How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to SFG Wealth

13F Portfolio OverlapQ3 2026SFG Wealth portfolio →

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Most similar hedge funds by 13F overlap

SFG Wealth Management, LLC. is an institutional investor managing $281M across 103 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 SFG Wealth are Walsh & Associates, Luminist, Allied Investment Advisors, with shared positions in $STT, $LPLA, $CEG, $LMT, $SLV, $SHEL. The full ranking of 25 similar funds is below.

#1Walsh & Associates, LLCActive

Notable overlap · 3 shared positions

$STT $LPLA $CEG

$122M

245 positions

#2Luminist Capital LLCActive

Some overlap · 3 shared positions

$STT $LMT $SLV

$89M

418 positions

#3Allied Investment Advisors, LLCPassive

Some overlap · 3 shared positions

$STT $LMT $SHEL

$1.1B

112 positions

#4PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive

Some overlap · 3 shared positions

$PH $STT $LMT

$3.2B

77 positions

#5Minneapolis Portfolio Management Group, LLCActive

Some overlap · 4 shared positions

$PH $LMT $HPE $GM

$1.1B

34 positions

#6DMKC Advisory Services, LLCActive

Some overlap · 3 shared positions

$STT $LMT $SHEL

$530M

92 positions

#7Altrius Capital Management IncPassive

Slight overlap · 3 shared positions

$STT $LMT $AZN

$526M

89 positions

#8Ameritas Advisory Services, LLCPassive

Slight overlap · 3 shared positions

$STT $OUNZ $SLV

$5.0B

1,942 positions

#9Terra Nova Asset Management LLCPassive

Slight overlap · 3 shared positions

$OUNZ $PH $CEG

$155M

95 positions

#10Principal Street Partners, LLCPassive

Slight overlap · 3 shared positions

$STT $LMT $HPE

$683M

277 positions

#11Abbot Financial Management, Inc.Passive

Slight overlap · 3 shared positions

$PH $STT $LMT

$293M

141 positions

#12Sage Investment Advisers LLCPassive

Slight overlap · 3 shared positions

$PH $LMT $SLV

$154M

96 positions

#13CCM INVESTMENT ADVISERS LLCPassive

Slight overlap · 3 shared positions

$STT $GM $LMT

$1.3B

88 positions

#14Ironsides Asset Advisors, LLCActive

Slight overlap · 3 shared positions

$STT $OUNZ $SLV

$414M

87 positions

#15Eagle Strategies LLCPassive

Slight overlap · 3 shared positions

$STT $SLV $CEG

$1.0B

267 positions

#16LSV ASSET MANAGEMENTActive

Slight overlap · 3 shared positions

$STT $GM $HPE

$55.1B

889 positions

#17Helen Stephens Group, LLCActive

Slight overlap · 3 shared positions

$PH $LMT $SLV

$627M

134 positions

#18Holocene Advisors, LPPassive

Slight overlap · 3 shared positions

$PH $LMT $AZN

$44.4B

789 positions

#19FORA Capital, LLCPassive

Slight overlap · 4 shared positions

$GM $RBLX $LMT $HPE

$1.5B

345 positions

#20HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$STT $GM $SHEL

$34.3B

462 positions

#21FINANCIAL CONSULATE, INCActive

Slight overlap · 4 shared positions

$STT $LMT $CEG $HPE

$899M

1,896 positions

#22Pioneer Family Office, LLCSmart money

Slight overlap · 3 shared positions

$OUNZ $SLV $LMT

$194M

129 positions

#23Kroeger Financial PartnersActive

Slight overlap · 3 shared positions

$STT $LMT $GM

$101M

129 positions

#24Engineers Gate Manager LPPassive

Slight overlap · 3 shared positions

$PH $GM $SHEL

$7.7B

2,192 positions

#25Gradient Capital Advisors, LLCPassive

Slight overlap · 3 shared positions

$STT $LMT $SLV

$433M

179 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.