Hedge Funds Similar to Salus Financial Advisors,

13F Portfolio OverlapQ1 2026Salus Financial Advisors, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Salus Financial Advisors, LLC is an institutional investor managing $171M across 34 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 Salus Financial Advisors, are Beaird Harris Wealth ,, OPTIMA, Balance Wealth,, with shared positions in $BITB, $UNIT, $SNOW, $BRZE, $TGT. The full ranking of 25 similar funds is below.

#1Beaird Harris Wealth Management, LLCActive

Some overlap · 3 shared positions

$BITB $UNIT $SNOW

$1.5B

686 positions

#2OPTIMA CAPITAL LLCPassive

Slight overlap · 3 shared positions

$BITB $UNIT $SNOW

$215M

159 positions

#3Balance Wealth, LLCPassive

Slight overlap · 3 shared positions

$BITB $UNIT $SNOW

$322M

149 positions

#4VANCE WEALTH, LLCActive

Slight overlap · 3 shared positions

$BITB $UNIT $SNOW

$346M

118 positions

#5San Luis Wealth Advisors LLCPassive

Slight overlap · 4 shared positions

$BRZE $UNIT $TGT $SNOW

$604M

175 positions

#6Daviman Financial, LLCPassive

Slight overlap · 4 shared positions

$BRZE $BITB $SNOW $UNIT

$169M

84 positions

#7Precision Wealth Strategies, LLCPassive

Slight overlap · 3 shared positions

$BITB $UNIT $SNOW

$301M

156 positions

#8Abacus Planning Group, Inc.Active

Slight overlap · 3 shared positions

$BRZE $UNIT $SNOW

$743M

264 positions

#9Cornerstone Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$BRZE $UNIT $SNOW

$2.0B

712 positions

#10Shepherd Financial Partners LLCPassive

Slight overlap · 3 shared positions

$BRZE $UNIT $SNOW

$1.1B

240 positions

#11White Lighthouse Investment Management Inc.Active

Slight overlap · 3 shared positions

$BRZE $UNIT $SNOW

$721M

145 positions

#12Zhang Financial LLCActive

Slight overlap · 3 shared positions

$BRZE $UNIT $SNOW

$2.9B

367 positions

#13Apella Capital, LLCActive

Slight overlap · 3 shared positions

$BRZE $UNIT $SNOW

$6.7B

685 positions

#14O'ROURKE & COMPANY, IncPassive

Slight overlap · 3 shared positions

$BRZE $UNIT $SNOW

$253M

171 positions

#15Glass Jacobson Investment Advisors llcPassive

Slight overlap · 3 shared positions

$BRZE $UNIT $SNOW

$290M

607 positions

#16Vawter Financial, Ltd.Passive

Slight overlap · 3 shared positions

$BRZE $UNIT $SNOW

$238M

122 positions

#17Integrity Wealth Solutions LLCPassive

Slight overlap · 3 shared positions

$BRZE $UNIT $SNOW

$255M

130 positions

#18Discipline Wealth Solutions, LLCActive

Slight overlap · 3 shared positions

$BRZE $UNIT $SNOW

$950M

192 positions

#19Clarity Capital Advisors, LLCActive

Slight overlap · 3 shared positions

$BRZE $UNIT $SNOW

$215M

95 positions

#20FAMILY WEALTH PARTNERS, LLCActive

Slight overlap · 3 shared positions

$BRZE $UNIT $SNOW

$293M

105 positions

#21Mustard Seed Financial, LLCPassive

Slight overlap · 3 shared positions

$BRZE $UNIT $SNOW

$167M

92 positions

#22MONETA GROUP INVESTMENT ADVISORS LLCActive

Slight overlap · 3 shared positions

$BRZE $UNIT $SNOW

$13.3B

808 positions

#23PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$BRZE $UNIT $SNOW

$1.4B

283 positions

#24Verus Financial Partners, Inc.Smart money

Slight overlap · 3 shared positions

$BRZE $UNIT $SNOW

$1.1B

121 positions

#25Efficient Advisors, LLCActive

Slight overlap · 3 shared positions

$BRZE $UNIT $SNOW

$1.4B

58 positions

Compare Salus Financial Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Salus Financial Advisors,’s holdings

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.