Hedge Funds Similar to Sowell Financial Services

13F Portfolio OverlapQ3 2026Sowell Financial Services portfolio →

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Most similar hedge funds by 13F overlap

Sowell Financial Services LLC is an institutional investor managing $3.1B across 1,156 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Sowell Financial Services are ADAPT Investment Managers SA, Gallagher Advisors, Beta Wealth Group, with shared positions in $DELL, $PLTR, $SBUX, $UBER, $WFC, $MS. The full ranking of 25 similar funds is below.

#1ADAPT Investment Managers SAActive

Slight overlap · 5 shared positions

$DELL $PLTR $SBUX $UBER $WFC

$12.6B

133 positions

#2Gallagher Capital Advisors, LLCPassive

Slight overlap · 5 shared positions

$DELL $PLTR $UBER $MS $WFC

$187M

72 positions

#3Beta Wealth Group, Inc.Active

Slight overlap · 5 shared positions

$PLTR $SBUX $UBER $MS $WFC

$267M

114 positions

#4Royal Fund Management, LLCPassive

Slight overlap · 4 shared positions

$DELL $OKE $SBUX $UBER

$1.3B

286 positions

#5RHODES INVESTMENT ADVISORS INC /ADVPassive

Slight overlap · 4 shared positions

$DELL $PLTR $SBUX $UBER

$141M

124 positions

#6Kercheville Advisors, LLCPassive

Slight overlap · 4 shared positions

$DELL $PLTR $SBUX $UBER

$361M

119 positions

#7Bulltick Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$DELL $PLTR $SBUX $UBER

$490M

134 positions

#8Trust Investment AdvisorsPassive

Slight overlap · 4 shared positions

$DELL $OKE $MS $UPS

$229M

102 positions

#9MFG WEALTH MANAGEMENT, INC.Passive

Slight overlap · 4 shared positions

$DELL $PLTR $SBUX $UPS

$138M

62 positions

#10HARTLINE INVESTMENT CORP/Active

Slight overlap · 4 shared positions

$DELL $PLTR $UBER $MS

$1.1B

115 positions

#11Cunning Capital Partners, LPActive

Slight overlap · 4 shared positions

$DELL $PLTR $MS $WFC

$248M

55 positions

#12Millennium Capital Advisors, LLCPassive

Slight overlap · 4 shared positions

$DELL $PLTR $MS $UPS

$190M

137 positions

#13OpenArc Corporate Advisory, LLCActive

Slight overlap · 4 shared positions

$DELL $PLTR $MS $UPS

$8.9B

931 positions

#14NVWM, LLCPassive

Slight overlap · 4 shared positions

$DELL $SBUX $MS $WFC

$533M

799 positions

#15Monte Financial Group, LLCPassive

Slight overlap · 4 shared positions

$DELL $SBUX $WFC $UPS

$312M

102 positions

#16Stratos Investment Management, LLCPassive

Slight overlap · 4 shared positions

$DELL $UBER $MS $WFC

$2.8B

382 positions

#17LIGHTHOUSE FINANCIAL SERVICES INC /ADVActive

Slight overlap · 4 shared positions

$DELL $UBER $MS $WFC

$476M

102 positions

#18Boston PartnersPassive

Slight overlap · 4 shared positions

$DELL $UBER $MS $WFC

$112.6B

802 positions

#19FLOYD FINANCIAL GROUP LLCActive

Slight overlap · 4 shared positions

$OKE $PLTR $SBUX $UBER

$153M

65 positions

#20MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$OKE $SBUX $WFC $UPS

$233M

122 positions

#21SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Slight overlap · 4 shared positions

$PLTR $SBUX $UBER $WFC

$1.5B

160 positions

#22LJI Wealth Management, LLCSmart money

Slight overlap · 4 shared positions

$PLTR $UBER $WFC $UPS

$714M

201 positions

#23Wealth Science Advisors LLCActive

Slight overlap · 4 shared positions

$SBUX $UBER $MS $WFC

$238M

80 positions

#24Tradewinds Capital Management, LLCActive

Slight overlap · 4 shared positions

$SBUX $OKE $WFC $UPS

$578M

707 positions

#25Charter Capital Management, LLC\DESmart money

Slight overlap · 4 shared positions

$UBER $MS $WFC $UPS

$226M

75 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.