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Hedge Funds Similar to Strategic Financial Services

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

Strategic Financial Services, Inc. is an institutional investor managing $2.3B across 157 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 Services are NOTTINGHAM ADVISORS, SBI Okasan Asset Ltd., American Investment Services, with shared positions in $GLDM, $MTB, $KLAC, $QCOM, $NXPI, $NEE. The full ranking of 25 similar funds is below.

#1NOTTINGHAM ADVISORS, INC.Active
Substantial overlap · 3 shared positions
$GLDM$MTB$KLAC
$838M
122 positions
#2SBI Okasan Asset Management Co.Ltd.Smart money
Substantial overlap · 3 shared positions
$GLDM$QCOM$NXPI
$3.0B
320 positions
#3American Investment Services, Inc.Active
Substantial overlap · 3 shared positions
$GLDM$NEE$PEP
$473M
133 positions
#4Austin Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$GLDM$NEE$TJX
$473M
126 positions
#5Henderson Brothers Financial Partners, LLCActive
Notable overlap · 5 shared positions
$GLDM$MCK$TJX$NEE$PEP
$211M
77 positions
#6SENTINEL PENSION ADVISORS, LLCActive
Notable overlap · 3 shared positions
$GLDM$ALPS$NEE
$762M
147 positions
#7SAGE PRIVATE WEALTH GROUP, LLCActive
Notable overlap · 3 shared positions
$GLDM$TJX$QCOM
$222M
100 positions
#8RM Financial Services, LLCPassive
Notable overlap · 3 shared positions
$GLDM$PEP$PSX
$135M
79 positions
#9Bangor Savings BankActive
Notable overlap · 5 shared positions
$GLDM$QCOM$NEE$PEP$PSX
$1.4B
543 positions
#10Kraft, Davis & Associates, LLCActive
Notable overlap · 3 shared positions
$GLDM$KLAC$NXPI
$479M
155 positions
#11Evernest Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$GLDM$TJX$QCOM
$478M
191 positions
#12Marion Wealth ManagementPassive
Notable overlap · 6 shared positions
$SNPS$MCK$BLK$NEE$TJX$PSX
$491M
159 positions
#13Parcion Private Wealth LLCPassive
Notable overlap · 4 shared positions
$GLDM$KLAC$TJX$BLK
$1.8B
529 positions
#14Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$GLDM$BLK$TJX
$412M
181 positions
#15Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$GLDM$KLAC$SNPS$MCK
$258M
228 positions
#16Heritage Family Offices, LLPPassive
Some overlap · 4 shared positions
$GLDM$KLAC$SNPS$MCK
$259M
233 positions
#17Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$SNPS$MCK$TJX
$358M
74 positions
#18CAPE COD FIVE CENTS SAVINGS BANKPassive
Some overlap · 5 shared positions
$SNPS$NEE$KLAC$TJX$PEP
$1.2B
203 positions
#19Hurlow Wealth Management Group, Inc.Active
Some overlap · 3 shared positions
$SNPS$NEE$TJX
$481M
125 positions
#20Davidson Capital Management Inc.Active
Some overlap · 5 shared positions
$KLAC$MCK$SNPS$NEE$TJX
$624M
96 positions
#21Columbus Macro, LLCPassive
Some overlap · 3 shared positions
$SNPS$KLAC$QCOM
$1.0B
207 positions
#22American TrustActive
Some overlap · 6 shared positions
$KLAC$GLDM$NEE$TJX$BLK$PEP
$1.3B
334 positions
#23POTOMAC FUND MANAGEMENT INC /ADVSmart money
Some overlap · 3 shared positions
$SNPS$PEP$QCOM
$4.0B
109 positions
#24COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 6 shared positions
$KLAC$BLK$TJX$QCOM$PEP$NXPI
$414M
164 positions
#25Capstone Capital Management LtdPassive
Some overlap · 3 shared positions
$SNPS$KLAC$QCOM
$224M
160 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.