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Hedge Funds Similar to Security Financial Services,

13F Portfolio OverlapQ1 2026Security Financial Services, portfolio →
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Most similar hedge funds by 13F overlap

Security Financial Services, INC. is an institutional investor managing $721M across 203 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 Security Financial Services, are Dentgroup, Excelsior Advisor Network, Global Wealth ,, with shared positions in $HUM, $MDLZ, $MKL, $SE, $MAR, $IAU. The full ranking of 25 similar funds is below.

#1Dentgroup LLC
Some overlap · 7 shared positions
$HUM$MDLZ$MKL$SE$MAR$IAU
$146M
93 positions
#2Excelsior Advisor Network LLCPassive
Some overlap · 6 shared positions
$HUM$MDLZ$IAU$UPST$MKL$SNOW
$263M
226 positions
#3Global Wealth Management, LLCActive
Some overlap · 5 shared positions
$HUM$MAR$IAU$MKL$MDLZ
$183M
44 positions
#4White Lighthouse Investment Management Inc.Active
Some overlap · 7 shared positions
$HUM$MAR$IAU$UPST$NOW$MKL
$721M
145 positions
#5CHATHAM CAPITAL GROUP, INC.Passive
Some overlap · 4 shared positions
$HUM$MAR$IAU$MKL
$689M
198 positions
#6Asempa Wealth AdvisorsPassive
Some overlap · 5 shared positions
$HUM$MDLZ$IAU$MKL$SE
$115M
115 positions
#7Farrell Financial LLCPassive
Some overlap · 6 shared positions
$HUM$IAU$MKL$MAR$CRM$NOW
$167M
76 positions
#8EHRLICH FINANCIAL GROUPPassive
Some overlap · 5 shared positions
$HUM$MDLZ$IAU$GSAT$SNOW
$174M
112 positions
#9Red Mountain Financial, LLCPassive
Some overlap · 5 shared positions
$HUM$IAU$MAR$MKL$SNOW
$106M
79 positions
#10W ADVISORS, LLCPassive
Some overlap · 3 shared positions
$HUM$MDLZ$MAR
$195M
141 positions
#11Compass Financial Group, Inc. (Ohio)Active
Some overlap · 4 shared positions
$HUM$MAR$IAU$MKL
$137M
45 positions
#12Colter Lewis Investment Partners LLCPassive
Some overlap · 5 shared positions
$HUM$MAR$MKL$IAU$SNOW
$106M
111 positions
#13Baltimore-Washington Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$HUM$MAR$MKL$RCL
$2.3B
186 positions
#14Grove Street Fiduciary, LLCActive
Some overlap · 5 shared positions
$HUM$MAR$MKL$UPST$SNOW
$227M
74 positions
#15Junk Investment Group, LLCPassive
Some overlap · 3 shared positions
$HUM$MAR$MKL
$191M
88 positions
#16Capital Advisors Wealth Management, LLCPassive
Some overlap · 4 shared positions
$HUM$MAR$IAU$SNOW
$745M
219 positions
#17Bulwark Capital CorpActive
Some overlap · 4 shared positions
$HUM$MAR$VLTO$SNOW
$162M
100 positions
#18Madden Advisory Services, Inc.Passive
Some overlap · 4 shared positions
$HUM$MAR$IAU$SNOW
$254M
108 positions
#19Shira Ridge Wealth ManagementActive
Some overlap · 4 shared positions
$HUM$MAR$SE$NOW
$253M
79 positions
#20Centurion Wealth Management LLCPassive
Some overlap · 7 shared positions
$HUM$MDLZ$IAU$SE$VLTO$GSAT
$444M
316 positions
#21Madson Wealth Advisors IncPassive
Some overlap · 4 shared positions
$HUM$IAU$SE$MDLZ
$120M
84 positions
#22Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$HUM$IAU$MKL$MAR
$186M
163 positions
#23ORSER CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$HUM$MAR$UPST
$153M
46 positions
#24Capital Squared Financial LLCPassive
Some overlap · 4 shared positions
$MAR$HUM$IAU$MDLZ
$131M
85 positions
#25Financial Perspectives, IncPassive
Some overlap · 3 shared positions
$HUM$MAR$SE
$358M
716 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.