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Hedge Funds Similar to Resurgent Financial Advisors

13F Portfolio OverlapQ2 2026Resurgent Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Resurgent Financial Advisors LLC is an institutional investor managing $360M across 316 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 Resurgent Financial Advisors are Suncoast Equity, Bey-Douglas, United Asset Strategies, with shared positions in $ETN, $GWW, $MCK, $SYK, $APH, $SPGI. The full ranking of 25 similar funds is below.

#1Suncoast Equity ManagementActive
Some overlap · 7 shared positions
$ETN$GWW$MCK$SYK$APH$SPGI
$798M
63 positions
#2Bey-Douglas LLC
Some overlap · 7 shared positions
$ETN$GWW$MCK$SYK$APH$SPGI
$115M
56 positions
#3United Asset Strategies, Inc.Passive
Some overlap · 7 shared positions
$GWW$ETN$APH$MCK$SPGI$ASML
$1.4B
259 positions
#4SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ETN$GWW$TPL$NEE$DE
$205M
55 positions
#5Haverford Trust CoActive
Some overlap · 6 shared positions
$ETN$MCK$SYK$SPGI$NEE$ASML
$11.6B
424 positions
#6ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 6 shared positions
$ETN$SYK$APH$SPGI$MCK$ASML
$1.3B
109 positions
#7SCHOLTZ & COMPANY, LLCPassive
Some overlap · 6 shared positions
$ETN$MCK$PWR$SPGI$ASML$NEE
$200M
48 positions
#8BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$ETN$NEE$ASML$APH$SPGI$AMGN
$8.0B
1,334 positions
#9Reliant Investment Management, LLCPassive
Some overlap · 5 shared positions
$ETN$SYK$PWR$COP$APH
$281M
55 positions
#10Haverford Financial Services, Inc.Active
Some overlap · 5 shared positions
$ETN$MCK$SYK$SPGI$NEE
$339M
49 positions
#11NIXON PEABODY TRUST COActive
Some overlap · 6 shared positions
$SYK$ETN$PWR$NEE$ASML$DE
$1.4B
177 positions
#12CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$GWW$SYK$PWR$APH$SPGI
$456M
67 positions
#13DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$ETN$SYK$PWR$AMGN$DE
$124M
100 positions
#14PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$ETN$MCK$TPL$COP
$175M
73 positions
#15BDFS Capital LLCActive
Some overlap · 5 shared positions
$ETN$MCK$SYK$NEE$ASML
$230M
116 positions
#16Advocacy Wealth Management, LLCActive
Some overlap · 5 shared positions
$ETN$SYK$APH$SPGI$ASML
$2.8B
151 positions
#17InTrack Investment Management IncPassive
Some overlap · 4 shared positions
$ETN$MCK$SYK$NEE
$202M
110 positions
#18TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 4 shared positions
$ETN$MCK$SYK$NEE
$211M
127 positions
#19Providence Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$ETN$SYK$PWR$SPGI$DE
$660M
385 positions
#20Lionsbridge Wealth Management LLCPassive
Some overlap · 5 shared positions
$TPL$ETN$PWR$COP$APH
$102M
68 positions
#21Gradient Investments LLCPassive
Some overlap · 6 shared positions
$ETN$PWR$COP$APH$NEE$ASML
$7.2B
448 positions
#22TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 4 shared positions
$GWW$MCK$SYK$AMGN
$1.0B
880 positions
#23Paladin Wealth, LLCPassive
Some overlap · 5 shared positions
$ETN$PWR$COP$APH$NEE
$172M
134 positions
#24ARWA LLCPassive
Some overlap · 5 shared positions
$MCK$SYK$APH$NEE$AMGN
$241M
139 positions
#25Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$ETN$SYK$NEE$ASML$AMGN
$170M
61 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.