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Hedge Funds Similar to Strategic Financial Concepts,

13F Portfolio OverlapQ1 2026Strategic Financial Concepts, portfolio →
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Most similar hedge funds by 13F overlap

Strategic Financial Concepts, LLC is an institutional investor managing $405M across 298 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 Strategic Financial Concepts, are Centerpoint Advisory Group, Yoder Wealth ,, Fusion ,, with shared positions in $HUM, $WT, $MS, $BAH, $OKE, $USB. The full ranking of 25 similar funds is below.

#1Centerpoint Advisory GroupPassive
Notable overlap · 5 shared positions
$HUM$WT$MS$BAH$OKE
$133M
108 positions
#2Yoder Wealth Management, Inc.Passive
Notable overlap · 4 shared positions
$HUM$WT$USB$IAU
$219M
124 positions
#3Fusion Capital, LLCActive
Notable overlap · 4 shared positions
$HUM$FSCO$RELX$USB
$371M
104 positions
#4Smith Partners Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$HUM$FSCO$USB$LOW$WT
$112M
76 positions
#5RATIONAL ADVISORS, INC.Active
Notable overlap · 3 shared positions
$HUM$WT$USB
$980M
179 positions
#6Ballast Financial Advisors LLCActive
Notable overlap · 4 shared positions
$HUM$USB$MS$IAU
$98M
68 positions
#7Anson Capital, Inc.Passive
Notable overlap · 4 shared positions
$FSCO$USB$WT$HUM
$146M
90 positions
#8Wingate Wealth Advisors, Inc.Passive
Notable overlap · 3 shared positions
$HUM$WT$BAH
$187M
121 positions
#9Capital Advantage, Inc.Active
Notable overlap · 4 shared positions
$HUM$USB$BAH$RELX
$765M
145 positions
#10FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 5 shared positions
$HUM$USB$MS$WT$LOW
$354M
66 positions
#11Crews Bank & TrustPassive
Notable overlap · 3 shared positions
$HUM$USB$MS
$690M
673 positions
#12Addison Advisors LLCPassive
Notable overlap · 3 shared positions
$HUM$WT$MS
$452M
980 positions
#13Bristlecone Value Partners, LLCPassive
Notable overlap · 3 shared positions
$HUM$WT$LOW
$114M
68 positions
#14Farrell Financial LLCPassive
Notable overlap · 4 shared positions
$HUM$USB$WT$IAU
$167M
76 positions
#15Trust Point Inc.Active
Notable overlap · 3 shared positions
$HUM$WT$IAU
$1.2B
521 positions
#16Systelligence, LLCPassive
Notable overlap · 5 shared positions
$WT$USB$MS$IAU$FSCO
$514M
56 positions
#17Wealthfront Advisers LLCActive
Notable overlap · 4 shared positions
$HUM$MS$USB$FSCO
$45.6B
1,076 positions
#18Avant Capital LLCPassive
Notable overlap · 4 shared positions
$HUM$WT$ALPS$MS
$142M
76 positions
#19Interactive Financial AdvisorsActive
Notable overlap · 6 shared positions
$HUM$USB$IAU$WT$SHW$MS
$153M
78 positions
#20Accretive Wealth Partners, LLCPassive
Notable overlap · 4 shared positions
$HUM$MS$IAU$USB
$356M
180 positions
#21TD Capital Management LLCActive
Notable overlap · 4 shared positions
$HUM$WT$OKE$MS
$1.1B
853 positions
#22Cornerstone Financial Management LLCPassive
Notable overlap · 3 shared positions
$HUM$USB$MS
$109M
1,311 positions
#23Per Stirling Capital Management, LLC.Passive
Notable overlap · 5 shared positions
$WT$MS$BAH$IAU$HUM
$905M
310 positions
#24Capital Advisors Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$HUM$USB$ALPS$IAU
$745M
219 positions
#25Noble Family Wealth, LLCActive
Notable overlap · 3 shared positions
$HUM$WT$MS
$484M
76 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.