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Hedge Funds Similar to STEEL GROVE ADVISORS,

13F Portfolio OverlapQ1 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 $949M across 220 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 STEEL GROVE ADVISORS, are All Terrain Financial Advisors,, Sunbeam ,, Crumly & Associates, with shared positions in $DIA, $USB, $IBIT, $MDY, $T, $DKNG. The full ranking of 25 similar funds is below.

#1All Terrain Financial Advisors, LLCActive
Some overlap · 5 shared positions
$DIA$USB$IBIT$MDY$T
$425M
149 positions
#2Sunbeam Capital Management, LLCActive
Some overlap · 6 shared positions
$DKNG$CEF$USB$KO$EPD$MDY
$175M
112 positions
#3Crumly & Associates Inc.Passive
Some overlap · 3 shared positions
$DKNG$DIA$EPD
$476M
200 positions
#4Nokomis Capital, L.L.C.Passive
Some overlap · 3 shared positions
$DIA$USB$TME
$349M
55 positions
#5Objective Capital Management, LLCPassive
Some overlap · 3 shared positions
$DIA$IBIT$KMI
$99M
95 positions
#6MIRAE ASSET SECURITIES (USA) INC.Active
Some overlap · 4 shared positions
$DIA$USB$MDY$TGT
$2.7B
153 positions
#7Mine & Arao Wealth Creation & Management, LLC.Active
Some overlap · 4 shared positions
$DIA$KO$AGQ$VZ
$238M
75 positions
#8Shulman DeMeo Asset Management LLCSmart money
Some overlap · 4 shared positions
$DIA$KO$MDY$VZ
$471M
140 positions
#9Capital Wealth Alliance, LLCActive
Some overlap · 3 shared positions
$DIA$IBIT$USB
$221M
93 positions
#10Jacksonville Wealth Management, LLCActive
Some overlap · 3 shared positions
$DIA$AFL$MDY
$148M
68 positions
#11Alexis Investment Partners, LLCActive
Some overlap · 3 shared positions
$DIA$MAR$MDY
$145M
35 positions
#12Pinnacle Holdings, LLCPassive
Some overlap · 3 shared positions
$DIA$EPD$OKE
$309M
233 positions
#13Abacus Planning Group, Inc.Active
Some overlap · 3 shared positions
$DKNG$IBIT$KO
$743M
264 positions
#14MYDA Advisors LLCPassive
Some overlap · 3 shared positions
$DIA$T$VZ
$608M
151 positions
#15GREENBERG FINANCIAL GROUP
Some overlap · 3 shared positions
$DIA$VZ$AGQ
$243M
113 positions
#16Heck Capital Advisors, LLCActive
Some overlap · 3 shared positions
$DIA$AGQ$USB
$1.3B
202 positions
#17Pettinga Financial Advisors LLCPassive
Some overlap · 3 shared positions
$DIA$IBIT$USB
$531M
147 positions
#18MLP3, LLCPassive
Some overlap · 5 shared positions
$DIA$AFL$KO$MDY$AGQ
$91M
86 positions
#19Mountain Hill Investment Partners Corp.Passive
Some overlap · 3 shared positions
$DIA$VTRS$MDY
$169M
205 positions
#20Allen Capital Group, LLCPassive
Some overlap · 3 shared positions
$DKNG$KMI$VZ
$1.1B
284 positions
#211 NORTH WEALTH SERVICES LLCPassive
Some overlap · 3 shared positions
$DIA$USB$OKE
$277M
270 positions
#22Ruggiero Investments, Inc.Passive
Some overlap · 4 shared positions
$DIA$MAR$IBIT$MDY
$103M
78 positions
#23Lionsbridge Wealth Management LLCPassive
Some overlap · 4 shared positions
$DIA$USB$MDY$AGQ
$99M
59 positions
#24BigSur Wealth Management LLCPassive
Some overlap · 4 shared positions
$IBIT$USB$DIA$MAR
$356M
163 positions
#25Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$DIA$USB$MAR$EPD
$186M
163 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.