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Hedge Funds Similar to Strategic Financial Partners, Ltd.

13F Portfolio OverlapQ2 2026Strategic Financial Partners, Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Strategic Financial Partners, Ltd. is an institutional investor managing $265M across 88 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 Partners, Ltd. are Baugh & Associates, American Investment Advisors, AdviceOne Advisory Services, with shared positions in $ASML, $COP, $SO. The full ranking of 3 similar funds is below.

#1Baugh & Associates, LLCActive
Some overlap · 3 shared positions
$ASML$COP$SO
$226M
42 positions
#2American Trust Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$COP$SO$ASML
$203M
81 positions
#3AdviceOne Advisory Services, LLCSmart money
Slight overlap · 3 shared positions
$ASML$SO$COP
$177M
45 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.