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Hedge Funds Similar to SGL Investment Advisors

13F Portfolio OverlapQ2 2026SGL Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

SGL Investment Advisors, Inc. is an institutional investor managing $290M across 131 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 SGL Investment Advisors are PRING TURNER GROUP, Hamilton Point Investment Advisors, RFG - Bristol Wealth Advisors, with shared positions in $CMI, $TXN, $ETN, $SCHW, $PSA, $IAU. The full ranking of 25 similar funds is below.

#1PRING TURNER CAPITAL GROUP INCPassive
Notable overlap · 5 shared positions
$CMI$TXN$ETN$SCHW$PSA
$175M
73 positions
#2Hamilton Point Investment Advisors, LLCPassive
Notable overlap · 5 shared positions
$IAU$CMI$ETN$TXN$AMGN
$710M
193 positions
#3RFG - Bristol Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$ETN$CMI$SCHW$IAU$TRV$TXN
$414M
188 positions
#4ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$CMI$SCHW$TXN$PSA$KR
$665M
122 positions
#5OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 3 shared positions
$CMI$TXN$ETN
$2.7B
54 positions
#6Ridge Creek Global, IncPassive
Some overlap · 3 shared positions
$CMI$IAU$ETN
$129M
94 positions
#7Private Harbour Investment Management & Counsel, LLCActive
Some overlap · 4 shared positions
$IAU$ETN$LHX$STE
$84M
36 positions
#8Reliant Investment Management, LLCPassive
Some overlap · 4 shared positions
$ETN$DGX$LHX$SLB
$281M
55 positions
#9WINSLOW ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$ETN$SCHW$SLB$STE$AMGN
$575M
82 positions
#10Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 4 shared positions
$CMI$TXN$SCHW$AMGN
$111M
62 positions
#11Greenfield Seitz Capital Management, LLCPassive
Some overlap · 4 shared positions
$ETN$CMI$TXN$RMD
$336M
107 positions
#12CAMDEN NATIONAL BANKPassive
Some overlap · 4 shared positions
$TXN$PSA$LHX$IAU
$767M
184 positions
#13NovaPoint Capital, LLCPassive
Some overlap · 3 shared positions
$CMI$TXN$LHX
$481M
161 positions
#14Nordwand Advisors, LLCPassive
Some overlap · 4 shared positions
$CMI$ETN$LHX$AMGN
$652M
146 positions
#15North Forty Two & Co.Passive
Some overlap · 4 shared positions
$IAU$TXN$CMI$AMGN
$118M
104 positions
#16Richard C. Young & CO., LTD.Passive
Some overlap · 4 shared positions
$CMI$LHX$TXN$KR
$1.4B
101 positions
#17Hamlin Capital Management, LLCActive
Some overlap · 3 shared positions
$CMI$TXN$SLB
$4.4B
30 positions
#18PICTET BANK & TRUST LtdActive
Some overlap · 3 shared positions
$TXN$ETN$ORLY
$93M
38 positions
#19LONDON CO OF VIRGINIAActive
Some overlap · 3 shared positions
$TXN$CMI$SCHW
$17.5B
169 positions
#20CONNING INC.Passive
Some overlap · 5 shared positions
$TRV$DGX$CMI$OMC$AMGN
$3.3B
327 positions
#21Phoenix Wealth AdvisorsActive
Some overlap · 5 shared positions
$ETN$CMI$TXN$IAU$AMGN
$297M
129 positions
#22Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 3 shared positions
$CMI$SCHW$LHX
$658M
152 positions
#23Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$ETN$SCHW
$2.8B
151 positions
#24OSTRUM ASSET MANAGEMENTPassive
Some overlap · 3 shared positions
$CMI$ETN$SCHW
$2.1B
549 positions
#25ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 4 shared positions
$CMI$LHX$TXN$AMGN
$460M
220 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.