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Hedge Funds Similar to SATOVSKY ASSET

13F Portfolio OverlapQ2 2026SATOVSKY ASSET portfolio →
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Most similar hedge funds by 13F overlap

SATOVSKY ASSET MANAGEMENT LLC is an institutional investor managing $627M across 74 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SATOVSKY ASSET are Valued Retirements, Ridge Creek Global, Firestone, with shared positions in $IAU, $FLEX, $GILD, $SO, $EPD, $PWR. The full ranking of 25 similar funds is below.

#1Valued Retirements, Inc.Passive
Some overlap · 5 shared positions
$IAU$FLEX$GILD$SO$EPD
$111M
101 positions
#2Ridge Creek Global, IncPassive
Some overlap · 5 shared positions
$IAU$FLEX$PWR$AEM$NEE
$129M
94 positions
#3Firestone Capital ManagementActive
Some overlap · 6 shared positions
$IAU$FLEX$EPD$T$NEE$BNY
$537M
168 positions
#4CAPE ANN SAVINGS BANKActive
Some overlap · 4 shared positions
$IAU$MAR$MCD$NEE
$212M
113 positions
#5JSF Financial, LLCActive
Some overlap · 3 shared positions
$IAU$FLEX$MAR
$632M
142 positions
#6Sage Investment Advisers LLCPassive
Some overlap · 5 shared positions
$IAU$SII$MCD$C$BNY
$149M
98 positions
#7Kelly Financial Services LLCActive
Some overlap · 3 shared positions
$IAU$MAR$T
$467M
141 positions
#8LifeWealth Investments, LLCActive
Some overlap · 3 shared positions
$IAU$MAR$NEE
$374M
136 positions
#9ShoreHaven Wealth Partners, LLCActive
Some overlap · 4 shared positions
$IAU$MAR$ED$NEE
$318M
106 positions
#10White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$IAU$MAR$SO
$802M
151 positions
#11Novak & Powell Financial Services, Inc.Passive
Some overlap · 5 shared positions
$IAU$SO$MCD$EPD$NEE
$212M
171 positions
#12OFC FINANCIAL PLANNING, LLCActive
Some overlap · 4 shared positions
$IAU$PWR$MCD$C
$113M
56 positions
#13Oxbow Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$MCD$EPD$AEM
$1.2B
265 positions
#14Lifeworks Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$GILD$SO$PFE
$955M
337 positions
#15Wills Financial Group LLCPassive
Some overlap · 4 shared positions
$IAU$SO$PFE$NEE
$275M
82 positions
#16Parkside Investments, LLCActive
Some overlap · 4 shared positions
$IAU$SO$C$NEE
$902M
91 positions
#17Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$IAU$MCD$PFE$NEE
$227M
73 positions
#18JMAC ENTERPRISES LLCActive
Some overlap · 4 shared positions
$IAU$MCD$C$NEE
$593M
122 positions
#19Cogent Private Wealth, Inc.Passive
Some overlap · 3 shared positions
$IAU$MAR$C
$160M
117 positions
#20Smith Thornton Advisors LLCPassive
Some overlap · 4 shared positions
$IAU$SO$T$NEE
$227M
140 positions
#21Northstar Financial Companies, Inc.Passive
Some overlap · 4 shared positions
$IAU$SO$ED$NEE
$148M
117 positions
#22NBH BankPassive
Some overlap · 4 shared positions
$IAU$MAR$MCD$NEE
$237M
552 positions
#23New Harbor Financial Group, LLCActive
Some overlap · 3 shared positions
$IAU$SII$AEM
$633M
68 positions
#24Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$IAU$PWR$MCD
$309M
142 positions
#25VCI Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$GILD$C
$399M
99 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.