How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Strategent Financial,

13F Portfolio OverlapQ1 2026Strategent Financial, portfolio →

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Most similar hedge funds by 13F overlap

Strategent Financial, LLC is an institutional investor managing $147M across 41 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 Strategent Financial, are Ballast Financial Advisors, Hughes Financial Services,, Quadcap Wealth ,, with shared positions in $SOLV, $COP, $AMN, $HUM, $MKL, $NEE. The full ranking of 25 similar funds is below.

#1Ballast Financial Advisors LLCActive

Notable overlap · 4 shared positions

$SOLV $COP $AMN $HUM

$98M

68 positions

#2Hughes Financial Services, LLCActive

Notable overlap · 3 shared positions

$SOLV $MKL $HUM

$651M

1,720 positions

#3Quadcap Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$SOLV $NEE $AMN

$879M

398 positions

#4REDW Wealth LLCActive

Notable overlap · 4 shared positions

$SOLV $AMN $COP $MDY

$251M

99 positions

#5Foundation Wealth Management, LLC\PAActive

Notable overlap · 4 shared positions

$COP $NEE $MKL $AMN

$284M

91 positions

#6Minot DeBlois Advisors LLCPassive

Notable overlap · 4 shared positions

$COP $MKL $NEE $HUM

$110M

226 positions

#7RVW Wealth, LLCActive

Notable overlap · 4 shared positions

$SOLV $AMN $HUM $MDY

$1.3B

176 positions

#8Vertex Planning Partners, LLCActive

Notable overlap · 3 shared positions

$SOLV $MDY $MCK

$515M

135 positions

#9Savant Capital, LLCActive

Notable overlap · 4 shared positions

$SOLV $NEE $AMN $MKL

$20.7B

1,500 positions

#10LAWOOD & COPassive

Notable overlap · 3 shared positions

$SOLV $NEE $COP

$108M

90 positions

#11Mosaic Advisors LLCPassive

Notable overlap · 3 shared positions

$COP $MKL $HUM

$67M

42 positions

#12VSM Wealth Advisory, LLCPassive

Notable overlap · 3 shared positions

$COP $MKL $HUM

$335M

505 positions

#13Disciplined Investments, LLCPassive

Notable overlap · 3 shared positions

$COP $NEE $MDY

$279M

141 positions

#14Compass Advisory Group LLCActive

Notable overlap · 3 shared positions

$COP $MKL $HUM

$374M

86 positions

#15Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 4 shared positions

$COP $MKL $HUM $MCK

$578M

118 positions

#16Firestone Capital ManagementPassive

Notable overlap · 5 shared positions

$COP $MKL $NEE $HUM $MDY

$480M

160 positions

#17AAFMAA Wealth Management & Trust LLCPassive

Notable overlap · 3 shared positions

$COP $NEE $HUM

$258M

96 positions

#18MARYLAND CAPITAL ADVISORS INC.

Notable overlap · 4 shared positions

$COP $NEE $HUM $MDY

$295M

271 positions

#19Fort Vancouver Investment Management, LLCActive

Notable overlap · 3 shared positions

$COP $AMN $MKL

$197M

59 positions

#20Strategic Financial Services, Inc.Smart money

Notable overlap · 3 shared positions

$COP $NEE $MCK

$2.1B

152 positions

#21Edge Financial Advisors LLC

Notable overlap · 4 shared positions

$SOLV $NEE $MKL $MDY

$238M

135 positions

#22SpringVest Wealth Management LLCActive

Notable overlap · 3 shared positions

$COP $HUM $MKL

$146M

67 positions

#23Rialto Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$COP $AMN $MDY

$445M

1,730 positions

#24Kohmann Bosshard Financial Services, LLCActive

Notable overlap · 3 shared positions

$COP $HUM $MKL

$1.2B

1,060 positions

#25Beacon Financial Strategies CORPActive

Notable overlap · 3 shared positions

$COP $HUM $MKL

$176M

177 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.