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Hedge Funds Similar to SNS Financial Group

13F Portfolio OverlapQ2 2026SNS Financial Group portfolio →
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Most similar hedge funds by 13F overlap

SNS Financial Group, LLC is an institutional investor managing $5.2B across 549 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 SNS Financial Group are Bedell Frazier Investment Counselling, Apriem Advisors, SIGNATURE ESTATE & INVESTMENT ADVISORS, with shared positions in $C, $LMT, $CRWD, $BA, $FCX, $UTF. The full ranking of 25 similar funds is below.

#1Bedell Frazier Investment Counselling, LLC
Notable overlap · 11 shared positions
$C$LMT$CRWD$BA$FCX$UTF
$495M
128 positions
#2Apriem AdvisorsActive
Some overlap · 5 shared positions
$GLDM$LMT$CRWD$BA$ETN
$1.2B
182 positions
#3SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive
Some overlap · 5 shared positions
$GLDM$C$STT$BLK$CRWD
$5.6B
669 positions
#4Cedar Point Capital Partners, LLCActive
Some overlap · 5 shared positions
$GLDM$CRWD$STT$BA$ROK
$174M
77 positions
#5Parcion Private Wealth LLCPassive
Some overlap · 5 shared positions
$GLDM$STT$ETN$LIN$BLK
$1.8B
529 positions
#6Aspetuck Financial Management LLCActive
Some overlap · 5 shared positions
$GLDM$CRWD$FCX$BLK$LMT
$170M
79 positions
#7WFA of San Diego, LLCPassive
Some overlap · 6 shared positions
$GLDM$STT$NVO$BA$LMT$C
$122M
94 positions
#8Copley Financial Group, Inc.Active
Some overlap · 4 shared positions
$GLDM$LMT$C$ETN
$165M
118 positions
#9Chatterton & Associates Inc.Passive
Some overlap · 5 shared positions
$GLDM$BA$ETN$ROK$DIS
$170M
101 positions
#10Fortis Advisors, LLCPassive
Some overlap · 4 shared positions
$GLDM$C$FCX$DIS
$214M
122 positions
#11Intesa Sanpaolo Wealth ManagementPassive
Some overlap · 6 shared positions
$NVO$CRWD$GLDM$LIN$BLK$ETN
$500M
309 positions
#12DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$C$LMT$BA$STT$ETN
$530M
92 positions
#13Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$GLDM$BA$STT$ETN
$258M
228 positions
#14Heritage Family Offices, LLPPassive
Some overlap · 4 shared positions
$GLDM$BA$STT$ETN
$259M
233 positions
#15Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$GLDM$CRWD$STT$BA
$251M
74 positions
#16Mission Creek Capital Partners, Inc.Passive
Some overlap · 4 shared positions
$GLDM$FCX$ETN$LIN
$569M
231 positions
#17CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 5 shared positions
$LMT$CRWD$FCX$STT$ETN
$1.3B
88 positions
#18GREAT LAKES ADVISORS, LLCPassive
Some overlap · 6 shared positions
$BA$FCX$LIN$BLK$DIS$ROK
$13.1B
825 positions
#19COURIER CAPITAL LLCActive
Some overlap · 5 shared positions
$C$LMT$STT$GLDM$LIN
$2.0B
399 positions
#20S. R. Schill & AssociatesSmart money
Some overlap · 3 shared positions
$GLDM$LMT$BA
$166M
25 positions
#21RE ADVISERS CORPActive
Some overlap · 5 shared positions
$C$BA$FCX$ETN$DIS
$4.0B
124 positions
#22WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$LMT$LIN$BLK$BA$DIS$ETN
$1.3B
73 positions
#23BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$C$BA$FCX$ETN$BLK
$679M
104 positions
#24Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 5 shared positions
$CRWD$STT$LMT$GLDM$ETN
$169M
339 positions
#25CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$C$BA$LMT$LIN$DIS
$200M
76 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.