13F Pro

Hedge Funds Similar to Safeguard Investment Advisory Group

13F Portfolio OverlapQ2 2026Safeguard Investment Advisory Group portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Safeguard Investment Advisory Group, LLC is an institutional investor managing $433M across 178 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 Safeguard Investment Advisory Group are PFS Partners, Fedenia Advisers, Range Financial Group, with shared positions in $HEI, $SNDK, $WDC, $T, $VZ, $STX. The full ranking of 25 similar funds is below.

#1PFS Partners, LLCPassive
Some overlap · 5 shared positions
$HEI$SNDK$WDC$T$VZ
$247M
599 positions
#2Fedenia Advisers LLCPassive
Some overlap · 5 shared positions
$STX$SNDK$WDC$PLTR$SGOL
$421M
459 positions
#3Range Financial Group LLCPassive
Some overlap · 5 shared positions
$STX$SNDK$WDC$MO$VZ
$366M
206 positions
#4SHARPEPOINT LLCPassive
Some overlap · 5 shared positions
$STX$WDC$T$MO$VZ
$200M
89 positions
#5Markin Volterra Fund LPActive
Some overlap · 4 shared positions
$STX$SNDK$WDC$PLTR
$147M
69 positions
#6UNICOM Systems, Inc.Active
Some overlap · 4 shared positions
$STX$SNDK$WDC$PLTR
$1.5B
39 positions
#7Quadrature Capital LtdPassive
Some overlap · 4 shared positions
$STX$SNDK$WDC$PLTR
$11.7B
1,542 positions
#8NI ACQUISITIONS COMPANY, LLCActive
Some overlap · 5 shared positions
$STX$SNDK$WDC$T$VZ
$234M
112 positions
#9STEVENS CAPITAL MANAGEMENT LPPassive
Some overlap · 4 shared positions
$STX$SNDK$WDC$T
$417M
213 positions
#10EXCHANGE TRADED CONCEPTS, LLCPassive
Some overlap · 4 shared positions
$STX$SNDK$WDC$MO
$21.9B
1,580 positions
#11Keystone Financial GroupPassive
Some overlap · 5 shared positions
$STX$T$PLTR$BA$WDC
$1.7B
567 positions
#12Parkway Wealth Management Group, LLCActive
Some overlap · 4 shared positions
$STX$WDC$T$PLTR
$866M
147 positions
#13GF FUND MANAGEMENT CO. LTD.Active
Some overlap · 4 shared positions
$STX$SNDK$WDC$PLTR
$8.3B
587 positions
#14Blankinship & Foster, LLCSmart money
Some overlap · 5 shared positions
$STX$T$BA$MO$VZ
$495M
79 positions
#15Worth Financial Advisory Group, LLCPassive
Some overlap · 4 shared positions
$STX$SNDK$WDC$BA
$240M
202 positions
#16TOEWS CORP /ADVActive
Some overlap · 4 shared positions
$STX$WDC$PLTR$MO
$686M
151 positions
#17Park Capital Management, LLC / WIPassive
Some overlap · 3 shared positions
$STX$SNDK$WDC
$170M
161 positions
#18APIS CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$STX$SNDK$WDC
$1.0B
60 positions
#19WT Asset Management LtdActive
Some overlap · 3 shared positions
$STX$SNDK$WDC
$5.1B
29 positions
#20Stone Wealth PartnersActive
Some overlap · 3 shared positions
$STX$SNDK$WDC
$137M
63 positions
#21Polar Capital Holdings PlcActive
Some overlap · 3 shared positions
$STX$SNDK$WDC
$42.4B
245 positions
#22Virtue Capital Management, LLCPassive
Some overlap · 3 shared positions
$STX$SNDK$WDC
$749M
343 positions
#23APEIRON CAPITAL LtdActive
Some overlap · 3 shared positions
$STX$SNDK$WDC
$156M
14 positions
#24CHAPIN DAVIS, INC.Passive
Some overlap · 3 shared positions
$STX$SNDK$WDC
$569M
256 positions
#25Anther Capital LtdSmart money
Some overlap · 3 shared positions
$STX$SNDK$WDC
$3.9B
21 positions

Compare Safeguard Investment Advisory 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 Safeguard Investment Advisory 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.