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Hedge Funds Similar to Strategic Advisors

13F Portfolio OverlapQ1 2026Strategic Advisors portfolio →
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Most similar hedge funds by 13F overlap

Strategic Advisors LLC is an institutional investor managing $602M across 183 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 Advisors are Greystone Financial Group,, Biondo Investment Advisors,, Blue Chip Partners,, with shared positions in $DUK, $WM, $CRWD, $EMR, $NOW, $ASML. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$DUK$WM$CRWD$EMR$NOW
$353M
78 positions
#2Biondo Investment Advisors, LLCActive
Some overlap · 6 shared positions
$DUK$EMR$ASML$ISRG$NOW$VRTX
$780M
82 positions
#3Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$WM$ETN$DTB$ASML$CRWD
$1.4B
170 positions
#4Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$DUK$CRWD$ETN$NOW$VRTX
$98M
77 positions
#5Rithm Capital Corp.Active
Some overlap · 4 shared positions
$DUK$WM$ETN$EMR
$67M
38 positions
#6Stack Financial Management, IncActive
Some overlap · 4 shared positions
$DUK$WM$DTB$EMR
$1.4B
52 positions
#7Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$DUK$WM$ETN$EMR
$215M
125 positions
#8Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$DUK$WM$EMR$CRWD
$272M
95 positions
#9Lynch Asset Management, Inc.Active
Some overlap · 5 shared positions
$CRWD$ETN$EMR$NOW$WM
$298M
51 positions
#10Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$ETN$EMR$WM$PH$NOW
$568M
460 positions
#11Oak Harvest Investment ServicesPassive
Some overlap · 4 shared positions
$DUK$ETN$HUM$KKR
$958M
176 positions
#12Baltimore-Washington Financial Advisors, Inc.Active
Some overlap · 5 shared positions
$CRWD$HUM$KKR$ASML$UNIT
$2.3B
186 positions
#13United Asset Strategies, Inc.Passive
Some overlap · 5 shared positions
$DUK$ASML$ETN$PH$NOW
$1.3B
257 positions
#14SMA Capital LLCPassive
Some overlap · 4 shared positions
$WM$ETN$EMR$PH
$232M
95 positions
#15Westhampton Capital, LLCPassive
Some overlap · 4 shared positions
$WM$ETN$EMR$PH
$214M
129 positions
#16DB&C Advisors, LLCPassive
Some overlap · 4 shared positions
$DUK$ETN$EMR$HUM
$77M
67 positions
#17BOWEN HANES & CO INCActive
Some overlap · 5 shared positions
$ETN$ASML$PH$ISRG$VRTX
$4.1B
151 positions
#18TCW GROUP INCActive
Some overlap · 5 shared positions
$ETN$ASML$CRWD$ISRG$NOW
$13.3B
629 positions
#19Joseph Group Capital ManagementPassive
Some overlap · 5 shared positions
$ETN$KKR$PH$HUM$VRTX
$400M
379 positions
#20HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$WM$DUK$HUM$EMR
$280M
107 positions
#21MOSELEY INVESTMENT MANAGEMENT INCPassive
Some overlap · 5 shared positions
$ETN$HUM$KKR$CRWD$DUK
$314M
163 positions
#22Michael Brady & Co., LLCActive
Some overlap · 4 shared positions
$WM$ETN$EMR$PH
$100M
54 positions
#23STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 4 shared positions
$ETN$WM$EMR$DUK
$609M
263 positions
#24Colonial Trust Co / SCPassive
Some overlap · 4 shared positions
$ETN$DUK$WM$HUM
$735M
1,135 positions
#25DOVER ADVISORS, LLCPassive
Some overlap · 4 shared positions
$ETN$DUK$ASML$PH
$242M
159 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.