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 Souders Financial Advisors

13F Portfolio OverlapQ1 2026Souders Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Souders Financial Advisors is an institutional investor managing $876M across 216 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 Souders Financial Advisors are McCarthy Asset ,, Swisher Financial Concepts,, Hartmann Taylor Wealth ,, with shared positions in $BRZE, $BAH, $HUM, $GE, $PM, $NEE. The full ranking of 25 similar funds is below.

#1McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$BRZE $BAH $HUM

$192M

27 positions

#2Swisher Financial Concepts, Inc.Passive

Notable overlap · 6 shared positions

$BRZE $BAH $GE $PM $NEE $CINF

$179M

102 positions

#3Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $BAH $HUM

$151M

54 positions

#4ADE, LLCActive

Notable overlap · 4 shared positions

$BAH $BRZE $AMGN $PM

$209M

86 positions

#5SVRN Asset Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $BAH $HUM

$103M

37 positions

#6EQ WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$BAH $HUM $MCD $AMGN

$171M

54 positions

#7Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$BRZE $HUM $PM $GE

$255M

70 positions

#8CORA CAPITAL ADVISORS LLCActive

Notable overlap · 3 shared positions

$BAH $HUM $BRZE

$302M

134 positions

#9Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$BRZE $HUM $AMGN $MCD

$341M

64 positions

#10White Lighthouse Investment Management Inc.Active

Notable overlap · 3 shared positions

$BRZE $HUM $PM

$721M

145 positions

#11Provenance Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$BRZE $HUM $AXP

$945M

412 positions

#12Capital Advantage, Inc.Active

Notable overlap · 3 shared positions

$BAH $HUM $AMGN

$765M

145 positions

#13New Covenant Trust Company, N.A.Active

Notable overlap · 4 shared positions

$BRZE $GE $NEE $LIN

$112M

96 positions

#14Arbor Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$BRZE $HUM $DUK

$143M

56 positions

#15Gleason Group, Inc.Active

Notable overlap · 3 shared positions

$BRZE $HUM $MCD

$1.0B

229 positions

#16Joseph Group Capital ManagementPassive

Notable overlap · 3 shared positions

$BRZE $HUM $AMGN

$400M

379 positions

#17UNIVEST FINANCIAL CorpActive

Notable overlap · 4 shared positions

$BRZE $NEE $PM $AXP

$1.8B

254 positions

#18Topsail Wealth Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $CINF $HUM

$678M

294 positions

#19Sunflower Bank, N.A.Active

Notable overlap · 3 shared positions

$BRZE $GE $AXP

$392M

155 positions

#20TrueWealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$BAH $HUM $DUK

$398M

233 positions

#21Vigil Wealth Management, LLCActive

Notable overlap · 3 shared positions

$BAH $PM $HUM

$124M

75 positions

#22Financial Symmetry IncSmart money

Notable overlap · 3 shared positions

$BRZE $MCD $DUK

$281M

63 positions

#23Pinnacle Wealth Management Group, Inc.Passive

Notable overlap · 3 shared positions

$BRZE $NEE $DUK

$204M

120 positions

#24Prospera Capital Management, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $HUM $NEE

$199M

45 positions

#25Beacon Financial Strategies CORPActive

Notable overlap · 4 shared positions

$BRZE $HUM $MCD $DUK

$176M

177 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.