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Hedge Funds Similar to STRATEGIC ADVISORY PARTNERS

13F Portfolio OverlapQ2 2026STRATEGIC ADVISORY PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

STRATEGIC ADVISORY PARTNERS, LLC is an institutional investor managing $141M across 43 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 ADVISORY PARTNERS are Glassy Mountain Advisors, Edgemoor Investment Advisors, Modera Wealth, with shared positions in $LOW, $WSM, $BLK, $IBIT. The full ranking of 7 similar funds is below.

#1Glassy Mountain Advisors, Inc.Passive
Some overlap · 3 shared positions
$LOW$WSM$BLK
$366M
76 positions
#2Edgemoor Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$LOW$WSM$BLK
$1.5B
188 positions
#3Modera Wealth Management, LLCActive
Some overlap · 3 shared positions
$LOW$WSM$BLK
$9.4B
650 positions
#4EVEXIA WEALTH LLCPassive
Some overlap · 3 shared positions
$WSM$LOW$BLK
$369M
77 positions
#5First Long Island Investors, LLCActive
Some overlap · 3 shared positions
$WSM$LOW$BLK
$1.4B
73 positions
#6Sara-Bay FinancialActive
Some overlap · 3 shared positions
$IBIT$BLK$LOW
$375M
87 positions
#7Gleason Group, Inc.Active
Some overlap · 3 shared positions
$WSM$BLK$LOW
$1.1B
449 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.