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Hedge Funds Similar to Strategic Financial Partners, Ltd.

13F Portfolio OverlapQ1 2026Strategic Financial Partners, Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Strategic Financial Partners, Ltd. is an institutional investor managing $232M across 81 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 Strategic Financial Partners, Ltd. are Cornerstone Financial, Gladwyn Financial Advisors,, McMill Wealth, with shared positions in $NTRB, $USB, $VLTO, $UNIT, $COP, $KKR. The full ranking of 25 similar funds is below.

#1Cornerstone Financial Management LLCPassive
Some overlap · 6 shared positions
$NTRB$USB$VLTO$UNIT$COP$KKR
$109M
1,311 positions
#2Gladwyn Financial Advisors, Inc.Active
Some overlap · 5 shared positions
$NTRB$USB$UNIT$MKL$COP
$160M
82 positions
#3McMill Wealth ManagementActive
Some overlap · 4 shared positions
$NTRB$USB$UNIT$COP
$376M
58 positions
#4Center For Asset Management LLCPassive
Some overlap · 4 shared positions
$NTRB$USB$UNIT$VLTO
$201M
144 positions
#5Facet Wealth, Inc.Active
Some overlap · 5 shared positions
$NTRB$USB$UNIT$MKL$BRZE
$5.8B
349 positions
#6CREATIVE FINANCIAL DESIGNS INC /ADVPassive
Some overlap · 6 shared positions
$NTRB$USB$UNIT$COP$KKR$MAR
$1.6B
2,162 positions
#7TME FINANCIAL, INC.Passive
Some overlap · 4 shared positions
$USB$NTRB$UNIT$KKR
$144M
65 positions
#8Apriem AdvisorsActive
Some overlap · 3 shared positions
$NTRB$USB$UNIT
$1.0B
186 positions
#9Causey Wealth LLCPassive
Some overlap · 6 shared positions
$USB$NTRB$BRZE$COP$KKR$SCHW
$236M
81 positions
#10Cedar Point Capital Partners, LLCPassive
Some overlap · 4 shared positions
$NTRB$USB$COP$SCHW
$154M
71 positions
#11FC Advisory LLCActive
Some overlap · 7 shared positions
$NTRB$VLTO$USB$BRZE$MKL$COP
$342M
115 positions
#12McClarren Financial Advisors, Inc.Active
Some overlap · 7 shared positions
$NTRB$UNIT$BRZE$MKL$KKR$SCHW
$169M
79 positions
#13ASSETMARK, INCPassive
Some overlap · 5 shared positions
$NTRB$UNIT$VLTO$USB$SCHW
$49.0B
3,443 positions
#14Pillar Financial Advisors, LLCActive
Some overlap · 6 shared positions
$NTRB$UNIT$BRZE$USB$MKL$COP
$171M
106 positions
#15AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 5 shared positions
$NTRB$UNIT$USB$MKL$SCHW
$206M
97 positions
#16Veridan Wealth LLCActive
Some overlap · 4 shared positions
$USB$NTRB$VLTO$KKR
$270M
80 positions
#17Black Diamond Financial, LLCActive
Some overlap · 7 shared positions
$NTRB$UNIT$MKL$COP$KKR$SCHW
$916M
185 positions
#18Praetorian Wealth Management, Inc.Active
Some overlap · 7 shared positions
$NTRB$UNIT$BRZE$SCHW$USB$COP
$526M
77 positions
#19Strategic Investment Advisors / MIPassive
Some overlap · 4 shared positions
$NTRB$UNIT$VLTO$USB
$1.4B
386 positions
#20Family CFO IncActive
Some overlap · 6 shared positions
$USB$UNIT$VLTO$BRZE$MKL$SCHW
$223M
41 positions
#21White Lighthouse Investment Management Inc.Active
Some overlap · 8 shared positions
$USB$UNIT$BRZE$MKL$COP$KKR
$721M
145 positions
#22LifePlan Financial, LLCPassive
Some overlap · 4 shared positions
$USB$NTRB$VLTO$COP
$135M
83 positions
#23Merited Wealth, LLCPassive
Some overlap · 4 shared positions
$NTRB$UNIT$VLTO$KKR
$121M
79 positions
#24Focused Wealth Management, IncActive
Some overlap · 4 shared positions
$USB$NTRB$KKR$MAR
$964M
228 positions
#25WAYSTONE ADVISORS LLCPassive
Some overlap · 4 shared positions
$NTRB$UNIT$VLTO$MKL
$112M
101 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.