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Hedge Funds Similar to SEAMOUNT FINANCIAL GROUP

13F Portfolio OverlapQ2 2026SEAMOUNT FINANCIAL GROUP portfolio →
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Most similar hedge funds by 13F overlap

SEAMOUNT FINANCIAL GROUP INC is an institutional investor managing $248M across 141 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 SEAMOUNT FINANCIAL GROUP are Gutierrez Wealth Advisory, Catalyst Investment, SECURITY NATIONAL BANK OF SO DAK, with shared positions in $DOV, $BAH, $DE, $UNP, $ITW, $CMI. The full ranking of 25 similar funds is below.

#1Gutierrez Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$DOV$BAH$DE
$173M
70 positions
#2Catalyst Investment Management LLCPassive
Some overlap · 3 shared positions
$DOV$BAH$DE
$110M
73 positions
#3SECURITY NATIONAL BANK OF SO DAK
Some overlap · 5 shared positions
$DOV$UNP$ITW$CMI$NUE
$207M
119 positions
#4CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$DOV$BAH$SNA
$183M
146 positions
#5Wilson & Boucher Capital Management, LLC
Some overlap · 4 shared positions
$DOV$UNP$ITW$CMI
$170M
121 positions
#6New England Professional Planning Group Inc.Smart money
Some overlap · 4 shared positions
$DOV$UNP$CMI$DE
$268M
50 positions
#7Whipplewood Advisors, LLCPassive
Some overlap · 4 shared positions
$DOV$DFP$UNP$VKQ
$149M
636 positions
#8Wealth Management NebraskaSmart money
Some overlap · 4 shared positions
$DOV$UNP$DE$NUE
$1.1B
106 positions
#9WBH ADVISORY INCPassive
Some overlap · 4 shared positions
$DOV$CMI$DE$WM
$1.5B
363 positions
#10Lakewood Asset Management LLCPassive
Some overlap · 3 shared positions
$DOV$COP$CMI
$182M
107 positions
#11Neumann Capital Management, LLCActive
Some overlap · 3 shared positions
$DOV$UNP$CMI
$151M
58 positions
#12HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$DOV$UNP$WM
$410M
53 positions
#13MidAtlantic Capital Management, Inc.Active
Some overlap · 3 shared positions
$DOV$BAH$DE
$161M
86 positions
#14Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$BAH$DOV$UNP
$829M
163 positions
#15Foster Group, Inc.Active
Some overlap · 3 shared positions
$DOV$COP$DE
$3.8B
318 positions
#16Asset Advisors Investment Management, LLCActive
Some overlap · 3 shared positions
$DOV$WM$DE
$1.1B
102 positions
#17Silver Coast Investments LLCActive
Some overlap · 3 shared positions
$DOV$CMI$DE
$336M
121 positions
#18ADE, LLCActive
Some overlap · 3 shared positions
$BAH$DOV$WM
$237M
93 positions
#19Ackerman Capital Advisors, LLCActive
Some overlap · 4 shared positions
$DOV$UNP$COP$NUV
$497M
120 positions
#20DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$COP$UNP$DOV$WM$DE
$12.5B
186 positions
#21Murphy & Mullick Capital Management CorpPassive
Some overlap · 3 shared positions
$DOV$WM$DE
$161M
666 positions
#22Stack Financial Management, IncActive
Some overlap · 4 shared positions
$DOV$COP$UNP$WM
$1.3B
54 positions
#23Intelligent Financial StrategiesSmart money
Some overlap · 3 shared positions
$DOV$UNP$CMI
$208M
60 positions
#24FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$DOV$DE$COP
$149M
155 positions
#25REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$UNP$DE
$760M
229 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.