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Hedge Funds Similar to Strategic Family Wealth Counselors, L.L.C.

13F Portfolio OverlapQ2 2026Strategic Family Wealth Counselors, L.L.C. portfolio →
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Most similar hedge funds by 13F overlap

Strategic Family Wealth Counselors, L.L.C. is an institutional investor managing $430M across 178 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 Family Wealth Counselors, L.L.C. are Ahara Advisors, SRS Investment, Boothe Investment Group, with shared positions in $UBER, $RBLX, $DIS, $TWLO, $WRBY, $PFE. The full ranking of 25 similar funds is below.

#1Ahara Advisors LLCActive
Notable overlap · 3 shared positions
$UBER$RBLX$DIS
$152M
56 positions
#2SRS Investment Management, LLCSmart money
Some overlap · 3 shared positions
$RBLX$TWLO$WRBY
$10.8B
33 positions
#3Boothe Investment Group, Inc.Active
Some overlap · 3 shared positions
$UBER$PFE$VZ
$351M
39 positions
#4LAZARI CAPITAL MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$UBER$DIS$PFE$AXP$VZ
$339M
187 positions
#5HS Management Partners, LLCActive
Some overlap · 3 shared positions
$UBER$DIS$AXP
$291M
24 positions
#6SIMS INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$UBER$DIS$DOV$VZ
$320M
39 positions
#7Econ Financial Services CorpPassive
Some overlap · 4 shared positions
$PFE$UBER$VZ$CL
$239M
85 positions
#8GARDNER RUSSO & QUINN LLCSmart money
Some overlap · 5 shared positions
$UBER$UNP$DOV$WRBY$AXP
$8.9B
85 positions
#9BOYAR ASSET MANAGEMENT INC.Active
Some overlap · 4 shared positions
$UBER$PFE$DIS$AXP
$174M
77 positions
#10Three Bridge Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$RBLX$DOV$DIS
$399M
87 positions
#11Neumann Capital Management, LLCActive
Some overlap · 4 shared positions
$DOV$PFE$DIS$UNP
$391M
105 positions
#12FIDUCIENT ADVISORS LLCActive
Some overlap · 3 shared positions
$UBER$DOV$TWLO
$698M
153 positions
#13New England Professional Planning Group Inc.Smart money
Some overlap · 4 shared positions
$DOV$PFE$UNP$TXN
$268M
50 positions
#14Long Corridor Asset Management LtdActive
Some overlap · 3 shared positions
$RBLX$UBER$AXP
$331M
35 positions
#15Blume Capital Management, Inc.Passive
Some overlap · 4 shared positions
$UBER$PFE$DIS$UNP
$678M
357 positions
#16HOURGLASS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$UBER$PFE$UNP$VZ
$488M
125 positions
#17Drystone LLCActive
Some overlap · 3 shared positions
$PFE$DOV$TXN
$122M
18 positions
#18Ardmore Road Asset Management LPPassive
Some overlap · 3 shared positions
$UBER$RBLX$VZ
$1.7B
70 positions
#19Gallagher Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$PFE$UBER$VZ
$187M
72 positions
#20Unify Financial AdvisorsPassive
Some overlap · 3 shared positions
$DOV$UBER$VZ
$108M
90 positions
#21Sandhill Capital Partners LLCActive
Some overlap · 3 shared positions
$UBER$TXN$AXP
$1.2B
98 positions
#22Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 5 shared positions
$DOV$DIS$PFE$TXN$AXP
$418M
232 positions
#23LongView Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$UTG$AXP
$415M
229 positions
#24VILLERE ST DENIS J & CO LLCPassive
Some overlap · 4 shared positions
$UBER$PFE$VZ$CL
$838M
85 positions
#25Junk Investment Group, LLCActive
Some overlap · 5 shared positions
$DOV$DIS$TXN$AXP$VZ
$241M
98 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.