13F Pro

Hedge Funds Similar to Demars Financial Group

13F Portfolio OverlapQ2 2026Demars Financial Group portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Demars Financial Group, LLC is an institutional investor managing $361M across 113 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 Demars Financial Group are Distillate Partners, American Investment Advisors, O'Domhnaill Enterprises, with shared positions in $MPC, $CRM, $INTU, $ADP, $ICE, $ACN. The full ranking of 25 similar funds is below.

#1Distillate Capital Partners LLCPassive
Some overlap · 8 shared positions
$MPC$CRM$INTU$ADP$ICE$ACN
$1.9B
118 positions
#2American Trust Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$J$BWXT$ACN$CB
$203M
81 positions
#3O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$MPC$BWXT$CLX
$125M
61 positions
#4ARS Investment Partners, LLCActive
Some overlap · 4 shared positions
$MPC$BWXT$BMY$ACN
$2.3B
181 positions
#5GHE, LLCSmart money
Some overlap · 4 shared positions
$MPC$CB$SPGI$ADP
$265M
57 positions
#6Prana Capital Management, LPActive
Some overlap · 5 shared positions
$STT$CB$SPGI$ICE$GPN
$3.3B
122 positions
#7Pacer Advisors, Inc.Passive
Some overlap · 6 shared positions
$MPC$CRM$BMY$INTU$ADP$ACN
$39.3B
2,614 positions
#8LightSquare Wealth Management, LLCPassive
Some overlap · 3 shared positions
$STT$MPC$CB
$145M
104 positions
#9One Wealth Map LLCActive
Some overlap · 4 shared positions
$STT$CRM$SPGI$ICE
$220M
106 positions
#10ZWJ INVESTMENT COUNSEL INCPassive
Some overlap · 3 shared positions
$BWXT$J$CB
$3.1B
290 positions
#11Evelyn Partners Investment Management Services Ltd
Some overlap · 5 shared positions
$CEF$CB$SPGI$INTU$ADP
$850M
281 positions
#12Dash Acquisitions Inc.Active
Some overlap · 6 shared positions
$CRM$SPGI$ADP$ICE$ACN$INTU
$494M
72 positions
#13LSV ASSET MANAGEMENTActive
Some overlap · 5 shared positions
$STT$DELL$BMY$MPC$CRM
$55.1B
889 positions
#14NFJ INVESTMENT GROUP, LLCPassive
Some overlap · 4 shared positions
$MPC$BWXT$DELL$EOG
$3.0B
208 positions
#15TOEWS CORP /ADVActive
Some overlap · 3 shared positions
$STT$MPC$DELL
$686M
151 positions
#16SECURITY NATIONAL BANK OF SO DAK
Some overlap · 3 shared positions
$STT$J$ADP
$207M
119 positions
#17INSPIRE TRUST CO, N.A.Passive
Some overlap · 4 shared positions
$STT$J$CB$BMY
$727M
111 positions
#18LIBERTY SQUARE WEALTH PARTNERS LLCActive
Some overlap · 4 shared positions
$MPC$CB$WPC$STT
$420M
140 positions
#19Evelyn Partners Asset Management Ltd
Some overlap · 6 shared positions
$CB$INTU$ADP$ACN$RELX$CME
$406M
308 positions
#20Stonebrook Private Inc.Passive
Some overlap · 3 shared positions
$STT$MPC$CB
$548M
271 positions
#21Phoenix Wealth AdvisorsActive
Some overlap · 3 shared positions
$MPC$CB$CME
$297M
129 positions
#22Scissortail Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MPC$CB$CME
$520M
106 positions
#23CrossGen Wealth, LLCPassive
Some overlap · 3 shared positions
$MPC$CB$CME
$129M
214 positions
#24Wealth Intelligence, LLCActive
Some overlap · 3 shared positions
$MPC$CB$CME
$215M
59 positions
#25Clear Trail Advisors, LLCPassive
Some overlap · 3 shared positions
$MPC$CB$CME
$655M
161 positions

Compare Demars Financial Group’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Demars Financial Group’s holdings

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.