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Hedge Funds Similar to Sand Hill Global Advisors,

13F Portfolio OverlapQ1 2026Sand Hill Global Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Sand Hill Global Advisors, LLC is an institutional investor managing $3.0B across 204 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Sand Hill Global Advisors, are Omega Financial Group,, 1248 ,, Hurlow Wealth Group,, with shared positions in $SCHW, $NOW, $MDY, $ECL, $HON, $TJX. The full ranking of 25 similar funds is below.

#1Omega Financial Group, LLCPassive
Some overlap · 5 shared positions
$SCHW$NOW$MDY$ECL$HON
$308M
101 positions
#21248 Management, LLCActive
Some overlap · 4 shared positions
$SCHW$TJX$SYK$PANW
$216M
146 positions
#3Hurlow Wealth Management Group, Inc.Active
Some overlap · 3 shared positions
$SCHW$SNOW$TJX
$420M
120 positions
#4GK Wealth Management LLCActive
Some overlap · 3 shared positions
$SCHW$NOW$MDY
$115M
51 positions
#5DWR WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SCHW$NOW$MDY
$115M
51 positions
#6Marathon Strategic Advisors, LLCActive
Some overlap · 3 shared positions
$SCHW$AEP$SYK
$139M
52 positions
#7Sandhill Capital Partners LLCActive
Some overlap · 6 shared positions
$SCHW$NOW$CME$SYK$WM$PANW
$1.2B
95 positions
#8Empower Advisory Group, LLCActive
Some overlap · 3 shared positions
$SCHW$NOW$ECL
$38.5B
510 positions
#9Horizons Wealth ManagementActive
Some overlap · 3 shared positions
$SCHW$NOW$MDY
$152M
170 positions
#10DecisionPoint Financial, LLCActive
Some overlap · 3 shared positions
$SCHW$SYK$PH
$464M
679 positions
#11CMH Wealth Management LLCPassive
Some overlap · 7 shared positions
$LEN$SCHW$TJX$NOW$SNOW$SYK
$583M
113 positions
#12Ariston Services GroupActive
Some overlap · 3 shared positions
$SCHW$SNOW$PH
$167M
71 positions
#13JDM Financial Group LLCActive
Some overlap · 3 shared positions
$SCHW$SNOW$MDY
$259M
318 positions
#14B & T Capital Management DBA Alpha Capital ManagementActive
Some overlap · 5 shared positions
$SCHW$PH$SNOW$HON$PWR
$690M
115 positions
#15Navalign, LLCPassive
Some overlap · 3 shared positions
$SCHW$TJX$HON
$396M
127 positions
#16ARK & TLK INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$SCHW$SNOW$SYK$MDY
$370M
119 positions
#17Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 3 shared positions
$SCHW$LEN$SNOW
$101M
307 positions
#18Ballast Rock Private Wealth LLCPassive
Some overlap · 3 shared positions
$LEN$SCHW$SNOW
$181M
177 positions
#19FC Advisory LLCActive
Some overlap · 3 shared positions
$SCHW$SNOW$LEN
$342M
115 positions
#20FERGUSON WELLMAN CAPITAL MANAGEMENT, INCPassive
Some overlap · 6 shared positions
$LEN$PH$TJX$AEP$HON$SYK
$7.3B
406 positions
#21ELEVATE WEALTH ADVISORY, INCActive
Some overlap · 3 shared positions
$SCHW$RELX$SNOW
$158M
125 positions
#22RED REEF ADVISORS LLCPassive
Some overlap · 5 shared positions
$SCHW$LEN$NOW$HON$PANW
$96M
179 positions
#23Financial Futures Ltd Liability Co.Active
Some overlap · 4 shared positions
$SCHW$SNOW$NOW$MDY
$228M
72 positions
#24VERITY Wealth AdvisorsActive
Some overlap · 3 shared positions
$LEN$SCHW$NOW
$150M
81 positions
#25Delta Global Management LPPassive
Some overlap · 4 shared positions
$SCHW$SNOW$PANW$DASH
$1.2B
154 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.