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Hedge Funds Similar to SBI Securities , Ltd.

13F Portfolio OverlapQ3 2026SBI Securities , Ltd. portfolio →
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Most similar hedge funds by 13F overlap

SBI Securities Co., Ltd. is an institutional investor managing $4.4B across 4,126 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 SBI Securities , Ltd. are AA Financial Advisors, NavPoint Financial, Trellis Wealth Advisors, with shared positions in $DOV, $GLDM, $SPCX, $PLTR, $NBIS, $MO. The full ranking of 25 similar funds is below.

#1AA Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$GLDM$SPCX
$840M
251 positions
#2NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$DOV$GLDM$PLTR
$283M
75 positions
#3Trellis Wealth Advisors LLCSmart money
Some overlap · 3 shared positions
$DOV$PLTR$NBIS
$299M
115 positions
#4XY Planning Network, Inc.Passive
Some overlap · 4 shared positions
$DOV$GLDM$MO$CRWD
$929M
380 positions
#5Vantage Point Financial LLCActive
Some overlap · 4 shared positions
$DOV$PLTR$PFE$MO
$328M
188 positions
#6Noble Wealth Partners LLCPassive
Some overlap · 3 shared positions
$DOV$GLDM$MO
$115M
76 positions
#7Barry Investment Advisors, LLCActive
Some overlap · 4 shared positions
$DOV$SNDK$MO$PFE
$524M
102 positions
#8CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$DOV$GLDM$PLTR$VZ
$184M
143 positions
#9FIDUCIARY ADVISORS, INC.Active
Some overlap · 4 shared positions
$DOV$GLDM$PFE$VZ
$149M
144 positions
#10Newbridge Financial Services Group, Inc.Passive
Some overlap · 7 shared positions
$PLTR$ARM$NBIS$MO$CRWD$SNDK
$868M
1,314 positions
#11Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 4 shared positions
$DOV$MO$CRWD$PFE
$418M
232 positions
#12Wealth Architects, LLCPassive
Some overlap · 3 shared positions
$DOV$PLTR$RKLB
$1.3B
248 positions
#13Diversify Advisory Services, LLCPassive
Some overlap · 6 shared positions
$DOV$GLDM$SOFI$VZ$MRVL$CRWD
$6.7B
1,312 positions
#14DIVERSIFY WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$DOV$GLDM$SOFI$VZ$MRVL$CRWD
$6.7B
1,312 positions
#15Rakuten Securities, Inc.Active
Some overlap · 6 shared positions
$PLTR$SNDK$ARM$GLDM$SOFI$MRVL
$430M
914 positions
#16PLANNING DIRECTIONS INCActive
Some overlap · 3 shared positions
$DOV$PLTR$MRVL
$216M
110 positions
#17UNICOM Systems, Inc.Active
Some overlap · 5 shared positions
$PLTR$SNDK$ARM$RKLB$MRVL
$1.5B
39 positions
#18Nova Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$PLTR$GLDM$SPCX$DOV$CRWD
$181M
570 positions
#19Lynx Investment AdvisoryPassive
Some overlap · 4 shared positions
$DOV$GLDM$PFE$VZ
$305M
230 positions
#20KERR FINANCIAL PLANNING CorpPassive
Some overlap · 5 shared positions
$PLTR$ARM$SPCX$CRWD$MRVL
$90M
545 positions
#21LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$PLTR$SPCX
$713M
379 positions
#22Brand Asset Management Group, Inc.Active
Some overlap · 3 shared positions
$DOV$PLTR$CRWD
$452M
223 positions
#23WMG Financial Advisors, LLCActive
Some overlap · 4 shared positions
$DOV$SPCX$CRWD$MRVL
$265M
105 positions
#24Prospect Financial Services LLCPassive
Some overlap · 6 shared positions
$PLTR$NBIS$CRWD$VZ$MRVL$RKLB
$197M
115 positions
#25BRANDYWINE TRUST COSmart money
Some overlap · 3 shared positions
$DOV$MO$CRWD
$621M
33 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.