Hedge Funds Similar to Pure Financial Advisors

13F Portfolio OverlapQ2 2026Pure Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Pure Financial Advisors, LLC is an institutional investor managing $7.9B across 636 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 Pure Financial Advisors are TI, Campbell Deegan Wealth, Compass Wealth, with shared positions in $SNDK, $BA, $DUK, $SRE, $WDC, $LOW. The full ranking of 25 similar funds is below.

#1TI-TRUST, INCPassive

Slight overlap · 5 shared positions

$SNDK $BA $DUK $SRE $WDC

$186M

132 positions

#2Campbell Deegan Wealth Management, LLCSmart money

Slight overlap · 5 shared positions

$SNDK $BA $LOW $WDC $PEP

$141M

56 positions

#3Compass Wealth Management, LLC/GAActive

Slight overlap · 5 shared positions

$SNDK $BA $LOW $WDC $PEP

$251M

74 positions

#4Wolff Financial Management LLCActive

Slight overlap · 5 shared positions

$SNDK $QCOM $DUK $WDC $PEP

$501M

106 positions

#5Founders Capital ManagementActive

Slight overlap · 5 shared positions

$BA $LOW $WDC $PEP $SNDK

$231M

420 positions

#6Financial Synergies Wealth Advisors, Inc.Smart money

Slight overlap · 4 shared positions

$SNDK $BA $QCOM $WDC

$1.2B

116 positions

#7Arbor Wealth Advisors LLCSmart money

Slight overlap · 4 shared positions

$SNDK $BA $DUK $SRE

$164M

60 positions

#8Range Financial Group LLCPassive

Slight overlap · 4 shared positions

$SNDK $LOW $QCOM $WDC

$366M

206 positions

#9Squarepoint Ops LLCPassive

Slight overlap · 4 shared positions

$SNDK $BA $QCOM $PEP

$90.5B

4,323 positions

#10Pinnacle Wealth Management Group, Inc.Passive

Slight overlap · 4 shared positions

$SNDK $BA $DUK $PEP

$214M

128 positions

#11EXCHANGE TRADED CONCEPTS, LLCPassive

Slight overlap · 4 shared positions

$SNDK $QCOM $DUK $WDC

$21.9B

1,580 positions

#12Bangor Savings BankActive

Slight overlap · 4 shared positions

$BA $LOW $QCOM $PEP

$1.4B

543 positions

#13D.A. DAVIDSON & CO.Active

Slight overlap · 4 shared positions

$BA $LOW $QCOM $PEP

$18.1B

1,593 positions

#14GREAT LAKES ADVISORS, LLCPassive

Slight overlap · 4 shared positions

$BA $LOW $DUK $PEP

$13.1B

825 positions

#15Ameritas Investment Partners, Inc.Passive

Slight overlap · 4 shared positions

$SNDK $QCOM $WDC $PEP

$3.8B

3,174 positions

#16Qube Research & Technologies LtdPassive

Slight overlap · 4 shared positions

$SNDK $QCOM $WDC $PEP

$107.6B

3,406 positions

#17Invesco Ltd.Passive

Slight overlap · 4 shared positions

$SNDK $QCOM $WDC $PEP

$1.3T

3,819 positions

#18Optimist Retirement Group LLCActive

Slight overlap · 4 shared positions

$SNDK $QCOM $WDC $PEP

$259M

118 positions

#19NEOS Investment Management LLCActive

Slight overlap · 4 shared positions

$SNDK $QCOM $WDC $PEP

$27.1B

578 positions

#20ProShare Advisors LLCActive

Slight overlap · 4 shared positions

$SNDK $QCOM $WDC $PEP

$69.2B

1,913 positions

#21GUGGENHEIM CAPITAL LLCPassive

Slight overlap · 4 shared positions

$SNDK $QCOM $WDC $PEP

$15.9B

1,704 positions

#22PROFUND ADVISORS LLCPassive

Slight overlap · 4 shared positions

$SNDK $QCOM $WDC $PEP

$3.6B

1,175 positions

#23Louisiana State Employees Retirement SystemPassive

Slight overlap · 4 shared positions

$SNDK $QCOM $WDC $PEP

$6.7B

1,523 positions

#24Wealth Group, Ltd.Passive

Slight overlap · 4 shared positions

$LOW $QCOM $DUK $PEP

$401M

106 positions

#25BROOKS, MOORE & ASSOCIATES, INC.Passive

Slight overlap · 4 shared positions

$LOW $QCOM $DUK $PEP

$223M

114 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.