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Hedge Funds Similar to SMI Advisory Services

13F Portfolio OverlapQ2 2026SMI Advisory Services portfolio →
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Most similar hedge funds by 13F overlap

SMI Advisory Services, LLC is an institutional investor managing $617M across 62 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 SMI Advisory Services are 3EDGE Asset, WEALTHCARE, Parcion Private Wealth, with shared positions in $PHYS, $GLDM, $STT, $HUBB, $HWM. The full ranking of 7 similar funds is below.

#13EDGE Asset Management, LPActive
Notable overlap · 3 shared positions
$PHYS$GLDM$STT
$2.2B
94 positions
#2WEALTHCARE CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$PHYS$GLDM$STT
$1.1B
105 positions
#3Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$STT$GLDM$HUBB
$1.8B
529 positions
#4Financial Enhancement Group LLCPassive
Some overlap · 3 shared positions
$STT$GLDM$PHYS
$839M
137 positions
#5Certified Advisory CorpPassive
Some overlap · 3 shared positions
$STT$HWM$GLDM
$1.2B
327 positions
#6Blueprint Financial Advisors LLCActive
Slight overlap · 3 shared positions
$PHYS$GLDM$STT
$900M
131 positions
#7Blueprint Investment Partners LLCActive
Slight overlap · 3 shared positions
$PHYS$GLDM$STT
$1.2B
159 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.