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Hedge Funds Similar to SWP FINANCIAL

13F Portfolio OverlapQ3 2026SWP FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

SWP FINANCIAL LLC is an institutional investor managing $216M across 77 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SWP FINANCIAL are Verus Financial Partners, Novak & Powell Financial Services, Leonard Rickey Investment Advisors P.L.L.C., with shared positions in $DOV, $IAU, $QCOM, $GLW, $GD, $WFC. The full ranking of 25 similar funds is below.

#1Verus Financial Partners, Inc.Smart money
Notable overlap · 4 shared positions
$DOV$IAU$QCOM$GLW
$1.2B
127 positions
#2Novak & Powell Financial Services, Inc.Passive
Notable overlap · 4 shared positions
$DOV$IAU$QCOM$GLW
$212M
171 positions
#3Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 4 shared positions
$DOV$IAU$GD$WFC
$637M
125 positions
#4Cogent Private Wealth, Inc.Active
Notable overlap · 3 shared positions
$DOV$IAU$WFC
$160M
117 positions
#5Three Bridge Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$DOV$IAU$GD
$399M
87 positions
#6Neumann Capital Management, LLCActive
Notable overlap · 4 shared positions
$DOV$SRE$GLW$WFC
$391M
105 positions
#7Financial Plan, Inc.Smart money
Notable overlap · 4 shared positions
$DOV$TRMB$GLW$QCOM
$1.1B
95 positions
#8Financial Alternatives, IncActive
Some overlap · 3 shared positions
$SRE$IAU$QCOM
$203M
84 positions
#9Evelyn Partners Asset Management Ltd
Some overlap · 3 shared positions
$DOV$IAU$ISRG
$406M
308 positions
#10Robinson Value Management, Ltd.Passive
Some overlap · 3 shared positions
$QCOM$IAU$WFC
$183M
77 positions
#11New England Professional Planning Group Inc.Smart money
Some overlap · 4 shared positions
$DOV$IAU$QCOM$TTEK
$268M
50 positions
#12WESPAC Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$IAU$QCOM
$198M
202 positions
#13SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$QCOM$IAU$GLW$GD$SRE
$167M
118 positions
#14Silver Coast Investments LLCActive
Some overlap · 3 shared positions
$DOV$HPE$GD
$336M
121 positions
#15Lifeworks Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$HPE$GLW$QCOM
$955M
337 positions
#16Park Edge Advisors, LLCActive
Some overlap · 4 shared positions
$DOV$IAU$GLW$WFC
$475M
154 positions
#17BSW Wealth PartnersActive
Some overlap · 3 shared positions
$IAU$TRMB$DOV
$899M
331 positions
#18Wilson & Boucher Capital Management, LLCPassive
Some overlap · 3 shared positions
$DOV$WFC$QCOM
$170M
121 positions
#19Junk Investment Group, LLCActive
Some overlap · 4 shared positions
$DOV$HPE$QCOM$WFC
$241M
98 positions
#20REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$DOV$ISRG
$769M
225 positions
#21Bull Oak Capital, LLCActive
Some overlap · 4 shared positions
$IAU$QCOM$WFC$SRE
$306M
39 positions
#22SCS Capital Management LLCActive
Some overlap · 3 shared positions
$DOV$QCOM$HPE
$10.6B
485 positions
#23TWIN FOCUS CAPITAL PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$DOV$GLW
$983M
170 positions
#24JB Capital LLCActive
Some overlap · 3 shared positions
$QCOM$IAU$HPE
$2.9B
269 positions
#25Keystone Financial ServicesActive
Some overlap · 4 shared positions
$IAU$GD$WFC$GLW
$388M
131 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.