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Hedge Funds Similar to Strategic Financial Concepts

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

Strategic Financial Concepts, LLC is an institutional investor managing $336M across 239 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 Financial Concepts are Arrow Investment Advisors, Beacon Financial Advisory, HFG Advisors, with shared positions in $MNR, $GOOD, $DKL, $ET, $MPLX, $BAH. The full ranking of 25 similar funds is below.

#1Arrow Investment Advisors, LLCActive
Some overlap · 5 shared positions
$MNR$GOOD$DKL$ET$MPLX
$103M
75 positions
#2Beacon Financial Advisory LLCPassive
Some overlap · 3 shared positions
$BAH$ALPS$QCOM
$508M
417 positions
#3HFG Advisors, Inc.Active
Some overlap · 3 shared positions
$BAH$ET$MPLX
$160M
117 positions
#4NCM Capital Management, LLCPassive
Some overlap · 3 shared positions
$BAH$QCOM$MS
$324M
194 positions
#5Smart Money Group LLCSmart money
Some overlap · 3 shared positions
$FFIN$LOW$QCOM
$390M
86 positions
#6SARD WEALTH MANAGEMENT GROUP, LLCActive
Some overlap · 3 shared positions
$BAH$ALL$MS
$209M
61 positions
#7Harvest Investment Advisors, LLCActive
Some overlap · 5 shared positions
$BAH$QCOM$STT$ALL$MS
$202M
58 positions
#8Pitti Group Wealth Management, LLCActive
Some overlap · 5 shared positions
$LOW$PYPL$MDT$QCOM$MS
$137M
84 positions
#9MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$LOW$PYPL$MDT$QCOM$MS
$1.2B
106 positions
#10LEVEL FOUR ADVISORY SERVICES, LLCPassive
Some overlap · 3 shared positions
$BAH$ALPS$MS
$3.5B
935 positions
#11CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$ALPS$LOW$STT$MS
$338M
143 positions
#12KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 3 shared positions
$MNR$ET$MPLX
$5.1B
53 positions
#13Ledyard National BankPassive
Some overlap · 3 shared positions
$BAH$LOW$MDT
$1.2B
255 positions
#14Davis Capital ManagementPassive
Some overlap · 4 shared positions
$LOW$MDT$QCOM$ALL
$169M
1,270 positions
#15DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$LOW$MDT$STT$ALL
$530M
92 positions
#16Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$LOW$MDT$QCOM$MS
$10.2B
208 positions
#17Oak Asset Management, LLCActive
Some overlap · 4 shared positions
$LOW$MDT$QCOM$MS
$311M
115 positions
#18Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$LOW$ET$QCOM$MS
$226M
42 positions
#19Mattson Financial Services, LLCPassive
Some overlap · 4 shared positions
$PYPL$LOW$MDT$MS
$478M
235 positions
#20William B. Walkup & Associates, Inc.Passive
Slight overlap · 4 shared positions
$LOW$QCOM$ALL$MS
$208M
258 positions
#21BEAM WEALTH ADVISORS, INC.Active
Slight overlap · 3 shared positions
$ALPS$ET$STT
$453M
117 positions
#22Capital Analysts, LLCPassive
Slight overlap · 3 shared positions
$BAH$MDT$MS
$4.3B
1,536 positions
#23Genesee Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$ALPS$STT$MS
$317M
172 positions
#2410Elms LLPPassive
Slight overlap · 3 shared positions
$ALPS$QCOM$STT
$236M
526 positions
#25Trilogy Capital Inc.Active
Slight overlap · 3 shared positions
$ALPS$STT$MS
$2.6B
404 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.