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Hedge Funds Similar to Leverty Financial Group

13F Portfolio OverlapQ3 2026Leverty Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Leverty Financial Group, LLC is an institutional investor managing $549M across 48 U.S. equity positions as of Q3 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
$305M
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
131 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
$232M
99 positions
#7USAdvisors Wealth Management, LLCActive
Some overlap · 4 shared positions
$MMM$ECL$SOLV$XEL
$351M
148 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
$568M
92 positions
#10Affiance Financial, LLCSmart money
Some overlap · 4 shared positions
$MMM$MUFG$ECL$XEL
$701M
111 positions
#11LIFELONG WEALTH ADVISORS, INC.Smart money
Some overlap · 3 shared positions
$MMM$XEL$MUFG
$432M
104 positions
#12Midwest Financial Partners Investments, Inc.Active
Some overlap · 3 shared positions
$MMM$MUFG$IBIT
$260M
80 positions
#13MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$ECL$MMM$SHW
$277M
147 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
$499M
160 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
$540M
97 positions
#18BW Gestao de Investimentos Ltda.Active
Slight overlap · 3 shared positions
$ECL$SHW$XEL
$5.1B
307 positions
#19BALLAST ADVISORS LLCActive
Slight overlap · 3 shared positions
$ECL$MUFG$MMM
$420M
197 positions
#20High Note Wealth, LLCPassive
Slight overlap · 3 shared positions
$MUFG$IBIT$ECL
$610M
975 positions
#21Hoese & Co LLPActive
Slight overlap · 3 shared positions
$XEL$MMM$ECL
$152M
173 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
$353M
134 positions
#24Integris Wealth Management, LLCActive
Slight overlap · 3 shared positions
$MUFG$XEL$MMM
$520M
140 positions
#25Armbruster Capital Management, Inc.Active
Slight overlap · 4 shared positions
$IBIT$SHW$MUFG$MMM
$666M
132 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.