealth, Great Diamond Partners, with shared positions in $MS, $KLAC, $AXP, $AMGN, $LMT, $BLK. The full ranking of 25 similar funds is below.

#1Union Heritage Capital, LLCPassive
Some overlap · 5 shared positions
$MS$KLAC$AXP$AMGN$LMT
$295M
65 positions
#2Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MS$AXP$KLAC$AMGN$LMT
$297M
103 positions
#3Great Diamond Partners, LLCPassive
Some overlap · 5 shared positions
$KLAC$MS$BLK$WELL$AMGN
$582M
238 positions
#4Trifecta Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$MDY$BLK$AMGN$LMT
$776M
493 positions
#5Richwood Investment Advisors, LLCActive
Some overlap · 5 shared positions
$MS$AXP$WELL$AMGN$LMT
$142M
106 positions
#6Chesapeake Wealth ManagementPassive
Some overlap · 4 shared positions
$MS$KLAC$AXP$AMGN
$357M
168 positions
#7CONNING INC.Passive
Some overlap · 5 shared positions
$MS$BLK$ITW$AMGN$LMT
$3.3B
327 positions
#8HERITAGE INVESTORS MANAGEMENT CORPActive
Some overlap · 4 shared positions
$MS$AXP$MDY$BLK
$3.6B
257 positions
#9Tandem Investment Partners LLCPassive
Some overlap · 5 shared positions
$AXP$MDY$BLK$ITW$AMGN
$130M
76 positions
#10OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 4 shared positions
$MS$KLAC$BLK$WELL
$530M
275 positions
#11Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$MS$KLAC$BLK$WELL
$1.6B
184 positions
#12KMG FIDUCIARY PARTNERS, LLCPassive
Some overlap · 5 shared positions
$AXP$BLK$WELL$MDY$MS
$1.1B
207 positions
#13Clarendon Private LLCPassive
Some overlap · 4 shared positions
$MS$KLAC$MDY$AXP
$156M
124 positions
#14McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$MS$BLK$ITW$AMGN$LMT
$1.1B
137 positions
#15UNITED BANKActive
Some overlap · 5 shared positions
$KLAC$BLK$ITW$AMGN$LMT
$853M
130 positions
#16BAILARD, INC.Passive
Some overlap · 4 shared positions
$MS$KLAC$BLK$AMGN
$4.9B
763 positions
#17Riverview Trust CoActive
Some overlap · 5 shared positions
$KLAC$BLK$ITW$LMT$AMGN
$84M
166 positions
#18Signet Private Wealth LLCPassive
Some overlap · 4 shared positions
$MS$KLAC$ITW$LMT
$125M
127 positions
#19Concord Asset Management, LLC/VAPassive
Some overlap · 4 shared positions
$MS$KLAC$AMGN$LMT
$646M
126 positions
#20Commonwealth Retirement Investments LLCPassive
Some overlap · 4 shared positions
$MS$KLAC$AMGN$LMT
$368M
417 positions
#21BCS Private Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$MS$AXP$ITW$AMGN
$332M
187 positions
#22Concord Wealth PartnersPassive
Some overlap · 4 shared positions
$MS$KLAC$AMGN$LMT
$873M
885 positions
#23Kintegral Advisory, LLCPassive
Some overlap · 4 shared positions
$MS$AXP$AMGN$BLK
$1.2B
234 positions
#24Compton Wealth Advisory Group, LLCActive
Some overlap · 4 shared positions
$MS$KLAC$LMT$ITW
$495M
83 positions
#25Orange Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$MS$KLAC$AXP
$823M
143 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.