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Hedge Funds Similar to NATIONS FINANCIAL GROUP , /IA/ /ADV

13F Portfolio OverlapQ1 2026NATIONS FINANCIAL GROUP , /IA/ /ADV portfolio →
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Most similar hedge funds by 13F overlap

NATIONS FINANCIAL GROUP INC, /IA/ /ADV is an institutional investor managing $1.9B across 773 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 NATIONS FINANCIAL GROUP , /IA/ /ADV are Conservest Advisors,, truNorth Financial Services,, Pettinga Financial Advisors, with shared positions in $KKR, $EPAM, $DIA, $HUM, $SLV, $BAH. The full ranking of 25 similar funds is below.

#1Conservest Capital Advisors, Inc.Active
Some overlap · 5 shared positions
$KKR$EPAM$DIA$HUM$SLV
$1.1B
127 positions
#2truNorth Financial Services, Inc.Active
Some overlap · 4 shared positions
$KKR$SLV$DIA$HUM
$97M
49 positions
#3Pettinga Financial Advisors LLCPassive
Some overlap · 4 shared positions
$KKR$SLV$DIA$HUM
$531M
147 positions
#4RM Financial Services, LLCActive
Some overlap · 4 shared positions
$KKR$SLV$BAH$HUM
$116M
75 positions
#5Eagle Strategies LLCPassive
Some overlap · 4 shared positions
$KKR$SLV$YMM$HUM
$837M
258 positions
#6Embree Financial GroupPassive
Some overlap · 4 shared positions
$EPAM$KKR$HUM$DIA
$849M
265 positions
#7MLP3, LLCPassive
Some overlap · 4 shared positions
$DIA$KKR$SLV$AGQ
$91M
86 positions
#8Cambridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$KKR$DIA$EPAM$HUM
$295M
168 positions
#9HANOVER ADVISORS INCActive
Some overlap · 3 shared positions
$EPAM$KKR$HUM
$246M
118 positions
#10McClarren Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$EPAM$KKR$HUM
$169M
79 positions
#11Accel Wealth ManagementPassive
Some overlap · 4 shared positions
$KKR$SLV$AGQ$HUM
$383M
290 positions
#12Vision Retirement, LLCPassive
Some overlap · 4 shared positions
$KKR$DIA$BAH$HUM
$352M
649 positions
#13Sugar Maple Asset Management, LLCPassive
Some overlap · 5 shared positions
$SLV$BAH$AGQ$HUM$YMM
$165M
84 positions
#14DAHRING {-} CUSMANO LLCActive
Some overlap · 4 shared positions
$KKR$SLV$BAH$HUM
$163M
58 positions
#15Mosaic Advisors LLCPassive
Some overlap · 3 shared positions
$EPAM$DIA$HUM
$67M
42 positions
#16Certified Advisory CorpPassive
Some overlap · 4 shared positions
$KKR$SLV$EPD$AGQ
$1.1B
318 positions
#17SCS Capital Management LLCActive
Some overlap · 3 shared positions
$EPAM$KKR$HUM
$9.4B
468 positions
#18Eaton Financial Holdings Company, LLCPassive
Some overlap · 5 shared positions
$SLV$BAH$YMM$EPD$DIA
$305M
125 positions
#19Chokshi & Queen Wealth Advisors, IncActive
Some overlap · 4 shared positions
$EPAM$DIA$AGQ$HUM
$187M
64 positions
#20J HAGAN CAPITAL, INC.Active
Some overlap · 4 shared positions
$KKR$DIA$SLV$BAR
$185M
83 positions
#21FLAGSTAR ADVISORS INC.Passive
Some overlap · 4 shared positions
$KKR$DIA$HUM$SLV
$276M
174 positions
#22Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$KKR$SLV$AGQ
$130M
96 positions
#23CHELSEA COUNSEL COPassive
Some overlap · 3 shared positions
$KKR$SLV$AGQ
$233M
238 positions
#24O'ROURKE & COMPANY, IncPassive
Some overlap · 4 shared positions
$KKR$AGQ$SLV$HUM
$253M
171 positions
#25OMNI 360 Wealth, Inc.Passive
Some overlap · 4 shared positions
$KKR$BAH$DIA$HUM
$194M
125 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.