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Hedge Funds Similar to Strive Financial Group

13F Portfolio OverlapQ2 2026Strive Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Strive Financial Group ,LLC is an institutional investor managing $231M across 889 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 Strive Financial Group are National Wealth Group, ROBERTS GLORE, Sepio, with shared positions in $PLTR, $HWM, $ANET, $AMGN, $FBTC, $NSC. The full ranking of 25 similar funds is below.

#1National Wealth Management Group, LLCPassive
Some overlap · 5 shared positions
$PLTR$HWM$ANET$AMGN$FBTC
$347M
214 positions
#2ROBERTS GLORE & CO INC /IL/Passive
Slight overlap · 4 shared positions
$NSC$ABT$AMGN$ANET
$404M
246 positions
#3Sepio Capital, LPActive
Slight overlap · 4 shared positions
$MNST$FBTC$ABT$NSC
$2.5B
304 positions
#4ODDO BHF ASSET MANAGEMENT SASPassive
Slight overlap · 4 shared positions
$NSC$PLTR$HWM$ANET
$2.2B
253 positions
#5Fox Hill Wealth ManagementPassive
Slight overlap · 4 shared positions
$NSC$PLTR$HWM$ANET
$249M
120 positions
#6Empire Financial Management Company, LLCPassive
Slight overlap · 4 shared positions
$NSC$AMGN$AZO$HSY
$253M
139 positions
#7Hardworking Capital Advisors, LLCActive
Slight overlap · 4 shared positions
$MNST$AMGN$AZO$ICE
$121M
84 positions
#8IBEX WEALTH ADVISORSPassive
Slight overlap · 4 shared positions
$AMGN$PLTR$HWM$ANET
$1.3B
209 positions
#9Weaver Capital Management LLCPassive
Slight overlap · 4 shared positions
$AMGN$PLTR$ANET$AZO
$525M
181 positions
#10NatWest Group plcActive
Slight overlap · 4 shared positions
$MNST$AMGN$HWM$HSY
$560M
48 positions
#11Marshall Financial Group, LLCPassive
Slight overlap · 4 shared positions
$MNST$AMGN$ANET$HSY
$686M
311 positions
#12Kesler, Norman & Wride, LLCPassive
Slight overlap · 4 shared positions
$ABT$AMGN$ICE$JKHY
$631M
271 positions
#13HENDLEY & CO INCActive
Slight overlap · 4 shared positions
$ABT$HWM$AZO$HSY
$283M
47 positions
#14DILLON & ASSOCIATES INCActive
Slight overlap · 3 shared positions
$NSC$MNST$ABT
$849M
79 positions
#15Somerset Trust CoPassive
Slight overlap · 3 shared positions
$NSC$ABT$AMGN
$354M
186 positions
#16MB, LEVIS & ASSOCIATES, LLCPassive
Slight overlap · 3 shared positions
$NSC$ABT$AMGN
$273M
250 positions
#17Athena Investment ManagementPassive
Slight overlap · 3 shared positions
$NSC$ABT$AMGN
$169M
132 positions
#18Advocacy Wealth Management, LLCActive
Slight overlap · 4 shared positions
$ABT$ANET$ICE$MNST
$2.8B
151 positions
#19Linscomb Wealth, Inc.Passive
Slight overlap · 3 shared positions
$NSC$AMGN$ABT
$2.3B
311 positions
#20Hilton Head Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$NSC$AMGN$PLTR
$185M
877 positions
#21OLD POINT TRUST & FINANCIAL SERVICES N APassive
Slight overlap · 3 shared positions
$NSC$AMGN$PLTR
$329M
323 positions
#22Titan Investment Management LLCActive
Slight overlap · 4 shared positions
$AZO$PLTR$HSY$ANET
$137M
40 positions
#23VIRTUE ASSET MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$NSC$AMGN$ANET
$147M
106 positions
#24Marshall & Sterling Wealth Advisors Inc.Passive
Slight overlap · 3 shared positions
$NSC$AMGN$ANET
$169M
339 positions
#25St. Clair Advisors, LLCSmart money
Slight overlap · 3 shared positions
$NSC$ABT$AMGN
$402M
81 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.