13F Pro

Hedge Funds Similar to S&A Financial Services

13F Portfolio OverlapQ2 2026S&A Financial Services portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

S&A Financial Services, Inc. is an institutional investor managing $164M across 88 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 S&A Financial Services are DUFF & PHELPS INVESTMENT, Windle Wealth, FORESIGHT ADVISORS, with shared positions in $WELL, $EVRG, $D, $VZ, $T, $KMI. The full ranking of 25 similar funds is below.

#1DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Notable overlap · 3 shared positions
$WELL$EVRG$D
$10.6B
162 positions
#2Windle Wealth, LLCActive
Some overlap · 3 shared positions
$WELL$VZ$T
$249M
35 positions
#3FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 4 shared positions
$EVRG$VZ$KMI$GLW
$206M
80 positions
#4CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$WELL$VZ$GLW
$1.6B
85 positions
#5Jackson Hole Capital Partners, LLC
Some overlap · 5 shared positions
$KMI$BP$VZ$T$D
$605M
313 positions
#6Canal Insurance COActive
Some overlap · 4 shared positions
$VZ$KMI$D$BP
$456M
76 positions
#7Paradigm Capital Management, LLC/NVActive
Some overlap · 4 shared positions
$VZ$KMI$D$T
$116M
65 positions
#8ADVOCATE GROUP LLCPassive
Some overlap · 3 shared positions
$EVRG$VZ$D
$665M
122 positions
#9Dupree Financial Group, LLCPassive
Some overlap · 4 shared positions
$VZ$KMI$BP$T
$267M
81 positions
#10Stablepoint Partners, LLCPassive
Some overlap · 4 shared positions
$KMI$VZ$D$T
$723M
260 positions
#11GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 3 shared positions
$EVRG$VZ$D
$2.2B
268 positions
#12RNC CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$EVRG$GLW$T
$2.4B
181 positions
#13Energy Income Partners, LLCActive
Some overlap · 3 shared positions
$EVRG$KMI$D
$6.4B
88 positions
#14Widmann Financial Services, Inc.Passive
Some overlap · 4 shared positions
$VZ$B$GLW$T
$186M
123 positions
#15Anchor Bay Capital, Inc.Passive
Some overlap · 3 shared positions
$WELL$VZ$T
$185M
341 positions
#16JEPPSON WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$VZ$KMI$GLW$T
$339M
242 positions
#17Comprehensive Money Management Services LLCPassive
Some overlap · 3 shared positions
$WELL$KMI$B
$159M
200 positions
#18Finivi Inc.Passive
Some overlap · 4 shared positions
$MDY$B$GLW$T
$195M
111 positions
#19SILVERLAKE WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$VZ$KMI$T$GLW
$528M
394 positions
#20Garner Asset Management CorpPassive
Some overlap · 4 shared positions
$VZ$GLW$T$D
$308M
169 positions
#21Carolina Wealth Management IncActive
Some overlap · 3 shared positions
$CPRT$VZ$MDY
$217M
114 positions
#22ANTIPODES PARTNERS LtdActive
Some overlap · 3 shared positions
$EVRG$B$D
$5.5B
130 positions
#23VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$VZ$KMI$D
$201M
57 positions
#24Ranch Capital Advisors Inc.Passive
Some overlap · 3 shared positions
$EVRG$VZ$T
$316M
157 positions
#25Slocum, Gordon & Co LLPPassive
Some overlap · 4 shared positions
$VZ$KMI$T$D
$151M
70 positions

Compare S&A Financial Services’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 S&A Financial Services’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.