13F Pro

Hedge Funds Similar to Sound Financial Strategies Group,

13F Portfolio OverlapQ1 2026Sound Financial Strategies Group, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Sound Financial Strategies Group, LLC is an institutional investor managing $147M across 111 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 Sound Financial Strategies Group, are J2, Belvedere Trading, Stillwater Wealth Group, with shared positions in $MSTR, $AGQ, $IBIT, $IAU, $GSAT, $YMM. The full ranking of 25 similar funds is below.

#1J2 Capital Management IncActive
Some overlap · 4 shared positions
$MSTR$AGQ$IBIT$IAU
$146M
116 positions
#2Belvedere Trading LLCActive
Some overlap · 6 shared positions
$MSTR$IBIT$AGQ$GSAT$YMM$IAU
$84.4B
731 positions
#3Stillwater Wealth Management GroupPassive
Some overlap · 5 shared positions
$MS$AGQ$ALPS$NEE$MCD
$162M
77 positions
#4SkyOak Wealth, LLCPassive
Some overlap · 5 shared positions
$MSTR$MS$IBIT$NEE$EMR
$546M
255 positions
#5Aprio Wealth Management, LLCPassive
Some overlap · 5 shared positions
$AGQ$ALPS$MS$NEE$MCD
$1.8B
613 positions
#6Centurion Wealth Management LLCPassive
Some overlap · 5 shared positions
$AGQ$IBIT$MS$GSAT$IAU
$444M
316 positions
#7Eagle Strategies LLCPassive
Some overlap · 5 shared positions
$MS$ALPS$YMM$IAU$GSAT
$837M
258 positions
#8Modus Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$IBIT$IAU$NEE$MCD
$363M
117 positions
#9Stonebridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$MS$LIN$IAU$NEE$MCD$EMR
$1.2B
262 positions
#10Split Rock Private Trading & Wealth Management, LLCActive
Some overlap · 3 shared positions
$AGQ$GMM$MS
$129M
46 positions
#11E6 Portfolios, LLCActive
Some overlap · 4 shared positions
$MSTR$IBIT$GMM$MS
$96M
58 positions
#12Ipsen Advisor Group LLCPassive
Some overlap · 4 shared positions
$AGQ$MS$GSAT$IAU
$143M
104 positions
#13ATX Financial Planning, LLCPassive
Some overlap · 4 shared positions
$MS$AGQ$IAU$IBIT
$132M
81 positions
#14Lineweaver Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$ALPS$IAU$NEE$MCD
$742M
168 positions
#15Legacy Financial Strategies, LLCActive
Some overlap · 6 shared positions
$MS$LIN$NEE$MCD$ATO$EXPD
$554M
140 positions
#16Hurley Capital, LLCPassive
Some overlap · 4 shared positions
$MS$GMM$IBIT$ALPS
$187M
673 positions
#17EHRLICH FINANCIAL GROUPPassive
Some overlap · 4 shared positions
$GMM$MS$GSAT$IAU
$174M
112 positions
#18Financial Enhancement Group LLCPassive
Some overlap · 7 shared positions
$GMM$IBIT$LIN$GSAT$NEE$MSTR
$807M
135 positions
#19Integrated Investment Consultants, LLCPassive
Some overlap · 4 shared positions
$MS$GMM$MCD$EMR
$471M
263 positions
#20Discipline Wealth Solutions, LLCActive
Some overlap · 4 shared positions
$AGQ$MSTR$IAU$NEE
$950M
192 positions
#21OAK FAMILY ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MS$ALPS$GSAT$IAU
$355M
116 positions
#22TME FINANCIAL, INC.Passive
Some overlap · 4 shared positions
$MS$IBIT$IAU$ALPS
$144M
65 positions
#23Fortis Advisors, LLCPassive
Some overlap · 5 shared positions
$AGQ$ALPS$GSAT$MS$NEE
$200M
119 positions
#24Castellan GroupSmart money
Some overlap · 3 shared positions
$EGP$NEE$ATO
$726M
37 positions
#25Massar Capital Management, LPActive
Some overlap · 3 shared positions
$AGQ$IBIT$YMM
$934M
246 positions

Compare Sound Financial Strategies 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 Sound Financial Strategies 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.