Hedge Funds Similar to Financial Advisory

13F Portfolio OverlapQ2 2026Financial Advisory portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Financial Advisory Corp is an institutional investor managing $754M across 58 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 Financial Advisory are ARBOR WEALTH ADVISORS, Winter & Associates, Allred, with shared positions in $SYK, $MDY, $DTB, $MMM, $ISRG, $HBAN. The full ranking of 23 similar funds is below.

#1ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 3 shared positions

$248M

96 positions

#2Winter & Associates, Inc.Active

Some overlap · 3 shared positions

$MDY $MMM $ISRG

$133M

85 positions

#3Allred Capital Management, LLCPassive

Some overlap · 3 shared positions

$305M

162 positions

#4CENTRAL BANK & TRUST COActive

Some overlap · 3 shared positions

$MDY $ISRG $SYK

$705M

185 positions

#5Shoker Investment Counsel, Inc.Active

Some overlap · 3 shared positions

$HBAN $MDY $MMM

$398M

113 positions

#6DKRT Investments Corp.Active

Some overlap · 3 shared positions

$SYK $MMM $SPCX

$409M

50 positions

#7BROADWATER CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$ISRG $SYK $MMM

$138M

208 positions

#8Kaydan Wealth Management, Inc.Active

Some overlap · 3 shared positions

$328M

115 positions

#9Blackston Financial Advisory Group, LLCActive

Some overlap · 3 shared positions

$MDY $MMM $SPCX

$177M

106 positions

#10William Mack & Associates, Inc.Active

Some overlap · 3 shared positions

$284M

108 positions

#11Financial Gravity Companies, Inc. (FGCO)Passive

Some overlap · 3 shared positions

$MMM $SYK $ISRG

$616M

1,040 positions

#12Mascagni Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$SYK $HBAN $SPCX

$161M

142 positions

#13GEM Asset Management, LLCActive

Some overlap · 3 shared positions

$MDY $DTB $HBAN

$254M

116 positions

#14Harvest Portfolios Group Inc.Active

Some overlap · 3 shared positions

$SPCX $SYK $ISRG

$7.1B

267 positions

#15Plante Moran Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$2.1B

1,589 positions

#16Miller Financial Services LLCPassive

Slight overlap · 3 shared positions

$MMM $SYK $ISRG

$124M

142 positions

#17Blue Water Asset ManagementActive

Slight overlap · 3 shared positions

$DTB $SYK $WTFC

$310M

108 positions

#18Millstone Evans Group, LLCPassive

Slight overlap · 3 shared positions

$185M

877 positions

#19All Terrain Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$MDY $MMM $ISRG

$615M

157 positions

#20BALYASNY ASSET MANAGEMENT L.P.Passive

Slight overlap · 3 shared positions

$SPCX $MMM $HBAN

$80.2B

2,950 positions

#21Aster Capital Management (DIFC) LtdPassive

Slight overlap · 3 shared positions

$MDY $SYK $HBAN

$470M

808 positions

#22RVW Wealth, LLCActive

Slight overlap · 3 shared positions

$MDY $SYK $SPCX

$1.5B

183 positions

#23Well Done, LLCPassive

Slight overlap · 3 shared positions

$SYK $HBAN $WTFC

$743M

202 positions

Compare Financial Advisory’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 Financial Advisory’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.