How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to FINANCIAL GROUP \\ /ADV

13F Portfolio OverlapQ1 2026FINANCIAL GROUP \\ /ADV portfolio →

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Most similar hedge funds by 13F overlap

CAPITAL FINANCIAL GROUP INC\CO\ /ADV is an institutional investor managing $182M across 106 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 FINANCIAL GROUP \\ /ADV are Optimist Retirement Group, Carolina Wealth Advisors,, OmniStar Financial Group,, with shared positions in $GMM, $VZ, $LMT, $GILD, $NVS, $IBM. The full ranking of 25 similar funds is below.

#1Optimist Retirement Group LLCActive

Notable overlap · 11 shared positions

$GMM $VZ $LMT $GILD $NVS $IBM

$227M

113 positions

#2Carolina Wealth Advisors, LLCPassive

Notable overlap · 10 shared positions

$GLDM $LMT $VZ $GILD $IBM $MO

$240M

278 positions

#3OmniStar Financial Group, Inc.Passive

Some overlap · 9 shared positions

$LMT $GILD $IBM $UPS $VZ $PM

$193M

108 positions

#4O'Domhnaill Enterprises, Inc.Passive

Some overlap · 9 shared positions

$NEM $LMT $GILD $IBM $MO $PM

$124M

55 positions

#5My Portfolio Guide, LLCActive

Some overlap · 6 shared positions

$GMM $GLDM $FND $MO $PM $LMT

$181M

166 positions

#6FARMERS TRUST COPassive

Some overlap · 7 shared positions

$NEM $VZ $LMT $IBM $PM $UNP

$637M

203 positions

#7Altrius Capital Management IncPassive

Some overlap · 6 shared positions

$LMT $NVS $VZ $GILD $MO $PM

$503M

87 positions

#8CUTLER INVESTMENT COUNSEL LLCActive

Some overlap · 4 shared positions

$GMM $VZ $IBM $RSG

$971M

146 positions

#9MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$LMT $VZ $IBM $UPS $OKE $PM

$220M

148 positions

#10Verity & Verity, LLCActive

Some overlap · 6 shared positions

$LMT $VZ $GILD $MO $UPS $OKE

$1.3B

138 positions

#11INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADVPassive

Some overlap · 7 shared positions

$GILD $MO $LMT $IBM $OKE $UPS

$244M

182 positions

#12WealthTrust Axiom LLCPassive

Some overlap · 6 shared positions

$NVS $VZ $GILD $IRM $IBM $BMY

$406M

290 positions

#13Shum Financial Group, Inc.Passive

Some overlap · 5 shared positions

$GMM $IBM $PM $UPS $LMT

$141M

93 positions

#14TECTONIC ADVISORS LLCActive

Some overlap · 6 shared positions

$VZ $IRM $IBM $MO $GILD $OKE

$1.9B

267 positions

#15Tradewinds Capital Management, LLCActive

Some overlap · 4 shared positions

$GMM $GLDM $UPS $OKE

$504M

719 positions

#16WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$LMT $NVS $GILD $MO $PSA $IBM

$340M

136 positions

#17AFFINITY INVESTMENT ADVISORS, LLCPassive

Some overlap · 5 shared positions

$NEM $VZ $GILD $IBM $MO

$160M

137 positions

#18Keystone Financial Planning, Inc.Smart money

Some overlap · 8 shared positions

$VZ $MO $UPS $PM $UL $IBM

$374M

40 positions

#19Phoenix Wealth AdvisorsActive

Some overlap · 4 shared positions

$GMM $VZ $OKE $UNP

$253M

126 positions

#20Cobblestone Asset Management LLCPassive

Some overlap · 5 shared positions

$GMM $PM $MO $BMY $IBM

$222M

73 positions

#21LEGACY SOLUTIONS, LLCActive

Some overlap · 3 shared positions

$GMM $GLDM $LHX

$108M

77 positions

#22BCWM, LLCPassive

Some overlap · 6 shared positions

$LMT $VZ $MO $UPS $UNP $BMY

$353M

57 positions

#23Commonwealth Retirement Investments LLCPassive

Some overlap · 6 shared positions

$LMT $MO $UPS $OKE $NEM $BMY

$323M

122 positions

#24HAMEL ASSOCIATES, INC.Passive

Some overlap · 5 shared positions

$LMT $NVS $VZ $IBM $UNP

$351M

81 positions

#25WILKINS INVESTMENT COUNSEL INCActive

Some overlap · 5 shared positions

$NEM $NVS $IBM $UPS $MMM

$698M

119 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.