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Hedge Funds Similar to Sound Financial Strategies Group

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

Sound Financial Strategies Group, LLC is an institutional investor managing $157M across 121 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 Sound Financial Strategies Group are Kinloch, Wagner Wealth, Legacy Financial Strategies, with shared positions in $NEE, $EMR, $BEN, $TROW, $CHRW, $NUE. The full ranking of 25 similar funds is below.

#1Kinloch Capital, LLCPassive
Notable overlap · 12 shared positions
$NEE$EMR$BEN$TROW$CHRW$NUE
$274M
79 positions
#2Wagner Wealth Management, CorpPassive
Notable overlap · 11 shared positions
$BEN$LIN$WST$CINF$ADM$FRT
$124M
101 positions
#3Legacy Financial Strategies, LLCActive
Notable overlap · 8 shared positions
$LIN$NEE$NUE$MCD$GWW$CINF
$646M
152 positions
#4PENINSULA ASSET MANAGEMENT INCActive
Notable overlap · 8 shared positions
$NEE$WST$EMR$NUE$GWW$PEP
$209M
54 positions
#5Somerset Trust CoPassive
Some overlap · 6 shared positions
$LIN$NEE$EMR$MCD$ADI$PEP
$354M
186 positions
#6CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$LIN$TROW$SWK$ADI$FAST$NDSN
$6.4B
290 positions
#7Nicholson Wealth Management Group, LLCPassive
Some overlap · 6 shared positions
$LIN$NEE$MCD$GWW$PEP$ADI
$170M
111 positions
#8Ark Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$LIN$NEE$NUE$EMR$MCD$PEP
$113M
87 positions
#9Brendel Financial Advisors LLCPassive
Some overlap · 6 shared positions
$NEE$WST$CHRW$EXPD$ADM$NDSN
$216M
101 positions
#10Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$LIN$EMR$TROW$MCD$PEP$ADM
$261M
101 positions
#11McCollum Christoferson Group LLCPassive
Some overlap · 6 shared positions
$LIN$NEE$WST$ADI$FAST$PEP
$341M
80 positions
#12OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 6 shared positions
$EMR$MCD$GWW$PEP$CINF$GPC
$2.7B
54 positions
#13BKM Wealth Management, LLCPassive
Some overlap · 6 shared positions
$LIN$NEE$GWW$ADI$EMR$MCD
$282M
148 positions
#14Hurlow Wealth Management Group, Inc.Active
Some overlap · 7 shared positions
$CINF$ADI$LIN$GWW$MCD$NEE
$481M
125 positions
#15Guardian Wealth Advisors, LLCActive
Some overlap · 8 shared positions
$CHRW$CINF$PEP$FAST$EMR$GPC
$200M
66 positions
#16BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 5 shared positions
$LIN$NEE$MCD$PEP$FAST
$453M
121 positions
#17Clark & Stuart, IncPassive
Some overlap · 6 shared positions
$PEP$GPC$FAST$NDSN$EMR$GWW
$159M
57 positions
#18Cushing Capital Partners, LLCPassive
Some overlap · 5 shared positions
$LIN$NEE$MCD$GWW$ADI
$145M
99 positions
#19Welch Group, LLCPassive
Some overlap · 5 shared positions
$NEE$EMR$MCD$PEP$CINF
$2.9B
326 positions
#20Andrews Advisory Associates, LLCActive
Some overlap · 5 shared positions
$NEE$TROW$MCD$GWW$PEP
$208M
86 positions
#21Fruth Investment ManagementPassive
Some overlap · 5 shared positions
$LIN$GWW$EMR$ADI$PEP
$421M
225 positions
#22Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$LIN$EMR$NEE$ADI$MCD
$686M
532 positions
#23Kuhn & Co Investment CounselPassive
Some overlap · 5 shared positions
$LIN$NEE$GWW$PEP$MCD
$173M
149 positions
#24CFS Investment Advisory Services, LLCPassive
Some overlap · 6 shared positions
$GWW$LIN$NUE$NEE$EMR$MCD
$1.5B
357 positions
#25SCHMIDT P J INVESTMENT MANAGEMENT INCPassive
Some overlap · 5 shared positions
$NEE$MCD$GWW$PEP$ADI
$643M
215 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.