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Hedge Funds Similar to Purkiss Advisors

13F Portfolio OverlapQ2 2026Purkiss Advisors portfolio →
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Most similar hedge funds by 13F overlap

Purkiss Capital Advisors LLC is an institutional investor managing $263M across 189 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 Purkiss Advisors are Mader & Shannon Wealth, Palisades Hudson Asset, CAPE ANN SAVINGS BANK, with shared positions in $IAU, $TMO, $VLO, $PSX, $STLD, $PNC. The full ranking of 25 similar funds is below.

#1Mader & Shannon Wealth Management, Inc.Active
Notable overlap · 4 shared positions
$IAU$TMO$VLO$PSX
$214M
21 positions
#2Palisades Hudson Asset Management, L.P.Active
Notable overlap · 4 shared positions
$IAU$STLD$PNC$CMI
$286M
108 positions
#3CAPE ANN SAVINGS BANKActive
Notable overlap · 4 shared positions
$IAU$NEE$AEP$CMI
$212M
113 positions
#4Bigelow Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$TMO$NEE
$281M
154 positions
#5PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Some overlap · 3 shared positions
$IAU$BMY$PSX
$2.8B
186 positions
#6Interactive Financial AdvisorsActive
Some overlap · 3 shared positions
$IAU$NEE$AEP
$164M
74 positions
#7Modus Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$NEE$PLTR
$405M
118 positions
#8Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$NEE$PSX
$163M
113 positions
#9CPA Asset Management LLCActive
Some overlap · 3 shared positions
$IAU$NEE$PNC
$357M
86 positions
#10Leslie Global Wealth, LLCActive
Some overlap · 3 shared positions
$IAU$NEE$CMI
$272M
90 positions
#11ROGCO, LPActive
Some overlap · 3 shared positions
$IAU$AEP$CMI
$327M
224 positions
#12Kure Advisory, LLCActive
Some overlap · 3 shared positions
$IAU$PLTR$CMI
$216M
62 positions
#13Wealth Management Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$CRWV$PLTR
$426M
155 positions
#14Exit Wealth Advisors, LLC.Passive
Some overlap · 4 shared positions
$IAU$LAMR$BMY$CMI
$220M
150 positions
#15ETF Store, Inc.Active
Some overlap · 4 shared positions
$IAU$BMY$NEE$PLTR
$122M
109 positions
#16LifeWealth Investments, LLCActive
Some overlap · 3 shared positions
$IAU$NEE$PLTR
$360M
139 positions
#17Midwest Capital Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$NEE$AEP
$246M
210 positions
#18JMAC ENTERPRISES LLCActive
Some overlap · 3 shared positions
$IAU$NEE$PNC
$593M
122 positions
#19Aspect Partners, LLCActive
Some overlap · 4 shared positions
$IAU$PNC$TMO$PLTR
$264M
681 positions
#20Strathmore Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$PLTR$CMI
$371M
142 positions
#21Skyline Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$NEE$PNC
$319M
123 positions
#22Ridge Creek Global, IncPassive
Some overlap · 3 shared positions
$IAU$NEE$CMI
$129M
94 positions
#23Ipsen Advisor Group LLCPassive
Some overlap · 4 shared positions
$IAU$BMY$NEE$PNC
$155M
107 positions
#24FIDUCIARY FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$IAU$CRWV$PLTR
$857M
394 positions
#25Narwhal Capital ManagementActive
Some overlap · 3 shared positions
$IAU$NEE$VLO
$1.4B
157 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.