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Hedge Funds Similar to SARD WEALTH GROUP

13F Portfolio OverlapQ2 2026SARD WEALTH GROUP portfolio →
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Most similar hedge funds by 13F overlap

SARD WEALTH MANAGEMENT GROUP, LLC is an institutional investor managing $209M across 61 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 SARD WEALTH GROUP are Carson Advisory, MTM Investment, CERTIOR FINANCIAL GROUP, with shared positions in $BAH, $SO, $D, $T, $MCK, $PLTR. The full ranking of 25 similar funds is below.

#1Carson Advisory Inc.Passive
Notable overlap · 4 shared positions
$BAH$SO$D$T
$218M
204 positions
#2MTM Investment Management, LLCPassive
Notable overlap · 3 shared positions
$BAH$MCK$SO
$350M
708 positions
#3CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$BAH$PLTR$ED
$183M
146 positions
#4PYA Waltman Capital, LLCActive
Some overlap · 3 shared positions
$BAH$UPS$ALL
$421M
67 positions
#5Planning Strategies Inc.Passive
Some overlap · 4 shared positions
$BAH$ALL$IBIT$MCK
$160M
1,068 positions
#6CORA CAPITAL ADVISORS LLCActive
Some overlap · 3 shared positions
$BAH$UPS$IBIT
$356M
145 positions
#7KM Capital Management Ltd.Active
Some overlap · 3 shared positions
$BAH$IAU$IBIT
$213M
48 positions
#8Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$BAH$IAU$IBIT
$829M
163 positions
#94J Wealth Management LLCActive
Some overlap · 3 shared positions
$BAH$IAU$IBIT
$204M
111 positions
#10V2 Financial group LLCSmart money
Some overlap · 3 shared positions
$BAH$PLTR$T
$268M
123 positions
#11LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$MCK$SO$T$ETR
$1.0B
154 positions
#12Tortuga Wealth Management, IncPassive
Some overlap · 4 shared positions
$MCK$PLTR$SO$T
$132M
135 positions
#13ARS Wealth Advisors Group, LLCActive
Some overlap · 3 shared positions
$BAH$SO$UPS
$1.3B
220 positions
#14SHUTTLEWORTH & CoPassive
Some overlap · 3 shared positions
$MCK$PLTR$SO
$125M
51 positions
#15Strategic Financial Concepts, LLCPassive
Some overlap · 3 shared positions
$BAH$ALL$MS
$336M
239 positions
#16QUANTUM FINANCIAL PARTNERS LLCPassive
Some overlap · 3 shared positions
$BAH$PLTR$MS
$196M
153 positions
#17OpenArc Corporate Advisory, LLCActive
Some overlap · 5 shared positions
$SO$PLTR$UPS$IAU$MS
$8.4B
789 positions
#18LIBERTY WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$BAH$UPS$PLTR$IAU
$800M
268 positions
#19Onyx Bridge Wealth Group LLCPassive
Some overlap · 3 shared positions
$BAH$PLTR$ED
$1.1B
389 positions
#20LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$SO$MCK$ED
$213M
124 positions
#21GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 5 shared positions
$SO$D$ALL$MS$ETR
$2.2B
268 positions
#22ADVOCATE GROUP LLCPassive
Some overlap · 4 shared positions
$SO$D$UPS$MS
$665M
122 positions
#23Southern Financial Group, LLCSmart money
Some overlap · 4 shared positions
$SO$PLTR$T$MS
$392M
95 positions
#24Plan Group Financial, LLCPassive
Some overlap · 4 shared positions
$SO$D$T$IAU
$486M
249 positions
#25Presper Financial Architects, LLCSmart money
Some overlap · 3 shared positions
$BAH$ED$T
$192M
55 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.