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Hedge Funds Similar to Pioneer Family Office

13F Portfolio OverlapQ2 2026Pioneer Family Office portfolio →
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Most similar hedge funds by 13F overlap

Pioneer Family Office, LLC is an institutional investor managing $194M across 129 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 Pioneer Family Office are Kiker Wealth, Accordant Advisory Group, SFG Wealth, with shared positions in $OUNZ, $PBR, $SLV, $GD, $LMT, $NBIS. The full ranking of 25 similar funds is below.

#1Kiker Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$OUNZ$PBR$SLV
$256M
161 positions
#2Accordant Advisory Group IncPassive
Slight overlap · 3 shared positions
$OUNZ$PBR$GD
$148M
242 positions
#3SFG Wealth Management, LLC.Active
Slight overlap · 3 shared positions
$OUNZ$SLV$LMT
$278M
113 positions
#4Perennial Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$OUNZ$NBIS$OBDC
$1.5B
585 positions
#5Faithward Advisors, LLCPassive
Slight overlap · 3 shared positions
$OUNZ$NBIS$SLV
$819M
339 positions
#6ABBINGTON INVESTMENT GROUPActive
Slight overlap · 3 shared positions
$OUNZ$PBR$SLV
$157M
52 positions
#7FRED ALGER MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$ALAB$MELI$NBIS
$30.0B
425 positions
#8FirstWave Capital Management LLCPassive
Slight overlap · 3 shared positions
$ALAB$MELI$NBIS
$227M
63 positions
#9VPR Management LLCActive
Slight overlap · 3 shared positions
$PBR$MELI$OBDC
$249M
66 positions
#10Toroso Investments, LLCPassive
Slight overlap · 3 shared positions
$ALAB$MELI$AXP
$57.8B
2,594 positions
#11INVESTMENT HOUSE LLCPassive
Slight overlap · 4 shared positions
$MELI$NBIS$AXP$ADBE
$2.2B
220 positions
#12X-Square Capital, LLCPassive
Slight overlap · 3 shared positions
$PBR$MELI$GD
$394M
176 positions
#13Perpetual LtdPassive
Slight overlap · 3 shared positions
$PBR$MELI$ADBE
$7.0B
419 positions
#14Lake Hills Wealth Management, LLCActive
Slight overlap · 3 shared positions
$OUNZ$NBIS$SLV
$220M
62 positions
#15WBI INVESTMENTS, LLCPassive
Slight overlap · 3 shared positions
$ALAB$NBIS$AXP
$403M
286 positions
#16Goldstein Advisors, LLCActive
Slight overlap · 3 shared positions
$ALAB$NBIS$AXP
$1.1B
261 positions
#17LIGHT STREET CAPITAL MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$ALAB$MELI$TOST
$903M
28 positions
#18WealthCare Investment Partners, LLCPassive
Slight overlap · 4 shared positions
$ALAB$NBIS$SLV$GD
$412M
206 positions
#19Greenwich Wealth Management LLCActive
Slight overlap · 3 shared positions
$MELI$NBIS$SLV
$2.7B
296 positions
#20FDx Advisors, Inc.Passive
Slight overlap · 3 shared positions
$ALAB$NBIS$TEVA
$332M
179 positions
#21AFT, FORSYTH & COMPANY, INC.Active
Slight overlap · 4 shared positions
$MELI$AXP$LMT$ADBE
$208M
108 positions
#22PING CAPITAL MANAGEMENT, INC.Active
Slight overlap · 3 shared positions
$MELI$PBR$ADBE
$401M
93 positions
#23Lingotto Investment Management LLPActive
Slight overlap · 3 shared positions
$MELI$NBIS$TEVA
$4.7B
32 positions
#24Penserra Capital Management LLCPassive
Slight overlap · 3 shared positions
$ALAB$NBIS$GD
$13.0B
1,127 positions
#25Rydar Equities, Inc.Passive
Slight overlap · 3 shared positions
$MELI$AXP$LMT
$178M
107 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.