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Hedge Funds Similar to ROI Financial Advisors

13F Portfolio OverlapQ3 2026ROI Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

ROI Financial Advisors, LLC is an institutional investor managing $193M across 72 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 ROI Financial Advisors are Nalls Sherbakoff Group, NORTHEAST PLANNING ASSOCIATES, / NH, GLOBALT Investments / GA, with shared positions in $SLV, $DUK, $LMT, $ADP, $T, $ANET. The full ranking of 25 similar funds is below.

#1Nalls Sherbakoff Group, LLCPassive
Some overlap · 5 shared positions
$SLV$DUK$LMT$ADP$T
$141M
378 positions
#2NORTHEAST PLANNING ASSOCIATES, INC. / NH /Active
Some overlap · 3 shared positions
$SLV$ANET$VZ
$133M
65 positions
#3GLOBALT Investments LLC / GAActive
Some overlap · 4 shared positions
$SLV$DUK$ANET$T
$2.9B
212 positions
#4Capstone Wealth Management Group LLC
Some overlap · 3 shared positions
$SLV$LMT$VZ
$163M
123 positions
#5TCM Advisors, LLCSmart money
Some overlap · 3 shared positions
$SLV$LMT$T
$1.3B
67 positions
#6Richard C. Young & CO., LTD.Passive
Some overlap · 3 shared positions
$SLV$VZ$T
$1.4B
101 positions
#7Plan Group Financial, LLCPassive
Some overlap · 4 shared positions
$SLV$DUK$VZ$T
$510M
228 positions
#8Andrew Hill Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$ANET$DUK$LNG$ADP
$127M
58 positions
#9WealthCare Investment Partners, LLCPassive
Some overlap · 3 shared positions
$SLV$VZ$T
$412M
206 positions
#10SageGuard Financial Group, LLCPassive
Slight overlap · 4 shared positions
$DUK$SLV$LMT$T
$712M
211 positions
#11Aull & Monroe Investment Management CorpPassive
Slight overlap · 5 shared positions
$DUK$LMT$ADP$VZ$T
$231M
125 positions
#12NEW ENGLAND ASSET MANAGEMENT INCPassive
Slight overlap · 5 shared positions
$DUK$LMT$ADP$VZ$T
$863M
131 positions
#13Alternative Investment Advisors, LLC.Active
Slight overlap · 3 shared positions
$SLV$DUK$T
$263M
78 positions
#14Old North State Trust, LLCPassive
Slight overlap · 4 shared positions
$ANET$DUK$VZ$AMP
$194M
151 positions
#15Mendel Capital Management LLCActive
Slight overlap · 4 shared positions
$COKE$LMT$ADP$VZ
$222M
99 positions
#16Gunderson Capital Management Inc.Active
Slight overlap · 3 shared positions
$ARM$ANET$LNG
$359M
54 positions
#17ARS Wealth Advisors Group, LLCActive
Slight overlap · 4 shared positions
$DUK$SLV$LMT$VZ
$1.4B
218 positions
#18Lloyd Advisory Services, LLC.Passive
Slight overlap · 4 shared positions
$DUK$SLV$VZ$T
$258M
628 positions
#19United Capital Management of KS, Inc.Passive
Slight overlap · 3 shared positions
$ARM$DUK$LMT
$763M
98 positions
#20Fox Hill Wealth ManagementPassive
Slight overlap · 3 shared positions
$ANET$DUK$LMT
$249M
120 positions
#21Elevation Wealth Management LLCPassive
Slight overlap · 3 shared positions
$SLV$ANET$COKE
$134M
146 positions
#22Mezzasalma Advisors, LLCPassive
Slight overlap · 3 shared positions
$ANET$COKE$SLV
$493M
159 positions
#23Center for Wealth Management AdvisoryActive
Slight overlap · 4 shared positions
$DUK$LMT$ADP$VZ
$161M
62 positions
#24HAMEL ASSOCIATES, INC.Passive
Slight overlap · 4 shared positions
$DUK$LMT$ADP$VZ
$363M
92 positions
#25Patrick Mauro Investment Advisor, INC.Active
Slight overlap · 4 shared positions
$DUK$LMT$ADP$VZ
$199M
38 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.