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Hedge Funds Similar to Savvy Advisors,

13F Portfolio OverlapQ1 2026Savvy Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Savvy Advisors, Inc. is an institutional investor managing $3.7B across 1,141 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 Savvy Advisors, are West Wealth Group,, ST GERMAIN D J, EHRLICH FINANCIAL GROUP, with shared positions in $SOLV, $GMM, $IAU, $AMN, $VLTO, $NEE. The full ranking of 25 similar funds is below.

#1West Wealth Group, LLCActive
Some overlap · 4 shared positions
$SOLV$GMM$IAU$AMN
$506M
130 positions
#2ST GERMAIN D J CO INCPassive
Some overlap · 4 shared positions
$SOLV$GMM$VLTO$NEE
$2.5B
901 positions
#3EHRLICH FINANCIAL GROUPPassive
Some overlap · 3 shared positions
$SOLV$GMM$IAU
$174M
112 positions
#4Cobblestone Asset Management LLCPassive
Some overlap · 3 shared positions
$SOLV$GMM$IAU
$222M
73 positions
#5Running Point Capital Advisors, LLC
Some overlap · 4 shared positions
$SOLV$AMN$MAR$NKE
$367M
190 positions
#6Collaborative Wealth Managment Inc.Passive
Some overlap · 4 shared positions
$SOLV$AMN$GMM$MAR
$218M
162 positions
#7Financial Futures Ltd Liability Co.Active
Some overlap · 4 shared positions
$SOLV$AMN$NKE$IAU
$228M
72 positions
#8Savant Capital, LLCActive
Some overlap · 4 shared positions
$SOLV$AMN$NKE$NEE
$20.7B
1,500 positions
#9Ballast Financial Advisors LLCActive
Some overlap · 3 shared positions
$SOLV$AMN$IAU
$98M
68 positions
#10ProCore Advisors, LLCActive
Some overlap · 3 shared positions
$SOLV$AMN$NKE
$65M
73 positions
#11Burton Enright WelchActive
Some overlap · 3 shared positions
$SOLV$AMN$IAU
$736M
134 positions
#12PETRA FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$SOLV$VLTO$IAU
$162M
117 positions
#13Quadcap Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SOLV$AMN$NEE
$879M
398 positions
#14STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive
Some overlap · 3 shared positions
$SOLV$GMM$VLTO
$113M
82 positions
#15N.E.W. Advisory Services LLCActive
Some overlap · 5 shared positions
$GMM$AMN$MAR$NKE$SOLV
$1.3B
914 positions
#16Weil Company, Inc.Passive
Some overlap · 3 shared positions
$SOLV$IAU$VLTO
$445M
115 positions
#17Archer Investment Management, LLCPassive
Some overlap · 5 shared positions
$GMM$IAU$SOLV$MAR$NKE
$238M
108 positions
#18Madson Wealth Advisors IncPassive
Some overlap · 3 shared positions
$SOLV$IAU$SGOL
$120M
84 positions
#19ORBA Wealth Advisors, L.L.C.Passive
Some overlap · 4 shared positions
$GMM$AMN$MAR$NEE
$84M
65 positions
#20Arrowroot Family Office, LLCPassive
Some overlap · 3 shared positions
$SOLV$VLTO$IAU
$275M
140 positions
#21Per Stirling Capital Management, LLC.Passive
Some overlap · 4 shared positions
$SOLV$IAU$NKE$AMN
$905M
310 positions
#22Edge Financial Advisors LLC
Some overlap · 3 shared positions
$SOLV$IAU$NEE
$238M
135 positions
#23RCS Financial Planning, LLCPassive
Some overlap · 5 shared positions
$AMN$GMM$VLTO$IAU$NEE
$193M
98 positions
#24Sage Mountain Advisors LLCActive
Some overlap · 4 shared positions
$SOLV$MAR$IAU$NKE
$1.4B
281 positions
#25MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 4 shared positions
$GMM$AMN$IAU$MAR
$114M
77 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.