13F Pro

Hedge Funds Similar to SOL

13F Portfolio OverlapQ1 2026SOL portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

SOL Capital Management CO is an institutional investor managing $206M across 52 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 SOL are Verum Partners, Dodds Wealth,, Juno Financial Group, with shared positions in $SE, $DHR, $KO, $BRZE, $RBLX, $MMM. The full ranking of 25 similar funds is below.

#1Verum Partners LLCActive
Notable overlap · 3 shared positions
$SE$DHR$KO
$527M
176 positions
#2Dodds Wealth, LLCSmart money
Notable overlap · 3 shared positions
$SE$BRZE$KO
$407M
51 positions
#3Juno Financial Group LLCActive
Notable overlap · 3 shared positions
$SE$DHR$BRZE
$255M
70 positions
#4Aspect Partners, LLCPassive
Notable overlap · 3 shared positions
$SE$DHR$KO
$245M
709 positions
#5Madson Wealth Advisors IncPassive
Notable overlap · 3 shared positions
$SE$DHR$KO
$120M
84 positions
#6BlueStem Wealth Partners, LLCActive
Some overlap · 3 shared positions
$SE$RBLX$MMM
$900M
124 positions
#7Traveka Wealth, LLCPassive
Some overlap · 4 shared positions
$SE$DHR$KO$BRZE
$262M
186 positions
#8Catalyst Investment Management LLCPassive
Some overlap · 3 shared positions
$SE$DHR$KO
$90M
65 positions
#9Mill Creek Capital Advisors, LLCActive
Some overlap · 3 shared positions
$DHR$SE$BRZE
$4.9B
260 positions
#10Centerline Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$SE$IBM$KO
$278M
73 positions
#11Westfuller Advisors, LLCPassive
Some overlap · 3 shared positions
$SE$BRZE$IBM
$232M
756 positions
#12TSA Wealth Managment LLCPassive
Some overlap · 3 shared positions
$SE$KO$MMM
$309M
105 positions
#13TrueNorth, Inc.Passive
Some overlap · 4 shared positions
$SE$DHR$BRZE$RBLX
$1.0B
1,033 positions
#14Cobblestone Asset Management LLCPassive
Some overlap · 3 shared positions
$SE$BMY$IBM
$222M
73 positions
#15Stonekeep Investments, LLCActive
Some overlap · 3 shared positions
$SE$BRZE$RBLX
$154M
66 positions
#16Hirtle Callaghan & Co LLCSmart money
Some overlap · 3 shared positions
$SE$DHR$KO
$2.9B
112 positions
#17Storen Legacy Partners, LLCPassive
Some overlap · 4 shared positions
$SE$DHR$BMY$MMM
$319M
102 positions
#18Columbia Asset ManagementActive
Some overlap · 4 shared positions
$ERIE$KO$BRZE$IBM
$525M
170 positions
#19SWMG, LLCActive
Some overlap · 3 shared positions
$DHR$SE$IBM
$350M
120 positions
#20Goldstein Advisors, LLCActive
Some overlap · 3 shared positions
$DHR$SE$BRZE
$900M
228 positions
#21FIDUCIARY ADVISORS, INC.Active
Some overlap · 4 shared positions
$DHR$BRZE$SE$KO
$133M
121 positions
#22Downshift Financial, LLCActive
Some overlap · 3 shared positions
$DHR$SE$BRZE
$193M
77 positions
#23BANK OF HAWAIIActive
Some overlap · 4 shared positions
$DHR$BRZE$SE$KO
$1.9B
224 positions
#24KFA Private Wealth Group, LLCActive
Some overlap · 4 shared positions
$DHR$BRZE$IBM$KO
$417M
160 positions
#25Midwest Capital Advisors, LLCActive
Some overlap · 3 shared positions
$SE$BRZE$RBLX
$214M
199 positions

Compare SOL’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View SOL’s holdings

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.