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Hedge Funds Similar to SMI Advisory Services,

13F Portfolio OverlapQ1 2026SMI Advisory Services, portfolio →
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Most similar hedge funds by 13F overlap

SMI Advisory Services, LLC is an institutional investor managing $617M across 62 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 SMI Advisory Services, are Cauble & Harre Wealth ,, Valued Retirements,, TCP Asset ,, with shared positions in $PHYS, $SNOW, $HUM, $WT, $HWM. The full ranking of 25 similar funds is below.

#1Cauble & Harre Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$PHYS$SNOW$HUM
$126M
74 positions
#2Valued Retirements, Inc.Passive
Some overlap · 3 shared positions
$PHYS$WT$HUM
$102M
90 positions
#3TCP Asset Management, LLCActive
Some overlap · 3 shared positions
$PHYS$WT$SNOW
$778M
133 positions
#4Eaton Financial Holdings Company, LLCPassive
Some overlap · 3 shared positions
$PHYS$SNOW$WT
$305M
125 positions
#5Bruce G. Allen Investments, LLCPassive
Some overlap · 4 shared positions
$PHYS$SNOW$WT$HUM
$153M
1,084 positions
#6Peck Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SNOW$HWM$WT$HUM
$100M
122 positions
#7Discipline Wealth Solutions, LLCActive
Some overlap · 4 shared positions
$SNOW$PHYS$WT$HUM
$950M
192 positions
#8C M BIDWELL & ASSOCIATES LTDPassive
Some overlap · 3 shared positions
$SNOW$HWM$HUM
$214M
483 positions
#9Red Tortoise LLCPassive
Some overlap · 3 shared positions
$SNOW$PHYS$HUM
$240M
591 positions
#10Enclave Advisors LLCActive
Some overlap · 3 shared positions
$SNOW$PHYS$HUM
$729M
132 positions
#11Ballast Rock Private Wealth LLCPassive
Some overlap · 3 shared positions
$SNOW$WT$HUM
$181M
177 positions
#12Heritage Financial Services, LLC
Some overlap · 3 shared positions
$SNOW$WT$HUM
$1.2B
126 positions
#13Windward Private Wealth Management Inc.Smart money
Some overlap · 3 shared positions
$SNOW$WT$HUM
$289M
44 positions
#14Montecito Bank & TrustPassive
Some overlap · 3 shared positions
$SNOW$WT$HUM
$607M
266 positions
#15True Link Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SNOW$WT$HUM
$1.6B
418 positions
#16Sterling Financial Planning, Inc.Active
Some overlap · 3 shared positions
$SNOW$WT$HUM
$337M
117 positions
#17Burk Holdings LLCPassive
Some overlap · 3 shared positions
$SNOW$WT$HUM
$233M
676 positions
#18OPTIMA CAPITAL LLCPassive
Some overlap · 3 shared positions
$SNOW$WT$HUM
$215M
159 positions
#19Bay Capital Advisors, LLCActive
Some overlap · 3 shared positions
$SNOW$WT$HUM
$162M
107 positions
#20Grove Street Fiduciary, LLCActive
Some overlap · 3 shared positions
$SNOW$WT$HUM
$227M
74 positions
#21WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SNOW$WT$HUM
$156M
139 positions
#22Beckerman Institutional, LLCPassive
Some overlap · 3 shared positions
$SNOW$WT$HUM
$188M
121 positions
#23Milestone Investment Advisors LLCActive
Some overlap · 3 shared positions
$SNOW$WT$HUM
$414M
139 positions
#24Team Hewins, LLCSmart money
Some overlap · 3 shared positions
$SNOW$WT$HUM
$337M
41 positions
#25LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SNOW$WT$HUM
$1.0B
232 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.