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Hedge Funds Similar to Financial Security Advisor

13F Portfolio OverlapQ2 2026Financial Security Advisor portfolio →
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Most similar hedge funds by 13F overlap

Financial Security Advisor, Inc. is an institutional investor managing $615M across 161 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 Security Advisor are Value Investment Professionals, BENEDICT FINANCIAL ADVISORS, Founders Financial Alliance, with shared positions in $BAH, $MO, $PM, $MCD, $AXP, $VZ. The full ranking of 25 similar funds is below.

#1Value Investment Professionals, LLCPassive
Some overlap · 4 shared positions
$BAH$MO$PM$MCD
$119M
97 positions
#2BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$MO$PM$MCD$AXP$VZ$CB
$515M
142 positions
#3Founders Financial Alliance, LLCPassive
Some overlap · 5 shared positions
$BAH$MO$PM$MCD$FCNCA
$754M
779 positions
#4Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$MO$PM$MCD$D$VZ
$116M
65 positions
#5WARNER FINANCIAL, INCActive
Some overlap · 5 shared positions
$BAH$PM$MCD$MO$TXN
$340M
145 positions
#6Coston, McIsaac & PartnersPassive
Some overlap · 6 shared positions
$MO$PM$MCD$TXN$SO$VZ
$497M
948 positions
#7SIMA Wealth Partners, LLCActive
Some overlap · 5 shared positions
$MO$PM$MCD$PH$D
$141M
130 positions
#8HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$MO$PM$MCD$AXP$CB
$252M
43 positions
#9RAHLFS CAPITAL, LLCPassive
Some overlap · 7 shared positions
$PM$MCD$MO$D$TXN$SO
$136M
86 positions
#10Verus Financial Partners, Inc.Smart money
Some overlap · 5 shared positions
$MO$PM$D$HCA$SO
$1.2B
127 positions
#11Graver Capital Management, LLCSmart money
Some overlap · 4 shared positions
$MO$PM$MCD$D
$140M
26 positions
#12Salomon & Ludwin, LLCPassive
Some overlap · 4 shared positions
$MO$PM$MCD$D
$1.2B
2,116 positions
#13KFA Private Wealth Group, LLCActive
Some overlap · 4 shared positions
$MO$PM$MCD$AXP
$415M
150 positions
#14CFC Planning Co LLCPassive
Some overlap · 5 shared positions
$MO$PM$AXP$TXN$VZ
$171M
71 positions
#15Plan Group Financial, LLCPassive
Some overlap · 5 shared positions
$MO$PM$D$SO$VZ
$486M
249 positions
#16Southland Equity Partners LLCPassive
Some overlap · 4 shared positions
$BAH$MCD$PM$VZ
$571M
306 positions
#17Keystone Financial Planning, Inc.Smart money
Some overlap · 4 shared positions
$MO$PM$MCD$VZ
$388M
39 positions
#18ARS Wealth Advisors Group, LLCActive
Some overlap · 4 shared positions
$BAH$MO$SO$VZ
$1.3B
220 positions
#19LONDON CO OF VIRGINIAActive
Some overlap · 5 shared positions
$MO$PM$D$TXN$CB
$17.5B
169 positions
#20Souders Financial AdvisorsPassive
Some overlap · 4 shared positions
$BAH$PM$AXP$MCD
$994M
224 positions
#21Range Financial Group LLCPassive
Some overlap · 4 shared positions
$MO$PM$MCD$VZ
$366M
206 positions
#22Optimist Retirement Group LLCActive
Some overlap · 4 shared positions
$MO$PM$MCD$VZ
$259M
118 positions
#23Fee-Only Financial Planning, L.C.Smart money
Some overlap · 4 shared positions
$MO$PM$D$SO
$187M
45 positions
#24AMICA MUTUAL INSURANCE COActive
Some overlap · 5 shared positions
$PM$MCD$PH$AXP$TXN
$1.2B
142 positions
#25Hilton Head Capital Partners, LLCPassive
Some overlap · 4 shared positions
$MO$PM$D$VZ
$198M
912 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.