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 Pinnacle Wealth

13F Portfolio OverlapQ2 2026Pinnacle Wealth portfolio →

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Most similar hedge funds by 13F overlap

Pinnacle Wealth Management, LLC is an institutional investor managing $161M across 31 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 are NORTHLAND SECURITIES, Navigation Group, Impact Advisors, with shared positions in $LAZ, $CRS, $PLTR, $ANET, $AXON, $RKLB. The full ranking of 21 similar funds is below.

#1NORTHLAND SECURITIES, INC.Active

Notable overlap · 3 shared positions

$LAZ $CRS $PLTR

$172M

117 positions

#2Navigation Group, LLCActive

Notable overlap · 3 shared positions

$LAZ $ANET $PLTR

$514M

121 positions

#3Capital Impact Advisors, LLCActive

Notable overlap · 4 shared positions

$AXON $RKLB $ANET $PLTR

$1.8B

29 positions

#4ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Some overlap · 3 shared positions

$AXON $RKLB $ANET

$4.4B

109 positions

#5Firsthand Capital Management, Inc.Active

Some overlap · 3 shared positions

$RKLB $PLTR $ANET

$63M

54 positions

#6ITHAKA GROUP LLCActive

Some overlap · 3 shared positions

$ANET $AXON $PLTR

$551M

40 positions

#7Faithward Advisors, LLCPassive

Some overlap · 3 shared positions

$PLTR $ANET $RKLB

$819M

339 positions

#8SPIREPOINT PRIVATE CLIENT, LLCPassive

Some overlap · 3 shared positions

$PLTR $AXON $ANET

$1.2B

332 positions

#9Aubrey Capital Management LtdPassive

Some overlap · 3 shared positions

$ANET $CRS $PLTR

$160M

39 positions

#10WESTFIELD CAPITAL MANAGEMENT CO LPPassive

Some overlap · 4 shared positions

$AXON $ANET $RKLB $CRS

$30.6B

278 positions

#11Clare Market Investments LLCActive

Some overlap · 3 shared positions

$AXON $ANET $PLTR

$548M

174 positions

#12Themes Management Co LLCPassive

Some overlap · 3 shared positions

$RKLB $AXON $PLTR

$151M

120 positions

#13Purus Wealth Management, LLCPassive

Some overlap · 3 shared positions

$ANET $PLTR $AXON

$363M

171 positions

#14BankChampaign, National AssociationPassive

Some overlap · 3 shared positions

$PLTR $ANET $CRS

$130M

200 positions

#15WESPAC Advisors SoCal, LLCPassive

Some overlap · 3 shared positions

$PLTR $AXON $ANET

$560M

122 positions

#16Redwood Financial Network CorpPassive

Slight overlap · 3 shared positions

$LAZ $ANET $AXON

$180M

192 positions

#17SLT Holdings LLCPassive

Slight overlap · 3 shared positions

$RKLB $AXON $PLTR

$160M

150 positions

#18Leeward Financial Partners, LLCPassive

Slight overlap · 3 shared positions

$AXON $ANET $PLTR

$381M

108 positions

#19Financial Engines Advisors L.L.C.Active

Slight overlap · 3 shared positions

$AXON $PLTR $CRS

$56.3B

552 positions

#20Vines Capital Management, LLCActive

Slight overlap · 3 shared positions

$AXON $ANET $PLTR

$122M

90 positions

#21VERUS CAPITAL PARTNERS, LLCPassive

Slight overlap · 3 shared positions

$PLTR $ANET $RKLB

$1.8B

503 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.