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Hedge Funds Similar to SFMG,

13F Portfolio OverlapQ1 2026SFMG, portfolio →
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Most similar hedge funds by 13F overlap

SFMG, LLC is an institutional investor managing $1.5B across 327 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 SFMG, are Bellecapital International Ltd., Prota Financial,, LifePlan Financial,, with shared positions in $REGN, $AMD, $COP, $TMO, $ADBE, $AMAT. The full ranking of 25 similar funds is below.

#1Bellecapital International Ltd.Passive
Some overlap · 5 shared positions
$REGN$AMD$COP$TMO$ADBE
$538M
116 positions
#2Prota Financial, LLCActive
Some overlap · 6 shared positions
$REGN$AMAT$BXSL$CRM$TMO$ADBE
$138M
67 positions
#3LifePlan Financial, LLCPassive
Some overlap · 8 shared positions
$AMAT$AMD$COP$VZ$PANW$SLB
$135M
83 positions
#4China Universal Asset Management Co., Ltd.Passive
Some overlap · 5 shared positions
$GLDM$REGN$AMAT$AMD$PANW
$1.3B
502 positions
#5Fortis Advisors, LLCPassive
Some overlap · 4 shared positions
$REGN$GLDM$COP$TMO
$200M
119 positions
#6GuoLine Advisory Pte LtdActive
Some overlap · 6 shared positions
$REGN$PANW$CRM$TMO$NVO$ADBE
$956M
24 positions
#7CAMBIAR INVESTORS LLCActive
Some overlap · 5 shared positions
$REGN$AMAT$HON$SLB$MDT
$2.2B
145 positions
#8OakTrust Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$REGN$GLDM$CRM
$110M
68 positions
#9BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 6 shared positions
$AMAT$AMD$COP$REGN$HON$PANW
$2.4B
787 positions
#10Copley Financial Group, Inc.Active
Some overlap · 3 shared positions
$REGN$GLDM$MDT
$166M
115 positions
#11Unified Investment ManagementPassive
Some overlap · 5 shared positions
$REGN$AMAT$COP$PANW$CRM
$98M
134 positions
#12Team Financial Group, LLCActive
Some overlap · 3 shared positions
$REGN$GLDM$COP
$220M
273 positions
#13Perpetual LtdPassive
Some overlap · 3 shared positions
$ATO$CSX$TMO
$6.5B
424 positions
#14Altus Wealth Group LLCPassive
Some overlap · 4 shared positions
$REGN$COP$HON$ATO
$244M
144 positions
#15Orion Investment CoActive
Some overlap · 3 shared positions
$REGN$ATO$PANW
$315M
69 positions
#16Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$REGN$HON$VZ$TMO
$118M
73 positions
#17TABLEAUX LLCPassive
Some overlap · 3 shared positions
$REGN$GLDM$HON
$206M
113 positions
#18Persium Advisors, LLCActive
Some overlap · 6 shared positions
$AMAT$COP$VZ$HON$PANW$MDT
$127M
60 positions
#19Mainsail Financial Group, LLCActive
Some overlap · 4 shared positions
$REGN$VZ$CRM$ADBE
$240M
62 positions
#20MANAGED ASSET PORTFOLIOS, LLCActive
Some overlap · 5 shared positions
$AMAT$GLDM$VZ$HON$MDT
$834M
51 positions
#21Clay Northam Wealth Management, LLCPassive
Some overlap · 4 shared positions
$REGN$AMAT$TMO$HON
$178M
101 positions
#22NORTHBRIDGE FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$REGN$AMD$CRM
$232M
168 positions
#23American Alpha Advisors, LLCActive
Some overlap · 3 shared positions
$REGN$AMD$COP
$188M
96 positions
#24Proactive Wealth Strategies LLCPassive
Some overlap · 4 shared positions
$REGN$AMD$PANW$MDT
$532M
210 positions
#25NOESIS CAPITAL MANGEMENT CORPPassive
Some overlap · 4 shared positions
$REGN$AMD$SLB$MDT
$676M
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.