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Hedge Funds Similar to Carbahal Olsen Financial Services Group,

13F Portfolio OverlapQ1 2026Carbahal Olsen Financial Services Group, portfolio →
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Most similar hedge funds by 13F overlap

Carbahal Olsen Financial Services Group, LLC is an institutional investor managing $125M across 37 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 Carbahal Olsen Financial Services Group, are Powell Investment Advisors,, DROMS STRAUSS ADVISORS /MO/ /ADV, Tillman Hartley, with shared positions in $SNOW, $CTVA, $BN, $GILD, $AMAT, $WFC. The full ranking of 25 similar funds is below.

#1Powell Investment Advisors, LLCActive
Some overlap · 4 shared positions
$SNOW$CTVA$BN$GILD
$290M
174 positions
#2DROMS STRAUSS ADVISORS INC /MO/ /ADVActive
Some overlap · 3 shared positions
$SNOW$CTVA$AMAT
$383M
77 positions
#3Tillman Hartley LLCActive
Some overlap · 3 shared positions
$SNOW$CTVA$WFC
$398M
88 positions
#4Schiavi & Co LLCSmart money
Some overlap · 3 shared positions
$SNOW$CTVA$WFC
$337M
50 positions
#5GREENUP STREET WEALTH MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SNOW$ETN$STX
$710M
127 positions
#6Consilium Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$SNOW$AMAT$WFC
$293M
102 positions
#7Silver Coast Investments LLCActive
Some overlap · 3 shared positions
$SNOW$AMAT$GILD
$313M
119 positions
#8Fortis Advisors, LLCPassive
Some overlap · 3 shared positions
$SNOW$BN$STX
$200M
119 positions
#9Wagner Wealth Management, LLCActive
Some overlap · 3 shared positions
$SNOW$GILD$T
$495M
279 positions
#10North Forty Two & Co.Passive
Some overlap · 3 shared positions
$SNOW$GILD$WFC
$108M
97 positions
#11Neumann Capital Management, LLCActive
Some overlap · 3 shared positions
$SNOW$GILD$WFC
$340M
102 positions
#12Sequent Asset Management, LLC
Some overlap · 3 shared positions
$SNOW$AMAT$WFC
$225M
99 positions
#13Veridan Wealth LLCActive
Some overlap · 3 shared positions
$SNOW$AMAT$WFC
$270M
80 positions
#14Bridgewealth Advisory Group, LLCActive
Some overlap · 3 shared positions
$SNOW$T$WFC
$482M
135 positions
#15BetterWealth, LLCSmart money
Some overlap · 3 shared positions
$SNOW$AMAT$WFC
$510M
85 positions
#16Oldfather Financial Services, LLC
Some overlap · 4 shared positions
$SNOW$CTVA$ETN$WFC
$336M
98 positions
#17BWM Planning, LLCActive
Some overlap · 3 shared positions
$SNOW$WFC$ETN
$379M
87 positions
#18OFS Enterprise LLCActive
Some overlap · 4 shared positions
$SNOW$CTVA$ETN$WFC
$340M
94 positions
#19TruNorth Capital Management, LLCActive
Some overlap · 3 shared positions
$SNOW$AMAT$ETN
$522M
114 positions
#20Syverson Strege & CoActive
Some overlap · 3 shared positions
$SNOW$T$WFC
$416M
169 positions
#21InvesTrustPassive
Some overlap · 3 shared positions
$SNOW$CTVA$WFC
$238M
91 positions
#22Badgley Phelps Wealth Managers, LLCPassive
Some overlap · 3 shared positions
$SNOW$CTVA$AMAT
$5.0B
328 positions
#23BEAM WEALTH ADVISORS, INC.Active
Some overlap · 3 shared positions
$SNOW$GILD$T
$402M
108 positions
#24Cornerstone Wealth Advisors, Inc.Smart money
Some overlap · 3 shared positions
$SNOW$CTVA$WFC
$434M
49 positions
#25Gemmer Asset Management LLCActive
Some overlap · 3 shared positions
$SNOW$AMAT$ETN
$1.3B
172 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.