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Hedge Funds Similar to Smart Money Group

13F Portfolio OverlapQ2 2026Smart Money Group portfolio →
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Most similar hedge funds by 13F overlap

Smart Money Group LLC is an institutional investor managing $390M across 86 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 Smart Money Group are Kiker Wealth, Dogwood Wealth, Guild Investment, with shared positions in $OUNZ, $EME, $EOG, $ASML, $TJX, $FBTC. The full ranking of 25 similar funds is below.

#1Kiker Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$OUNZ$EME$EOG
$256M
161 positions
#2Dogwood Wealth Management LLCPassive
Notable overlap · 3 shared positions
$OUNZ$ASML$TJX
$253M
851 positions
#3Guild Investment Management, Inc.Passive
Notable overlap · 4 shared positions
$OUNZ$FBTC$QCOM$ASML
$146M
59 positions
#4Saturna Capital CORPActive
Notable overlap · 7 shared positions
$ASML$TJX$GWW$LOW$AZO$UL
$8.2B
140 positions
#5ZEVIN ASSET MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$ASML$NVS$TJX$UL$SPGI
$713M
97 positions
#6My Portfolio Guide, LLC
Notable overlap · 3 shared positions
$OUNZ$QCOM$LMT
$181M
166 positions
#7Optimist Retirement Group LLCActive
Notable overlap · 6 shared positions
$NVS$PCAR$QCOM$LMT$EPD$UL
$259M
118 positions
#8United Capital Management of KS, Inc.Passive
Some overlap · 4 shared positions
$FBTC$ASML$TJX$LMT
$763M
98 positions
#9Asset One Wealth Management LLCPassive
Some overlap · 3 shared positions
$OUNZ$ASML$QCOM
$948M
347 positions
#10FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 5 shared positions
$ASML$TJX$LOW$EOG$GWW
$1.7B
208 positions
#11DecisionMap Wealth Management, LLCPassive
Some overlap · 4 shared positions
$FBTC$PCAR$ASML$UL
$179M
145 positions
#12BARLOW WEALTH PARTNERS, INC.Active
Some overlap · 4 shared positions
$ASML$TJX$GWW$EME
$926M
149 positions
#13FAIRFIELD, BUSH & CO.Passive
Some overlap · 4 shared positions
$ASML$NVS$QCOM$LOW
$203M
126 positions
#14SMITHBRIDGE ASSET MANAGEMENT INC/DEPassive
Some overlap · 5 shared positions
$TJX$NVS$QCOM$LMT$UL
$734M
188 positions
#15Birch Hill Investment Advisors LLCActive
Some overlap · 4 shared positions
$ASML$TJX$GWW$SPGI
$2.5B
211 positions
#16Insight Inv LLCPassive
Some overlap · 5 shared positions
$TJX$QCOM$EOG$PCAR$LOW
$212M
109 positions
#17PineStone Asset Management Inc.Active
Some overlap · 5 shared positions
$TJX$AZO$MCO$SPGI$LOW
$16.2B
44 positions
#18Crestmont Private Wealth LLCSmart money
Some overlap · 5 shared positions
$QCOM$AZO$MCO$EME$EOG
$356M
105 positions
#19FourThought Financial Partners, LLCPassive
Some overlap · 4 shared positions
$ASML$LMT$LOW$QCOM
$1.3B
393 positions
#20OAK ASSOCIATES LTD /OH/Active
Some overlap · 5 shared positions
$QCOM$NVS$LOW$ASML$LMT
$1.8B
139 positions
#21ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 4 shared positions
$ASML$TJX$AZO$SPGI
$1.3B
109 positions
#22BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$ASML$TJX$LOW$QCOM$SPGI
$8.0B
1,334 positions
#23Suncoast Equity ManagementActive
Some overlap · 4 shared positions
$ASML$TJX$GWW$SPGI
$798M
63 positions
#24Tower Wealth Partners, Inc.Active
Some overlap · 3 shared positions
$OUNZ$TJX$ASML
$203M
101 positions
#25Wealth Quarterback LLCActive
Some overlap · 3 shared positions
$FBTC$ASML$LMT
$324M
172 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.