13F Pro

Hedge Funds Similar to Security Financial Services

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

Most similar hedge funds by 13F overlap

Security Financial Services, INC. is an institutional investor managing $721M across 203 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 Security Financial Services are ShoreHaven Wealth Partners, MBA Advisors, Palisades Hudson Asset, with shared positions in $IAU, $RCL, $PM, $VZ, $GLW, $PEP. The full ranking of 25 similar funds is below.

#1ShoreHaven Wealth Partners, LLCActive
Some overlap · 5 shared positions
$IAU$RCL$PM$VZ$GLW
$318M
106 positions
#2MBA Advisors LLCPassive
Some overlap · 5 shared positions
$IAU$PM$PEP$VZ$MCD
$297M
166 positions
#3Palisades Hudson Asset Management, L.P.Active
Some overlap · 3 shared positions
$IAU$STLD$SLV
$286M
108 positions
#4Forza Wealth Management, LLCPassive
Some overlap · 4 shared positions
$IAU$NUE$VZ$MCD
$326M
194 positions
#5TPG Advisors LLCActive
Some overlap · 4 shared positions
$IAU$PM$VZ$MCD
$182M
115 positions
#6Shah Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$IAU$PM$VZ$PEP
$433M
79 positions
#7AlTi Global, Inc.Active
Some overlap · 4 shared positions
$IAU$VZ$PEP$PM
$4.8B
505 positions
#8Wealth Watch Advisors, INCActive
Some overlap · 4 shared positions
$IAU$MCD$GLW$SLV
$309M
142 positions
#9WealthCare Investment Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$VZ$SLV$MCD
$412M
206 positions
#10TENET WEALTH PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$PM$PEP
$134M
101 positions
#11Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$PM$PEP
$304M
194 positions
#12Kelly Financial Services LLCActive
Some overlap · 3 shared positions
$IAU$PM$VZ
$467M
141 positions
#13OFC FINANCIAL PLANNING, LLCActive
Some overlap · 3 shared positions
$IAU$NUE$MCD
$113M
56 positions
#14MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$IAU$PM$MCD
$130M
80 positions
#15BCWM, LLCPassive
Some overlap · 3 shared positions
$IAU$PEP$VZ
$342M
57 positions
#16FORBES J M & CO LLPActive
Some overlap · 3 shared positions
$IAU$PEP$VZ
$1.3B
159 positions
#17CPA Asset Management LLCActive
Some overlap · 3 shared positions
$IAU$PEP$MCD
$347M
97 positions
#18CAPE ANN SAVINGS BANKActive
Some overlap · 3 shared positions
$IAU$PEP$MCD
$212M
113 positions
#19Signet Investment Advisory Group, Inc.Passive
Some overlap · 3 shared positions
$IAU$PEP$MCD
$227M
73 positions
#20ROGCO, LPActive
Some overlap · 3 shared positions
$IAU$PEP$MCD
$327M
224 positions
#21JMAC ENTERPRISES LLCActive
Some overlap · 3 shared positions
$IAU$PEP$MCD
$593M
122 positions
#22Skyline Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$PM$PEP
$319M
123 positions
#23Farrell Financial LLCActive
Some overlap · 3 shared positions
$IAU$PEP$GLW
$185M
83 positions
#24NKCFO LLCPassive
Some overlap · 3 shared positions
$IAU$NUE$SLV
$330M
92 positions
#25RiverGlades Family Offices LLCActive
Some overlap · 3 shared positions
$IAU$PM$SLV
$218M
108 positions

Compare Security 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 Security 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.