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Hedge Funds Similar to FINANCIAL CONSULATE

13F Portfolio OverlapQ3 2026FINANCIAL CONSULATE portfolio →
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Most similar hedge funds by 13F overlap

FINANCIAL CONSULATE, INC is an institutional investor managing $899M across 1,896 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to FINANCIAL CONSULATE are CORA ADVISORS, PYA Waltman, LifeGuide Financial Advisors, with shared positions in $BAH, $UPS, $CEG, $LMT, $MKC, $PNC. The full ranking of 25 similar funds is below.

#1CORA CAPITAL ADVISORS LLCActive
Notable overlap · 3 shared positions
$BAH$UPS$CEG
$356M
145 positions
#2PYA Waltman Capital, LLCActive
Notable overlap · 3 shared positions
$BAH$LMT$UPS
$421M
67 positions
#3LifeGuide Financial Advisors, LLCSmart money
Notable overlap · 3 shared positions
$MKC$PNC$UPS
$356M
45 positions
#4Harbor Group, Inc.Active
Some overlap · 3 shared positions
$BAH$CSX$LMT
$849M
121 positions
#5Harvest Investment Advisors, LLCActive
Some overlap · 5 shared positions
$PNC$BAH$LMT$STT$UPS
$202M
58 positions
#6MTM Investment Management, LLCPassive
Some overlap · 3 shared positions
$BAH$CSX$TJX
$350M
708 positions
#7HighRoad Wealth Advisors, LLCSmart money
Some overlap · 3 shared positions
$PATK$LMT$TJX
$120M
39 positions
#8Harfst & Associates, Inc.Active
Some overlap · 3 shared positions
$BAH$SCHW$FAST
$667M
122 positions
#9ARS Wealth Advisors Group, LLCActive
Some overlap · 3 shared positions
$BAH$LMT$UPS
$1.4B
218 positions
#10Catalyst Investment Management LLCActive
Some overlap · 3 shared positions
$BAH$LMT$SCHW
$113M
74 positions
#11GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$PNC$STT$UPS$FAST
$1.2B
611 positions
#12CRAWFORD INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$PNC$UPS$SCHW$CSX
$6.0B
306 positions
#13Flavin Financial Services, Inc.Passive
Some overlap · 3 shared positions
$PNC$LMT$UPS
$185M
77 positions
#14Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$PNC$LMT$UPS
$161M
62 positions
#15Rayburn West Financial Services LLCPassive
Some overlap · 3 shared positions
$PNC$LMT$UPS
$181M
81 positions
#16PROVIDENT TRUST COSmart money
Some overlap · 4 shared positions
$PNC$SCHW$FAST$TJX
$4.8B
22 positions
#17BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 3 shared positions
$PNC$LMT$SCHW
$2.5B
270 positions
#18ISTHMUS PARTNERS, LLCPassive
Some overlap · 3 shared positions
$PNC$LMT$UPS
$1.0B
228 positions
#19Frederick Financial Consultants, LLCActive
Some overlap · 3 shared positions
$PNC$LMT$MKC
$236M
121 positions
#20COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$PNC$STT$SCHW$TJX
$427M
162 positions
#21Chronos Wealth Management, LLCActive
Some overlap · 3 shared positions
$PNC$LMT$CSX
$225M
37 positions
#22LIBERTY WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$BAH$UPS$LMT
$800M
268 positions
#23GenTrust, LLCActive
Some overlap · 3 shared positions
$PNC$STT$SCHW
$2.6B
201 positions
#24Marathon Mission, Inc.Active
Some overlap · 3 shared positions
$PNC$STT$SCHW
$198M
56 positions
#25BALLAST ADVISORS LLCActive
Some overlap · 3 shared positions
$BAH$STT$FAST
$420M
197 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.