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Hedge Funds Similar to Sovereign Financial Group,

13F Portfolio OverlapQ1 2026Sovereign Financial Group, portfolio →
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Most similar hedge funds by 13F overlap

Sovereign Financial Group, Inc. is an institutional investor managing $576M across 365 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 Sovereign Financial Group, are City State Bank, Seek First, Cornerstone Financial, with shared positions in $KKR, $SNOW, $VLTO, $MU, $NKE, $MAR. The full ranking of 25 similar funds is below.

#1City State BankPassive
Some overlap · 6 shared positions
$KKR$SNOW$VLTO$MU$NKE$MAR
$385M
784 positions
#2Seek First Inc.Active
Some overlap · 4 shared positions
$KKR$SNOW$VLTO$WT
$142M
58 positions
#3Cornerstone Financial Management LLCPassive
Some overlap · 4 shared positions
$KKR$SNOW$VLTO$NTRB
$109M
1,311 positions
#4Darrow Company, Inc.Active
Some overlap · 5 shared positions
$KKR$SNOW$WT$APP$MAR
$222M
56 positions
#5Oakmont Advisory Group, LLCPassive
Some overlap · 4 shared positions
$SNOW$VLTO$KKR$APP
$98M
119 positions
#6Centennial Bank/AR/Passive
Some overlap · 5 shared positions
$SNOW$VLTO$WT$AGQ$SO
$279M
323 positions
#7Bernardo Wealth Planning LLCActive
Some overlap · 5 shared positions
$KKR$SNOW$AGQ$NTRB$WT
$511M
129 positions
#8HANOVER ADVISORS INCActive
Some overlap · 6 shared positions
$KKR$SNOW$MAR$NKE$BAC$WT
$246M
118 positions
#9Certified Advisory CorpPassive
Some overlap · 5 shared positions
$KKR$SNOW$NKE$MAR$AGQ
$1.1B
318 positions
#10Sterling Financial Planning, Inc.Active
Some overlap · 4 shared positions
$KKR$SNOW$WT$NKE
$337M
117 positions
#11OMNI 360 Wealth, Inc.Passive
Some overlap · 4 shared positions
$KKR$SNOW$WT$NKE
$194M
125 positions
#12Lynx Investment AdvisoryPassive
Some overlap · 4 shared positions
$KKR$SNOW$AGQ$MAR
$209M
181 positions
#13Wealth Management Associates, Inc.Passive
Some overlap · 5 shared positions
$KKR$SNOW$WT$MAR$BAC
$290M
234 positions
#14TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive
Some overlap · 4 shared positions
$KKR$SNOW$SO$BAC
$1.6B
271 positions
#15HBW Advisory Services LLCPassive
Some overlap · 4 shared positions
$KKR$SNOW$WT$NKE
$949M
444 positions
#16Clarity Capital Advisors, LLCActive
Some overlap · 5 shared positions
$KKR$SNOW$NKE$ED$MAR
$215M
95 positions
#17Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$KKR$SNOW$WT$BAC
$123M
111 positions
#18MidAtlantic Capital Management, Inc.Passive
Some overlap · 4 shared positions
$KKR$SNOW$WT$NTRB
$145M
84 positions
#19Bay Capital Advisors, LLCActive
Some overlap · 4 shared positions
$KKR$SNOW$WT$BAC
$162M
107 positions
#20Northstar Financial Companies, Inc.Passive
Some overlap · 5 shared positions
$SNOW$KKR$SO$MU$ED
$126M
112 positions
#21Etesian Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$KKR$SNOW$WT$BAC
$313M
138 positions
#22Wilkins Miller Wealth Management, LLCPassive
Some overlap · 4 shared positions
$KKR$SNOW$SO$WT
$165M
89 positions
#23Eagle Strategies LLCPassive
Some overlap · 4 shared positions
$SNOW$KKR$WT$NTRB
$837M
258 positions
#24Wealthcare Advisory Partners LLCPassive
Some overlap · 5 shared positions
$KKR$SNOW$WT$APP$AGQ
$5.1B
1,073 positions
#25Donalies Financial Planning, LLCActive
Some overlap · 4 shared positions
$KKR$SNOW$NKE$MAR
$117M
74 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.