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Hedge Funds Similar to Sprinkle Financial Consultants

13F Portfolio OverlapQ1 2026Sprinkle Financial Consultants portfolio →
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Most similar hedge funds by 13F overlap

Sprinkle Financial Consultants LLC is an institutional investor managing $255M across 104 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 Sprinkle Financial Consultants are TABR ,, Good Steward Wealth Advisors,, Blue Water Asset, with shared positions in $OKE, $GEV, $SCHW, $WDC, $GE, $WMB. The full ranking of 25 similar funds is below.

#1TABR Capital Management, LLCActive
Notable overlap · 4 shared positions
$OKE$GEV$SCHW$WDC
$109M
54 positions
#2Good Steward Wealth Advisors,LLCPassive
Notable overlap · 4 shared positions
$OKE$GE$WMB$SLV
$156M
68 positions
#3Blue Water Asset ManagementActive
Notable overlap · 4 shared positions
$OKE$SLV$DHR$VZ
$289M
103 positions
#4LeClair Wealth Partners LLCPassive
Notable overlap · 4 shared positions
$OKE$SLV$DHR$VZ
$289M
103 positions
#5Bulwark Capital CorpActive
Notable overlap · 3 shared positions
$OKE$VZ$GE
$162M
100 positions
#6FINANCIAL CONSULATE, INCActive
Notable overlap · 3 shared positions
$OKE$BAH$SCHW
$803M
1,402 positions
#7Heronetta Management, L.P.Active
Notable overlap · 3 shared positions
$OKE$WMB$AM
$110M
16 positions
#8WESPAC Advisors, LLCPassive
Notable overlap · 5 shared positions
$OKE$IAU$T$GE$GEV
$183M
178 positions
#9Clarity Asset Management, Inc.Passive
Notable overlap · 4 shared positions
$BAH$ZBRA$WFC$GE
$198M
290 positions
#10AFG FIDUCIARY SERVICES LIMITED PARTNERSHIPActive
Notable overlap · 3 shared positions
$OKE$SLV$T
$171M
92 positions
#11Triune Financial Partners, LLCSmart money
Notable overlap · 3 shared positions
$OKE$OGS$DHR
$421M
47 positions
#12Clearwave Capital, LLCPassive
Notable overlap · 4 shared positions
$OKE$VZ$GE$BAH
$146M
146 positions
#13Shore Point Advisors, LLCActive
Notable overlap · 3 shared positions
$OKE$VZ$T
$253M
76 positions
#14DAHRING {-} CUSMANO LLCActive
Notable overlap · 4 shared positions
$ZBRA$BAH$IAU$SLV
$163M
58 positions
#15Swisher Financial Concepts, Inc.Passive
Notable overlap · 5 shared positions
$BAH$IAU$GE$GEV$SLV
$179M
102 positions
#164J Wealth Management LLCActive
Notable overlap · 4 shared positions
$BAH$IAU$GE$GEV
$176M
101 positions
#17St. James Investment Company, LLCSmart money
Some overlap · 3 shared positions
$OKE$EOG$VZ
$638M
22 positions
#18KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 4 shared positions
$OKE$WMB$AM$GEV
$5.2B
48 positions
#19TrueWealth Advisors, LLCPassive
Some overlap · 4 shared positions
$BAH$T$VZ$WMB
$398M
233 positions
#20CarsonAllaria Wealth Management, Ltd.Active
Some overlap · 4 shared positions
$ZBRA$IAU$WFC$VZ
$202M
69 positions
#21Carson Advisory Inc.Passive
Some overlap · 4 shared positions
$BAH$T$VZ$SCHW
$193M
188 positions
#22Miramar Capital, LLCPassive
Some overlap · 3 shared positions
$OKE$EOG$VZ
$449M
56 positions
#23LEGACY FINANCIAL GROUP, INC.Active
Some overlap · 5 shared positions
$OKE$IAU$WMB$SCHW$VZ
$378M
89 positions
#24CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$BAH$VZ$OKE
$157M
130 positions
#25National Wealth Management Group, LLCPassive
Some overlap · 4 shared positions
$BAH$GE$WDC$SLV
$269M
215 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.