What hedge funds are most similar to Smith & Howard Wealth Management, LLC?

The funds with the most similar 13F portfolios to Smith & Howard Wealth Management, LLC are Asempa Wealth Advisors, Stonebridge Financial Group, ROGCO, based on overlapping conviction holdings in the latest SEC filings.

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 Smith & Howard Wealth

13F Portfolio OverlapQ2 2026Smith & Howard Wealth portfolio →

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Most similar hedge funds by 13F overlap

Smith & Howard Wealth Management, LLC is an institutional investor managing $503M across 98 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 Smith & Howard Wealth are Asempa Wealth Advisors, Stonebridge Financial Group, ROGCO, with shared positions in $GD, $IAU, $LMT, $MCD, $RF, $NSC. The full ranking of 25 similar funds is below.

#1Asempa Wealth AdvisorsPassive

Slight overlap · 4 shared positions

$GD $IAU $LMT $MCD

$134M

119 positions

#2Stonebridge Financial Group, LLCPassive

Slight overlap · 4 shared positions

$GD $IAU $RF $MCD

$1.3B

275 positions

#3ROGCO, LPActive

Slight overlap · 4 shared positions

$GD $IAU $LMT $MCD

$327M

224 positions

#4JMAC ENTERPRISES LLCActive

Slight overlap · 4 shared positions

$IAU $GD $LMT $MCD

$593M

122 positions

#5Eliot Finkel Investment Counsel, LLCActive

Slight overlap · 4 shared positions

$GD $LMT $MCD $NSC

$214M

33 positions

#6SIMA Wealth Partners, LLCActive

Slight overlap · 4 shared positions

$GD $STT $MCD $NSC

$141M

130 positions

#7Trust CoActive

Slight overlap · 4 shared positions

$GD $LMT $STT $MCD

$1.1B

908 positions

#8Sage Investment Advisers LLCPassive

Slight overlap · 4 shared positions

$IAU $LMT $MCD $NSC

$149M

98 positions

#9Narwhal Capital ManagementActive

Slight overlap · 3 shared positions

$GD $IAU $LMT

$1.4B

157 positions

#10SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$GD $IAU $STT

$166M

122 positions

#11ARKANSAS FINANCIAL GROUP, INC.Active

Slight overlap · 4 shared positions

$IAU $STT $NSC $MCD

$768M

97 positions

#12Harvest Investment Advisors, LLCActive

Slight overlap · 3 shared positions

$GD $LMT $STT

$202M

58 positions

#13Talon Private Wealth, LLC

Slight overlap · 3 shared positions

$GD $LMT $STT

$1.7B

462 positions

#14Capital Investment Advisors, LLCPassive

Slight overlap · 3 shared positions

$MRSH $LMT $STT

$7.6B

789 positions

#15Commonwealth Retirement Investments LLCPassive

Slight overlap · 3 shared positions

$MRSH $LMT $RF

$368M

417 positions

#16Sarver Vrooman Wealth AdvisorsSmart money

Slight overlap · 4 shared positions

$GD $MCD $STT $LMT

$168M

145 positions

#17CAPITAL & PLANNING, LLC

Slight overlap · 3 shared positions

$GD $IAU $MCD

$194M

45 positions

#18MBA Advisors LLCPassive

Slight overlap · 3 shared positions

$GD $IAU $MCD

$297M

166 positions

#19Financial & Tax Architects, LLCPassive

Slight overlap · 3 shared positions

$GD $IAU $MCD

$474M

110 positions

#20CAPE ANN SAVINGS BANKActive

Slight overlap · 3 shared positions

$GD $IAU $MCD

$212M

113 positions

#21Accretive Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$GD $IAU $MCD

$412M

181 positions

#22NBH BankPassive

Slight overlap · 3 shared positions

$GD $IAU $MCD

$237M

552 positions

#23BFSG, LLCPassive

Slight overlap · 3 shared positions

$GD $IAU $NSC

$1.1B

768 positions

#24Exeter Financial, LLCPassive

Slight overlap · 3 shared positions

$GD $LMT $MCD

$261M

101 positions

#25UNITED BANKActive

Slight overlap · 3 shared positions

$GD $LMT $MCD

$853M

130 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.