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Hedge Funds Similar to SEAMOUNT FINANCIAL GROUP

13F Portfolio OverlapQ1 2026SEAMOUNT FINANCIAL GROUP portfolio →
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Most similar hedge funds by 13F overlap

SEAMOUNT FINANCIAL GROUP INC is an institutional investor managing $222M across 135 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 SEAMOUNT FINANCIAL GROUP are Ballast Financial Advisors, Hartmann Taylor Wealth ,, DAHRING {-} CUSMANO, with shared positions in $SOLV, $HUM, $DOV, $USB, $COP, $BRZE. The full ranking of 25 similar funds is below.

#1Ballast Financial Advisors LLCActive
Notable overlap · 6 shared positions
$SOLV$HUM$DOV$USB$COP$BRZE
$98M
68 positions
#2Hartmann Taylor Wealth Management, LLCActive
Notable overlap · 5 shared positions
$CRM$BAH$DOV$HUM$BRZE
$151M
54 positions
#3DAHRING {-} CUSMANO LLCActive
Notable overlap · 4 shared positions
$CRM$BAH$HUM$RBLX
$163M
58 positions
#4Merited Wealth, LLCPassive
Notable overlap · 4 shared positions
$CRM$BAH$DOV$SOLV
$121M
79 positions
#5Roof Eidam Maycock Peralta, LLCActive
Notable overlap · 5 shared positions
$SOLV$HUM$BRZE$WM$SCHW
$436M
125 positions
#6Creekside PartnersPassive
Notable overlap · 7 shared positions
$HUM$SCHW$DOV$CRM$COP$BRZE
$243M
183 positions
#7Base Wealth Management LLCActive
Notable overlap · 5 shared positions
$CRM$HUM$KO$SOLV$SCHW
$179M
60 positions
#8Novak & Powell Financial Services, Inc.Passive
Notable overlap · 7 shared positions
$HUM$DOV$DIA$USB$SCHW$COP
$186M
163 positions
#9REDW Wealth LLCActive
Notable overlap · 4 shared positions
$SOLV$SCHW$USB$COP
$251M
99 positions
#10Aprio Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$CRM$HUM$BAH$SCHW
$1.8B
613 positions
#11Madson Wealth Advisors IncPassive
Notable overlap · 3 shared positions
$SOLV$HUM$KO
$120M
84 positions
#12AA Financial Advisors, LLCPassive
Notable overlap · 6 shared positions
$DOV$SCHW$USB$CRM$COP$BAH
$710M
221 positions
#13LongView Wealth ManagementPassive
Notable overlap · 4 shared positions
$CRM$DOV$BAH$KO
$398M
247 positions
#14LAWOOD & COPassive
Notable overlap · 4 shared positions
$SOLV$IBM$COP$KO
$108M
90 positions
#15Peck Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$SOLV$HUM$IBM
$100M
122 positions
#16Capital Advantage, Inc.Active
Notable overlap · 4 shared positions
$HUM$BAH$USB$SCHW
$765M
145 positions
#17Centerpoint Advisory GroupPassive
Notable overlap · 3 shared positions
$HUM$BAH$SOLV
$133M
108 positions
#18Mascagni Wealth Management, Inc.Passive
Notable overlap · 4 shared positions
$BAH$CRM$HUM$RBLX
$140M
127 positions
#19Carson Advisory Inc.Passive
Notable overlap · 6 shared positions
$BAH$IBM$CRM$HUM$SCHW$KO
$193M
188 positions
#20WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$HUM$SCHW$USB$COP$BRZE
$350M
95 positions
#21Forge Financial Services LLCSmart money
Some overlap · 3 shared positions
$CRM$BAH$BRZE
$987M
31 positions
#22Evergreen Wealth Solutions, LLCPassive
Some overlap · 5 shared positions
$BAH$HUM$DIA$DOV$CRM
$1.4B
406 positions
#23Clarity Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$HUM$CRM$DIA$BRZE
$486M
108 positions
#24McCarthy Asset Management, Inc.
Some overlap · 4 shared positions
$HUM$BAH$COP$BRZE
$192M
27 positions
#25Riverview Capital Advisers, LLCPassive
Some overlap · 4 shared positions
$HUM$CRM$COP$KO
$300M
86 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.