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Hedge Funds Similar to Conservest Advisors

13F Portfolio OverlapQ2 2026Conservest Advisors portfolio →
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Most similar hedge funds by 13F overlap

Conservest Capital Advisors, Inc. is an institutional investor managing $1.3B across 132 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 Conservest Advisors are OFS Enterprise, YOUNGS ADVISORY GROUP, Clear Point Advisors, with shared positions in $MDY, $PNC, $DE, $ET, $STT, $AON. The full ranking of 25 similar funds is below.

#1OFS Enterprise LLCActive
Substantial overlap · 3 shared positions
$MDY$PNC$DE
$382M
104 positions
#2YOUNGS ADVISORY GROUP, INC.Smart money
Notable overlap · 3 shared positions
$MDY$ET$PNC
$320M
71 positions
#3Clear Point Advisors Inc.Passive
Notable overlap · 3 shared positions
$MDY$STT$ET
$113M
93 positions
#4Hopwood Financial Services, Inc.Active
Notable overlap · 3 shared positions
$MDY$AON$AMGN
$173M
92 positions
#5Corsicana & Co.Passive
Notable overlap · 3 shared positions
$MDY$STT$ET
$206M
309 positions
#6ARK & TLK INVESTMENTS, LLCSmart money
Some overlap · 3 shared positions
$MDY$ET$COP
$416M
126 positions
#7Pacific Center for Financial ServicesActive
Some overlap · 3 shared positions
$MDY$STT$KMI
$477M
506 positions
#8RETIREMENT INCOME SOLUTIONS, INCSmart money
Some overlap · 3 shared positions
$MDY$STT$AMGN
$581M
172 positions
#9Junk Investment Group, LLCActive
Some overlap · 3 shared positions
$MDY$AMGN$PNC
$241M
98 positions
#10LAM GROUP, INC.Active
Some overlap · 3 shared positions
$MDY$AMGN$SHOP
$199M
137 positions
#11Canopy Partners, LLCPassive
Some overlap · 3 shared positions
$MDY$AMGN$PNC
$332M
256 positions
#12DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$MDY$AMGN$PNC
$445M
204 positions
#13Intrepid Financial Planning Group LLCPassive
Some overlap · 3 shared positions
$MDY$STT$AMGN
$294M
135 positions
#14Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 3 shared positions
$MDY$AMGN$KMI
$281M
113 positions
#15Alpha Wealth Funds, LLCActive
Some overlap · 3 shared positions
$MDY$ET$AMGN
$183M
63 positions
#16TRUSTMARK NATIONAL BANK TRUST DEPARTMENTActive
Some overlap · 3 shared positions
$MDY$AMGN$DE
$1.7B
278 positions
#17Investment Advisory Group, LLCActive
Some overlap · 4 shared positions
$MDY$SLV$STT$AMGN
$461M
220 positions
#18Carlton Hofferkamp & Jenks Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MDY$AMGN$KMI
$319M
146 positions
#19Disciplined Investments, LLCActive
Slight overlap · 3 shared positions
$MDY$ET$COP
$310M
144 positions
#20Delap Wealth Advisory, LLCActive
Slight overlap · 4 shared positions
$MDY$AON$ET$KMI
$291M
80 positions
#21Wealth Watch Advisors, INCActive
Slight overlap · 3 shared positions
$MDY$SLV$STT
$309M
142 positions
#22MCF Advisors LLCPassive
Slight overlap · 3 shared positions
$MDY$STT$AMGN
$2.8B
1,403 positions
#23CENTRAL BANK & TRUST COActive
Slight overlap · 3 shared positions
$MDY$AMGN$DE
$701M
181 positions
#24JDM Financial Group LLCActive
Slight overlap · 3 shared positions
$MDY$STT$AMGN
$293M
332 positions
#25FIFTH THIRD SECURITIES, INC.Passive
Slight overlap · 3 shared positions
$MDY$SLV$STT
$2.0B
420 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.