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Hedge Funds Similar to Solitude Financial Services

13F Portfolio OverlapQ2 2026Solitude Financial Services portfolio →
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Most similar hedge funds by 13F overlap

Solitude Financial Services is an institutional investor managing $361M across 42 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 Solitude Financial Services are Global Frontier Investments, Allen Mooney & Barnes Investment Advisors, Argos Wealth Advisors, with shared positions in $AXP, $MKL, $USB, $C, $AEP, $GLTR. The full ranking of 25 similar funds is below.

#1Global Frontier Investments LLCActive
Some overlap · 4 shared positions
$AXP$MKL$USB$C
$581M
30 positions
#2Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 3 shared positions
$AXP$AEP$C
$658M
152 positions
#3Argos Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$GLTR$IBIT$VSAT
$378M
224 positions
#4NWF Advisory Services Inc.Passive
Some overlap · 4 shared positions
$AXP$MKL$C$OXY
$1.1B
456 positions
#5VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 4 shared positions
$AXP$AEP$USB$C
$5.0B
245 positions
#6MORTON COMMUNITY BANKPassive
Some overlap · 4 shared positions
$AXP$AEP$USB$C
$491M
120 positions
#7Bristlecone Value Partners, LLCActive
Some overlap · 3 shared positions
$AXP$MKL$OXY
$124M
70 positions
#8INKWELL CAPITAL LLCActive
Some overlap · 3 shared positions
$AXP$MKL$OXY
$96M
31 positions
#9Chemistry Wealth Management LLCPassive
Some overlap · 3 shared positions
$AXP$MKL$OXY
$625M
210 positions
#10Pavion Blue Capital, LLCPassive
Some overlap · 3 shared positions
$AXP$MKL$UPS
$248M
111 positions
#11CRAWFORD INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$AEP$AXP$UPS
$6.0B
306 positions
#12Stockman Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$AXP$USB$UPS
$968M
178 positions
#13ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$AXP$USB$UPS
$807M
209 positions
#14MLP3, LLC
Some overlap · 3 shared positions
$AEP$MKL$C
$91M
86 positions
#15FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 3 shared positions
$AEP$USB$C
$1.7B
256 positions
#16STANSBERRY ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$MKL$AXP$C
$1.1B
145 positions
#17Ironwood Investment Counsel, LLCPassive
Some overlap · 3 shared positions
$AXP$USB$UPS
$762M
267 positions
#18Lincoln Capital LLCActive
Some overlap · 4 shared positions
$MKL$AXP$UPS$OXY
$562M
137 positions
#19Intrinsic Value Partners, LLCActive
Some overlap · 4 shared positions
$AXP$C$MKL$OXY
$146M
73 positions
#20Davis Asset Management, L.P.Active
Some overlap · 3 shared positions
$MKL$USB$AXP
$3.9B
85 positions
#21CAMBIAR INVESTORS LLCActive
Some overlap · 3 shared positions
$AXP$USB$BMY
$2.3B
150 positions
#22SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$AEP$USB$C
$606M
79 positions
#23BIRCH FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$AXP$C$AEP
$195M
135 positions
#24DAVIS SELECTED ADVISERSActive
Some overlap · 3 shared positions
$MKL$USB$AXP
$23.3B
112 positions
#25Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$AEP$USB$UPS
$214M
33 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.