What hedge funds are most similar to Safeguard Investment Advisory Group, LLC?

The funds with the most similar 13F portfolios to Safeguard Investment Advisory Group, LLC are NWF Advisory Services, Cascades Asset ,, RATIONAL ADVISORS,, based on overlapping conviction holdings in the latest SEC filings.

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 Safeguard Investment Advisory Group,

13F Portfolio OverlapQ1 2026Safeguard Investment Advisory Group, portfolio →

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Most similar hedge funds by 13F overlap

Safeguard Investment Advisory Group, LLC is an institutional investor managing $362M across 143 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 Safeguard Investment Advisory Group, are NWF Advisory Services, Cascades Asset ,, RATIONAL ADVISORS,, with shared positions in $HUM, $BAC, $MU, $UNH, $PLTR, $WT. The full ranking of 25 similar funds is below.

#1NWF Advisory Services Inc.Passive

Some overlap · 5 shared positions

$HUM $BAC $MU $UNH $PLTR

$886M

411 positions

#2Cascades Capital Asset Management, LLCPassive

Some overlap · 4 shared positions

$HUM $BAC $WT $UNH

$239M

158 positions

#3RATIONAL ADVISORS, INC.Active

Some overlap · 4 shared positions

$HUM $BAC $WT $BA

$980M

179 positions

#4Prospect Financial Services LLCPassive

Some overlap · 5 shared positions

$HUM $WT $PLTR $BA $VZ

$164M

104 positions

#5MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Some overlap · 6 shared positions

$T $BAC $STX $UNH $VZ $SRE

$246M

145 positions

#6Raab & Moskowitz Asset Management LLCPassive

Some overlap · 5 shared positions

$HUM $BAC $STX $BA $VZ

$450M

187 positions

#7Whalen Wealth Management Inc.Passive

Some overlap · 6 shared positions

$BAC $WT $MU $PLTR $UNH $AMD

$187M

174 positions

#8Gilliland Jeter Wealth Management LLCPassive

Some overlap · 3 shared positions

$HUM $T $BAC

$338M

184 positions

#9Key Client Fiduciary Advisors, LLCPassive

Some overlap · 6 shared positions

$BAC $HUM $T $PLTR $AMD $VZ

$294M

216 positions

#10CERTUITY, LLCPassive

Some overlap · 6 shared positions

$BAC $WT $MU $T $BA $VZ

$1.5B

659 positions

#11Axis Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$HUM $WT $T $BAC $VZ

$188M

174 positions

#12LAZARI CAPITAL MANAGEMENT, INC.Passive

Some overlap · 7 shared positions

$BAC $T $UNH $AMD $BA $VZ

$287M

175 positions

#13AFFINITY INVESTMENT ADVISORS, LLCPassive

Some overlap · 5 shared positions

$T $BAC $MU $STX $VZ

$160M

137 positions

#14ECLECTIC ASSOCIATES INC /ADVActive

Some overlap · 4 shared positions

$HUM $WT $PLTR $UNH

$753M

159 positions

#15Syverson Strege & CoActive

Some overlap · 4 shared positions

$HUM $T $MU $BAC

$416M

169 positions

#16Pitti Group Wealth Management, LLCActive

Some overlap · 4 shared positions

$HUM $BAC $BA $VZ

$123M

81 positions

#17SHRIER WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$HUM $BAC $BA $VZ

$274M

131 positions

#18OPTIMA CAPITAL LLCPassive

Some overlap · 4 shared positions

$HUM $WT $PLTR $AMD

$215M

159 positions

#19HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$HUM $WT $PLTR $AMD

$238M

142 positions

#20Cornerstone Select Advisors, LLCPassive

Some overlap · 5 shared positions

$T $BAC $MU $PLTR $VZ

$160M

124 positions

#21Blake Schutter Theil Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$HUM $BAC $WT $T

$123M

111 positions

#22Global Assets Advisory, LLCPassive

Some overlap · 7 shared positions

$WT $PLTR $UNH $AMD $SGOL $BA

$349M

477 positions

#23JT Stratford LLCPassive

Some overlap · 4 shared positions

$HUM $WT $PLTR $BAC

$786M

297 positions

#24SLT Holdings LLCPassive

Some overlap · 5 shared positions

$HUM $PLTR $MU $UNH $AMD

$148M

136 positions

#25OneAscent Wealth Management LLCActive

Some overlap · 4 shared positions

$T $BAC $HUM $WT

$302M

157 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.