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Hedge Funds Similar to Swisher Financial Concepts

13F Portfolio OverlapQ2 2026Swisher Financial Concepts portfolio →
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Most similar hedge funds by 13F overlap

Swisher Financial Concepts, Inc. is an institutional investor managing $159M across 107 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 Swisher Financial Concepts are Mizuho Markets Cayman, TSFG, SECTOR GAMMA AS, with shared positions in $ABT, $NEE, $SLV, $IAU, $CAH, $CNC. The full ranking of 25 similar funds is below.

#1Mizuho Markets Cayman LPActive
Some overlap · 3 shared positions
$ABT$NEE$SLV
$2.7B
95 positions
#2TSFG, LLCPassive
Some overlap · 3 shared positions
$ABT$IAU$CAH
$794M
891 positions
#3SECTOR GAMMA ASActive
Some overlap · 3 shared positions
$ABT$CNC$CAH
$461M
40 positions
#4Financial & Tax Architects, LLCPassive
Some overlap · 3 shared positions
$ABT$IAU$NEE
$474M
110 positions
#5Stonebridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$IAU$VRT$ABT$GLW$NEE$CMI
$1.3B
275 positions
#6Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$ABT$IAU$VRT
$2.8B
151 positions
#7Well Done, LLCPassive
Some overlap · 4 shared positions
$ABT$IAU$SLV$HBAN
$743M
202 positions
#8Sepio Capital, LPActive
Some overlap · 4 shared positions
$ABT$IAU$GLW$CMI
$2.0B
346 positions
#9PANORAMIC INVESTMENT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$ABT$IAU$SLV$GLW
$209M
141 positions
#10Private Harbour Investment Management & Counsel, LLCActive
Some overlap · 3 shared positions
$IAU$ABT$SLV
$84M
36 positions
#11North Forty Two & Co.Passive
Some overlap · 4 shared positions
$IAU$ABT$SLV$CMI
$118M
104 positions
#12JSF Financial, LLCActive
Some overlap · 3 shared positions
$IAU$LAZ$GLW
$632M
142 positions
#13Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$VRT$SLV
$819M
339 positions
#14Sharp Financial Services, LLCActive
Some overlap · 3 shared positions
$IAU$VRT$SLV
$216M
127 positions
#15TOCQUEVILLE ASSET MANAGEMENT L.P.Passive
Some overlap · 4 shared positions
$IAU$VRT$GLW$NEE
$7.6B
557 positions
#16ShoreHaven Wealth Partners, LLCActive
Some overlap · 4 shared positions
$IAU$VRT$GLW$NEE
$318M
106 positions
#17Pettinga Financial Advisors LLCActive
Some overlap · 3 shared positions
$IAU$CINF$SLV
$624M
156 positions
#18Bellwether Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$ABT$GLW$CAH
$675M
167 positions
#19NTV ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IAU$VRT$SLV
$1.0B
317 positions
#20Arnhold LLCActive
Some overlap · 3 shared positions
$IAU$VRT$SLV
$1.4B
113 positions
#21Pine Valley Investments Ltd Liability CoPassive
Some overlap · 3 shared positions
$CNC$SLV$GLW
$2.5B
610 positions
#22Cornerstone Capital, Inc.Active
Some overlap · 3 shared positions
$ABT$VRT$GLW
$1.1B
120 positions
#23Wealth Watch Advisors, INCActive
Some overlap · 4 shared positions
$IAU$SLV$GLW$CMI
$309M
142 positions
#24Exit Wealth Advisors, LLC.Passive
Some overlap · 4 shared positions
$IAU$SLV$GLW$CMI
$220M
150 positions
#25Silverleafe Capital Partners, LLCActive
Some overlap · 3 shared positions
$IAU$VRT$HBAN
$367M
99 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.