Hedge Funds Similar to Pinnacle Wealth Planning Services

13F Portfolio OverlapQ2 2026Pinnacle Wealth Planning Services portfolio →

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Most similar hedge funds by 13F overlap

Pinnacle Wealth Planning Services, Inc. is an institutional investor managing $1.0B across 2,749 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 Planning Services are Alpha Wealth Funds, Americana Partners, SENTINEL LBA, with shared positions in $ET, $FSK, $LULU, $MCD, $ASML, $NKE. The full ranking of 25 similar funds is below.

#1Alpha Wealth Funds, LLCActive

Some overlap · 3 shared positions

$183M

63 positions

#2Americana Partners, LLCPassive

Some overlap · 3 shared positions

$4.4B

596 positions

#3SENTINEL TRUST CO LBASmart money

Slight overlap · 3 shared positions

$1.1B

136 positions

#41900 WEALTH MANAGEMENT LLCSmart money

Slight overlap · 3 shared positions

$1.8B

312 positions

#5Bayesian Capital Management, LPPassive

Slight overlap · 3 shared positions

$NKE $MCD $ASML

$156M

223 positions

#6Baugh & Associates, LLCActive

Slight overlap · 3 shared positions

$ET $ASML $QCOM

$226M

42 positions

#7Vantage Investment Partners, LLC

Slight overlap · 3 shared positions

$MCD $NKE $ASML

$1.4B

64 positions

#8B&D White Capital Company, LLCActive

Slight overlap · 3 shared positions

$NKE $MCD $LULU

$1.0B

94 positions

#9FLOSSBACH VON STORCH SEActive

Slight overlap · 3 shared positions

$NKE $MCD $LULU

$22.1B

106 positions

#10JBF Capital, Inc.Active

Slight overlap · 3 shared positions

$ET $ASML $LULU

$764M

100 positions

#11ARBOR CAPITAL MANAGEMENT INC /ADVPassive

Slight overlap · 3 shared positions

$NKE $MCD $QCOM

$102M

87 positions

#12DLK Investment Management, LLCPassive

Slight overlap · 3 shared positions

$NKE $MCD $QCOM

$235M

96 positions

#13Financial Gravity Asset Management, Inc.

Slight overlap · 3 shared positions

$NKE $ASML $FSK

$562M

973 positions

#14CORDA Investment Management, LLC.Active

Slight overlap · 3 shared positions

$MCD $ASML $NKE

$1.6B

85 positions

#15Human Investing LLCSmart money

Slight overlap · 3 shared positions

$NKE $MCD $QCOM

$771M

105 positions

#16Andrews Advisory Associates, LLCActive

Slight overlap · 3 shared positions

$MCD $NKE $QCOM

$208M

86 positions

#17Asset One Wealth Management LLCPassive

Slight overlap · 3 shared positions

$MCD $ASML $QCOM

$948M

347 positions

#18Banco de Sabadell, S.APassive

Slight overlap · 3 shared positions

$MCD $ASML $QCOM

$170M

61 positions

#19American Money Management, LLCPassive

Slight overlap · 3 shared positions

$MCD $ASML $QCOM

$700M

174 positions

#20Destination Wealth ManagementPassive

Slight overlap · 3 shared positions

$MCD $ASML $QCOM

$4.3B

344 positions

#21Blossom Wealth ManagementActive

Slight overlap · 3 shared positions

$MCD $ASML $QCOM

$71M

72 positions

#22Hudson Value Partners, LLCPassive

Slight overlap · 3 shared positions

$MCD $ASML $QCOM

$399M

113 positions

#23HOWE & RUSLING INCPassive

Slight overlap · 3 shared positions

$MCD $ASML $QCOM

$1.7B

479 positions

#24Stockman Wealth Management, Inc.Passive

Slight overlap · 3 shared positions

$MCD $ASML $QCOM

$968M

178 positions

#25INDEPENDENT INVESTORS INCSmart money

Slight overlap · 3 shared positions

$MCD $NKE $QCOM

$524M

73 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.