How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Sunbelt Securities,

13F Portfolio OverlapQ1 2026Sunbelt Securities, portfolio →

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Most similar hedge funds by 13F overlap

Sunbelt Securities, Inc. is an institutional investor managing $1.6B across 2,954 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 Sunbelt Securities, are Comprehensive Financial Planning, /PA, Uniting Wealth Partners,, Clear Creek Financial ,, with shared positions in $LEN, $WT, $PLTR, $BAH, $MS, $MU. The full ranking of 25 similar funds is below.

#1Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 6 shared positions

$LEN $WT $PLTR $BAH $MS $MU

$144M

387 positions

#2Uniting Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$IAU $BPRE $PLTR $KO $MU $PM

$470M

205 positions

#3Clear Creek Financial Management, LLCPassive

Some overlap · 6 shared positions

$LEN $WT $IAU $MU $CRM $PLTR

$1.3B

608 positions

#4ATX Financial Planning, LLCPassive

Some overlap · 4 shared positions

$IAU $LEN $WT $MS

$132M

81 positions

#5Trademark Financial Management, LLCPassive

Some overlap · 5 shared positions

$IAU $WT $MS $BPRE $BAH

$204M

102 positions

#6DAHRING {-} CUSMANO LLCActive

Some overlap · 4 shared positions

$IAU $BAH $PLTR $CRM

$163M

58 positions

#7Strategic Financial Concepts, LLCPassive

Some overlap · 5 shared positions

$BAH $WT $IAU $MS $MU

$405M

298 positions

#8Vantage Point Financial LLCPassive

Some overlap · 4 shared positions

$IAU $WT $PLTR $LEN

$285M

176 positions

#9CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 3 shared positions

$IAU $BPRE $WT

$149M

96 positions

#10Merited Wealth, LLCPassive

Some overlap · 5 shared positions

$LEN $BAH $MS $MU $CRM

$121M

79 positions

#11BSW Wealth PartnersPassive

Some overlap · 4 shared positions

$IAU $BPRE $PLTR $KO

$819M

312 positions

#12Catalyst Investment Management LLCPassive

Some overlap · 4 shared positions

$IAU $WT $MS $KO

$90M

65 positions

#13Ausdal Financial Partners, Inc.Passive

Some overlap · 5 shared positions

$BAH $WT $LEN $PLTR $MU

$2.3B

985 positions

#14Williams & Novak, LLCPassive

Some overlap · 6 shared positions

$LEN $MS $IAU $WT $MU $CRM

$134M

143 positions

#15Beacon Financial Advisory LLCPassive

Some overlap · 5 shared positions

$BAH $WT $MS $KO $CRM

$443M

402 positions

#16Consolidated Planning CorpActive

Some overlap · 5 shared positions

$BAH $WT $MS $KO $PM

$617M

144 positions

#17Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 5 shared positions

$IAU $WT $KO $PM $MS

$477M

70 positions

#18Per Stirling Capital Management, LLC.Passive

Some overlap · 4 shared positions

$BAH $IAU $WT $MS

$905M

310 positions

#19Philadelphia Investment Partners, LLCPassive

Some overlap · 5 shared positions

$IAU $PLTR $WT $SUI $PM

$147M

189 positions

#205T Wealth, LLCPassive

Some overlap · 3 shared positions

$IAU $BAH $WT

$253M

129 positions

#21Stonebridge Financial Group, LLCPassive

Some overlap · 4 shared positions

$IAU $WT $MS $KO

$1.2B

262 positions

#22Modus Advisors, LLCPassive

Some overlap · 4 shared positions

$IAU $PLTR $MS $CRM

$363M

117 positions

#23STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCPassive

Some overlap · 4 shared positions

$IAU $BAH $WT $CRM

$128M

62 positions

#24WPWealth LLPSmart money

Some overlap · 4 shared positions

$IAU $LEN $EPD $WT

$654M

97 positions

#25Noble Wealth Management PBCPassive

Some overlap · 3 shared positions

$BPRE $IAU $WT

$223M

778 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.