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Hedge Funds Similar to Conservest Advisors

13F Portfolio OverlapQ2 2026Conservest Advisors portfolio →
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Most similar hedge funds by 13F overlap

Conservest Capital Advisors, Inc. is an institutional investor managing $1.3B across 132 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Conservest Advisors are OFS Enterprise, YOUNGS ADVISORY GROUP, Clear Point Advisors, with shared positions in $MDY, $PNC, $DE, $ET, $STT, $AON. The full ranking of 25 similar funds is below.

#1OFS Enterprise LLCActive
Substantial overlap · 3 shared positions
$MDY$PNC$DE
$392M
106 positions
#2YOUNGS ADVISORY GROUP, INC.Smart money
Notable overlap · 3 shared positions
$MDY$ET$PNC
$319M
69 positions
#3Clear Point Advisors Inc.Passive
Notable overlap · 3 shared positions
$MDY$STT$ET
$113M
93 positions
#4Hopwood Financial Services, Inc.Active
Notable overlap · 3 shared positions
$MDY$AON$AMGN
$173M
92 positions
#5Corsicana & Co.Passive
Notable overlap · 3 shared positions
$MDY$STT$ET
$206M
309 positions
#6ARK & TLK INVESTMENTS, LLCSmart money
Some overlap · 3 shared positions
$MDY$ET$COP
$406M
127 positions
#7Pacific Center for Financial ServicesActive
Some overlap · 3 shared positions
$MDY$STT$KMI
$448M
500 positions
#8RETIREMENT INCOME SOLUTIONS, INCSmart money
Some overlap · 3 shared positions
$MDY$STT$AMGN
$581M
172 positions
#9Junk Investment Group, LLCActive
Some overlap · 3 shared positions
$MDY$AMGN$PNC
$226M
97 positions
#10LAM GROUP, INC.Active
Some overlap · 3 shared positions
$MDY$AMGN$SHOP
$201M
139 positions
#11Canopy Partners, LLCPassive
Some overlap · 3 shared positions
$MDY$AMGN$PNC
$332M
256 positions
#12DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$MDY$AMGN$PNC
$445M
204 positions
#13Intrepid Financial Planning Group LLCPassive
Some overlap · 3 shared positions
$MDY$STT$AMGN
$294M
135 positions
#14Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 3 shared positions
$MDY$AMGN$KMI
$281M
113 positions
#15Alpha Wealth Funds, LLCActive
Some overlap · 3 shared positions
$MDY$ET$AMGN
$183M
63 positions
#16TRUSTMARK NATIONAL BANK TRUST DEPARTMENTActive
Some overlap · 3 shared positions
$MDY$AMGN$DE
$1.7B
278 positions
#17Investment Advisory Group, LLCPassive
Some overlap · 4 shared positions
$MDY$SLV$STT$AMGN
$461M
220 positions
#18Carlton Hofferkamp & Jenks Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MDY$AMGN$KMI
$310M
144 positions
#19Disciplined Investments, LLCPassive
Slight overlap · 3 shared positions
$MDY$ET$COP
$310M
144 positions
#20Delap Wealth Advisory, LLCActive
Slight overlap · 4 shared positions
$MDY$AON$ET$KMI
$296M
90 positions
#21Wealth Watch Advisors, INCActive
Slight overlap · 3 shared positions
$MDY$SLV$STT
$309M
142 positions
#22MCF Advisors LLCPassive
Slight overlap · 3 shared positions
$MDY$STT$AMGN
$2.8B
1,403 positions
#23CENTRAL BANK & TRUST COActive
Slight overlap · 3 shared positions
$MDY$AMGN$DE
$705M
185 positions
#24JDM Financial Group LLCActive
Slight overlap · 3 shared positions
$MDY$STT$AMGN
$293M
332 positions
#25FIFTH THIRD SECURITIES, INC.Active
Slight overlap · 3 shared positions
$MDY$SLV$STT
$1.8B
360 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.