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Hedge Funds Similar to FIDUCIARY ADVISORS

13F Portfolio OverlapQ2 2026FIDUCIARY ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

FIDUCIARY ADVISORS, INC. is an institutional investor managing $149M across 155 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to FIDUCIARY ADVISORS are Aspen, REIK, Keystone Financial Planning, with shared positions in $USB, $DOV, $DE, $PFE, $VZ, $ABT. The full ranking of 25 similar funds is below.

#1Aspen Capital Management, LLCActive
Notable overlap · 3 shared positions
$USB$DOV$DE
$453M
83 positions
#2REIK & CO., LLCSmart money
Notable overlap · 4 shared positions
$USB$PFE$VZ$ABT
$384M
60 positions
#3Keystone Financial Planning, Inc.Smart money
Notable overlap · 3 shared positions
$USB$PFE$VZ
$388M
39 positions
#4HRC WEALTH MANAGEMENT, LLCSmart money
Notable overlap · 5 shared positions
$DOV$USB$BA$EPD$VZ
$244M
65 positions
#5Barry Investment Advisors, LLCActive
Some overlap · 4 shared positions
$DOV$AEP$PFE$EPD
$478M
102 positions
#6DC Investments Management, LLCActive
Some overlap · 3 shared positions
$DOV$AEP$AEE
$293M
55 positions
#7Kentucky Trust CoPassive
Some overlap · 4 shared positions
$USB$AEE$PFE$EMR
$208M
316 positions
#8Wealth Management NebraskaSmart money
Some overlap · 3 shared positions
$DOV$GLDM$DE
$1.1B
106 positions
#9DMKC Advisory Services, LLCActive
Some overlap · 6 shared positions
$USB$PFE$EMR$BA$DE$ABT
$530M
92 positions
#10Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$DOV$GLDM$DE$IAU
$166M
570 positions
#11Orcam Financial GroupActive
Some overlap · 4 shared positions
$DOV$EMR$DE$IAU
$205M
105 positions
#12Coordinated Financial Services, Inc.
Some overlap · 3 shared positions
$DOV$PFE$BA
$174M
176 positions
#13New England Private Wealth Advisors LLCActive
Some overlap · 3 shared positions
$DOV$GLDM$IAU
$1.0B
205 positions
#14MYECFO, LLCSmart money
Some overlap · 3 shared positions
$DOV$GLDM$IAU
$265M
73 positions
#15Zhang Financial LLCActive
Some overlap · 3 shared positions
$DOV$GLDM$IAU
$3.4B
392 positions
#16NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$DOV$GLDM$IAU
$270M
74 positions
#17Leading Edge Financial Planning LLCActive
Some overlap · 3 shared positions
$DOV$GLDM$EPD
$562M
78 positions
#18Financial Plan, Inc.Smart money
Some overlap · 4 shared positions
$DOV$USB$BA$ABT
$1.1B
95 positions
#19Newton One Investments LLCActive
Some overlap · 4 shared positions
$DOV$EMR$DE$VZ
$397M
146 positions
#20AA Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$GLDM$COP
$832M
230 positions
#21PROFFITT & GOODSON INCActive
Some overlap · 3 shared positions
$DOV$EMR$PFE
$728M
298 positions
#22Tarbox Group, Inc.Smart money
Some overlap · 7 shared positions
$USB$PFE$EMR$BA$DE$IAU
$698M
96 positions
#23New England Professional Planning Group Inc.Smart money
Some overlap · 4 shared positions
$DOV$PFE$DE$IAU
$268M
50 positions
#24American National Bank of TexasActive
Some overlap · 3 shared positions
$DOV$GLDM$ABT
$110M
56 positions
#25Vantage Point Financial LLCPassive
Some overlap · 3 shared positions
$DOV$PFE$IAU
$328M
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.