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Hedge Funds Similar to Financial Solutions Advisory Group

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

Financial Solutions Advisory Group, Inc. is an institutional investor managing $791M across 177 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 Solutions Advisory Group are Nordwand Advisors, Eley Financial, CONNING, with shared positions in $CMI, $UNP, $ABT, $AMGN, $AXP, $ACN. The full ranking of 25 similar funds is below.

#1Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$CMI$UNP$ABT$AMGN$AXP
$652M
146 positions
#2Eley Financial Management, IncPassive
Some overlap · 4 shared positions
$CMI$UNP$ABT$ACN
$309M
72 positions
#3CONNING INC.Passive
Some overlap · 6 shared positions
$CMI$UNP$ABT$MCD$AMGN$ADP
$3.3B
327 positions
#4JACOBS & CO/CAPassive
Some overlap · 6 shared positions
$CMI$UNP$MCD$AMGN$AXP$ADP
$1.2B
134 positions
#5SECURITY NATIONAL BANK OF SO DAK
Some overlap · 4 shared positions
$CMI$UNP$ABT$ADP
$207M
119 positions
#6SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
Some overlap · 4 shared positions
$CMI$UNP$ABT$ADP
$169M
104 positions
#7Wilson & Boucher Capital Management, LLC
Some overlap · 4 shared positions
$CMI$UNP$ABT$AMGN
$170M
121 positions
#8DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 7 shared positions
$UNP$ABT$GIS$KMB$ZTS$ADBE
$12.5B
186 positions
#9NovaPoint Capital, LLCPassive
Some overlap · 3 shared positions
$CMI$UNP$ABT
$481M
161 positions
#10ADVOCATE GROUP LLCPassive
Some overlap · 4 shared positions
$CMI$UNP$GIS$MCD
$665M
122 positions
#11North Forty Two & Co.Passive
Some overlap · 4 shared positions
$CMI$UNP$ABT$AMGN
$118M
104 positions
#12Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 4 shared positions
$CMI$UNP$ZTS$DIS
$251M
74 positions
#13Loudon Investment Management, LLCPassive
Some overlap · 5 shared positions
$CMI$ABT$ACN$AMGN$ADP
$204M
95 positions
#14Phoenix Wealth AdvisorsActive
Some overlap · 4 shared positions
$CMI$UNP$AMGN$AXP
$297M
129 positions
#15Wallington Asset Management, LLCActive
Some overlap · 4 shared positions
$CMI$UNP$AMGN$DIS
$814M
61 positions
#16Midwest Professional Planners, LTD.Passive
Some overlap · 4 shared positions
$CMI$UNP$ANET$AXP
$510M
131 positions
#17Crescent Sterling, Ltd.Passive
Some overlap · 5 shared positions
$CMI$ABT$KMB$MDY$AMGN
$112M
85 positions
#18LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 7 shared positions
$UNP$ABT$ACN$MCD$AMGN$AXP
$273M
104 positions
#19BANK OF STOCKTONActive
Some overlap · 4 shared positions
$CMI$UNP$ABT$AXP
$356M
126 positions
#20Northwest Quadrant Wealth Management, LLCSmart money
Some overlap · 5 shared positions
$CMI$UNP$AMGN$AXP$ADP
$540M
77 positions
#21CINCINNATI INSURANCE COActive
Some overlap · 4 shared positions
$CMI$ABT$ACN$MCD
$6.9B
64 positions
#22BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$CMI$UNP$MCD$ANET$DIS
$1.7B
401 positions
#23MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$CMI$UNP$MCD
$233M
122 positions
#24Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$CMI$UNP$AMGN$ADP
$239M
126 positions
#25DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$CMI$ABT$KMB$ADP
$530M
92 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.