13F Pro

Hedge Funds Similar to Strid Group,

13F Portfolio OverlapQ1 2026Strid Group, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Strid Group, LLC is an institutional investor managing $807M across 85 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 Strid Group, are Voya Financial Advisors,, THREADGILL FINANCIAL,, FC Advisory, with shared positions in $MKL, $PM, $CCZ, $COP, $SSL, $HLT. The full ranking of 25 similar funds is below.

#1Voya Financial Advisors, Inc.Active
Substantial overlap · 4 shared positions
$MKL$PM$CCZ$COP
$1.0B
209 positions
#2THREADGILL FINANCIAL, LLCActive
Notable overlap · 4 shared positions
$MKL$SSL$HLT$COP
$344M
44 positions
#3FC Advisory LLCActive
Notable overlap · 3 shared positions
$MKL$DHR$COP
$342M
115 positions
#4Luminvest Wealth Management LLCSmart money
Notable overlap · 3 shared positions
$MKL$DHR$COP
$382M
55 positions
#5Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 4 shared positions
$MKL$PM$DHR$COP
$578M
118 positions
#6VERITY Wealth AdvisorsActive
Notable overlap · 3 shared positions
$MKL$DHR$COP
$150M
81 positions
#7CHECK CAPITAL MANAGEMENT INC/CASmart money
Notable overlap · 3 shared positions
$MKL$DIS$COP
$3.4B
50 positions
#8HOWLAND CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$MKL$SSL$HLT$DHR
$2.5B
262 positions
#9Newton One Investments LLCActive
Notable overlap · 4 shared positions
$MKL$DHR$DE$PM
$368M
121 positions
#10OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$MKL$DIS$MRSH$DHR$COP
$1.9B
197 positions
#11WEALTHCARE CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$MKL$DHR$PM
$1000M
94 positions
#12Broad Run Investment Management, LLCSmart money
Notable overlap · 4 shared positions
$MKL$HLT$DIS$DHR
$568M
24 positions
#13Lafayette Investments, Inc.Active
Notable overlap · 3 shared positions
$MKL$DIS$MRSH
$494M
158 positions
#14Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$MKL$PM$DHR
$1.1B
121 positions
#15Sightline Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$MKL$SSL$HLT$DHR$COP
$236M
91 positions
#16St. Louis Trust CoActive
Some overlap · 3 shared positions
$MKL$PM$DHR
$856M
145 positions
#17ETF Portfolio Partners, Inc.Active
Some overlap · 3 shared positions
$MKL$DHR$COP
$381M
68 positions
#18Lincoln Capital LLCActive
Some overlap · 4 shared positions
$MKL$DIS$DHR$DE
$528M
135 positions
#19Sandy Cove Advisors, LLCPassive
Some overlap · 3 shared positions
$MKL$DHR$COP
$334M
144 positions
#20Fee-Only Financial Planning, L.C.Smart money
Some overlap · 3 shared positions
$MKL$PM$CCZ
$166M
43 positions
#21Cherry Tree Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MKL$SSL$HLT$DHR$COP
$473M
582 positions
#22TI-TRUST, INCPassive
Some overlap · 3 shared positions
$MKL$NUE$DE
$168M
128 positions
#23Firestone Capital ManagementPassive
Some overlap · 3 shared positions
$MKL$DHR$COP
$480M
160 positions
#24FIDUCIARY ADVISORS, INC.Active
Some overlap · 4 shared positions
$MKL$DHR$COP$DE
$133M
121 positions
#25J.Safra Asset Management CorpActive
Some overlap · 3 shared positions
$MKL$PM$COP
$1.9B
615 positions

Compare Strid Group,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Strid Group,’s holdings

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.