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Hedge Funds Similar to Financial Strategies Group,

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

Financial Strategies Group, Inc. is an institutional investor managing $598M across 101 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 Financial Strategies Group, are Sterneck ,, HUTCHINSON /CA, BloombergSen, with shared positions in $GMM, $HCA, $VZ, $PGR, $COF, $WRB. The full ranking of 25 similar funds is below.

#1Sterneck Capital Management, LLCActive
Notable overlap · 3 shared positions
$GMM$HCA$VZ
$223M
116 positions
#2HUTCHINSON CAPITAL MANAGEMENT/CAPassive
Some overlap · 3 shared positions
$PGR$COF$WRB
$544M
97 positions
#3BloombergSen Inc.Smart money
Some overlap · 3 shared positions
$PGR$WRB$HCA
$1.3B
30 positions
#4ROWLANDMILLER & PARTNERS.ADVPassive
Some overlap · 4 shared positions
$PGR$CB$VZ$CSX
$493M
189 positions
#5GQG Partners LLCActive
Some overlap · 3 shared positions
$PGR$CB$VZ
$63.1B
81 positions
#6EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 5 shared positions
$CB$WRB$VZ$HCA$DDOG
$688M
158 positions
#7CHILTON INVESTMENT CO INC.Active
Some overlap · 3 shared positions
$COF$WRB$PGR
$4.3B
280 positions
#8Jefferson Bridge Capital, LLCPassive
Some overlap · 4 shared positions
$HCA$CB$VZ$GMM
$101M
53 positions
#9Impact Partnership Wealth, LLCPassive
Some overlap · 4 shared positions
$GMM$PGR$CB$COF
$810M
363 positions
#10Phoenix Wealth AdvisorsActive
Some overlap · 3 shared positions
$GMM$CB$VZ
$253M
126 positions
#11Karl Kapital LLCActive
Some overlap · 3 shared positions
$PGR$COF$ENVA
$144M
22 positions
#12WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$PGR$CB$BJ
$2.1B
122 positions
#13GoodHaven Capital Management, LLCSmart money
Some overlap · 3 shared positions
$PGR$CB$ABG
$287M
26 positions
#14ANTIPODES PARTNERS LtdActive
Some overlap · 3 shared positions
$COF$HCA$PGR
$5.2B
126 positions
#15CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$CB$PGR$WRB
$6.4B
290 positions
#16WINMILL & CO. INCActive
Some overlap · 3 shared positions
$PGR$HCA$NMIH
$347M
54 positions
#17Alamar Capital Management, LLCPassive
Some overlap · 3 shared positions
$HCA$PGR$WRB
$164M
84 positions
#18BRIGHTON SECURITIES CORP.Smart money
Some overlap · 3 shared positions
$GMM$DDOG$VZ
$208M
47 positions
#19LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Some overlap · 3 shared positions
$CB$HCA$ABG
$343M
59 positions
#20PhiloSmith Capital CorpActive
Some overlap · 3 shared positions
$CB$WRB$SIGI
$351M
22 positions
#21ISTHMUS PARTNERS, LLCPassive
Some overlap · 3 shared positions
$GMM$HCA$WRB
$953M
217 positions
#22WOODMONT INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$HCA$GMM$CB$VZ
$1.6B
263 positions
#23Detalus Advisors, LLCActive
Some overlap · 3 shared positions
$GMM$HCA$DDOG
$438M
186 positions
#24Life Cycle Investment Partners LtdActive
Some overlap · 3 shared positions
$HCA$PGR$KNSL
$15.7B
130 positions
#25PLANWISER FINANCIAL, LLCActive
Some overlap · 3 shared positions
$GMM$DDOG$BTSG
$138M
47 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.