13F Pro

Hedge Funds Similar to Strategic Financial Group,

13F Portfolio OverlapQ1 2026Strategic Financial Group, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Strategic Financial Group, LLC is an institutional investor managing $104M across 19 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 Financial Group, are Roof Eidam Maycock Peralta,, Arbor Wealth Advisors, Strategic Advisors, with shared positions in $HUM, $UNIT, $DTB, $DTM. The full ranking of 7 similar funds is below.

#1Roof Eidam Maycock Peralta, LLCActive
Notable overlap · 3 shared positions
$HUM$UNIT$DTB
$436M
125 positions
#2Arbor Wealth Advisors LLCActive
Some overlap · 4 shared positions
$HUM$UNIT$DTB$DTM
$143M
56 positions
#3Strategic Advisors LLCPassive
Some overlap · 3 shared positions
$DTB$HUM$UNIT
$602M
183 positions
#4Cranbrook Wealth Management, LLCActive
Slight overlap · 3 shared positions
$UNIT$HUM$DTB
$492M
385 positions
#5Plante Moran Financial Advisors, LLCSmart money
Slight overlap · 3 shared positions
$UNIT$DTB$HUM
$1.5B
718 positions
#6Lakeshore Financial Planning, Inc.Active
Slight overlap · 3 shared positions
$DTB$DTM$HUM
$276M
85 positions
#7BALANCED WEALTH GROUP LLCActive
Slight overlap · 3 shared positions
$HUM$DTB$DTM
$279M
73 positions

Compare Strategic Financial Group,’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 Strategic Financial Group,’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.