How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Seven Springs Wealth Group,

13F Portfolio OverlapQ1 2026Seven Springs Wealth Group, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Seven Springs Wealth Group, LLC is an institutional investor managing $432M across 81 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 Seven Springs Wealth Group, are Prodigy Asset, Valley Financial Group,, Summit Investment Advisory Services,, with shared positions in $MS, $HUM, $GSAT, $VZ, $MKL, $BPRE. The full ranking of 25 similar funds is below.

#1Prodigy Asset Management LLCSmart money

Substantial overlap · 3 shared positions

$MS $HUM $GSAT

$300M

28 positions

#2Valley Financial Group, Inc.Active

Substantial overlap · 3 shared positions

$MS $VZ $MKL

$185M

63 positions

#3Summit Investment Advisory Services, LLCActive

Substantial overlap · 3 shared positions

$MS $HUM $BPRE

$269M

81 positions

#4Gratus Wealth Advisors, LLCActive

Substantial overlap · 6 shared positions

$MS $HLT $HUM $BAC $HCA $GE

$691M

138 positions

#5Adirondack Capital Advisors, LLCSmart money

Substantial overlap · 4 shared positions

$MS $HUM $GE $MKL

$156M

44 positions

#6SVRN Asset Management, LLCActive

Substantial overlap · 3 shared positions

$MS $HUM $MKL

$103M

37 positions

#7Provident Wealth Management, LLCActive

Notable overlap · 3 shared positions

$MS $HUM $KO

$331M

134 positions

#8KOM Wealth Management Group, LLCActive

Notable overlap · 4 shared positions

$MS $HUM $HLT $KO

$147M

89 positions

#9Silver Coast Investments LLCActive

Notable overlap · 3 shared positions

$MS $CMI $GILD

$313M

119 positions

#10PFS Partners, LLCActive

Notable overlap · 3 shared positions

$MS $VZ $GE

$218M

590 positions

#11Capital Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$MS $VZ $CMI $KO

$6.2B

693 positions

#12SWEENEY & MICHEL, LLCActive

Notable overlap · 5 shared positions

$MS $HUM $WFC $VZ $BAC

$340M

145 positions

#13ProVise Management Group, LLCPassive

Notable overlap · 4 shared positions

$MS $HUM $WFC $DUK

$1.4B

261 positions

#14Meridian Financial Partners LLCActive

Notable overlap · 5 shared positions

$MS $DUK $VZ $UNP $KO

$263M

121 positions

#15Talisman Wealth Advisors LLCPassive

Notable overlap · 4 shared positions

$MS $HUM $WFC $KO

$124M

101 positions

#16Objectivity Squared, LLCActive

Notable overlap · 3 shared positions

$MS $DUK $DELL

$159M

55 positions

#17Targeted Financial Services LLCActive

Notable overlap · 3 shared positions

$MS $UNP $KO

$122M

54 positions

#18Madson Wealth Advisors IncPassive

Notable overlap · 5 shared positions

$MS $HUM $WFC $CMI $KO

$120M

84 positions

#19Strategies Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$MS $HUM $KO $GE

$995M

193 positions

#20Powers Advisory Group, LLCActive

Notable overlap · 4 shared positions

$MS $DUK $VZ $KO

$284M

125 positions

#21Capital Planning LLCActive

Notable overlap · 3 shared positions

$MS $HUM $GE

$307M

82 positions

#22Wolff Financial Management LLCActive

Notable overlap · 3 shared positions

$MS $HUM $VZ

$453M

103 positions

#23Ritter Daniher Financial Advisory LLC / DEActive

Notable overlap · 3 shared positions

$MS $HUM $WFC

$589M

590 positions

#24Scott Capital Advisors, LLCActive

Notable overlap · 5 shared positions

$MS $HUM $BAC $WFC $NKE

$493M

58 positions

#25Prota Financial, LLCActive

Notable overlap · 5 shared positions

$MS $GE $KO $GILD $MMM

$138M

67 positions

Compare Seven Springs Wealth 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 Seven Springs Wealth 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.