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Hedge Funds Similar to ROI Financial Advisors,

13F Portfolio OverlapQ1 2026ROI Financial Advisors, portfolio →
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Most similar hedge funds by 13F overlap

ROI Financial Advisors, LLC is an institutional investor managing $167M across 66 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 ROI Financial Advisors, are Proactive Wealth Strategies, O'Domhnaill Enterprises,, Center for Wealth Advisory, with shared positions in $PANW, $FITB, $KO, $ANET, $SLV, $IBM. The full ranking of 25 similar funds is below.

#1Proactive Wealth Strategies LLCPassive
Some overlap · 4 shared positions
$PANW$FITB$KO$ANET
$532M
210 positions
#2O'Domhnaill Enterprises, Inc.Passive
Some overlap · 6 shared positions
$SLV$IBM$KO$LMT$DUK$VZ
$124M
55 positions
#3Center for Wealth Management AdvisoryActive
Some overlap · 6 shared positions
$FITB$DUK$KO$LMT$ADP$VZ
$139M
62 positions
#4Richard C. Young & CO., LTD.Active
Some overlap · 5 shared positions
$SLV$IBM$T$VZ$KR
$1.2B
93 positions
#5Harvest Investment Services, LLCPassive
Some overlap · 3 shared positions
$SLV$FITB$COKE
$547M
346 positions
#6Persium Advisors, LLCActive
Some overlap · 5 shared positions
$IBM$PANW$DUK$T$VZ
$127M
60 positions
#7MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$IBM$DUK$KO$LMT$T$VZ
$220M
148 positions
#8RoundAngle Advisors LLCPassive
Some overlap · 3 shared positions
$SLV$IBM$VZ
$134M
60 positions
#9NEW ENGLAND ASSET MANAGEMENT INCActive
Some overlap · 7 shared positions
$DUK$KO$FITB$LMT$ADP$T
$786M
99 positions
#10Argyle Capital Management, LLCPassive
Some overlap · 6 shared positions
$IBM$DUK$KO$T$INTC$VZ
$308M
137 positions
#11Roxbury Financial LLCPassive
Some overlap · 5 shared positions
$IBM$DUK$KO$LMT$ADP
$126M
410 positions
#12Widmann Financial Services, Inc.Passive
Some overlap · 6 shared positions
$IBM$DUK$KO$LMT$T$VZ
$168M
121 positions
#13Investment Partners Asset Management, Inc.Passive
Some overlap · 6 shared positions
$IBM$DUK$PANW$KO$T$VZ
$162M
163 positions
#14Mendel Money ManagementPassive
Some overlap · 3 shared positions
$PANW$IBM$DUK
$239M
137 positions
#15DB&C Advisors, LLCPassive
Some overlap · 5 shared positions
$IBM$DUK$FITB$KO$VZ
$77M
67 positions
#16Ergawealth Advisors, Inc.Smart money
Some overlap · 4 shared positions
$PANW$IBM$T$KR
$226M
55 positions
#17CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 3 shared positions
$PANW$IBM$LNG
$60M
36 positions
#18TCM Advisors, LLCSmart money
Some overlap · 5 shared positions
$SLV$KO$LMT$T$IBM
$1.4B
69 positions
#19Financial Harvest, LLCActive
Some overlap · 6 shared positions
$FITB$KO$LMT$ADP$IBM$INTC
$170M
57 positions
#20GRANITE ISLANDS PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$PANW$IBM$KO
$109M
70 positions
#21Fox Hill Wealth ManagementPassive
Some overlap · 4 shared positions
$PANW$DUK$LMT$ANET
$208M
117 positions
#22OmniStar Financial Group, Inc.Passive
Some overlap · 6 shared positions
$IBM$DUK$KO$LMT$VZ$KR
$193M
108 positions
#23Key Client Fiduciary Advisors, LLCPassive
Some overlap · 5 shared positions
$FITB$IBM$SLV$T$VZ
$294M
216 positions
#24RM Financial Services, LLCActive
Some overlap · 3 shared positions
$SLV$IBM$ANET
$116M
75 positions
#25Carson Advisory Inc.Passive
Some overlap · 5 shared positions
$IBM$DUK$KO$T$VZ
$193M
188 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.