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Hedge Funds Similar to PKS Advisory Services

13F Portfolio OverlapQ3 2026PKS Advisory Services portfolio →
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Most similar hedge funds by 13F overlap

PKS Advisory Services, LLC is an institutional investor managing $624M across 377 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 PKS Advisory Services are NCM, HORIZON KINETICS ASSET, PECAUT, with shared positions in $TPL, $MDY, $MCD, $WPM, $CVS, $LB. The full ranking of 25 similar funds is below.

#1NCM Capital Management, LLCPassive
Some overlap · 5 shared positions
$TPL$MDY$MCD$WPM$CVS
$324M
194 positions
#2HORIZON KINETICS ASSET MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$TPL$LB$WPM$IBIT
$8.8B
351 positions
#3PECAUT & CO.Active
Some overlap · 4 shared positions
$TPL$LB$WPM$PHYS
$346M
69 positions
#4PROMETHIUM ADVISORS,LLCPassive
Some overlap · 3 shared positions
$TPL$LB$MCD
$203M
118 positions
#5Atlas Wealth Partners, LLCActive
Some overlap · 3 shared positions
$TPL$LB$WPM
$92M
64 positions
#6MAD RIVER INVESTORSActive
Some overlap · 3 shared positions
$TPL$LB$WPM
$246M
31 positions
#7EagleClaw Capital Managment, LLCPassive
Some overlap · 3 shared positions
$TPL$LB$WPM
$745M
145 positions
#8IFS Group,LLCPassive
Some overlap · 3 shared positions
$TPL$NEM$CVS
$73M
87 positions
#9MSRH, LLC
Some overlap · 4 shared positions
$TPL$LB$WPM$IBIT
$113M
29 positions
#10Financial Engines Advisors L.L.C.Active
Some overlap · 5 shared positions
$STT$BNY$MDY$IBIT$TPL
$56.3B
552 positions
#11ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 4 shared positions
$STT$BNY$MDY$IBIT
$709M
91 positions
#12CHASE INVESTMENT COUNSEL CORPPassive
Some overlap · 4 shared positions
$STT$BNY$CEF$AEM
$474M
138 positions
#13Wealth Watch Advisors, INCActive
Some overlap · 5 shared positions
$STT$MDY$MCD$IBIT$CVS
$309M
142 positions
#14May Barnhard Investments LLCActive
Some overlap · 3 shared positions
$STT$BNY$MDY
$243M
87 positions
#15Millington Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$STT$BNY$MCD$IBIT
$254M
128 positions
#16Sandbox Financial Partners, LLC
Some overlap · 4 shared positions
$TPL$STT$IBIT$MCD
$356M
117 positions
#17Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$STT$BNY$MCD
$108M
52 positions
#18Global Financial Private Client, LLCPassive
Some overlap · 3 shared positions
$STT$BNY$MCD
$362M
236 positions
#19Corsicana & Co.Passive
Some overlap · 3 shared positions
$TPL$MDY$STT
$206M
309 positions
#20Redhawk Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$STT$MDY$BNY
$987M
408 positions
#21J. Team Financial, Inc.Passive
Some overlap · 3 shared positions
$STT$TPL$BNY
$103M
102 positions
#22Peoples Bank/KSPassive
Some overlap · 4 shared positions
$BNY$STT$MCD$CVS
$103M
97 positions
#23Lionsbridge Wealth Management LLCActive
Some overlap · 3 shared positions
$TPL$MDY$LB
$90M
63 positions
#24American National Bank of TexasActive
Some overlap · 4 shared positions
$STT$MDY$MCD$CVS
$109M
52 positions
#25MATAURO, LLCActive
Some overlap · 4 shared positions
$STT$CEF$PHYS$IBIT
$756M
158 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.