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Hedge Funds Similar to SRS Advisors

13F Portfolio OverlapQ2 2026SRS Advisors portfolio →
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Most similar hedge funds by 13F overlap

SRS Capital Advisors, Inc. is an institutional investor managing $15.1B across 5,206 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SRS Advisors are U.S. Wealth Advisors, DIVIDEND ASSETS, Geneva Partners, with shared positions in $EPD, $HPK, $PLTR, $FCX, $MPLX, $ET. The full ranking of 25 similar funds is below.

#1U.S. Capital Wealth Advisors, LLC
Some overlap · 6 shared positions
$EPD$HPK$PLTR$FCX$MPLX$ET
$4.0B
1,008 positions
#2DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$FIX$EPD$ET
$517M
137 positions
#3Geneva Partners, LLCPassive
Some overlap · 4 shared positions
$FIX$EPD$MRVL$MPLX
$375M
75 positions
#4Benchmark Investment Advisors LLCPassive
Slight overlap · 3 shared positions
$FIX$PLTR$MRVL
$228M
70 positions
#5Bosman Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$FIX$PLTR$MRVL
$161M
56 positions
#6PRAKASH INVESTMENT ADVISORS LLCPassive
Slight overlap · 3 shared positions
$FIX$PLTR$MRVL
$174M
92 positions
#7Dedeker Financial LLCActive
Slight overlap · 3 shared positions
$FIX$PLTR$MRVL
$176M
55 positions
#8Hedeker Wealth, LLCPassive
Slight overlap · 3 shared positions
$FIX$PLTR$FCX
$524M
92 positions
#9Fedenia Advisers LLCPassive
Slight overlap · 3 shared positions
$FIX$PLTR$MRVL
$421M
459 positions
#10Kercheville Advisors, LLCPassive
Slight overlap · 5 shared positions
$EPD$PLTR$MRVL$MPLX$ET
$328M
108 positions
#11HOWARD FINANCIAL SERVICES, LTD.Passive
Slight overlap · 5 shared positions
$EPD$PLTR$MRVL$MPLX$ET
$1.0B
269 positions
#12RiverGlades Family Offices LLCActive
Slight overlap · 3 shared positions
$FIX$EPD$ET
$218M
108 positions
#13Fund Advisors of America Inc/FLPassive
Slight overlap · 4 shared positions
$EPD$PLTR$MRVL$ET
$110M
120 positions
#14Royal Palms Capital LLCPassive
Slight overlap · 4 shared positions
$EPD$PLTR$FCX$ET
$114M
57 positions
#15ALPS ADVISORS INCActive
Slight overlap · 4 shared positions
$EPD$FCX$MPLX$ET
$21.3B
1,170 positions
#16Arrow Investment Advisors, LLCActive
Slight overlap · 4 shared positions
$EPD$FCX$MPLX$ET
$103M
75 positions
#17Gilman Hill Asset Management, LLCPassive
Slight overlap · 4 shared positions
$EPD$FCX$MPLX$ET
$731M
236 positions
#18MAINSAIL ASSET MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$EPD$FIX$PLTR
$255M
197 positions
#19Texas Yale Capital Corp.Smart money
Slight overlap · 4 shared positions
$EPD$MPLX$ET$MRVL
$4.6B
512 positions
#20Laurion Capital Management LPPassive
Slight overlap · 3 shared positions
$FIX$PLTR$MRVL
$3.9B
420 positions
#21Recurrent Investment Advisors LLCActive
Slight overlap · 4 shared positions
$EPD$MPLX$ET$FCX
$1.6B
71 positions
#22Fractal Investments LLCActive
Slight overlap · 4 shared positions
$EPD$MPLX$ET$FCX
$867M
80 positions
#23MCGUIRE CAPITAL ADVISORS INCPassive
Slight overlap · 4 shared positions
$EPD$PLTR$MRVL$ET
$183M
915 positions
#24MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.Passive
Slight overlap · 5 shared positions
$PLTR$MRVL$FCX$MPLX$ET
$83.9B
3,165 positions
#25TCFG Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$EPD$PLTR$MRVL
$297M
299 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.