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Hedge Funds Similar to Copley Financial Group

13F Portfolio OverlapQ2 2026Copley Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Copley Financial Group, Inc. is an institutional investor managing $165M across 118 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 Copley Financial Group are Argos Wealth Advisors, Austin Wealth, SAGE PRIVATE WEALTH GROUP, with shared positions in $GLDM, $KLAC, $ASML, $TXN, $GD, $ETN. The full ranking of 25 similar funds is below.

#1Argos Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$GLDM$KLAC$ASML
$378M
224 positions
#2Austin Wealth Management, LLCActive
Notable overlap · 3 shared positions
$GLDM$TXN$GD
$473M
126 positions
#3SAGE PRIVATE WEALTH GROUP, LLCActive
Notable overlap · 3 shared positions
$GLDM$ETN$TGT
$222M
100 positions
#4Chatterton & Associates Inc.Passive
Notable overlap · 4 shared positions
$GLDM$KLAC$ETN$ASML
$170M
101 positions
#5Cassaday & Co Wealth Management LLCActive
Notable overlap · 4 shared positions
$GLDM$LMT$ETN$GD
$5.3B
1,313 positions
#6SBI Okasan Asset Management Co.Ltd.Smart money
Notable overlap · 3 shared positions
$GLDM$ETN$MGA
$3.0B
320 positions
#7PALLADIEM, LLCActive
Notable overlap · 3 shared positions
$GLDM$KLAC$ASML
$103M
136 positions
#8RM Financial Services, LLCPassive
Notable overlap · 3 shared positions
$GLDM$TXN$ETN
$135M
79 positions
#9Kraft, Davis & Associates, LLCActive
Notable overlap · 3 shared positions
$GLDM$KLAC$ASML
$479M
155 positions
#10PEAK FINANCIAL ADVISORS LLCPassive
Notable overlap · 3 shared positions
$GLDM$MS$ETN
$242M
78 positions
#11Mission Creek Capital Partners, Inc.Passive
Notable overlap · 4 shared positions
$GLDM$SIVR$ETN$ASML
$569M
231 positions
#12Capital Planning Advisors, LLC
Notable overlap · 3 shared positions
$GLDM$ETN$ASML
$692M
146 positions
#13Evernest Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$GLDM$TXN$MS
$478M
191 positions
#14BRIGHT FINANCIAL ADVISORS, INC.Active
Some overlap · 3 shared positions
$GLDM$ETN$TGT
$239M
72 positions
#15Frederick Financial Consultants, LLCActive
Some overlap · 4 shared positions
$LMT$GLDM$MS$KLAC
$236M
121 positions
#16Silver Coast Investments LLCActive
Some overlap · 5 shared positions
$SIVR$LMT$GD$ASML$MS
$336M
121 positions
#17Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$LMT$GD$C$TGT
$181M
81 positions
#18Gradient Investments LLCPassive
Some overlap · 5 shared positions
$GLDM$MS$TGT$ETN$ASML
$7.2B
448 positions
#19Richwood Investment Advisors, LLCActive
Some overlap · 5 shared positions
$LMT$GD$C$MS$ETN
$142M
106 positions
#20TL Private WealthSmart money
Some overlap · 4 shared positions
$LMT$C$ETN$TXN
$273M
54 positions
#21OPPENHEIMER ASSET MANAGEMENT INC.Passive
Some overlap · 8 shared positions
$C$KLAC$VOD$LEN$ASML$THO
$9.6B
1,134 positions
#22LEGACY SOLUTIONS, LLCActive
Some overlap · 4 shared positions
$GLDM$C$MS$EOG
$124M
88 positions
#23FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 4 shared positions
$GLDM$GD$ASML$EOG
$1.7B
208 positions
#24Richard P Slaughter Associates IncActive
Some overlap · 3 shared positions
$GLDM$MS$TXN
$510M
106 positions
#25Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$GLDM$ETN$KLAC
$1.8B
529 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.