13F Pro

Hedge Funds Similar to FIDUCIARY FINANCIAL GROUP

13F Portfolio OverlapQ2 2026FIDUCIARY FINANCIAL GROUP portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

FIDUCIARY FINANCIAL GROUP, LLC is an institutional investor managing $882M across 373 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 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
$425M
154 positions
#2Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 4 shared positions
$IAU$SCHW$MRVL$WFC
$362M
116 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
$189M
139 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
$89M
42 positions
#12Eurizon Asset Management Hungary Ltd.Smart money
Some overlap · 3 shared positions
$IAU$SGOL$PLTR
$94M
21 positions
#13ETF Store, Inc.Passive
Some overlap · 3 shared positions
$IAU$SGOL$PLTR
$120M
114 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
$509M
46 positions
#16Pacific Park Financial, Inc.Active
Some overlap · 3 shared positions
$IAU$SGOL$DOV
$172M
77 positions
#17Kure Advisory, LLCActive
Some overlap · 4 shared positions
$IAU$PLTR$WFC$SLV
$211M
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
$270M
74 positions
#20Silverleafe Capital Partners, LLCActive
Some overlap · 4 shared positions
$IAU$PLTR$MRVL$MCD
$367M
99 positions
#21CADINHA & CO LLCActive
Some overlap · 4 shared positions
$IAU$PLTR$MCD$WFC
$675M
107 positions
#22New Harbor Financial Group, LLCActive
Some overlap · 3 shared positions
$IAU$SGOL$SLV
$633M
68 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, LLCPassive
Some overlap · 4 shared positions
$IAU$MCD$DOV$SLV
$119M
82 positions

Compare FIDUCIARY FINANCIAL GROUP’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 FIDUCIARY FINANCIAL GROUP’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.