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Hedge Funds Similar to Pinnacle Wealth Group

13F Portfolio OverlapQ3 2026Pinnacle Wealth Group portfolio →
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Most similar hedge funds by 13F overlap

Pinnacle Wealth Management Group, Inc. is an institutional investor managing $218M across 125 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 Pinnacle Wealth Group are Oppenheimer & Close, SPROTT, Grand Central Investment Group, with shared positions in $AEM, $AGI, $CDE, $SKE, $PPTA, $MS. The full ranking of 25 similar funds is below.

#1Oppenheimer & Close, LLCPassive
Notable overlap · 3 shared positions
$AEM$AGI$CDE
$159M
57 positions
#2SPROTT INC.Active
Notable overlap · 5 shared positions
$AEM$CDE$SKE$PPTA$AGI
$3.2B
268 positions
#3Grand Central Investment GroupPassive
Notable overlap · 4 shared positions
$AEM$AGI$CDE$SKE
$120M
40 positions
#4Baugh & Associates, LLCActive
Notable overlap · 5 shared positions
$MS$VZ$PEP$NEE$SO
$221M
41 positions
#5New Republic Capital, LLCPassive
Notable overlap · 3 shared positions
$MS$DUK$NEE
$434M
352 positions
#6Accordant Advisory Group IncPassive
Notable overlap · 3 shared positions
$AEM$AGI$PPTA
$148M
242 positions
#7FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 4 shared positions
$MS$RSG$PEP$NEE
$377M
75 positions
#8Steadtrust LLCPassive
Some overlap · 3 shared positions
$AEM$CDE$AGI
$198M
132 positions
#9KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$AEM$AGI$SO
$198M
97 positions
#10DCM Advisors, LLCActive
Some overlap · 4 shared positions
$MS$BA$VZ$PEP
$253M
38 positions
#11KEATING INVESTMENT COUNSELORS INCSmart money
Some overlap · 3 shared positions
$AEM$VZ$PEP
$382M
60 positions
#12Jupiter Wealth Management LLCActive
Some overlap · 3 shared positions
$MS$PEP$RSG
$250M
93 positions
#13Cheviot Value Management, LLCActive
Some overlap · 3 shared positions
$AEM$AGI$SNDK
$984M
443 positions
#14Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$MS$VZ$PEP$DUK
$161M
62 positions
#15INSIGHT 2811, INC.Active
Some overlap · 5 shared positions
$MS$AEM$VZ$PEP$BA
$259M
108 positions
#16Brentview Investment Management LLCActive
Some overlap · 5 shared positions
$MS$PEP$WELL$NEE$TMUS
$253M
63 positions
#17Knoll Capital Management, LLCActive
Some overlap · 3 shared positions
$AEM$CDE$AGI
$179M
37 positions
#18Waratah Capital Advisors Ltd.Active
Some overlap · 4 shared positions
$AGI$SKE$AEM$WELL
$2.9B
142 positions
#19Oak Harvest Investment ServicesPassive
Some overlap · 3 shared positions
$MS$AEM$DUK
$1.1B
166 positions
#20MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$MS$PEP$NEE
$1.2B
100 positions
#21White Pine Investment COPassive
Some overlap · 4 shared positions
$MS$VZ$NEE$DTB
$480M
68 positions
#22Telos Capital Management, Inc.Passive
Some overlap · 4 shared positions
$MS$RSG$PEP$NEE
$1.1B
201 positions
#23Delos Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$AEM$PEP$MS$NEE
$195M
304 positions
#24Sculati Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MS$VZ$BA$DTB
$306M
120 positions
#25TriCert Investment Counsel Inc.Passive
Some overlap · 4 shared positions
$MS$VZ$RSG$DUK
$1.1B
88 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.