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Hedge Funds Similar to Leverty Financial Group,

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

Leverty Financial Group, LLC is an institutional investor managing $514M across 49 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 Leverty Financial Group, are MITCHELL & PAHL PRIVATE WEALTH,, Somerset Group, SilverOak Wealth, with shared positions in $MMM, $ECL, $SHW, $SOLV, $NOW, $XEL. The full ranking of 25 similar funds is below.

#1MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Slight overlap · 3 shared positions
$MMM$ECL$SHW
$246M
145 positions
#2Somerset Group LLCActive
Slight overlap · 3 shared positions
$MMM$ECL$SHW
$135M
59 positions
#3SilverOak Wealth Management LLCActive
Slight overlap · 3 shared positions
$MMM$ECL$SOLV
$632M
121 positions
#4Strong Tower Advisory ServicesPassive
Slight overlap · 3 shared positions
$MMM$ECL$SOLV
$531M
92 positions
#5Hikari Tsushin, Inc.Smart money
Slight overlap · 3 shared positions
$MMM$ECL$SOLV
$1.5B
78 positions
#6MAIRS & POWER INCActive
Slight overlap · 3 shared positions
$ECL$MMM$SHW
$9.8B
245 positions
#7Great Waters Wealth ManagementSmart money
Slight overlap · 4 shared positions
$MMM$NOW$XEL$DDOG
$945M
121 positions
#8Freedom Financial Partners LLCActive
Slight overlap · 4 shared positions
$ECL$MMM$SHW$XEL
$281M
88 positions
#9Birchwood Financial Partners, Inc.Passive
Slight overlap · 3 shared positions
$MMM$NOW$XEL
$104M
348 positions
#10HighMark Wealth Management LLCActive
Slight overlap · 3 shared positions
$MMM$ECL$XEL
$246M
555 positions
#115T Wealth, LLCPassive
Slight overlap · 4 shared positions
$HPQ$SHW$SOLV$DDOG
$253M
129 positions
#12Capital Management Associates, IncActive
Slight overlap · 3 shared positions
$MMM$ECL$XEL
$442M
151 positions
#13WAYCROSS PARTNERS, LLCActive
Slight overlap · 3 shared positions
$ECL$SHW$NOW
$1.0B
76 positions
#14Rothschild Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$ECL$SHW$NOW
$408M
90 positions
#15Iyo Bank, Ltd.Active
Slight overlap · 3 shared positions
$ECL$SHW$NOW
$281M
35 positions
#16BW Gestao de Investimentos Ltda.Passive
Slight overlap · 3 shared positions
$ECL$SHW$XEL
$3.0B
270 positions
#17Polymer Capital Management (US) LLCPassive
Slight overlap · 3 shared positions
$ECL$SHW$XEL
$988M
803 positions
#18Pictet Asset Management Holding SAPassive
Slight overlap · 3 shared positions
$ECL$NOW$XEL
$94.8B
2,102 positions
#19Leeward Financial Partners, LLCPassive
Slight overlap · 3 shared positions
$ECL$SHW$DDOG
$336M
97 positions
#20W.H. Cornerstone Investments Inc.Passive
Slight overlap · 3 shared positions
$ECL$SHW$DDOG
$160M
129 positions
#21Capital Investment Services of America, Inc.Active
Slight overlap · 3 shared positions
$ECL$NOW$DDOG
$958M
80 positions
#22EPIQ PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$ECL$XEL$DDOG
$214M
83 positions
#23Midwest Financial Partners Investments, Inc.Active
Slight overlap · 3 shared positions
$MMM$NOW$DDOG
$189M
76 positions
#24Lombard Odier Asset Management (Europe) LtdPassive
Slight overlap · 3 shared positions
$ECL$DDOG$WPM
$1.8B
190 positions
#25Vermillion Wealth Management, Inc.Passive
Slight overlap · 3 shared positions
$ECL$XEL$DDOG
$255M
1,563 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.