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Hedge Funds Similar to Sound Portfolio Advisors

13F Portfolio OverlapQ2 2026Sound Portfolio Advisors portfolio →
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Most similar hedge funds by 13F overlap

Sound Portfolio Advisors, LLC is an institutional investor managing $141M across 48 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 Portfolio Advisors are Martin Partners, Firestone, Signature Wealth Group, with shared positions in $PEG, $PFE, $TXN, $IAUM, $MDY, $FBTC. The full ranking of 25 similar funds is below.

#1Martin Capital Partners, LLCPassive
Some overlap · 3 shared positions
$PEG$PFE$TXN
$279M
73 positions
#2Firestone Capital ManagementActive
Some overlap · 3 shared positions
$IAUM$MDY$FBTC
$537M
168 positions
#3Signature Wealth Management Group
Some overlap · 3 shared positions
$PFE$SO$TXN
$263M
128 positions
#4OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 3 shared positions
$PFE$SO$TXN
$2.2B
70 positions
#5Welch Group, LLCPassive
Some overlap · 3 shared positions
$PFE$SO$TXN
$2.9B
326 positions
#6EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$PFE$SO$TXN
$1.3B
58 positions
#7ADVOCATE GROUP LLCPassive
Some overlap · 3 shared positions
$PFE$SO$TXN
$646M
122 positions
#8Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 3 shared positions
$MDY$SO$TXN
$246M
143 positions
#9MCDONALD PARTNERS LLCPassive
Some overlap · 3 shared positions
$LITE$TXN$PFE
$412M
621 positions
#10FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 3 shared positions
$SO$PFE$TXN
$1.7B
256 positions
#11WARNER FINANCIAL, INCActive
Some overlap · 3 shared positions
$MDY$TXN$PFE
$340M
145 positions
#12First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$SO$TXN$PFE
$529M
75 positions
#13Shoker Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$MDY$SO$TXN
$398M
113 positions
#14WEST PACES ADVISORS INC.Active
Some overlap · 3 shared positions
$MDY$SO$TXN
$586M
692 positions
#15Griffith & Werner, Inc.Passive
Some overlap · 3 shared positions
$PFE$SO$TXN
$213M
71 positions
#16Estate Counselors, LLCSmart money
Some overlap · 3 shared positions
$MDY$LITE$PFE
$1.2B
92 positions
#17RAHLFS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$SO$TXN$PFE
$150M
89 positions
#18RTD Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$PFE$MDY$PEG
$914M
124 positions
#19Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$TXN$PFE
$418M
232 positions
#20Community Bank, N.A.Passive
Some overlap · 3 shared positions
$TXN$MDY$PEG
$926M
530 positions
#21Beacon Financial Strategies CORPActive
Some overlap · 3 shared positions
$TXN$PFE$SO
$203M
240 positions
#22BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Slight overlap · 3 shared positions
$SO$PFE$TXN
$263M
90 positions
#23iSAM Funds (UK) LtdPassive
Slight overlap · 3 shared positions
$PFE$PEG$SO
$142M
241 positions
#24Advanced Asset Management Advisors IncActive
Slight overlap · 3 shared positions
$TXN$SO$PEG
$387M
88 positions
#25CenterBook Partners LPPassive
Slight overlap · 3 shared positions
$TXN$LITE$PFE
$2.0B
693 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.