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Hedge Funds Similar to Targeted Financial Services

13F Portfolio OverlapQ1 2026Targeted Financial Services portfolio →
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Most similar hedge funds by 13F overlap

Targeted Financial Services LLC is an institutional investor managing $136M across 63 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 Targeted Financial Services are Seven Springs Wealth Group,, Meridian Financial Partners, RIDGECREST WEALTH PARTNERS,, with shared positions in $MS, $UNP, $KO, $FCX, $BA, $OXY. The full ranking of 25 similar funds is below.

#1Seven Springs Wealth Group, LLCActive
Notable overlap · 3 shared positions
$MS$UNP$KO
$432M
81 positions
#2Meridian Financial Partners LLCActive
Notable overlap · 3 shared positions
$MS$KO$UNP
$263M
121 positions
#3RIDGECREST WEALTH PARTNERS, LLCPassive
Notable overlap · 3 shared positions
$MS$KO$UNP
$181M
96 positions
#4CORRECT CAPITAL WEALTH MANAGEMENTActive
Some overlap · 3 shared positions
$MS$KO$UNP
$536M
109 positions
#5Douglas Lane & Associates, LLCActive
Some overlap · 4 shared positions
$MS$KO$FCX$BA
$6.9B
241 positions
#6MOODY LYNN & LIEBERSON, LLCPassive
Some overlap · 3 shared positions
$MS$KO$UNP
$1.8B
250 positions
#7Rydar Equities, Inc.Passive
Some overlap · 3 shared positions
$MS$KO$UNP
$129M
92 positions
#8CERTUITY, LLCPassive
Some overlap · 3 shared positions
$MS$FCX$BA
$1.5B
659 positions
#9DUPONT CAPITAL MANAGEMENT CORPPassive
Some overlap · 4 shared positions
$KO$MS$FCX$UNP
$879M
101 positions
#10HOURGLASS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$MS$FCX$UNP
$480M
130 positions
#11SevenBridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$MS$FCX$UNP
$640M
202 positions
#12PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$MS$FCX$OXY
$3.0B
77 positions
#13ARS Investment Partners, LLCActive
Some overlap · 3 shared positions
$MS$FCX$BA
$1.9B
182 positions
#14BAXTER BROS INCPassive
Some overlap · 3 shared positions
$MS$KO$UNP
$810M
166 positions
#15Colonial Trust AdvisorsPassive
Some overlap · 3 shared positions
$MS$KO$UNP
$1.3B
726 positions
#16Stokes Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$MS$KO$UNP
$446M
104 positions
#17Concord Asset Management, LLC/VAActive
Slight overlap · 3 shared positions
$MS$KO$UNP
$592M
117 positions
#18WOLFF WIESE MAGANA LLCPassive
Slight overlap · 3 shared positions
$MS$KO$UNP
$181M
983 positions
#19Concord Wealth PartnersPassive
Slight overlap · 3 shared positions
$MS$KO$UNP
$770M
207 positions
#20EDGAR LOMAX CO/VAActive
Slight overlap · 3 shared positions
$MS$KO$UNP
$1.4B
56 positions
#21CAPITAL ADVISORS INC/OKPassive
Slight overlap · 3 shared positions
$MS$KO$BA
$6.2B
357 positions
#22Colonial Trust Co / SCPassive
Slight overlap · 3 shared positions
$MS$KO$UNP
$735M
1,135 positions
#23HOWE & RUSLING INCPassive
Slight overlap · 3 shared positions
$MS$KO$UNP
$1.5B
477 positions
#24Hosking Partners LLPActive
Slight overlap · 3 shared positions
$MS$FCX$OXY
$2.8B
99 positions
#25Accretive Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$MS$KO$UNP
$356M
180 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.