Hedge Funds Similar to Pioneer Wealth Group

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

Pioneer Wealth Management Group is an institutional investor managing $414M across 55 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 Wealth Group are Aster (DIFC) Ltd, Aldebaran Financial, PINCUS, with shared positions in $UNP, $NU, $CRM, $NSC. The full ranking of 3 similar funds is below.

Some overlap · 3 shared positions
$470M
808 positions
Slight overlap · 3 shared positions
$123M
82 positions
Slight overlap · 3 shared positions
$168M
52 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.