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Hedge Funds Similar to STEEL GROVE ADVISORS

13F Portfolio OverlapQ2 2026STEEL GROVE ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

STEEL GROVE CAPITAL ADVISORS, LLC is an institutional investor managing $1.1B across 223 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 STEEL GROVE ADVISORS are Financial Futures Ltd Liability, Apeiron RIA, Kagan Cocozza Asset, with shared positions in $IBIT, $AFL, $MDY, $TGT, $KMI, $TXN. The full ranking of 25 similar funds is below.

#1Financial Futures Ltd Liability Co.Active
Some overlap · 3 shared positions
$IBIT$AFL$MDY
$263M
80 positions
#2Apeiron RIA LLCActive
Some overlap · 3 shared positions
$IBIT$AFL$MDY
$390M
162 positions
#3Kagan Cocozza Asset ManagementActive
Some overlap · 3 shared positions
$IBIT$AFL$TGT
$160M
67 positions
#4Financial Engines Advisors L.L.C.Active
Some overlap · 3 shared positions
$IBIT$KMI$MDY
$56.3B
552 positions
#5Friday FinancialActive
Some overlap · 3 shared positions
$IBIT$MDY$TXN
$373M
108 positions
#6Sanchez Levi GarrettActive
Some overlap · 3 shared positions
$IBIT$KMI$USB
$184M
74 positions
#7Collaborative Capital Advisors LLCActive
Some overlap · 4 shared positions
$IBIT$EPD$MDY$KMI
$158M
83 positions
#8Holos Integrated Wealth LLCPassive
Some overlap · 3 shared positions
$IBIT$TXN$F
$214M
378 positions
#9VCI Wealth Management LLCPassive
Some overlap · 3 shared positions
$IBIT$TXN$PFH
$399M
99 positions
#10SHEPHERD KAPLAN KROCHUK, LLCActive
Slight overlap · 5 shared positions
$IBIT$EPD$KMI$BEN$PFH
$126M
62 positions
#11Disciplined Equity Management, Inc.Smart money
Slight overlap · 8 shared positions
$KMI$TXN$VTRS$F$PFH$USB
$226M
45 positions
#12BITTERROOT CAPITAL ADVISORS LLCSmart money
Slight overlap · 4 shared positions
$IBIT$EPD$MDY$MO
$166M
53 positions
#13Requisite Capital Management, LLCSmart money
Slight overlap · 3 shared positions
$IBIT$EPD$KMI
$605M
127 positions
#14Royal Palms Capital LLCPassive
Slight overlap · 6 shared positions
$AFL$EPD$KMI$TXN$VTRS$MO
$114M
57 positions
#15Sound Financial Strategies Group, LLCActive
Slight overlap · 3 shared positions
$IBIT$BEN$TROW
$157M
121 positions
#16Franchise GP LtdActive
Slight overlap · 3 shared positions
$IBIT$ARM$NOK
$215M
39 positions
#17GenTrust, LLCActive
Slight overlap · 3 shared positions
$IBIT$EPD$MDY
$2.6B
201 positions
#181834 INVESTMENT ADVISORS COPassive
Slight overlap · 7 shared positions
$KMI$TXN$F$TGT$TROW$USB
$883M
211 positions
#19Gould Capital, LLCPassive
Slight overlap · 3 shared positions
$IBIT$AFL$KMI
$179M
217 positions
#20WBI INVESTMENTS, LLCPassive
Slight overlap · 7 shared positions
$ARM$BEN$TROW$SWKS$PFH$MO
$403M
286 positions
#21Measured Risk Portfolios, Inc.Active
Slight overlap · 6 shared positions
$KMI$MDY$TXN$TROW$PFH$MO
$112M
63 positions
#22J2 Capital Management IncActive
Slight overlap · 3 shared positions
$IBIT$AFL$USB
$149M
123 positions
#23EDMP, INC.Passive
Slight overlap · 5 shared positions
$AFL$EPD$PFH$MO$BBY
$124M
70 positions
#24International Private Wealth Advisors LLCPassive
Slight overlap · 5 shared positions
$IBIT$KMI$TROW$PFH$MO
$194M
160 positions
#25Exeter Financial, LLCPassive
Slight overlap · 5 shared positions
$AFL$TXN$TGT$TROW$USB
$261M
101 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.