How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Financial Security Advisor,

13F Portfolio OverlapQ1 2026Financial Security Advisor, portfolio →

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Most similar hedge funds by 13F overlap

Financial Security Advisor, Inc. is an institutional investor managing $544M across 160 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 Financial Security Advisor, are Aprio Wealth ,, Sanchez Wealth Group, Value Investment Professionals,, with shared positions in $REGN, $JHG, $BAH, $WT, $MCD, $LMT. The full ranking of 25 similar funds is below.

#1Aprio Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$REGN $JHG $BAH $WT $MCD

$1.8B

613 positions

#2Sanchez Wealth Management GroupActive

Notable overlap · 4 shared positions

$REGN $WT $JHG $LMT

$462M

53 positions

#3Value Investment Professionals, LLCPassive

Notable overlap · 6 shared positions

$WT $JHG $MO $PM $REGN $MCD

$89M

81 positions

#4AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 5 shared positions

$REGN $WT $PM $MO $KO

$206M

97 positions

#5OakTrust Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$REGN $WT $BAH $AXP $MCD

$110M

68 positions

#6Symphony Financial Services, Inc.Passive

Notable overlap · 5 shared positions

$JHG $REGN $WT $MO $LMT

$195M

99 positions

#7Per Stirling Capital Management, LLC.Passive

Notable overlap · 4 shared positions

$WT $JHG $BAH $REGN

$905M

310 positions

#8CMC Financial GroupActive

Notable overlap · 3 shared positions

$REGN $WT $BAH

$51M

38 positions

#9Fermata Advisors, LLCPassive

Notable overlap · 3 shared positions

$REGN $WT $JHG

$444M

232 positions

#10GLR Partners, LLCPassive

Notable overlap · 3 shared positions

$REGN $WT $PH

$183M

100 positions

#11GREAT VALLEY ADVISOR GROUP, INC.Passive

Notable overlap · 5 shared positions

$WT $JHG $BAH $REGN $MCD

$5.5B

999 positions

#12Provident Wealth Management, LLCActive

Notable overlap · 4 shared positions

$REGN $WT $KO $MCD

$331M

134 positions

#13Endowment Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$REGN $WT $JHG $PH

$226M

165 positions

#14Burns Matteson Capital Management, LLCPassive

Notable overlap · 3 shared positions

$REGN $WT $MO

$273M

190 positions

#15Argo Wealth Advisory, LLCActive

Notable overlap · 3 shared positions

$REGN $WT $LMT

$170M

48 positions

#16Strategic Family Wealth Counselors, L.L.C.Passive

Notable overlap · 4 shared positions

$WT $REGN $BAH $JHG

$381M

163 positions

#17NORTHBRIDGE FINANCIAL GROUP, LLCPassive

Notable overlap · 4 shared positions

$JHG $REGN $WT $PH

$232M

168 positions

#18Total Clarity Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$WT $JHG $BAH $D

$426M

311 positions

#19tru Independence LLCPassive

Notable overlap · 4 shared positions

$WT $JHG $MCD $LMT

$202M

102 positions

#20Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 5 shared positions

$WT $JHG $PM $KO $VZ

$477M

70 positions

#21Sylvest Advisors, LLCActive

Notable overlap · 3 shared positions

$REGN $WT $MO

$188M

70 positions

#22MBA Advisors LLCPassive

Some overlap · 4 shared positions

$WT $JHG $MCD $VZ

$260M

146 positions

#23Three Magnolias Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $JHG $D $SO

$157M

103 positions

#24Magnolia Private Wealth, LLCPassive

Some overlap · 3 shared positions

$WT $JHG $PM

$150M

134 positions

#25Harbour Wealth Management Group, Inc.Passive

Some overlap · 3 shared positions

$WT $JHG $KO

$133M

89 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.