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Hedge Funds Similar to SFAM,

13F Portfolio OverlapQ1 2026SFAM, portfolio →
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Most similar hedge funds by 13F overlap

SFAM, LLC is an institutional investor managing $108M across 269 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 SFAM, are Coign Advisors, Adirondack Advisors,, Caldwell Investment Ltd., with shared positions in $MS, $APH, $MCK, $ORLY, $COP, $TMO. The full ranking of 25 similar funds is below.

#1Coign Capital Advisors LLCActive
Notable overlap · 6 shared positions
$MS$APH$MCK$ORLY$COP$TMO
$190M
80 positions
#2Adirondack Capital Advisors, LLCSmart money
Notable overlap · 3 shared positions
$MS$ICFI$DHR
$156M
44 positions
#3Caldwell Investment Management Ltd.Active
Notable overlap · 3 shared positions
$MS$MCK$TMO
$255M
57 positions
#4truNorth Financial Services, Inc.Active
Notable overlap · 3 shared positions
$MS$COP$DE
$97M
49 positions
#5Valley Financial Group, Inc.Active
Notable overlap · 3 shared positions
$MS$COP$MCK
$185M
63 positions
#6CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 4 shared positions
$MS$APP$COP$MCD
$363M
102 positions
#7Objectivity Squared, LLCActive
Notable overlap · 3 shared positions
$MS$COP$APH
$159M
55 positions
#8Wolff Financial Management LLCActive
Notable overlap · 4 shared positions
$MS$MCD$COP$SYK
$453M
103 positions
#9Powers Advisory Group, LLCActive
Notable overlap · 4 shared positions
$MS$MCD$COP$DE
$284M
125 positions
#10Scott Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$MS$COP$TMO
$493M
58 positions
#11DAGCO, INC.Passive
Notable overlap · 6 shared positions
$MS$ORLY$COP$PH$DHR$TMO
$461M
353 positions
#12Presidio Capital Management, LLCActive
Notable overlap · 3 shared positions
$MS$PH$MCD
$344M
79 positions
#13Provenance Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$MS$MCK$DE
$945M
412 positions
#14Capital Planning LLCActive
Notable overlap · 4 shared positions
$MS$ABT$TMO$APH
$307M
82 positions
#15American TrustActive
Notable overlap · 5 shared positions
$MS$APH$ABT$DE$PH
$1.1B
313 positions
#16ProVise Management Group, LLCPassive
Notable overlap · 3 shared positions
$MS$MCK$COP
$1.4B
261 positions
#17Legacy Financial Strategies, LLCActive
Notable overlap · 3 shared positions
$MS$ABT$MCD
$554M
140 positions
#18Forbes Financial Planning, Inc.Active
Notable overlap · 3 shared positions
$MS$COP$APH
$173M
38 positions
#19APS Management Group, Inc.Passive
Some overlap · 3 shared positions
$MS$DHR$COP
$117M
72 positions
#20Tandem Wealth Advisors LLCActive
Some overlap · 4 shared positions
$MS$COP$PH$TMO
$224M
47 positions
#21TRB Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MS$RELX$COP
$704M
285 positions
#22Accel Wealth ManagementPassive
Some overlap · 3 shared positions
$MS$APP$DE
$383M
290 positions
#23Rooted Wealth Advisors, Inc.Active
Some overlap · 3 shared positions
$MS$DHR$MCD
$379M
144 positions
#24AXIOM INVESTORS LLC /DEActive
Some overlap · 3 shared positions
$MS$DHR$APH
$9.0B
121 positions
#25Meridian Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$MCD$COP$APP$SYK
$183M
141 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.