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Hedge Funds Similar to FIDUCIARY FINANCIAL GROUP

13F Portfolio OverlapQ3 2026FIDUCIARY FINANCIAL GROUP portfolio →
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Most similar hedge funds by 13F overlap

FIDUCIARY FINANCIAL GROUP, LLC is an institutional investor managing $857M across 394 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 FIDUCIARY FINANCIAL GROUP are Wealth Partners, Spectrum Asset , (NB/CA), Timber Creek, with shared positions in $IAU, $CRWV, $PLTR, $SCHW, $MRVL, $WFC. The full ranking of 25 similar funds is below.

#1Wealth Management Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$CRWV$PLTR
$426M
155 positions
#2Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 4 shared positions
$IAU$SCHW$MRVL$WFC
$346M
112 positions
#3Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$IAU$SCHW$SGOL
$490M
80 positions
#4Synergy Investment Management, LLCPassive
Some overlap · 6 shared positions
$IAU$ANET$MRVL$MCD$SLV$PLTR
$413M
1,086 positions
#5Wealth Watch Advisors, INCActive
Some overlap · 4 shared positions
$IAU$SGOL$MCD$SLV
$309M
142 positions
#6Purkiss Capital Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$CRWV$PLTR
$263M
189 positions
#7Modus Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$SCHW$PLTR$MCD
$405M
118 positions
#8Fearless Solutions, LLC dba Best InvestPassive
Some overlap · 3 shared positions
$IAU$SCHW$MRVL
$197M
143 positions
#9Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$IAU$SCHW$DOV$WFC
$637M
125 positions
#10True Vision MN LLC
Some overlap · 4 shared positions
$IAU$ANET$PLTR$WFC
$194M
98 positions
#11Variant Private Wealth, LLCActive
Some overlap · 3 shared positions
$IAU$SCHW$PLTR
$113M
45 positions
#12Eurizon Asset Management Hungary Ltd.Active
Some overlap · 3 shared positions
$IAU$SGOL$PLTR
$94M
21 positions
#13ETF Store, Inc.Active
Some overlap · 3 shared positions
$IAU$SGOL$PLTR
$122M
109 positions
#14Fielder Capital Group LLCPassive
Some overlap · 4 shared positions
$IAU$PLTR$COIN$SLV
$462M
303 positions
#15Towneley Capital Management, Inc / DESmart money
Some overlap · 3 shared positions
$IAU$SGOL$DOV
$505M
45 positions
#16Pacific Park Financial, Inc.Active
Some overlap · 3 shared positions
$IAU$SGOL$DOV
$169M
81 positions
#17Kure Advisory, LLCActive
Some overlap · 4 shared positions
$IAU$PLTR$WFC$SLV
$216M
62 positions
#18Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$ANET$PLTR$SLV
$819M
339 positions
#19NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$IAU$PLTR$DOV$MCD
$283M
75 positions
#20Silverleafe Capital Partners, LLCActive
Some overlap · 4 shared positions
$IAU$PLTR$MRVL$MCD
$351M
100 positions
#21CADINHA & CO LLCActive
Some overlap · 4 shared positions
$IAU$PLTR$MCD$WFC
$616M
107 positions
#22New Harbor Financial Group, LLCActive
Some overlap · 3 shared positions
$IAU$SGOL$SLV
$669M
62 positions
#23Madden Advisory Services, Inc.Active
Some overlap · 3 shared positions
$IAU$SGOL$SLV
$279M
110 positions
#24BFSG, LLCPassive
Some overlap · 3 shared positions
$IAU$SGOL$MRVL
$1.1B
768 positions
#25Red Mountain Financial, LLCActive
Some overlap · 4 shared positions
$IAU$MCD$DOV$SLV
$119M
82 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.