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Hedge Funds Similar to Blackston Financial Advisory Group

13F Portfolio OverlapQ2 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 $177M across 106 U.S. equity positions as of Q2 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 Royal Fund, FIFTH THIRD SECURITIES, Hopwood Nicholas Hunter, with shared positions in $CVS, $MMM, $DRI, $LAMR, $GRMN, $OKE. The full ranking of 25 similar funds is below.

#1Royal Fund Management, LLCPassive
Some overlap · 7 shared positions
$CVS$MMM$DRI$LAMR$GRMN$OKE
$1.2B
291 positions
#2FIFTH THIRD SECURITIES, INC.Active
Some overlap · 3 shared positions
$DOV$MDY$SLV
$1.8B
360 positions
#3Hopwood Nicholas HunterActive
Some overlap · 4 shared positions
$DOV$GRMN$SLV$DUK
$365M
131 positions
#4RETIREMENT CAPITAL STRATEGIESActive
Some overlap · 3 shared positions
$DOV$MDY$MMM
$288M
68 positions
#5HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$DOV$DUK$UNP
$410M
53 positions
#6Intelligent Financial StrategiesSmart money
Some overlap · 3 shared positions
$DOV$MDY$UNP
$208M
60 positions
#7Mosaic Advisors LLCActive
Some overlap · 3 shared positions
$DOV$SHW$SPCX
$75M
35 positions
#8Wilson & Boucher Capital Management, LLCPassive
Some overlap · 3 shared positions
$DOV$DUK$UNP
$170M
121 positions
#9AA Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$DOV$SPCX$PSX$DUK
$832M
230 positions
#10American National Bank of TexasActive
Some overlap · 4 shared positions
$DOV$MDY$CVS$UNP
$110M
56 positions
#11Stack Financial Management, IncActive
Some overlap · 4 shared positions
$DOV$DUK$UNP$PSX
$1.3B
54 positions
#12TSG Advice Partners, LLC
Some overlap · 3 shared positions
$DOV$MDY$CVS
$667M
135 positions
#13Neumann Capital Management, LLCActive
Some overlap · 3 shared positions
$DOV$CVS$UNP
$151M
58 positions
#14Shoker Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$MDY$DUK$MMM$UNP
$398M
113 positions
#15SilverOak Wealth Management LLCActive
Some overlap · 3 shared positions
$DOV$MMM$SLV
$777M
126 positions
#16Sageworth Trust CoActive
Some overlap · 3 shared positions
$DOV$MDY$SPCX
$2.5B
127 positions
#17REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$SHW$UNP
$760M
229 positions
#18New England Professional Planning Group Inc.Smart money
Some overlap · 3 shared positions
$DOV$UNP$SLV
$268M
50 positions
#19Evanson Asset Management, LLC
Some overlap · 4 shared positions
$DOV$SLV$OKE$MDY
$1.9B
321 positions
#20Evanson Financial, LLCPassive
Some overlap · 4 shared positions
$DOV$SLV$OKE$MDY
$2.0B
325 positions
#21Coordinated Financial Services, Inc.
Some overlap · 3 shared positions
$DOV$MDY$SLV
$174M
176 positions
#22Affiance Financial, LLCSmart money
Some overlap · 3 shared positions
$DOV$MMM$UNP
$695M
111 positions
#23NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$DOV$MMM$DRI
$270M
74 positions
#24Proficio Capital Partners LLCPassive
Some overlap · 3 shared positions
$DOV$SLV$SPCX
$2.8B
691 positions
#25NewSquare Capital LLCPassive
Some overlap · 4 shared positions
$DUK$CVS$GRMN$PSX
$1.4B
236 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.