Hedge Funds Similar to Black Diamond Financial

13F Portfolio OverlapQ2 2026Black Diamond Financial portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Black Diamond Financial, LLC is an institutional investor managing $1.1B across 198 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 Black Diamond Financial are VectorGlobal IAG, KOM Wealth Group, ASSOCIATES, with shared positions in $CEG, $PHYS, $MCK, $PLTR, $PSLV, $PWR. The full ranking of 25 similar funds is below.

#1VectorGlobal IAG, Inc.

Some overlap · 5 shared positions

$CEG $PHYS $MCK $PLTR $PSLV

$385M

134 positions

#2KOM Wealth Management Group, LLCActive

Some overlap · 4 shared positions

$PHYS $PWR $MCK $PLTR

$165M

96 positions

#3CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Some overlap · 4 shared positions

$CEG $MCK $PWR $PLTR

$78M

44 positions

#4Cunning Capital Partners, LPActive

Some overlap · 4 shared positions

$CEG $MCK $PWR $PLTR

$248M

55 positions

#5Connective Portfolio Management, LLCPassive

Some overlap · 4 shared positions

$PHYS $PWR $IAU $PL

$60M

39 positions

#6Pekin Hardy Strauss, Inc.Passive

Some overlap · 4 shared positions

$PHYS $CEG $IAU $PSLV

$1.1B

511 positions

#7A. D. Beadell Investment Counsel, Inc.Passive

Some overlap · 4 shared positions

$PHYS $PWR $PEP $SYK

$156M

104 positions

#8TruNorth Capital Management, LLCSmart money

Some overlap · 4 shared positions

$PHYS $MDY $IAU $SYK

$623M

123 positions

#9Cobblestone Asset Management LLCActive

Some overlap · 4 shared positions

$PHYS $IAU $CSX $PSLV

$240M

74 positions

#10Basepoint Wealth LLCPassive

Some overlap · 4 shared positions

$PHYS $MCK $PSLV $PEP

$175M

632 positions

#11CITY NATIONAL BANK OF FLORIDA /MSDActive

Some overlap · 3 shared positions

$PHYS $PWR $MDY

$238M

150 positions

#12QUANTUM FINANCIAL PARTNERS LLCPassive

Some overlap · 3 shared positions

$PHYS $PWR $PLTR

$196M

153 positions

#13SENTINEL TRUST CO LBASmart money

Slight overlap · 5 shared positions

$PWR $PLTR $IAU $MDY $PEP

$1.1B

136 positions

#14ISLAY CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$PHYS $PLTR $PSLV $SYK

$216M

231 positions

#15Newton One Investments LLCActive

Slight overlap · 5 shared positions

$CEG $MDY $EXC $PEP $PWR

$397M

146 positions

#16Montis Financial, LLCActive

Slight overlap · 4 shared positions

$PHYS $IAU $MDY $SYK

$489M

152 positions

#17Costello Asset Management, INCPassive

Slight overlap · 4 shared positions

$CEG $MCK $CSX $PEP

$333M

710 positions

#18Aspen Investment Management IncPassive

Slight overlap · 5 shared positions

$PWR $PLTR $CSX $PEP $SYK

$372M

187 positions

#19HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive

Slight overlap · 4 shared positions

$CEG $PWR $PLTR $SYK

$217M

352 positions

#20Capital Advisors Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$CEG $PWR $PLTR $IAU

$851M

231 positions

#21Latitude Advisors, LLCPassive

Slight overlap · 4 shared positions

$PHYS $PLTR $CSX $PSLV

$251M

239 positions

#22MERIDIAN INVESTMENT COUNSEL INC.Passive

Slight overlap · 4 shared positions

$MCK $MDY $PLTR $IAU

$466M

250 positions

#23Capital Wealth Alliance, LLCActive

Slight overlap · 3 shared positions

$PHYS $CEG $PSLV

$215M

99 positions

#24VIRTUE ASSET MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$MCK $CEG $MDY $PEP

$142M

108 positions

#25PRIVATE CLIENT SERVICES, LLCPassive

Slight overlap · 3 shared positions

$PHYS $PLTR $IAU

$381M

229 positions

Compare Black Diamond Financial’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 Black Diamond Financial’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.