13F Pro

Hedge Funds Similar to Sharp Financial Services,

13F Portfolio OverlapQ1 2026Sharp Financial Services, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Sharp Financial Services, LLC is an institutional investor managing $203M across 120 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 Sharp Financial Services, are Beacon Harbor Wealth Advisors,, Faithward Advisors,, Gunpowder , dba Oliver Wealth, with shared positions in $IAU, $SLV, $VRT, $PM, $PFE, $MS. The full ranking of 25 similar funds is below.

#1Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 6 shared positions
$IAU$SLV$VRT$PM$PFE$MS
$477M
70 positions
#2Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$PLTR$SLV$VRT
$701M
261 positions
#3Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Some overlap · 4 shared positions
$IAU$PLTR$SLV$UPS
$132M
408 positions
#4Arnhold LLCActive
Some overlap · 4 shared positions
$IAU$SLV$VRT$PFE
$1.4B
118 positions
#5Cypress Capital GroupPassive
Some overlap · 4 shared positions
$IAU$SLV$PM$PSX
$889M
246 positions
#6Oasis Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$PM$ETN$UPS
$509M
210 positions
#7Robinson Value Management, Ltd.Passive
Some overlap · 4 shared positions
$IAU$SLV$D$TGT
$180M
73 positions
#8Intellus Advisors LLCActive
Some overlap · 4 shared positions
$IAU$PLTR$UPS$MS
$732M
125 positions
#9Straight Path Wealth ManagementActive
Some overlap · 4 shared positions
$IAU$PLTR$PFE$SLV
$374M
129 positions
#10BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 4 shared positions
$IAU$ETN$MS$ISRG
$2.4B
787 positions
#11BCWM, LLCPassive
Some overlap · 4 shared positions
$IAU$PFE$UPS$TGT
$353M
57 positions
#12Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$IAU$PLTR$SLV
$459M
290 positions
#13DAHRING {-} CUSMANO LLCActive
Some overlap · 3 shared positions
$IAU$PLTR$SLV
$163M
58 positions
#14Arlington Capital Management, Inc.Active
Some overlap · 3 shared positions
$IAU$PLTR$VRT
$177M
111 positions
#15Wealth Management Partners, LLCActive
Some overlap · 3 shared positions
$IAU$PLTR$VRT
$350M
147 positions
#16NTV ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$IAU$PLTR$SLV$VRT
$910M
311 positions
#17Cardinal Point Capital Management, ULCActive
Some overlap · 4 shared positions
$IAU$PM$PFE$CNQ
$1.6B
286 positions
#18Private Harbour Investment Management & Counsel, LLCActive
Some overlap · 3 shared positions
$IAU$SLV$ETN
$91M
36 positions
#19JAMES INVESTMENT RESEARCH, INC.Passive
Some overlap · 3 shared positions
$IAU$SLV$ETN
$891M
359 positions
#20Silverleafe Capital Partners, LLCActive
Some overlap · 3 shared positions
$IAU$PLTR$VRT
$339M
103 positions
#21Modus Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$PLTR$MS
$363M
117 positions
#22Purkiss Capital Advisors LLCActive
Some overlap · 3 shared positions
$IAU$PLTR$PSX
$227M
168 positions
#23QUEST INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$IAU$PLTR$ETN
$857M
122 positions
#24CADINHA & CO LLCActive
Some overlap · 3 shared positions
$IAU$PLTR$ISRG
$537M
103 positions
#25Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$SLV$PSX
$130M
96 positions

Compare Sharp Financial Services,’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 Sharp Financial Services,’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.