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Hedge Funds Similar to Lloyd Advisory Services,

13F Portfolio OverlapQ1 2026Lloyd Advisory Services, portfolio →
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Most similar hedge funds by 13F overlap

Lloyd Advisory Services, LLC. is an institutional investor managing $349M across 864 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 Lloyd Advisory Services, are Kingdom Financial Group, MRWM Advisors,, Allred ,, with shared positions in $HUM, $AGQ, $STEW, $GE, $KO, $LRCX. The full ranking of 25 similar funds is below.

#1Kingdom Financial Group LLC.Active
Notable overlap · 21 shared positions
$HUM$AGQ$STEW$GE$KO$LRCX
$349M
864 positions
#2MRWM Advisors, LLCActive
Some overlap · 5 shared positions
$HUM$AGQ$LRCX$WT$LMT
$184M
74 positions
#3Allred Capital Management, LLCPassive
Some overlap · 4 shared positions
$HUM$AGQ$GE$KO
$275M
155 positions
#4Plotkin Financial Advisors, LLCActive
Some overlap · 4 shared positions
$HUM$AGQ$KO$SHW
$199M
100 positions
#5Kraft, Davis & Associates, LLCPassive
Some overlap · 4 shared positions
$HUM$AGQ$SHW$WT
$469M
151 positions
#6Vigilare Wealth ManagementActive
Some overlap · 4 shared positions
$HUM$AGQ$GE$WT
$296M
109 positions
#7Kaydan Wealth Management, Inc.Active
Some overlap · 5 shared positions
$HUM$AGQ$WT$KO$GE
$299M
109 positions
#8Finward BancorpPassive
Some overlap · 4 shared positions
$HUM$AGQ$KO$NI
$125M
104 positions
#9Sherman Wealth Management LLCPassive
Some overlap · 4 shared positions
$HUM$AGQ$GE$WT
$116M
80 positions
#10SMITH, MOORE & CO.Passive
Some overlap · 4 shared positions
$HUM$AGQ$ITW$WT
$1.4B
558 positions
#11Landmark Wealth Management, LLCPassive
Some overlap · 4 shared positions
$AGQ$HUM$GE$LMT
$373M
148 positions
#12Frederick Financial Consultants, LLCPassive
Some overlap · 4 shared positions
$HUM$AGQ$SHW$LMT
$201M
109 positions
#13Joseph P. Lucia & Associates, LLCPassive
Some overlap · 5 shared positions
$AGQ$HUM$SHW$WT$ED
$280M
169 positions
#14ROMAN BUTLER FULLERTON & COPassive
Some overlap · 3 shared positions
$HUM$AGQ$GE
$364M
267 positions
#15MJP ASSOCIATES INC /ADVPassive
Some overlap · 4 shared positions
$HUM$AGQ$GE$KO
$824M
231 positions
#16KOM Wealth Management Group, LLCActive
Some overlap · 4 shared positions
$AGQ$HUM$KO$ITW
$147M
89 positions
#17Jackson, Grant Investment Advisers, Inc.Active
Some overlap · 3 shared positions
$HUM$AGQ$KO
$300M
398 positions
#18Glen Eagle Advisors, LLCPassive
Some overlap · 6 shared positions
$AGQ$HUM$LRCX$SHW$WT$LMT
$714M
1,021 positions
#19Gerald Baker Financial Group LLCPassive
Some overlap · 3 shared positions
$HUM$AGQ$KO
$253M
107 positions
#20Northwest Financial AdvisorsPassive
Some overlap · 4 shared positions
$AGQ$HUM$GE$LMT
$52M
66 positions
#21Tradition Wealth Management, LLCPassive
Some overlap · 3 shared positions
$HUM$AGQ$LRCX
$1.4B
527 positions
#22WealthShield Partners, LLCPassive
Some overlap · 5 shared positions
$HUM$AGQ$LRCX$CME$WT
$898M
609 positions
#23Aprio Wealth Management, LLCPassive
Some overlap · 3 shared positions
$HUM$AGQ$WT
$1.8B
613 positions
#24DHJJ Financial Advisors, Ltd.Passive
Some overlap · 3 shared positions
$HUM$AGQ$WT
$302M
1,081 positions
#25Avant Capital LLCPassive
Some overlap · 3 shared positions
$HUM$AGQ$WT
$142M
76 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.