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Hedge Funds Similar to SEARCY FINANCIAL SERVICES /ADV

13F Portfolio OverlapQ1 2026SEARCY FINANCIAL SERVICES /ADV portfolio →
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Most similar hedge funds by 13F overlap

SEARCY FINANCIAL SERVICES INC /ADV is an institutional investor managing $270M across 27 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 SEARCY FINANCIAL SERVICES /ADV are SHUFRO ROSE &, RS CRUM, LEGACY FINANCIAL INDEPENDENT ADVISORS, with shared positions in $ALPS, $RELX, $IBM, $SO, $HSY, $ACN. The full ranking of 25 similar funds is below.

#1SHUFRO ROSE & CO LLCActive
Notable overlap · 3 shared positions
$ALPS$RELX$IBM
$1.5B
307 positions
#2RS CRUM INC.Active
Notable overlap · 3 shared positions
$ALPS$IBM$SO
$517M
102 positions
#3LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$ALPS$IBM$SO
$192M
113 positions
#4BONTEMPO OHLY CAPITAL MGMT LLCActive
Some overlap · 3 shared positions
$HSY$ACN$IBM
$222M
34 positions
#5CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$HSY$ACN$SO
$6.4B
290 positions
#6HC Advisors, LLCActive
Slight overlap · 3 shared positions
$ALPS$IBM$SO
$149M
60 positions
#7Signature Wealth Management GroupPassive
Slight overlap · 3 shared positions
$HSY$IBM$SO
$263M
128 positions
#8ForthRight Wealth Management, LLCActive
Slight overlap · 3 shared positions
$ALPS$IBM$SO
$353M
75 positions
#9Slagle Financial, LLCPassive
Slight overlap · 3 shared positions
$HSY$IBM$SO
$303M
121 positions
#10Wills Financial Group LLCPassive
Slight overlap · 3 shared positions
$ALPS$RELX$SO
$265M
75 positions
#11JLB & ASSOCIATES INCPassive
Slight overlap · 3 shared positions
$HSY$ACN$CASY
$696M
70 positions
#12AXS Investments LLCActive
Slight overlap · 3 shared positions
$ALPS$ACN$IBM
$248M
189 positions
#13Palisade Asset Management, LLCActive
Slight overlap · 3 shared positions
$HSY$ACN$IBM
$996M
195 positions
#14Meadowbrook Advisors Group, LLCPassive
Slight overlap · 3 shared positions
$HSY$IBM$SO
$168M
136 positions
#15Principle Wealth Partners LLCActive
Slight overlap · 3 shared positions
$ALPS$IBM$SO
$1.7B
380 positions
#16Hopwood Financial Services, Inc.Active
Slight overlap · 3 shared positions
$HSY$RELX$IBM
$148M
83 positions
#17MAINSAIL ASSET MANAGEMENT, LLCActive
Slight overlap · 4 shared positions
$RELX$ALPS$HSY$SO
$223M
112 positions
#18Ferguson Shapiro LLCActive
Slight overlap · 3 shared positions
$ALPS$IBM$SO
$328M
84 positions
#19Capital Investment Counsel, LLCPassive
Slight overlap · 3 shared positions
$ALPS$IBM$SO
$730M
147 positions
#20Plan Group Financial, LLCPassive
Slight overlap · 3 shared positions
$ALPS$IBM$SO
$426M
229 positions
#21Fortis Advisors, LLCPassive
Slight overlap · 3 shared positions
$ALPS$RELX$SO
$200M
119 positions
#22OLD POINT TRUST & FINANCIAL SERVICES N APassive
Slight overlap · 3 shared positions
$ACN$IBM$SO
$311M
318 positions
#23American Trust Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$ACN$IBM$SO
$181M
76 positions
#24Integras Partners LLCPassive
Slight overlap · 3 shared positions
$ACN$IBM$SO
$152M
69 positions
#25MCRAE CAPITAL MANAGEMENT INCActive
Slight overlap · 3 shared positions
$ACN$IBM$SO
$482M
106 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.