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Hedge Funds Similar to Sharp Financial Services

13F Portfolio OverlapQ2 2026Sharp Financial Services portfolio →
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Most similar hedge funds by 13F overlap

Sharp Financial Services, LLC is an institutional investor managing $216M across 127 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 Sharp Financial Services are BCWM, Strathmore Advisors, Faithward Advisors, with shared positions in $IAU, $UPS, $PFE, $LMT, $MO, $PLTR. The full ranking of 25 similar funds is below.

#1BCWM, LLCPassive
Some overlap · 5 shared positions
$IAU$UPS$PFE$LMT$MO
$342M
57 positions
#2Strathmore Capital Advisors, Inc.Active
Some overlap · 5 shared positions
$IAU$PLTR$LMT$TGT$MO
$371M
142 positions
#3Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$VRT$PLTR$SLV
$819M
339 positions
#4Arnhold LLCActive
Some overlap · 4 shared positions
$IAU$VRT$PFE$SLV
$1.4B
113 positions
#5Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$IAU$ETN$PFE$LMT
$227M
73 positions
#6RiverGlades Family Offices LLCActive
Some overlap · 4 shared positions
$IAU$ETN$SLV$PM
$218M
108 positions
#7Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Some overlap · 4 shared positions
$IAU$PLTR$UPS$SLV
$142M
408 positions
#8TPG Advisors LLCActive
Some overlap · 6 shared positions
$IAU$PM$MO$LMT$PFE$TGT
$187M
118 positions
#9Wills Financial Group LLCPassive
Some overlap · 4 shared positions
$IAU$D$PFE$LMT
$275M
82 positions
#10Sage Investment Advisers LLCPassive
Some overlap · 4 shared positions
$IAU$ETN$LMT$SLV
$154M
96 positions
#11ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 4 shared positions
$IAU$ETN$LMT$PLTR
$753M
223 positions
#12True Vision MN LLC
Some overlap · 3 shared positions
$IAU$VRT$PLTR
$194M
98 positions
#13Plan Group Financial, LLCPassive
Some overlap · 6 shared positions
$IAU$D$PFE$SLV$PM$MO
$510M
228 positions
#14Wealth Management Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$VRT$PLTR
$426M
155 positions
#15Gibson Capital, LLCSmart money
Some overlap · 5 shared positions
$IAU$PM$MO$ETN$SLV
$589M
92 positions
#16Cobblestone Asset Management LLCActive
Some overlap · 4 shared positions
$IAU$D$PM$MO
$248M
77 positions
#17TENET WEALTH PARTNERS, LLCActive
Some overlap · 4 shared positions
$IAU$ETN$PM$MO
$142M
107 positions
#18ShoreHaven Wealth Partners, LLCActive
Some overlap · 3 shared positions
$IAU$VRT$PM
$326M
102 positions
#19ETF Store, Inc.Active
Some overlap · 4 shared positions
$IAU$PFE$PLTR$MO
$122M
109 positions
#20Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$IAU$D$PM$MO
$1.2B
127 positions
#215T Wealth, LLCActive
Some overlap · 3 shared positions
$IAU$ETN$PSX
$269M
134 positions
#22Exit Wealth Advisors, LLC.Passive
Some overlap · 4 shared positions
$IAU$SLV$MO$ETN
$220M
150 positions
#23Private Harbour Investment Management & Counsel, LLCActive
Some overlap · 3 shared positions
$IAU$ETN$SLV
$84M
36 positions
#24Silverleafe Capital Partners, LLCActive
Some overlap · 3 shared positions
$IAU$VRT$PLTR
$351M
100 positions
#25Bulltick Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$VRT$PLTR
$490M
134 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.