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 Sovereign Financial Group

13F Portfolio OverlapQ2 2026Sovereign Financial Group portfolio →

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Most similar hedge funds by 13F overlap

Sovereign Financial Group, Inc. is an institutional investor managing $654M across 386 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 Sovereign Financial Group are SARD WEALTH GROUP, OLD REPUBLIC INTERNATIONAL, Signature Wealth Group, with shared positions in $SO, $UPS, $ED, $ALL, $VLO, $KMB. The full ranking of 25 similar funds is below.

#1SARD WEALTH MANAGEMENT GROUP, LLCActive

Some overlap · 4 shared positions

$SO $UPS $ED $ALL

$209M

61 positions

#2OLD REPUBLIC INTERNATIONAL CORPActive

Slight overlap · 4 shared positions

$SO $UPS $VLO $KMB

$2.7B

54 positions

#3Signature Wealth Management Group

Slight overlap · 4 shared positions

$SO $UPS $VLO $KMB

$263M

128 positions

#4LongView Wealth ManagementPassive

Slight overlap · 3 shared positions

$SO $UPS $CHD

$390M

227 positions

#5Mason & Associates, LLCSmart money

Slight overlap · 3 shared positions

$SO $UPS $CSX

$481M

45 positions

#6CFO4Life Group, LLCPassive

Slight overlap · 3 shared positions

$APP $UPS $CSX

$743M

237 positions

#7WJ Financial Advisors LLCPassive

Slight overlap · 3 shared positions

$SO $DPZ $KMB

$136M

137 positions

#8Aventail Capital Group, LPPassive

Slight overlap · 3 shared positions

$SO $ED $CSX

$1.7B

155 positions

#9Magellan Asset Management LtdActive

Slight overlap · 3 shared positions

$SO $ED $CSX

$4.5B

78 positions

#10ForthRight Wealth Management, LLCActive

Slight overlap · 3 shared positions

$SO $UPS $ALPS

$391M

76 positions

#11ESL Trust Services, LLCSmart money

Slight overlap · 3 shared positions

$SO $ED $VLO

$587M

266 positions

#12Bell BankActive

Slight overlap · 3 shared positions

$SO $UPS $KMB

$2.6B

195 positions

#13Northstar Financial Companies, Inc.Passive

Slight overlap · 3 shared positions

$SO $ED $UPS

$148M

117 positions

#14ABLES, IANNONE, MOORE & ASSOCIATES, INC.Active

Slight overlap · 4 shared positions

$UPS $CSX $SO $VLO

$188M

62 positions

#15Welch Group, LLCPassive

Slight overlap · 3 shared positions

$SO $ED $KMB

$2.9B

326 positions

#16Coston, McIsaac & PartnersPassive

Slight overlap · 3 shared positions

$SO $ED $KMB

$497M

948 positions

#17PATTON ALBERTSON MILLER GROUP, LLCPassive

Slight overlap · 3 shared positions

$APP $VLO $ALL

$1.0B

213 positions

#18FIRST UNITED BANK & TRUSTPassive

Slight overlap · 3 shared positions

$SO $CSX $VLO

$348M

420 positions

#19M3 Wealth Management, LLCActive

Slight overlap · 3 shared positions

$SO $CSX $VLO

$154M

35 positions

#20BFSG, LLCPassive

Slight overlap · 3 shared positions

$SO $CHD $CSX

$1.1B

768 positions

#21Tannin Capital LLCPassive

Slight overlap · 3 shared positions

$SO $CSX $KMB

$152M

169 positions

#22Asset Planning,IncPassive

Slight overlap · 3 shared positions

$SO $ED $ALL

$154M

334 positions

#23PARTNERS WEALTH MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$SO $CSX $ALL

$102M

108 positions

#24Savoir Faire Capital Management, L.P.Active

Slight overlap · 3 shared positions

$DPZ $CHD $KMB

$161M

43 positions

#25CDKV HOLDINGS LLCActive

Slight overlap · 3 shared positions

$SO $ALPS $CSX

$128M

276 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.