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Hedge Funds Similar to Sentinel Advisory Group,

13F Portfolio OverlapQ1 2026Sentinel Advisory Group, portfolio →
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Most similar hedge funds by 13F overlap

Sentinel Advisory Group, LLC is an institutional investor managing $205M across 53 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 Sentinel Advisory Group, are URS Advisory, Integrity Wealth Partners,, Northeast Financial Group,, with shared positions in $TMO, $SNOW, $SLV, $GMM, $KO, $SE. The full ranking of 25 similar funds is below.

#1URS Advisory LLCActive
Notable overlap · 3 shared positions
$TMO$SNOW$SLV
$137M
51 positions
#2Integrity Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$TMO$GMM$SLV
$111M
99 positions
#3Northeast Financial Group, Inc.Active
Some overlap · 4 shared positions
$TMO$SNOW$GMM$KO
$404M
90 positions
#4Centurion Wealth Management LLCPassive
Some overlap · 3 shared positions
$TMO$SNOW$SE
$444M
316 positions
#5GENERATION INVESTMENT MANAGEMENT LLPSmart money
Some overlap · 3 shared positions
$TMO$NTNX$SE
$11.2B
29 positions
#6SYNTAX RESEARCH, INC.Passive
Some overlap · 3 shared positions
$TMO$SNOW$SE
$157M
174 positions
#7Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$SNOW$TMO$KO
$353M
78 positions
#8Vertrix Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$SNOW$TMO$KO
$272M
95 positions
#9Lummis Asset Management, LPActive
Slight overlap · 3 shared positions
$TMO$SNOW$KO
$167M
192 positions
#10Vivaldi Capital Management LPPassive
Slight overlap · 3 shared positions
$SNOW$GMM$SLV
$723M
290 positions
#11JIM SAULNIER & ASSOCIATES, LLCPassive
Slight overlap · 3 shared positions
$SNOW$GMM$SLV
$205M
139 positions
#12Guardian Financial Partners, LLCActive
Slight overlap · 3 shared positions
$TMO$SNOW$BPRE
$237M
67 positions
#13ONTARIO TEACHERS PENSION PLAN BOARDActive
Slight overlap · 4 shared positions
$SNOW$TMO$SE$NTNX
$3.5B
162 positions
#14Roberts Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$TMO$SNOW$SE
$394M
110 positions
#15HARBOR ADVISORY CORP /MA/Passive
Slight overlap · 4 shared positions
$SNOW$GMM$SE$KO
$333M
79 positions
#16Integrity Advisory Solutions, LLCActive
Slight overlap · 4 shared positions
$SNOW$GMM$BPRE$SE
$757M
293 positions
#17DOVER ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$SNOW$TMO$KO
$242M
159 positions
#18Bank of MarinPassive
Slight overlap · 3 shared positions
$SNOW$TMO$SE
$137M
135 positions
#19BEAM WEALTH ADVISORS, INC.Active
Slight overlap · 4 shared positions
$SNOW$SLV$KO$SE
$402M
108 positions
#20CLEAR INVESTMENT RESEARCH, LLCPassive
Slight overlap · 4 shared positions
$SNOW$SLV$KO$SE
$64M
241 positions
#21Northside Capital Management, LLCActive
Slight overlap · 3 shared positions
$SNOW$TMO$KO
$1.1B
193 positions
#22NavPoint Financial, Inc.Active
Slight overlap · 3 shared positions
$SNOW$GMM$KO
$247M
71 positions
#23Revisor Wealth Management LLCPassive
Slight overlap · 4 shared positions
$SNOW$GMM$SLV$KO
$362M
327 positions
#24Capital Investment Management, Inc.Active
Slight overlap · 3 shared positions
$SNOW$GMM$SE
$291M
125 positions
#25MA Private WealthActive
Slight overlap · 3 shared positions
$SNOW$GMM$SE
$591M
86 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.