13F Pro

Hedge Funds Similar to Smart Portfolios,

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

Smart Portfolios, LLC is an institutional investor managing $100M across 99 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 Smart Portfolios, are Petros Family Wealth,, FOREFRONT WEALTH, Palisade Asset ,, with shared positions in $REGN, $PSX, $AMGN, $SYK, $UNH, $OKE. The full ranking of 25 similar funds is below.

#1Petros Family Wealth, LLCPassive
Notable overlap · 8 shared positions
$REGN$PSX$AMGN$SYK$UNH$OKE
$140M
131 positions
#2FOREFRONT WEALTH MANAGEMENT INC.
Notable overlap · 7 shared positions
$SNOW$REGN$MCD$TMUS$UNH$AMGN
$139M
71 positions
#3Palisade Asset Management, LLCActive
Notable overlap · 7 shared positions
$TXN$IBM$MCD$SYK$AMGN$UNH
$996M
195 positions
#4CMC Financial GroupActive
Notable overlap · 4 shared positions
$REGN$YMM$IBM$USB
$51M
38 positions
#5Exeter Financial, LLCPassive
Notable overlap · 7 shared positions
$TXN$IBM$MCD$AMGN$PSX$USB
$245M
98 positions
#6BRADY FAMILY WEALTH, LLCPassive
Some overlap · 7 shared positions
$SYK$TXN$PSX$MCD$AMGN$APD
$321M
110 positions
#7Decker Wealth Management LLCPassive
Some overlap · 4 shared positions
$REGN$GSAT$IBM$AMGN
$441M
105 positions
#8Madrona Financial Services, LLCActive
Some overlap · 6 shared positions
$REGN$GSAT$YMM$BA$SBUX$MU
$457M
123 positions
#9TICINO WEALTHPassive
Some overlap · 7 shared positions
$TXN$PSX$MCD$TMUS$SNOW$AMGN
$288M
138 positions
#10Fortis Advisors, LLCPassive
Some overlap · 4 shared positions
$REGN$GSAT$SNOW$USB
$200M
119 positions
#11Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$SNOW$IBM$MCD$AMGN$TMUS$SBUX
$272M
95 positions
#12INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive
Some overlap · 5 shared positions
$REGN$MCD$SYK$FDX$AMGN
$314M
130 positions
#13Palouse Capital Management, Inc.Passive
Some overlap · 7 shared positions
$TXN$REGN$BA$UNH$SBUX$MU
$151M
135 positions
#14Andrews Advisory Associates, LLCActive
Some overlap · 7 shared positions
$SNOW$TXN$MCD$FDX$APD$UNH
$190M
82 positions
#15InvesTrustPassive
Some overlap · 6 shared positions
$SNOW$IBM$MCD$USB$APD$SBUX
$238M
91 positions
#16SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$TXN$IBM$PSX$AMGN$USB$APD
$728M
79 positions
#17Evergreen Wealth Management, LLCPassive
Some overlap · 4 shared positions
$REGN$SNOW$AMGN$UNH
$194M
54 positions
#18Bellevue Group AGActive
Some overlap · 4 shared positions
$REGN$SYK$AMGN$UNH
$4.2B
155 positions
#19Argo Wealth Advisory, LLCActive
Some overlap · 4 shared positions
$REGN$SYK$AMGN$UNH
$170M
48 positions
#20SFI Advisors, LLCPassive
Some overlap · 3 shared positions
$REGN$GSAT$OTIS
$95M
48 positions
#21ELLERSON GROUP INC /ADVPassive
Some overlap · 4 shared positions
$REGN$PSX$AMGN$FDX
$153M
61 positions
#22Somerset Trust CoPassive
Some overlap · 6 shared positions
$OTIS$MCD$PSX$AMGN$APD$MU
$326M
174 positions
#23AIMZ Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$REGN$IBM$AMGN$UNH$SYK
$324M
139 positions
#24Stegent Equity Advisors, Inc.Passive
Some overlap · 4 shared positions
$REGN$MCD$PSX$TMUS
$117M
101 positions
#25GREENWOOD CAPITAL ASSOCIATES LLCPassive
Some overlap · 6 shared positions
$IBM$TXN$REGN$AMGN$MCD$UNH
$908M
286 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.