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Hedge Funds Similar to Smith Thornton Advisors

13F Portfolio OverlapQ3 2026Smith Thornton Advisors portfolio →
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Most similar hedge funds by 13F overlap

Smith Thornton Advisors LLC is an institutional investor managing $229M across 139 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Smith Thornton Advisors are BCWM, Wills Financial Group, Guardian Wealth, with shared positions in $IAU, $T, $VZ, $DUK, $LMT, $SO. The full ranking of 25 similar funds is below.

#1BCWM, LLCPassive
Notable overlap · 5 shared positions
$IAU$T$VZ$DUK$LMT
$342M
57 positions
#2Wills Financial Group LLCPassive
Notable overlap · 5 shared positions
$IAU$SO$VZ$NEE$LMT
$275M
82 positions
#3Guardian Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IAU$SO$GPN
$353M
30 positions
#4Skyline Advisors, Inc.Active
Some overlap · 4 shared positions
$IAU$SO$NEE$WFC
$319M
123 positions
#5TENET WEALTH PARTNERS, LLCActive
Some overlap · 4 shared positions
$IAU$SO$WFC$DIS
$142M
107 positions
#6Arnhold LLCActive
Some overlap · 3 shared positions
$IAU$T$VZ
$1.4B
113 positions
#7Bigelow Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$DIS$NEE$DUK
$281M
154 positions
#8TrueWealth Advisors, LLCPassive
Some overlap · 6 shared positions
$SO$GL$SFBS$T$VZ$RF
$445M
240 positions
#9Kelly Financial Services LLCActive
Some overlap · 4 shared positions
$IAU$VZ$LMT$T
$463M
130 positions
#10Aull & Monroe Investment Management CorpPassive
Some overlap · 7 shared positions
$SO$VZ$RF$DUK$T$NEE
$231M
125 positions
#11LifePlan Financial, LLCPassive
Some overlap · 3 shared positions
$IAU$VZ$DUK
$141M
91 positions
#12Parkside Investments, LLCActive
Some overlap · 4 shared positions
$IAU$SO$DIS$NEE
$879M
95 positions
#13Plan Group Financial, LLCPassive
Some overlap · 5 shared positions
$IAU$SO$T$VZ$DUK
$510M
228 positions
#14Interactive Financial AdvisorsActive
Some overlap · 3 shared positions
$IAU$SO$NEE
$164M
74 positions
#15Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 3 shared positions
$IAU$DUK$WFC
$346M
112 positions
#16Griffith & Werner, Inc.Passive
Some overlap · 6 shared positions
$SO$T$VZ$DUK$WFC$LMT
$213M
71 positions
#17MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$SO$T$VZ$DUK$WFC$LMT
$233M
122 positions
#18MBA Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$VZ$DUK
$297M
166 positions
#19LifePlan Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$IAU$NEE$DUK$SO
$291M
131 positions
#20Centerline Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$DIS$NEE
$321M
82 positions
#21Ridge Creek Global, IncPassive
Some overlap · 3 shared positions
$IAU$DIS$NEE
$129M
94 positions
#22WealthCare Investment Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$VZ$T$DIS
$412M
206 positions
#23American Investment Services, Inc.Active
Some overlap · 3 shared positions
$IAU$VZ$NEE
$473M
133 positions
#24ShoreHaven Wealth Partners, LLCActive
Some overlap · 3 shared positions
$IAU$VZ$NEE
$326M
102 positions
#25Asempa Wealth AdvisorsActive
Some overlap · 3 shared positions
$IAU$DIS$LMT
$131M
114 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.