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Hedge Funds Similar to STRATEGIC ADVISORY PARTNERS,

13F Portfolio OverlapQ1 2026STRATEGIC ADVISORY PARTNERS, portfolio →
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Most similar hedge funds by 13F overlap

STRATEGIC ADVISORY PARTNERS, LLC is an institutional investor managing $127M across 96 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 STRATEGIC ADVISORY PARTNERS, are Financial Futures Ltd Liability, PURE PORTFOLIOS, Cranbrook Wealth ,, with shared positions in $SNOW, $IBIT, $DIA, $NOW, $MUFG, $USB. The full ranking of 25 similar funds is below.

#1Financial Futures Ltd Liability Co.Active
Some overlap · 8 shared positions
$SNOW$IBIT$DIA$NOW$MUFG$USB
$228M
72 positions
#2PURE PORTFOLIOS HOLDINGS LLC
Some overlap · 5 shared positions
$SNOW$IBIT$NOW$UNIT$SCHW
$332M
104 positions
#3Cranbrook Wealth Management, LLCActive
Some overlap · 4 shared positions
$SNOW$IBIT$NOW$UNIT
$492M
385 positions
#4Blue Sky Capital Consultants Group, Inc.Passive
Some overlap · 3 shared positions
$SNOW$IBIT$NOW
$210M
76 positions
#5MATHER GROUP, LLC.Active
Some overlap · 7 shared positions
$SNOW$NOW$LOW$COP$USB$DOV
$10.0B
1,896 positions
#6NavPoint Financial, Inc.Active
Some overlap · 5 shared positions
$SNOW$IBIT$GMM$COP$DOV
$247M
71 positions
#7Graetz Wealth LLCPassive
Some overlap · 6 shared positions
$SNOW$IBIT$GMM$USB$UNIT$SCHW
$112M
80 positions
#8Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$SNOW$NOW$LOW
$353M
78 positions
#9Sagace Wealth Management LLCPassive
Some overlap · 6 shared positions
$SNOW$IBIT$COP$USB$NEE$UNIT
$149M
70 positions
#10Fonville Wealth Management LLCPassive
Some overlap · 6 shared positions
$SNOW$IBIT$GMM$UNIT$SE$SCHW
$525M
138 positions
#11ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 4 shared positions
$SNOW$IBIT$UPST$SCHW
$530M
86 positions
#12Zhang Financial LLCActive
Some overlap · 5 shared positions
$SNOW$IBIT$COP$DOV$UNIT
$2.9B
367 positions
#13Madrid Wealth Management, LLCPassive
Some overlap · 6 shared positions
$SNOW$NOW$UPST$MUFG$COP$USB
$133M
70 positions
#14Colter Lewis Investment Partners LLCPassive
Some overlap · 4 shared positions
$SNOW$IBIT$NEE$DOV
$106M
111 positions
#15Powell Investment Advisors, LLCActive
Some overlap · 4 shared positions
$SNOW$IBIT$COP$SAN
$290M
174 positions
#16MARINER INVESTMENT GROUP LLCActive
Some overlap · 3 shared positions
$SNOW$IBIT$COP
$362M
161 positions
#17Verde Capital ManagementActive
Some overlap · 4 shared positions
$SNOW$IBIT$USB$SCHW
$468M
69 positions
#18Optimus Prime Fund Management Co., Ltd.Smart money
Some overlap · 3 shared positions
$SNOW$NOW$OKTA
$1.0B
27 positions
#19BROWN WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SNOW$IBIT$UNIT
$389M
116 positions
#20Foundation Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$SNOW$IBIT$SE
$148M
44 positions
#21HARBOR ADVISORY CORP /MA/Passive
Some overlap · 4 shared positions
$SNOW$LOW$GMM$SE
$333M
79 positions
#22BankPlus Wealth Management LLCActive
Some overlap · 3 shared positions
$SNOW$LOW$GMM
$194M
117 positions
#23Plan A Wealth LLCActive
Some overlap · 3 shared positions
$SNOW$LOW$GMM
$209M
178 positions
#24rebel Financial LLCPassive
Some overlap · 6 shared positions
$SNOW$NOW$MUFG$USB$UNIT$SE
$231M
65 positions
#25Veridan Wealth LLCActive
Some overlap · 5 shared positions
$SNOW$NOW$MUFG$USB$MDLZ
$270M
80 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.