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Hedge Funds Similar to Strategic Advisors

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

Strategic Advisors LLC is an institutional investor managing $457M across 164 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 Strategic Advisors are Michael Brady, Westhampton, DB Fitzpatrick, with shared positions in $WM, $ETN, $PH, $DHR, $AXP, $APD. The full ranking of 25 similar funds is below.

#1Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$WM$ETN$PH$DHR$AXP
$113M
58 positions
#2Westhampton Capital, LLCPassive
Some overlap · 3 shared positions
$WM$ETN$PH
$241M
131 positions
#3DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$WM$ETN$DHR$APD
$124M
100 positions
#4Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$ETN$PH$WM$AXP$ANET
$686M
532 positions
#5Sage Investment Advisers LLCPassive
Some overlap · 3 shared positions
$WM$PH$ETN
$149M
98 positions
#6M3 Wealth Management, LLCActive
Some overlap · 3 shared positions
$WM$ETN$PH
$154M
35 positions
#7Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$WM$ETN$APD$AXP
$227M
73 positions
#8Two Point Capital Management, Inc.Active
Some overlap · 4 shared positions
$ETN$PH$APD$J
$248M
30 positions
#9Brentview Investment Management LLCActive
Some overlap · 3 shared positions
$WM$PH$CEG
$253M
63 positions
#10Blue Chip Partners, LLCActive
Some overlap · 3 shared positions
$WM$ETN$CRWD
$1.6B
184 positions
#11FOSTER DYKEMA CABOT & PARTNERS, LLCActive
Some overlap · 3 shared positions
$WM$ETN$AXP
$1.7B
324 positions
#12SHUTTLEWORTH & CoPassive
Some overlap · 3 shared positions
$WM$ETN$ANET
$125M
51 positions
#13Rithm Capital Corp.Active
Some overlap · 3 shared positions
$ETN$WM$CEG
$81M
38 positions
#14Nordwand Advisors, LLCPassive
Some overlap · 4 shared positions
$ETN$WM$APD$AXP
$652M
146 positions
#15BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 4 shared positions
$ETN$PH$CRWD$AXP
$371M
394 positions
#16BOWEN HANES & CO INCActive
Some overlap · 4 shared positions
$ETN$PH$AXP$ISRG
$4.1B
151 positions
#17WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 3 shared positions
$WM$PH$ETN
$97M
110 positions
#18InTrack Investment Management IncPassive
Some overlap · 3 shared positions
$ETN$WM$DHR
$202M
110 positions
#19WESPAC Advisors SoCal, LLCPassive
Some overlap · 5 shared positions
$ETN$CEG$AXON$CRWD$ANET
$560M
122 positions
#20Evergreen Private Wealth LLCPassive
Some overlap · 3 shared positions
$WM$PH$ANET
$270M
89 positions
#21Alley Investment Management Company, LLCActive
Some overlap · 3 shared positions
$ETN$PH$DHR
$856M
89 positions
#22Mission Creek Capital Partners, Inc.Passive
Some overlap · 4 shared positions
$ETN$WM$CEG$ANET
$569M
231 positions
#23Fruth Investment ManagementPassive
Some overlap · 4 shared positions
$ETN$PH$APD$AXP
$421M
225 positions
#24TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$ETN$WM$DHR$CRWD
$238M
118 positions
#25EagleClaw Capital Managment, LLCPassive
Some overlap · 3 shared positions
$ETN$PH$APD
$745M
145 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.