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Hedge Funds Similar to Strategic Wealth Investment Group,

13F Portfolio OverlapQ1 2026Strategic Wealth Investment Group, portfolio →
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Most similar hedge funds by 13F overlap

Strategic Wealth Investment Group, LLC is an institutional investor managing $788M across 94 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 Strategic Wealth Investment Group, are Mirova US, Marshall & Sterling Wealth Advisors, CYPRESS FINANCIAL PLANNING, with shared positions in $TMO, $HUBB, $FSLR, $DHR, $CRM, $BSX. The full ranking of 25 similar funds is below.

#1Mirova US LLCActive
Notable overlap · 7 shared positions
$TMO$HUBB$FSLR$DHR$CRM$BSX
$8.8B
42 positions
#2Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 5 shared positions
$USB$TMO$IBM$WM$AXP
$153M
344 positions
#3CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 4 shared positions
$USB$SCHW$APP$IBM
$363M
102 positions
#4Mader & Shannon Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$USB$TMO$FSLR
$216M
20 positions
#5Vanderbilt UniversityActive
Notable overlap · 4 shared positions
$USB$SCHW$DHR$BSX
$526M
71 positions
#6HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 5 shared positions
$USB$DUK$WM$AXP$SCHW
$280M
107 positions
#7Mendel Money ManagementPassive
Notable overlap · 6 shared positions
$TMO$LIN$DHR$DUK$UBER$IBM
$239M
137 positions
#8PARNASSUS INVESTMENTS, LLCActive
Notable overlap · 7 shared positions
$TMO$LIN$DHR$MRSH$CRM$BSX
$34.1B
135 positions
#9Reliant Investment Management, LLCPassive
Notable overlap · 6 shared positions
$TMO$HUBB$LIN$AXP$IBM$MRSH
$207M
53 positions
#10ECOFI INVESTISSEMENTS SAPassive
Notable overlap · 6 shared positions
$TMO$FSLR$DHR$CRM$BSX$WM
$55M
36 positions
#11Piedmont Capital Management, LLCActive
Notable overlap · 4 shared positions
$USB$APP$IBM$SCHW
$197M
50 positions
#12Aureus Asset Management, LLCPassive
Notable overlap · 5 shared positions
$TMO$SCHW$LIN$AXP$BSX
$1.5B
225 positions
#13CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Notable overlap · 4 shared positions
$USB$SCHW$CRM$AXP
$180M
58 positions
#14Alliance Wealth Advisors, LLC /UTPassive
Notable overlap · 3 shared positions
$USB$SCHW$DHR
$462M
228 positions
#15MERIDIAN MANAGEMENT COActive
Notable overlap · 4 shared positions
$USB$TMO$CRM$IBM
$402M
81 positions
#16FLOSSBACH VON STORCH SEActive
Notable overlap · 5 shared positions
$TMO$SCHW$LIN$DHR$CRM
$21.4B
109 positions
#17Financial Futures Ltd Liability Co.Active
Notable overlap · 4 shared positions
$USB$SCHW$IBM$DUK
$228M
72 positions
#18TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Notable overlap · 6 shared positions
$SCHW$DHR$UBER$BA$BSX$WM
$200M
110 positions
#19Pioneer Wealth Management GroupSmart money
Notable overlap · 3 shared positions
$USB$SCHW$CRM
$357M
50 positions
#20CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Notable overlap · 4 shared positions
$USB$TMO$LIN$IBM
$60M
36 positions
#21Hurlow Wealth Management Group, Inc.Active
Notable overlap · 3 shared positions
$USB$SCHW$LIN
$420M
120 positions
#22D1 Capital Partners L.P.Active
Notable overlap · 4 shared positions
$TMO$APP$SCHW$DHR
$11.2B
44 positions
#23Essex LLCActive
Notable overlap · 5 shared positions
$USB$MRSH$LIN$IBM$WM
$566M
175 positions
#24SHUFRO ROSE & CO LLCActive
Some overlap · 4 shared positions
$USB$TMO$IBM$CRM
$1.5B
307 positions
#25Grantham, Mayo, Van Otterloo & Co. LLCActive
Some overlap · 4 shared positions
$USB$TMO$CRM$UBER
$39.1B
628 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.