13F Pro

Hedge Funds Similar to STEEL GROVE ADVISORS

13F Portfolio OverlapQ3 2026STEEL GROVE ADVISORS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

STEEL GROVE CAPITAL ADVISORS, LLC is an institutional investor managing $1.1B across 224 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 STEEL GROVE ADVISORS are Financial Futures Ltd Liability, Apeiron RIA, Kagan Cocozza Asset, with shared positions in $IBIT, $AFL, $MDY, $TGT, $KMI, $TXN. The full ranking of 25 similar funds is below.

#1Financial Futures Ltd Liability Co.Active
Some overlap · 3 shared positions
$IBIT$AFL$MDY
$270M
78 positions
#2Apeiron RIA LLCActive
Some overlap · 3 shared positions
$IBIT$AFL$MDY
$440M
136 positions
#3Kagan Cocozza Asset ManagementActive
Some overlap · 3 shared positions
$IBIT$AFL$TGT
$162M
66 positions
#4Financial Engines Advisors L.L.C.Active
Some overlap · 3 shared positions
$IBIT$KMI$MDY
$56.3B
552 positions
#5Friday FinancialActive
Some overlap · 3 shared positions
$IBIT$MDY$TXN
$506M
119 positions
#6Sanchez Levi GarrettActive
Some overlap · 3 shared positions
$IBIT$KMI$USB
$184M
74 positions
#7Collaborative Capital Advisors LLCActive
Some overlap · 4 shared positions
$IBIT$EPD$MDY$KMI
$158M
83 positions
#8Holos Integrated Wealth LLCActive
Some overlap · 3 shared positions
$IBIT$TXN$F
$223M
391 positions
#9VCI Wealth Management LLCPassive
Some overlap · 3 shared positions
$IBIT$TXN$PFH
$399M
99 positions
#10SHEPHERD KAPLAN KROCHUK, LLCActive
Slight overlap · 5 shared positions
$IBIT$EPD$KMI$BEN$PFH
$126M
62 positions
#11Disciplined Equity Management, Inc.Smart money
Slight overlap · 8 shared positions
$KMI$TXN$VTRS$F$PFH$USB
$227M
47 positions
#12BITTERROOT CAPITAL ADVISORS LLCSmart money
Slight overlap · 4 shared positions
$IBIT$EPD$MDY$MO
$166M
53 positions
#13Requisite Capital Management, LLCSmart money
Slight overlap · 3 shared positions
$IBIT$EPD$KMI
$605M
127 positions
#14Royal Palms Capital LLCPassive
Slight overlap · 6 shared positions
$AFL$EPD$KMI$TXN$VTRS$MO
$113M
55 positions
#15Sound Financial Strategies Group, LLCActive
Slight overlap · 3 shared positions
$IBIT$BEN$TROW
$157M
121 positions
#16Franchise GP LtdActive
Slight overlap · 3 shared positions
$IBIT$ARM$NOK
$236M
42 positions
#17GenTrust, LLCActive
Slight overlap · 3 shared positions
$IBIT$EPD$MDY
$2.6B
201 positions
#181834 INVESTMENT ADVISORS COPassive
Slight overlap · 7 shared positions
$KMI$TXN$F$TGT$TROW$USB
$886M
232 positions
#19Gould Capital, LLCPassive
Slight overlap · 3 shared positions
$IBIT$AFL$KMI
$179M
217 positions
#20WBI INVESTMENTS, LLCPassive
Slight overlap · 7 shared positions
$ARM$BEN$TROW$SWKS$PFH$MO
$403M
286 positions
#21Measured Risk Portfolios, Inc.Active
Slight overlap · 6 shared positions
$KMI$MDY$TXN$TROW$PFH$MO
$94M
64 positions
#22J2 Capital Management IncActive
Slight overlap · 3 shared positions
$IBIT$AFL$USB
$158M
119 positions
#23EDMP, INC.Passive
Slight overlap · 5 shared positions
$AFL$EPD$PFH$MO$BBY
$130M
74 positions
#24International Private Wealth Advisors LLCPassive
Slight overlap · 5 shared positions
$IBIT$KMI$TROW$PFH$MO
$194M
160 positions
#25Exeter Financial, LLCPassive
Slight overlap · 5 shared positions
$AFL$TXN$TGT$TROW$USB
$265M
100 positions

Compare STEEL GROVE ADVISORS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View STEEL GROVE ADVISORS’s holdings

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.