What hedge funds are most similar to Blackston Financial Advisory Group, LLC?

The funds with the most similar 13F portfolios to Blackston Financial Advisory Group, LLC are Sherman Wealth, Wheelhouse Advisory Group, Praetorian Wealth ,, 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 Blackston Financial Advisory Group,

13F Portfolio OverlapQ1 2026Blackston Financial Advisory Group, portfolio →

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Most similar hedge funds by 13F overlap

Blackston Financial Advisory Group, LLC is an institutional investor managing $160M across 106 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 Blackston Financial Advisory Group, are Sherman Wealth, Wheelhouse Advisory Group, Praetorian Wealth ,, with shared positions in $NTRB, $HUM, $KKR, $MAR, $HSY, $MCD. The full ranking of 25 similar funds is below.

#1Sherman Wealth Management LLCPassive

Substantial overlap · 3 shared positions

$NTRB $HUM $KKR

$116M

80 positions

#2Wheelhouse Advisory Group LLCActive

Substantial overlap · 6 shared positions

$NTRB $HUM $MAR $HSY $KKR $MCD

$302M

51 positions

#3Praetorian Wealth Management, Inc.Active

Substantial overlap · 5 shared positions

$NTRB $MAR $HSY $HUM $MCD

$526M

77 positions

#4Portfolio Strategies, Inc.Active

Notable overlap · 3 shared positions

$NTRB $MAR $SLV

$811M

75 positions

#5SWAN Capital LLCPassive

Notable overlap · 5 shared positions

$HUM $KKR $MAR $MCD $OKE

$272M

554 positions

#6Alexis Investment Partners, LLCActive

Notable overlap · 4 shared positions

$HUM $NTRB $MAR $MDY

$145M

35 positions

#7Cassaday & Co Wealth Management LLCActive

Notable overlap · 3 shared positions

$NTRB $MAR $MCD

$4.7B

1,361 positions

#8Joel Isaacson & Co., LLCActive

Notable overlap · 5 shared positions

$HUM $KKR $DOV $MAR $NTRB

$3.0B

455 positions

#9Cornerstone Financial Management LLCPassive

Notable overlap · 5 shared positions

$NTRB $HUM $KKR $DRI $DOV

$109M

1,311 positions

#10Black Diamond Financial, LLCActive

Notable overlap · 6 shared positions

$NTRB $HUM $MAR $KKR $SLV $MCK

$916M

185 positions

#11Granite FO LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $MDY

$169M

170 positions

#12Ariston Services GroupActive

Notable overlap · 3 shared positions

$HUM $KKR $MCK

$167M

71 positions

#13Seneca Financial Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $MCD

$341M

64 positions

#14McClarren Financial Advisors, Inc.Active

Notable overlap · 6 shared positions

$NTRB $HUM $KKR $MAR $HSY $MCK

$169M

79 positions

#15Bernardo Wealth Planning LLCActive

Notable overlap · 3 shared positions

$NTRB $KKR $MCD

$511M

129 positions

#16ETF Portfolio Partners, Inc.Active

Notable overlap · 3 shared positions

$NTRB $KKR $DOV

$381M

68 positions

#17FC Advisory LLCActive

Notable overlap · 3 shared positions

$NTRB $HUM $DOV

$342M

115 positions

#18Fingerlakes Wealth Management, Inc.Passive

Notable overlap · 6 shared positions

$NTRB $MAR $KKR $DOV $HUM $MCD

$151M

97 positions

#19IFC Advisors LLCActive

Notable overlap · 3 shared positions

$NTRB $KKR $MCD

$699M

158 positions

#20FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $MAR $PSX

$176M

104 positions

#21CDM FINANCIAL COUNSELING SERVICES, INC.Active

Notable overlap · 7 shared positions

$HUM $NTRB $KKR $MAR $MDY $MCD

$105M

80 positions

#22ANGELES WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$NTRB $KKR $DOV

$1.8B

524 positions

#23Gratus Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$NTRB $MAR $HUM $MCK

$691M

138 positions

#24Howard Capital Management Inc.Active

Notable overlap · 4 shared positions

$HUM $KKR $NTRB $MDY

$6.1B

332 positions

#25Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 3 shared positions

$HUM $KKR $SLV

$230M

21 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.