Hedge Funds Similar to Sowa Financial Group

13F Portfolio OverlapQ2 2026Sowa Financial Group portfolio →

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Most similar hedge funds by 13F overlap

Sowa Financial Group, Inc. is an institutional investor managing $215M across 29 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 Sowa Financial Group are GenWealth Group, Shah Wealth Advisors, NOTTINGHAM ADVISORS, with shared positions in $IAU, $T, $VZ, $MO. The full ranking of 25 similar funds is below.

#1GenWealth Group, Inc.Active

Substantial overlap · 3 shared positions

$642M

89 positions

#2Shah Wealth Advisors, LLCActive

Substantial overlap · 4 shared positions

$IAU $MO $VZ $T

$433M

79 positions

#3NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 3 shared positions

$838M

122 positions

#4MBA Advisors LLCPassive

Notable overlap · 3 shared positions

$297M

166 positions

#5Leslie Global Wealth, LLCActive

Notable overlap · 3 shared positions

$257M

85 positions

#6Arnhold LLCActive

Notable overlap · 3 shared positions

$1.4B

113 positions

#7Kelly Financial Services LLCActive

Notable overlap · 3 shared positions

$467M

141 positions

#8BCWM, LLCPassive

Notable overlap · 4 shared positions

$IAU $MO $VZ $T

$342M

57 positions

#9WealthCare Investment Partners, LLCPassive

Notable overlap · 4 shared positions

$IAU $MO $VZ $T

$412M

206 positions

#10MAIMON WEALTH MANAGEMENT LTD.Passive

Some overlap · 3 shared positions

$130M

80 positions

#11ETF Store, Inc.Passive

Some overlap · 3 shared positions

$120M

114 positions

#12Smith Thornton Advisors LLCPassive

Some overlap · 3 shared positions

$227M

140 positions

#13TPG Advisors LLCActive

Some overlap · 3 shared positions

$182M

115 positions

#14LaSalle St. Investment Advisors, LLCPassive

Some overlap · 3 shared positions

$818M

429 positions

#15Plan Group Financial, LLCPassive

Some overlap · 4 shared positions

$IAU $MO $VZ $T

$486M

249 positions

#16Northstar Financial Companies, Inc.Passive

Some overlap · 3 shared positions

$148M

117 positions

#17Dynamic Financial GroupSmart money

Some overlap · 4 shared positions

$IAU $MO $VZ $T

$132M

76 positions

#18Mid-American Wealth Advisory Group, Inc.Active

Slight overlap · 3 shared positions

$277M

66 positions

#19Bridgewealth Advisory Group, LLCActive

Slight overlap · 3 shared positions

$530M

141 positions

#20United Community BankPassive

Slight overlap · 3 shared positions

$323M

534 positions

#21Stablepoint Partners, LLCPassive

Slight overlap · 3 shared positions

$723M

260 positions

#22Henderson Brothers Financial Partners, LLCActive

Slight overlap · 3 shared positions

$211M

77 positions

#23HF Advisory Group, LLCPassive

Slight overlap · 3 shared positions

$323M

168 positions

#24Pacer Advisors, Inc.Passive

Slight overlap · 3 shared positions

$39.3B

2,614 positions

#25GQG Partners LLCActive

Slight overlap · 3 shared positions

$53.8B

102 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.