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Hedge Funds Similar to Resurgent Financial Advisors

13F Portfolio OverlapQ1 2026Resurgent Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Resurgent Financial Advisors LLC is an institutional investor managing $277M across 260 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 Resurgent Financial Advisors are Argo Wealth Advisory,, Ridge Creek Global,, Aspetuck Financial, with shared positions in $WT, $HUM, $MCK, $SYK, $NEE, $PFE. The full ranking of 25 similar funds is below.

#1Argo Wealth Advisory, LLCActive
Some overlap · 6 shared positions
$WT$HUM$MCK$SYK$NEE$PFE
$170M
48 positions
#2Ridge Creek Global, IncActive
Some overlap · 6 shared positions
$WT$ETN$HUM$SYK$PWR$NEE
$118M
85 positions
#3Aspetuck Financial Management LLCActive
Some overlap · 6 shared positions
$HUM$WT$COP$MPC$MO$NEE
$146M
75 positions
#4Good Harbor Advisors, Inc.Passive
Some overlap · 5 shared positions
$WT$HUM$COP$NEE$PFE
$92M
82 positions
#5RATIONAL ADVISORS, INC.Active
Some overlap · 4 shared positions
$WT$HUM$GSAT$NEE
$980M
179 positions
#6Suncoast Equity ManagementActive
Some overlap · 5 shared positions
$MCK$ETN$SYK$GWW$INTU
$833M
101 positions
#7Bey-Douglas LLCPassive
Some overlap · 5 shared positions
$MCK$ETN$SYK$GWW$INTU
$115M
56 positions
#8Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 5 shared positions
$WT$HUM$COP$ETN$GSAT
$153M
344 positions
#9Axis Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$WT$HUM$COP$MO
$188M
174 positions
#10Redwood Family Wealth LLCPassive
Some overlap · 5 shared positions
$HUM$TPL$WT$NEE$COP
$102M
102 positions
#11Midway Capital Research & ManagementPassive
Some overlap · 5 shared positions
$WT$SYK$HUM$NEE$PFE
$106M
117 positions
#12TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 5 shared positions
$MCK$ETN$SYK$INTU$NEE
$182M
115 positions
#13PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$TPL$MCK$ETN$COP
$166M
72 positions
#14Lionsbridge Wealth Management LLCPassive
Some overlap · 5 shared positions
$WT$COP$TPL$PWR$GSAT
$99M
59 positions
#15FIDELIS iM, LLCSmart money
Some overlap · 3 shared positions
$WT$HUM$COP
$264M
25 positions
#16truNorth Financial Services, Inc.Active
Some overlap · 3 shared positions
$WT$HUM$COP
$97M
49 positions
#17Marion Wealth ManagementPassive
Some overlap · 5 shared positions
$WT$COP$MCK$PWR$NEE
$451M
146 positions
#18Trust Point Inc.Active
Some overlap · 4 shared positions
$WT$HUM$PWR$NEE
$1.2B
521 positions
#19M3 Wealth Management, LLCPassive
Some overlap · 4 shared positions
$HUM$ETN$SYK$NEE
$130M
35 positions
#20MOR Wealth Management, LLCActive
Some overlap · 4 shared positions
$WT$TPL$HUM$PWR
$218M
103 positions
#21Fiduciary Alliance LLCPassive
Some overlap · 6 shared positions
$GSAT$COP$ETN$PWR$NEE$PFE
$1.7B
547 positions
#22American Alpha Advisors, LLCActive
Some overlap · 6 shared positions
$WT$GSAT$MCK$MO$PFE$COP
$188M
96 positions
#23ROBINSON SMITH WEALTH ADVISORS LLCActive
Some overlap · 4 shared positions
$WT$HUM$NEE$COP
$148M
84 positions
#24Addison Advisors LLCPassive
Some overlap · 4 shared positions
$WT$HUM$SYK$PFE
$452M
980 positions
#25FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 4 shared positions
$HUM$WT$SYK$NEE
$354M
66 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.