Hedge Funds Similar to Larson Financial Group

13F Portfolio OverlapQ2 2026Larson Financial Group portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Larson Financial Group LLC is an institutional investor managing $3.8B across 3,772 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 Larson Financial Group are Argyle Partners, Fund Advisors of America, CFM WEALTH PARTNERS, with shared positions in $EPD, $ET, $CRWD, $PH, $MO, $WMB. The full ranking of 25 similar funds is below.

#1Argyle Capital Partners, LLCPassive

Slight overlap · 6 shared positions

$EPD $ET $CRWD $PH $MO $WMB

$162M

175 positions

#2Fund Advisors of America Inc/FLPassive

Slight overlap · 5 shared positions

$EPD $PLTR $ET $MO $WMB

$110M

120 positions

#3CFM WEALTH PARTNERS LLCActive

Slight overlap · 5 shared positions

$EPD $ET $CRWD $MO $WMB

$783M

149 positions

#4MADDEN SECURITIES CorpPassive

Slight overlap · 5 shared positions

$EPD $PLTR $CRWD $MO $BA

$378M

343 positions

#5Henson-Edgewater Management, LLCActive

Slight overlap · 5 shared positions

$EPD $PLTR $ET $CRWD $BA

$192M

66 positions

#6DOLIVER ADVISORS, LPActive

Slight overlap · 5 shared positions

$EPD $CRWD $PH $MO $BA

$458M

181 positions

#7Knollwood Investment Advisory, LLCPassive

Slight overlap · 4 shared positions

$MPWR $EPD $PLTR $CRWD

$1.1B

270 positions

#8Hobbs Group Advisors, LLCActive

Slight overlap · 4 shared positions

$GLTR $EPD $CRWD $WMB

$380M

164 positions

#9Paragon Advisors, LLCSmart money

Slight overlap · 4 shared positions

$MPWR $EPD $PLTR $CRWD

$476M

77 positions

#10Corps Capital Advisors, LLCPassive

Slight overlap · 4 shared positions

$EPD $PLTR $ET $CRWD

$124M

99 positions

#11Intellus Advisors LLCActive

Slight overlap · 4 shared positions

$EPD $PLTR $ET $CRWD

$823M

134 positions

#12Avalon Global Asset Management LLCActive

Slight overlap · 4 shared positions

$MPWR $PLTR $CRWD $PH

$917M

38 positions

#13Wisconsin Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$GLTR $PLTR $CRWD $BA

$119M

84 positions

#14Royal Palms Capital LLCPassive

Slight overlap · 4 shared positions

$EPD $PLTR $ET $MO

$113M

55 positions

#15Cornerstone Select Advisors, LLCPassive

Slight overlap · 4 shared positions

$EPD $PLTR $CRWD $MO

$238M

149 positions

#16SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive

Slight overlap · 4 shared positions

$EPD $ET $CRWD $WMB

$537M

304 positions

#17CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Slight overlap · 4 shared positions

$EPD $ET $CRWD $WMB

$2.2B

73 positions

#18DIVIDEND ASSETS CAPITAL, LLCPassive

Slight overlap · 4 shared positions

$EPD $ET $PH $WMB

$517M

137 positions

#19GRANVILLE CAPITAL, INC.Active

Slight overlap · 4 shared positions

$EPD $ET $PH $WMB

$224M

86 positions

#20Fort Sheridan Advisors LLCPassive

Slight overlap · 4 shared positions

$EPD $ET $CRWD $BA

$928M

299 positions

#21LEGACY FINANCIAL GROUP, INC.Active

Slight overlap · 4 shared positions

$EPD $PLTR $ET $WMB

$444M

108 positions

#22HOWARD FINANCIAL SERVICES, LTD.Active

Slight overlap · 4 shared positions

$EPD $ET $PLTR $CRWD

$954M

234 positions

#23Sunbelt Securities, Inc.

Slight overlap · 4 shared positions

$EPD $PLTR $MO $ET

$1.6B

2,954 positions

#24EAGLE GLOBAL ADVISORS LLCActive

Slight overlap · 4 shared positions

$EPD $ET $WMB $BA

$3.0B

277 positions

#25INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Slight overlap · 4 shared positions

$EPD $ET $WMB $BA

$1.7B

185 positions

Compare Larson 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 Larson 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.