What hedge funds are most similar to YOUNGS ADVISORY GROUP, INC.?

The funds with the most similar 13F portfolios to YOUNGS ADVISORY GROUP, INC. are Global X Japan , Ltd., Magnolia Wealth ,, MontVue ,, based on overlapping conviction holdings in the latest SEC filings.

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 YOUNGS ADVISORY GROUP,

13F Portfolio OverlapQ1 2026YOUNGS ADVISORY GROUP, portfolio →

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Most similar hedge funds by 13F overlap

YOUNGS ADVISORY GROUP, INC. is an institutional investor managing $281M across 66 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 YOUNGS ADVISORY GROUP, are Global X Japan , Ltd., Magnolia Wealth ,, MontVue ,, with shared positions in $DHR, $NOTV, $MCD, $KO, $MDY, $BRZE. The full ranking of 25 similar funds is below.

#1Global X Japan Co., Ltd.Active

Notable overlap · 3 shared positions

$DHR $NOTV $MCD

$1.9B

378 positions

#2Magnolia Wealth Management, LLCActive

Notable overlap · 3 shared positions

$DHR $MCD $KO

$172M

212 positions

#3MontVue Capital Management, Inc.Active

Notable overlap · 3 shared positions

$DHR $MDY $BRZE

$147M

67 positions

#4CAHABA WEALTH MANAGEMENT, INC.Smart money

Notable overlap · 5 shared positions

$DHR $J $BRZE $KO $MCD

$1.5B

154 positions

#5Hardy Reed LLCActive

Notable overlap · 3 shared positions

$DHR $PNC $BRZE

$1.4B

243 positions

#6Finley Financial, LLCActive

Notable overlap · 3 shared positions

$DHR $MDY $MCD

$214M

107 positions

#7Mill Creek Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$DHR $MDY $BRZE

$4.9B

260 positions

#8Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 5 shared positions

$DHR $APD $MCD $PFE $DIS

$199M

40 positions

#9SENTINEL WEALTH MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$DHR $MDY $ET

$125M

39 positions

#10OFS Enterprise LLCActive

Notable overlap · 3 shared positions

$MDY $PNC $MCD

$340M

94 positions

#11CUMBERLAND ADVISORS INCActive

Notable overlap · 4 shared positions

$MDY $DIS $PFE $KO

$255M

48 positions

#12COLLECTIVE FAMILY OFFICE LLCPassive

Notable overlap · 3 shared positions

$NOTV $DHR $BRZE

$489M

161 positions

#13LCM Capital Management IncActive

Notable overlap · 3 shared positions

$MDY $MCD $DIS

$199M

110 positions

#14Corsicana & Co.Passive

Notable overlap · 3 shared positions

$MDY $APD $ET

$158M

276 positions

#15Meridian Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$DHR $MCD $BRZE

$729M

118 positions

#16Capstone Financial Advisors, Inc.Smart money

Notable overlap · 5 shared positions

$DHR $MDY $MCD $BRZE $KO

$1.9B

187 positions

#17Socorro Asset Management LPPassive

Some overlap · 6 shared positions

$APD $DHR $PNC $DIS $PFE $KO

$221M

32 positions

#18Note Advisors, LLCActive

Some overlap · 4 shared positions

$DHR $NOTV $MCD $BRZE

$200M

85 positions

#19FIDUCIARY ADVISORS, INC.Active

Some overlap · 4 shared positions

$DHR $BRZE $PFE $KO

$133M

121 positions

#20Madison Park Capital Advisors, LLCActive

Some overlap · 3 shared positions

$MDY $DHR $BRZE

$127M

62 positions

#21BANK OF HAWAIIActive

Some overlap · 4 shared positions

$DHR $MCD $BRZE $KO

$1.9B

224 positions

#22Foguth Wealth Management, LLC.Passive

Some overlap · 3 shared positions

$DHR $MCD $KO

$857M

211 positions

#23Alliance Wealth Advisors, LLC /UTPassive

Some overlap · 3 shared positions

$DHR $MCD $BRZE

$462M

228 positions

#24Flaharty Asset Management, LLCActive

Some overlap · 3 shared positions

$NOTV $DHR $AZN

$806M

133 positions

#25Traveka Wealth, LLCPassive

Some overlap · 3 shared positions

$DHR $BRZE $KO

$262M

186 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.