Hedge Funds Similar to Black Diamond Financial

13F Portfolio OverlapQ3 2026Black Diamond Financial portfolio →

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Most similar hedge funds by 13F overlap

Black Diamond Financial, LLC is an institutional investor managing $1.2B across 204 U.S. equity positions as of Q3 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

$201M

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

$67M

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

$151M

100 positions

#8TruNorth Capital Management, LLCSmart money

Some overlap · 4 shared positions

$PHYS $MDY $IAU $SYK

$641M

123 positions

#9Cobblestone Asset Management LLCActive

Some overlap · 4 shared positions

$PHYS $IAU $CSX $PSLV

$248M

77 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

$194M

152 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

$213M

97 positions

#15Newton One Investments LLCActive

Slight overlap · 5 shared positions

$CEG $MDY $EXC $PEP $PWR

$392M

150 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

$888M

233 positions

#21Latitude Advisors, LLCPassive

Slight overlap · 4 shared positions

$PHYS $PLTR $CSX $PSLV

$323M

1,384 positions

#22MERIDIAN INVESTMENT COUNSEL INC.Passive

Slight overlap · 4 shared positions

$MCK $MDY $PLTR $IAU

$431M

230 positions

#23Capital Wealth Alliance, LLCActive

Slight overlap · 3 shared positions

$PHYS $CEG $PSLV

$229M

100 positions

#24VIRTUE ASSET MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$MCK $CEG $MDY $PEP

$147M

106 positions

#25PRIVATE CLIENT SERVICES, LLCPassive

Slight overlap · 3 shared positions

$PHYS $PLTR $IAU

$372M

232 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.