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Hedge Funds Similar to Strategic Financial Services,

13F Portfolio OverlapQ1 2026Strategic Financial Services, portfolio →
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Most similar hedge funds by 13F overlap

Strategic Financial Services, Inc. is an institutional investor managing $2.1B across 152 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 Strategic Financial Services, are Longview Financial Advisors, NEPC, CYPRESS FINANCIAL PLANNING, with shared positions in $COP, $USB, $NKE, $LRCX, $UPST, $GLDM. The full ranking of 25 similar funds is below.

#1Longview Financial Advisors LLCActive
Substantial overlap · 4 shared positions
$COP$USB$NKE$LRCX
$184M
157 positions
#2NEPC LLCSmart money
Substantial overlap · 6 shared positions
$COP$USB$UPST$GLDM$BRZE$DDOG
$5.0B
51 positions
#3CYPRESS FINANCIAL PLANNING LLCActive
Substantial overlap · 3 shared positions
$COP$USB$DDOG
$363M
102 positions
#4Beacon Financial Strategies CORPActive
Substantial overlap · 3 shared positions
$COP$UPST$BRZE
$176M
177 positions
#5Shotwell Rutter Baer IncActive
Substantial overlap · 3 shared positions
$USB$NKE$COP
$170M
38 positions
#6Cordant, Inc.Active
Substantial overlap · 4 shared positions
$USB$COP$UPST$NKE
$246M
75 positions
#7Hassell Wealth Management, LLCSmart money
Substantial overlap · 4 shared positions
$USB$COP$UPST$DDOG
$298M
28 positions
#8BlueSky Wealth Advisors, LLCActive
Substantial overlap · 6 shared positions
$COP$USB$NKE$SNPS$GEV$BKNG
$777M
115 positions
#9Disciplined Investments, LLCPassive
Substantial overlap · 7 shared positions
$COP$NKE$UPST$USB$SNPS$NEE
$279M
141 positions
#10Causey Wealth LLCPassive
Substantial overlap · 5 shared positions
$USB$UPST$NKE$COP$BRZE
$236M
81 positions
#11Foundation Wealth Management, LLC\PAActive
Substantial overlap · 4 shared positions
$USB$COP$NKE$NEE
$284M
91 positions
#12BluePrint Investing LLCActive
Substantial overlap · 5 shared positions
$USB$UPST$NKE$COP$NEE
$126M
26 positions
#13CAPSTONE CAPITAL WEALTH ADVISORSSmart money
Substantial overlap · 3 shared positions
$COP$USB$DDOG
$155M
22 positions
#14DecisionPoint Financial, LLCActive
Substantial overlap · 5 shared positions
$USB$COP$BRZE$UPST$NKE
$464M
679 positions
#15SpringVest Wealth Management LLCActive
Substantial overlap · 3 shared positions
$USB$COP$DDOG
$146M
67 positions
#16Cedar Point Capital Partners, LLCPassive
Substantial overlap · 5 shared positions
$GLDM$NKE$COP$USB$NEE
$154M
71 positions
#17AMI INVESTMENT MANAGEMENT INCActive
Substantial overlap · 5 shared positions
$COP$UPST$NKE$TJX$DDOG
$445M
77 positions
#18Davidson Capital Management Inc.Active
Substantial overlap · 7 shared positions
$USB$COP$KLAC$MCK$NEE$GEV
$552M
93 positions
#19Marion Wealth ManagementPassive
Notable overlap · 7 shared positions
$USB$COP$SNPS$UPST$MCK$NEE
$451M
146 positions
#20VERUS WEALTH MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$USB$COP$NKE$SNPS$DDOG
$108M
49 positions
#21Eaton-Cambridge Inc.Smart money
Notable overlap · 3 shared positions
$COP$USB$DDOG
$320M
56 positions
#22Quantum Financial Planning Services, Inc.Smart money
Notable overlap · 3 shared positions
$COP$BRZE$DDOG
$278M
53 positions
#23Financial Futures Ltd Liability Co.Active
Notable overlap · 3 shared positions
$USB$NKE$DDOG
$228M
72 positions
#24ATLas Financial Planning LLCActive
Notable overlap · 3 shared positions
$USB$NKE$BRZE
$112M
69 positions
#25MARYLAND CAPITAL ADVISORS INC.
Notable overlap · 3 shared positions
$COP$NKE$NEE
$295M
271 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.