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Hedge Funds Similar to Conrad Siegel Investment Advisors,

13F Portfolio OverlapQ1 2026Conrad Siegel Investment Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Conrad Siegel Investment Advisors, Inc. is an institutional investor managing $615M across 74 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 Conrad Siegel Investment Advisors, are FIRST NATIONAL BANK & OF NEWTOWN, Grey Fox Wealth Advisors,, MATHER GROUP,, with shared positions in $SNOW, $COP, $HLT, $PNC, $MCD, $UNIT. The full ranking of 25 similar funds is below.

#1FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive
Notable overlap · 5 shared positions
$SNOW$COP$HLT$PNC$MCD
$464M
142 positions
#2Grey Fox Wealth Advisors, LLCActive
Notable overlap · 5 shared positions
$SNOW$COP$UNIT$PNC$BRZE
$518M
140 positions
#3MATHER GROUP, LLC.Active
Notable overlap · 4 shared positions
$SNOW$COP$UNIT$MCD
$10.0B
1,896 positions
#4Efficient Advisors, LLCActive
Notable overlap · 4 shared positions
$SNOW$COP$UNIT$BRZE
$1.4B
58 positions
#5Mustard Seed Financial, LLCPassive
Notable overlap · 4 shared positions
$SNOW$COP$UNIT$BRZE
$167M
92 positions
#6BARINGS LLCActive
Notable overlap · 3 shared positions
$SNOW$COP$UNIT
$6.2B
179 positions
#7Milestone Investment Advisors LLCActive
Notable overlap · 4 shared positions
$SNOW$COP$UNIT$BRZE
$414M
139 positions
#8Towneley Capital Management, Inc / DESmart money
Notable overlap · 4 shared positions
$COP$SNOW$AMN$BRZE
$478M
42 positions
#9Sage Financial Management Group, Inc.Active
Notable overlap · 3 shared positions
$SNOW$COP$UNIT
$325M
57 positions
#10Hurlow Wealth Management Group, Inc.Active
Notable overlap · 3 shared positions
$SNOW$COP$MCD
$420M
120 positions
#11McCarthy Asset Management, Inc.
Notable overlap · 3 shared positions
$SNOW$COP$BRZE
$192M
27 positions
#12CHRISTINE MESSMER PCActive
Notable overlap · 4 shared positions
$SNOW$COP$UNIT$BRZE
$156M
80 positions
#13PLANNING DIRECTIONS INCActive
Notable overlap · 5 shared positions
$SNOW$COP$UNIT$MCD$BRZE
$198M
106 positions
#14Sagace Wealth Management LLCPassive
Notable overlap · 4 shared positions
$SNOW$COP$UNIT$BRZE
$149M
70 positions
#15Investments & Financial Planning, LLCSmart money
Notable overlap · 4 shared positions
$SNOW$COP$UNIT$BA
$184M
36 positions
#16Hilton Capital Management, LLCActive
Notable overlap · 3 shared positions
$SNOW$COP$MCD
$1.3B
129 positions
#17Zhang Financial LLCActive
Notable overlap · 5 shared positions
$SNOW$COP$AMN$UNIT$BRZE
$2.9B
367 positions
#18Clear Retirement Advice LLCActive
Some overlap · 3 shared positions
$SNOW$COP$UNIT
$127M
54 positions
#19NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$SNOW$COP$MCD
$247M
71 positions
#20Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$SNOW$COP$BRZE
$99M
59 positions
#21Tillman Hartley LLCActive
Some overlap · 4 shared positions
$SNOW$AMN$COP$BRZE
$398M
88 positions
#22Certified Advisory CorpPassive
Some overlap · 3 shared positions
$SNOW$AMN$COP
$1.1B
318 positions
#23American Money Management, LLCActive
Some overlap · 3 shared positions
$SNOW$COP$MCD
$632M
168 positions
#24Asset Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$COP$SNOW$MCD$BRZE
$199M
116 positions
#25GREENUP STREET WEALTH MANAGEMENT LLCActive
Some overlap · 4 shared positions
$SNOW$AMN$COP$UNIT
$710M
127 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.