How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to SNS Financial Group,

13F Portfolio OverlapQ1 2026SNS Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

SNS Financial Group, LLC is an institutional investor managing $1.2B across 208 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 SNS Financial Group, are Avid Wealth Partners, PMG Wealth ,, Team Financial Group,, with shared positions in $MDLZ, $WT, $GLDM, $FITB, $HUM, $AMN. The full ranking of 25 similar funds is below.

#1Avid Wealth Partners LLCActive

Notable overlap · 3 shared positions

$MDLZ $WT $GLDM

$212M

71 positions

#2PMG Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$WT $MDLZ $FITB $HUM

$139M

59 positions

#3Team Financial Group, LLCActive

Notable overlap · 5 shared positions

$WT $GLDM $AMN $DIA $HUM

$220M

273 positions

#4Fiduciary Planning LLCActive

Notable overlap · 4 shared positions

$WT $MDLZ $MMM $HON

$331M

76 positions

#5Magnolia Private Wealth, LLCPassive

Notable overlap · 5 shared positions

$WT $GLDM $AMN $MKL $UNIT

$150M

134 positions

#6Amplius Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$WT $MDLZ $DIA $HUM

$1.2B

175 positions

#7Capital Planning Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $GLDM $AMN $ABT

$692M

146 positions

#8New Perspectives, IncSmart money

Notable overlap · 5 shared positions

$WT $GLDM $MKL $HUM $UNP

$289M

44 positions

#9Tidemark, LLCPassive

Notable overlap · 3 shared positions

$WT $GLDM $MDLZ

$393M

901 positions

#10Warren Street Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $GLDM $DOV

$393M

129 positions

#11Encompass More Asset ManagementPassive

Notable overlap · 3 shared positions

$WT $GLDM $USB

$597M

251 positions

#12UPTICK PARTNERS, LLCPassive

Notable overlap · 7 shared positions

$WT $AMN $MDLZ $GLDM $UNIT $DIA

$502M

293 positions

#13LWM Advisory Services, LLCPassive

Notable overlap · 3 shared positions

$WT $GLDM $DIA

$94M

76 positions

#14WJ Interests, LLCSmart money

Notable overlap · 3 shared positions

$WT $AMN $DOV

$260M

20 positions

#15IAM Advisory, LLCActive

Notable overlap · 4 shared positions

$WT $AMN $USB $HON

$446M

95 positions

#16Nvest Wealth Strategies, Inc.Active

Notable overlap · 3 shared positions

$WT $AMN $UNP

$143M

395 positions

#17Quantum Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$MDLZ $GLDM $AMN $UNIT

$891M

231 positions

#18REGIMEN WEALTH, LLCActive

Notable overlap · 4 shared positions

$WT $AMN $MDLZ $HUM

$342M

70 positions

#19Cardinal Strategic Wealth GuidanceSmart money

Notable overlap · 5 shared positions

$MDLZ $GLDM $HON $UNP $ABT

$379M

63 positions

#20Wright Wealth LLCActive

Notable overlap · 3 shared positions

$WT $AMN $HUM

$149M

51 positions

#21MB Generational Wealth, LLCActive

Notable overlap · 4 shared positions

$MDLZ $AMN $MKL $UNIT

$181M

66 positions

#22MOR Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WT $AMN $HUM

$218M

103 positions

#23Boyce & Associates Wealth Consulting, Inc.Active

Notable overlap · 4 shared positions

$WT $AMN $GLDM $DOV

$132M

80 positions

#24OakTrust Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$WT $GLDM $AMN $FITB $HUM

$110M

68 positions

#25Aspire Capital Advisors LLCActive

Notable overlap · 3 shared positions

$WT $AMN $FITB

$444M

122 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.