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Hedge Funds Similar to Demars Financial Group,

13F Portfolio OverlapQ1 2026Demars Financial Group, portfolio →
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Most similar hedge funds by 13F overlap

Demars Financial Group, LLC is an institutional investor managing $304M across 103 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 Demars Financial Group, are Yanni & Associates Investment Advisors,, TriaGen Wealth, HARTLINE INVESTMENT /, with shared positions in $MDLZ, $FSCO, $BMY, $OKTA, $CME, $NEE. The full ranking of 25 similar funds is below.

#1Yanni & Associates Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$MDLZ$FSCO$BMY
$96M
34 positions
#2TriaGen Wealth Management LLCPassive
Notable overlap · 3 shared positions
$OKTA$CME$NEE
$366M
171 positions
#3HARTLINE INVESTMENT CORP/Active
Notable overlap · 3 shared positions
$OKTA$DELL$NEE
$909M
112 positions
#4Cardinal Strategic Wealth GuidanceSmart money
Notable overlap · 3 shared positions
$MDLZ$ADP$NEE
$379M
63 positions
#5Runnymede Capital Advisors, Inc.Passive
Some overlap · 4 shared positions
$MDLZ$MPC$AGQ$CRM
$116M
75 positions
#6Lindsell Train LtdSmart money
Some overlap · 3 shared positions
$MDLZ$INTU$CME
$3.1B
27 positions
#7Anson Capital, Inc.Passive
Some overlap · 3 shared positions
$FSCO$AGQ$FBTC
$146M
90 positions
#8Financial Partners Group, IncPassive
Some overlap · 3 shared positions
$MDLZ$AGQ$FBTC
$836M
227 positions
#9Wealth Group LtdSmart money
Some overlap · 3 shared positions
$MDLZ$AGQ$FBTC
$439M
94 positions
#10Investors Research CorpPassive
Some overlap · 4 shared positions
$MDLZ$AGQ$MPC$O
$523M
848 positions
#11Financial Enhancement Group LLCPassive
Some overlap · 3 shared positions
$MDLZ$ICE$NEE
$807M
135 positions
#12FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 3 shared positions
$OKTA$CB$NEE
$354M
66 positions
#13Financial Sense Advisors, Inc.Passive
Some overlap · 4 shared positions
$OKTA$BWXT$NEE$AWK
$493M
142 positions
#14Occidental Asset Management, LLCPassive
Some overlap · 3 shared positions
$OKTA$CRM$DELL
$844M
284 positions
#15BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MDLZ$OKTA$EOG
$578M
108 positions
#16Guinness Asset Management LTDActive
Some overlap · 4 shared positions
$MDLZ$CRM$ICE$CME
$5.8B
143 positions
#17ETF Store, Inc.Active
Some overlap · 4 shared positions
$OKTA$BMY$NEE$O
$103M
100 positions
#18W ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDLZ$BMY$NEE
$195M
141 positions
#19EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$MDLZ$BMY$NEE
$1.4B
56 positions
#20Hardworking Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$OKTA$ICE$ADP
$107M
83 positions
#21American Trust Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$BWXT$MDLZ$CB
$181M
76 positions
#22MRP Capital Investments, LLCPassive
Some overlap · 5 shared positions
$BWXT$MPC$DELL$CME$NEE
$115M
210 positions
#23RPG Investment Advisory, LLCPassive
Some overlap · 4 shared positions
$BWXT$OKTA$CRM$NVO
$829M
92 positions
#24O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$MPC$BWXT$MDLZ
$124M
55 positions
#25ZWJ INVESTMENT COUNSEL INCPassive
Some overlap · 3 shared positions
$BWXT$MDLZ$CB
$2.8B
241 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.