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Hedge Funds Similar to Edge Financial Advisors

13F Portfolio OverlapQ4 2025Edge Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Edge Financial Advisors LLC is an institutional investor managing $238M across 135 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Edge Financial Advisors are Ballast Financial Advisors, Madson Wealth Advisors, Savant ,, with shared positions in $SOLV, $DHR, $IAU, $BRZE, $GBTC, $USB. The full ranking of 25 similar funds is below.

#1Ballast Financial Advisors LLCActive
Notable overlap · 7 shared positions
$SOLV$DHR$IAU$BRZE$GBTC$USB
$98M
68 positions
#2Madson Wealth Advisors IncPassive
Notable overlap · 3 shared positions
$SOLV$DHR$IAU
$120M
84 positions
#3Savant Capital, LLCActive
Notable overlap · 6 shared positions
$SOLV$NEE$BRZE$DHR$MKL$USB
$20.7B
1,500 positions
#4Quadcap Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$SOLV$NEE$DUK$KKR
$879M
398 positions
#5GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money
Notable overlap · 4 shared positions
$UPST$DHR$BRZE$MKL
$128M
42 positions
#6Guardian Wealth Management, LLCActive
Notable overlap · 4 shared positions
$UPST$DHR$IAU$SO
$330M
30 positions
#7Sage Mountain Advisors LLCActive
Notable overlap · 5 shared positions
$SOLV$BRZE$UPST$MKL$IAU
$1.4B
281 positions
#8Strategent Financial, LLCActive
Notable overlap · 4 shared positions
$SOLV$NEE$MKL$MDY
$147M
41 positions
#9Disciplined Investments, LLCPassive
Notable overlap · 5 shared positions
$UPST$NEE$IAU$MDY$USB
$279M
141 positions
#10Altiora Financial Group, LLCActive
Some overlap · 4 shared positions
$UPST$NEE$IAU$BRZE
$607M
110 positions
#11Strategic Point Investment Advisors, LLCActive
Some overlap · 3 shared positions
$UPST$DHR$IAU
$688M
35 positions
#12REDW Wealth LLCActive
Some overlap · 4 shared positions
$SOLV$UPST$USB$MDY
$251M
99 positions
#13ST GERMAIN D J CO INCPassive
Some overlap · 3 shared positions
$SOLV$NEE$DHR
$2.5B
901 positions
#14Discipline Wealth Solutions, LLCActive
Some overlap · 5 shared positions
$UPST$NEE$IAU$BRZE$MKL
$950M
192 positions
#15PETRA FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$SOLV$IAU$USB
$162M
117 positions
#16Cushing Capital Partners, LLCPassive
Some overlap · 9 shared positions
$DHR$IAU$BRZE$DUK$NEE$ACN
$130M
96 positions
#17WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 6 shared positions
$UPST$NEE$USB$BRZE$SO$DUK
$350M
95 positions
#18MBA Advisors LLCPassive
Some overlap · 5 shared positions
$SOLV$UPST$IAU$MKL$KKR
$260M
146 positions
#19Pacific Park Financial, Inc.Active
Some overlap · 4 shared positions
$DHR$UPST$IAU$BRZE
$153M
73 positions
#20Berkshire BankPassive
Some overlap · 5 shared positions
$UPST$NEE$DHR$MKL$KKR
$488M
157 positions
#21White Lighthouse Investment Management Inc.Active
Some overlap · 7 shared positions
$DHR$IAU$BRZE$UPST$USB$KKR
$721M
145 positions
#22Ullmann Wealth Partners Group, LLCActive
Some overlap · 3 shared positions
$UPST$DHR$MDY
$963M
156 positions
#23Weil Company, Inc.Passive
Some overlap · 4 shared positions
$SOLV$IAU$MDY$MKL
$445M
115 positions
#24Madrid Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SOLV$KKR$UPST$USB
$133M
70 positions
#25Glass Jacobson Investment Advisors llcPassive
Some overlap · 7 shared positions
$UPST$NEE$DHR$IAU$BRZE$USB
$290M
607 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.