13F Pro

Hedge Funds Similar to Smith Asset

13F Portfolio OverlapQ2 2026Smith Asset portfolio →
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Most similar hedge funds by 13F overlap

Smith Asset Management Co., LLC is an institutional investor managing $127M across 70 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 Asset are PMG Family Office, Mission Hills Financial Advisory, Mallini Complete Financial Planning, with shared positions in $CSQ, $UTF, $FFA, $DSU, $UTG, $GOF. The full ranking of 25 similar funds is below.

#1PMG Family Office LLCPassive
Notable overlap · 8 shared positions
$CSQ$UTF$FFA$DSU$UTG$GOF
$109M
114 positions
#2Mission Hills Financial Advisory, LLCActive
Notable overlap · 8 shared positions
$PCN$PDI$JPC$UTF$UTG$PTY
$228M
89 positions
#3Mallini Complete Financial Planning LLCSmart money
Notable overlap · 4 shared positions
$ARCC$PDI$FLC$GOF
$140M
70 positions
#4Estate Planners Group, LLCActive
Notable overlap · 5 shared positions
$ARCC$PDI$GOF$UTG$PCN
$221M
70 positions
#5Whipplewood Advisors, LLCPassive
Notable overlap · 4 shared positions
$ARCC$DFP$DSU$NVG
$149M
636 positions
#6Wright Wealth LLCActive
Notable overlap · 3 shared positions
$JPC$UTG$NLY
$167M
54 positions
#7Noble Wealth Management PBCPassive
Notable overlap · 4 shared positions
$PCN$PDI$FLC$PTY
$223M
778 positions
#8C2C Wealth Management, LLCPassive
Some overlap · 4 shared positions
$UTF$PTY$ARCC$OHI
$128M
95 positions
#9McGowan Group Asset Management, Inc.Active
Some overlap · 4 shared positions
$UTF$CSQ$NVG$OHI
$823M
154 positions
#10Advisory Advocates, LLCPassive
Some overlap · 5 shared positions
$UTF$ASGI$PTY$CSQ$STK
$117M
188 positions
#11Thomas J. Herzfeld Advisors, Inc.Active
Some overlap · 5 shared positions
$PDI$GOF$PTY$STK$BTZ
$326M
129 positions
#12Shaker Financial Services, LLCPassive
Some overlap · 4 shared positions
$FFA$SOR$CSQ$BLW
$319M
148 positions
#13Gridiron Partners, LLCSmart money
Some overlap · 5 shared positions
$PSF$GOF$BLW$NVG$JPC
$191M
51 positions
#14Elm3 Financial Group, LLCPassive
Some overlap · 3 shared positions
$PDI$PTY$PCN
$146M
135 positions
#15Logan Stone Capital, LLCActive
Some overlap · 3 shared positions
$PTY$GOF$PDI
$473M
155 positions
#16Columbus Macro, LLCPassive
Some overlap · 3 shared positions
$NLY$ARCC$OHI
$1.0B
207 positions
#17Cornerstone Advisory, LLCPassive
Some overlap · 4 shared positions
$PDI$NVG$ARCC$BME
$1.2B
278 positions
#18Samalin Investment Counsel, LLCPassive
Some overlap · 4 shared positions
$HQH$UTG$OHI$ARCC
$320M
336 positions
#19Accel Wealth ManagementPassive
Some overlap · 3 shared positions
$PTY$UTF$ARCC
$444M
305 positions
#20Plan Group Financial, LLCPassive
Some overlap · 3 shared positions
$NLY$ARCC$OHI
$486M
249 positions
#21Future Financial Wealth Managment LLCPassive
Slight overlap · 3 shared positions
$UTG$MCI$CNS
$160M
132 positions
#22Advisory Solutions Group, LLCPassive
Slight overlap · 3 shared positions
$GOF$STK$PDI
$295M
206 positions
#23Mueller Wealth, LLCSmart money
Slight overlap · 3 shared positions
$DNP$JPC$BTZ
$147M
18 positions
#24Navis Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$PDI$NLY$ARCC
$264M
175 positions
#25Collaborative Wealth Managment Inc.Active
Slight overlap · 3 shared positions
$PTY$PCN$JPC
$238M
170 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.