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Hedge Funds Similar to SFM,

13F Portfolio OverlapQ1 2026SFM, portfolio →
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Most similar hedge funds by 13F overlap

SFM, LLC is an institutional investor managing $195M across 69 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 SFM, are Heck Advisors,, Per Stirling ,, SK Wealth ,, with shared positions in $IAUM, $WT, $IAU, $BAH, $MDY, $MAR. The full ranking of 25 similar funds is below.

#1Heck Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$IAUM$WT$IAU
$1.3B
202 positions
#2Per Stirling Capital Management, LLC.Passive
Notable overlap · 3 shared positions
$WT$BAH$IAU
$905M
310 positions
#3SK Wealth Management, LLCActive
Notable overlap · 4 shared positions
$WT$BAH$MDY$MAR
$360M
77 positions
#4Consolidated Planning CorpActive
Notable overlap · 4 shared positions
$WT$BAH$ADI$INTU
$617M
144 positions
#5REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$WT$SHW$AJG$GE$IAU
$697M
218 positions
#6GREAT VALLEY ADVISOR GROUP, INC.Passive
Notable overlap · 3 shared positions
$WT$BAH$SHW
$5.5B
999 positions
#7ORBA Wealth Advisors, L.L.C.Passive
Notable overlap · 4 shared positions
$WT$BAH$MDY$MAR
$84M
65 positions
#8Argo Wealth Advisory, LLCActive
Notable overlap · 4 shared positions
$WT$SYK$AJG$MAR
$170M
48 positions
#9BLUELINE ADVISORS LLCActive
Notable overlap · 4 shared positions
$WT$SHW$MDY$NOW
$129M
217 positions
#10CATHY PARETO & ASSOCIATES, INCPassive
Notable overlap · 6 shared positions
$WT$SHW$BRO$BPRE$IAU$MAR
$149M
96 positions
#11MOULTON WEALTH MANAGEMENT, INCActive
Notable overlap · 5 shared positions
$WT$SHW$AZO$IAU$LKFT
$147M
52 positions
#12FLAGSHIP WEALTH ADVISORS, LLCPassive
Notable overlap · 5 shared positions
$WT$SHW$BAH$NTRB$MAR
$233M
350 positions
#13First Financial Group CorpActive
Notable overlap · 4 shared positions
$WT$SHW$GE$IAU
$122M
80 positions
#14TopTier Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$WT$MDY$SYK$IAU$INTU
$163M
795 positions
#15Family Legacy Financial Solutions, LLCActive
Notable overlap · 4 shared positions
$WT$SYK$LIN$ADI
$124M
44 positions
#16Freedom Day Solutions, LLCActive
Some overlap · 4 shared positions
$WT$SHW$AZO$LIN
$373M
96 positions
#17RVW Wealth, LLCActive
Some overlap · 5 shared positions
$WT$NOW$MDY$INTU$SYK
$1.3B
176 positions
#18ACORN CREEK CAPITAL LLCActive
Some overlap · 4 shared positions
$WT$SHW$MAR$SYK
$280M
84 positions
#19Bouchey Financial Group LtdActive
Some overlap · 4 shared positions
$WT$SHW$MAR$GE
$1.4B
173 positions
#20WADDELL & ASSOCIATES, LLCActive
Some overlap · 4 shared positions
$WT$MDY$AZO$GE
$1.8B
451 positions
#21GLR Partners, LLCPassive
Some overlap · 4 shared positions
$WT$MDY$LIN$IAU
$183M
100 positions
#22Stonebridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$WT$LIN$IAU$ADI
$1.2B
262 positions
#23Horizon Wealth Management, LLCPassive
Some overlap · 3 shared positions
$WT$SHW$GE
$682M
137 positions
#24Glen Eagle Advisors, LLCPassive
Some overlap · 3 shared positions
$WT$MDY$SHW
$714M
1,021 positions
#25Welch Financial Planning, LLCActive
Some overlap · 3 shared positions
$WT$SHW$BPRE
$139M
67 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.