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Hedge Funds Similar to Leverty Financial Group

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

Leverty Financial Group, LLC is an institutional investor managing $514M across 49 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 Leverty Financial Group are SilverOak Wealth, Freedom Financial Partners, Birchwood Financial Partners, with shared positions in $MMM, $ECL, $SOLV, $XEL, $APG, $MUFG. The full ranking of 25 similar funds is below.

#1SilverOak Wealth Management LLCActive
Notable overlap · 3 shared positions
$MMM$ECL$SOLV
$777M
126 positions
#2Freedom Financial Partners LLCActive
Notable overlap · 4 shared positions
$ECL$XEL$MMM$APG
$307M
89 positions
#3Birchwood Financial Partners, Inc.Passive
Some overlap · 4 shared positions
$MMM$XEL$MUFG$ECL
$122M
352 positions
#4Great Waters Wealth ManagementSmart money
Some overlap · 3 shared positions
$MMM$XEL$ECL
$1.1B
127 positions
#5Oribel Capital Management, LPPassive
Some overlap · 3 shared positions
$MMM$ECL$APG
$3.3B
143 positions
#6EPIQ PARTNERS, LLCPassive
Some overlap · 3 shared positions
$ECL$XEL$IBIT
$236M
98 positions
#7USAdvisors Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MMM$ECL$SOLV$XEL
$349M
144 positions
#8Aristotle Capital Management, LLCActive
Some overlap · 3 shared positions
$ECL$XEL$MUFG
$47.7B
212 positions
#9Strong Tower Advisory ServicesPassive
Some overlap · 3 shared positions
$MMM$IBIT$ECL
$558M
94 positions
#10Affiance Financial, LLCSmart money
Some overlap · 4 shared positions
$MMM$MUFG$ECL$XEL
$695M
111 positions
#11LIFELONG WEALTH ADVISORS, INC.Smart money
Some overlap · 3 shared positions
$MMM$XEL$MUFG
$426M
99 positions
#12Midwest Financial Partners Investments, Inc.Active
Some overlap · 3 shared positions
$MMM$MUFG$IBIT
$241M
80 positions
#13MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$ECL$MMM$SHW
$272M
149 positions
#1417 CAPITAL PARTNERS, LLCPassive
Some overlap · 3 shared positions
$MUFG$ECL$SHW
$222M
176 positions
#15Capital Management Associates, IncActive
Some overlap · 3 shared positions
$XEL$MMM$ECL
$498M
153 positions
#16HighMark Wealth Management LLCActive
Slight overlap · 3 shared positions
$MMM$XEL$ECL
$299M
565 positions
#17Wealth Group LtdSmart money
Slight overlap · 4 shared positions
$MMM$IBIT$ECL$XEL
$523M
95 positions
#18BW Gestao de Investimentos Ltda.Active
Slight overlap · 3 shared positions
$ECL$SHW$XEL
$5.1B
307 positions
#19BALLAST ADVISORS LLCPassive
Slight overlap · 3 shared positions
$ECL$MUFG$MMM
$420M
197 positions
#20High Note Wealth, LLCPassive
Slight overlap · 3 shared positions
$MUFG$IBIT$ECL
$586M
959 positions
#21Hoese & Co LLPActive
Slight overlap · 3 shared positions
$XEL$MMM$ECL
$154M
183 positions
#22Hikari Tsushin, Inc.Smart money
Slight overlap · 3 shared positions
$MMM$ECL$SOLV
$1.5B
76 positions
#23RIA Advisory Group LLCActive
Slight overlap · 3 shared positions
$MMM$XEL$IBIT
$460M
154 positions
#24Integris Wealth Management, LLCActive
Slight overlap · 3 shared positions
$MUFG$XEL$MMM
$495M
131 positions
#25Armbruster Capital Management, Inc.Active
Slight overlap · 4 shared positions
$IBIT$SHW$MUFG$MMM
$671M
125 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.